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Sherri E. Page-Thomas
1404 Wilderness Drive
Richmond, VA 23231
Mobile: (804) 405-3756
E-mail: sherript53@gmail.com
Summary
 30 years of customer service experience within various business industries
 Working knowledge of Microsoft Office Suite applications, Internet, Data Entry and Outlook
 Effective communication skills, both verbally and in writing, with a diverse population
 Proven ability to work independently in a fast-paced environment
 Exceptional relationship management skills with the ability to resolve complex issues, and win
customer loyalty
Professional History
January – March 2016 Strategic Staffing Solutions
AML Investigator
 Reviewed system generated alerts, assess impact to AML processes, conduct research as
required, and document results in written format
 Write suspicious activity reports, address fraud alerts, and other applicable AML processes in
accordance with regulations and time limitations
 Escalate issues as appropriate for advanced investigation and analysis
August – December 2015 General Dynamics Information Technology
Customer Service Representative Inbound
 Provides inbound telephone customer support in a call center environment, determining the
nature of the call or inquiry.
 Processing complaints and/or requests from customers and business centers.
 Developing action plans for customers, responding to and following up on customer
requests, reviewing rates as needed, tracking shipments and orders, or preparing
reports.
2014 – Present Crazy 8 Inc.
Retail Lead Sales Associate
 Provide quality customer service to the public to make their shopping experience a
success.
 Responsible for the operation of daily work shift during business hours to make sure
sales goals are met, encourage enthusiasm in team players while providing a common
goal.
2014 – July 2015 Randstad Staffing, Glen Allen, VA
Customer Service Representative Inbound
 Provides inbound telephone customer support in a call center environment, determining the
nature of the call or inquiry.
 Processing complaints and/or requests from customers and business centers.
 Developing action plans for customers responding to and following up on customer requests
reviewing rates as needed, tracking shipments and orders, or preparing reports.
2007 – 2012 Wells Fargo Bank, Glen Allen, VA
Phone Banker II- Lost Stolen/Retail Services
 Assist with securing and closely monitor accounts due to fraud, analyze and process fraud
claims, mange large caseloads, and process reimbursements when necessary while also
completing my other customer service duties while cross-selling products and credit services
 Assist customers with credit card and mortgage loan accounts and payments, provide
solutions and make payment arrangements on delinquent loans, cards, and accounts,
process payday loans through the bank, enforce banks right to offset.
 Process research request on loans, equity lines, wire transfers, and checking and savings
accounts.
 Other activities consist of being captain of the Morale Team, Leader and speaker for site
diversity group.
1999 – 2007 Wachovia Securities, Glen Allen, VA
Securities Processing Specialist
 Processed stocks and bonds, ensuring they are negotiable and credited to the appropriate
clients' accounts annually increasing banks profitability.
 Provided effective and timely customer service to internal and external clients.
 Maintained reports relating to stock locations on the stock record.
 Assisted branches with resolving problems with physical securities transactions & update daily
indicators.
Securities Processing Vault Control Specialist
 Maintained accuracy of 100% of physical nonnegotiable stock on a quarterly basis.
 Processed physical securities to be held in safekeeping that have restricted legends by
branch requests, and registered in company name.
 Maintained reports relating to stock locations on the stock record.
 Processed deliveries and made copies per request from the branches and restricted stock
department.
Securities Processing Legal Specialist
 Organized high volumes of legal documents processed to generate negotiable securities.
 Evaluated and processed physical securities that require legal paperwork to make securities
negotiable for sales through contact with various sub-firms and branches in a timely manner.
 Researched and determined the appropriate transfer agent assigned to various stock certificates.
1994 – 1999 McKesson HBOC Medical Group, Richmond, VA
Administrative Assistant
 Updated clients account information.
 Answered multiple-line telephone system, while interacting with salesmen and vendors.
 Billed customer service orders, processed invoices and updated customer records in a timely
manner.
 Assisted with inventory control processing and company merger conversions.
Education
1980 – Undergraduate Studies in Computer Information Systems, Shaw University

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Sherri PT Resume 2

  • 1. Sherri E. Page-Thomas 1404 Wilderness Drive Richmond, VA 23231 Mobile: (804) 405-3756 E-mail: sherript53@gmail.com Summary  30 years of customer service experience within various business industries  Working knowledge of Microsoft Office Suite applications, Internet, Data Entry and Outlook  Effective communication skills, both verbally and in writing, with a diverse population  Proven ability to work independently in a fast-paced environment  Exceptional relationship management skills with the ability to resolve complex issues, and win customer loyalty Professional History January – March 2016 Strategic Staffing Solutions AML Investigator  Reviewed system generated alerts, assess impact to AML processes, conduct research as required, and document results in written format  Write suspicious activity reports, address fraud alerts, and other applicable AML processes in accordance with regulations and time limitations  Escalate issues as appropriate for advanced investigation and analysis August – December 2015 General Dynamics Information Technology Customer Service Representative Inbound  Provides inbound telephone customer support in a call center environment, determining the nature of the call or inquiry.  Processing complaints and/or requests from customers and business centers.  Developing action plans for customers, responding to and following up on customer requests, reviewing rates as needed, tracking shipments and orders, or preparing reports. 2014 – Present Crazy 8 Inc. Retail Lead Sales Associate  Provide quality customer service to the public to make their shopping experience a success.  Responsible for the operation of daily work shift during business hours to make sure sales goals are met, encourage enthusiasm in team players while providing a common goal. 2014 – July 2015 Randstad Staffing, Glen Allen, VA Customer Service Representative Inbound  Provides inbound telephone customer support in a call center environment, determining the nature of the call or inquiry.  Processing complaints and/or requests from customers and business centers.  Developing action plans for customers responding to and following up on customer requests reviewing rates as needed, tracking shipments and orders, or preparing reports.
  • 2. 2007 – 2012 Wells Fargo Bank, Glen Allen, VA Phone Banker II- Lost Stolen/Retail Services  Assist with securing and closely monitor accounts due to fraud, analyze and process fraud claims, mange large caseloads, and process reimbursements when necessary while also completing my other customer service duties while cross-selling products and credit services  Assist customers with credit card and mortgage loan accounts and payments, provide solutions and make payment arrangements on delinquent loans, cards, and accounts, process payday loans through the bank, enforce banks right to offset.  Process research request on loans, equity lines, wire transfers, and checking and savings accounts.  Other activities consist of being captain of the Morale Team, Leader and speaker for site diversity group. 1999 – 2007 Wachovia Securities, Glen Allen, VA Securities Processing Specialist  Processed stocks and bonds, ensuring they are negotiable and credited to the appropriate clients' accounts annually increasing banks profitability.  Provided effective and timely customer service to internal and external clients.  Maintained reports relating to stock locations on the stock record.  Assisted branches with resolving problems with physical securities transactions & update daily indicators. Securities Processing Vault Control Specialist  Maintained accuracy of 100% of physical nonnegotiable stock on a quarterly basis.  Processed physical securities to be held in safekeeping that have restricted legends by branch requests, and registered in company name.  Maintained reports relating to stock locations on the stock record.  Processed deliveries and made copies per request from the branches and restricted stock department. Securities Processing Legal Specialist  Organized high volumes of legal documents processed to generate negotiable securities.  Evaluated and processed physical securities that require legal paperwork to make securities negotiable for sales through contact with various sub-firms and branches in a timely manner.  Researched and determined the appropriate transfer agent assigned to various stock certificates. 1994 – 1999 McKesson HBOC Medical Group, Richmond, VA Administrative Assistant  Updated clients account information.  Answered multiple-line telephone system, while interacting with salesmen and vendors.  Billed customer service orders, processed invoices and updated customer records in a timely manner.  Assisted with inventory control processing and company merger conversions. Education 1980 – Undergraduate Studies in Computer Information Systems, Shaw University