Katelyn Morrell
Brunswick
Summary
Compassionate Customer Service Specialist with over 8 years of experience, recognized for exceptional productivity and efficient task management. Proven ability to foster positive client relationships while effectively resolving inquiries and concerns. Strong commitment to enhancing customer satisfaction through attentive service and proactive problem-solving. Adept at adapting to dynamic environments, ensuring a seamless experience for every customer interaction.
Overview
7
7
years of professional experience
Work History
Financial Services Representative
World Finance
08.2025 - Current
- Facilitated client account management, ensuring compliance with financial regulations and company policies.
- Processed loan applications efficiently, assessing borrower eligibility and creditworthiness.
- Provided exceptional customer service, addressing inquiries and resolving issues to enhance client satisfaction.
Front Desk Receptionist
Jekyll Island Club Hotel
04.2025 - 07.2025
- Managed front desk operations, ensuring smooth guest check-in and check-out processes.
- Coordinated appointment scheduling and maintained comprehensive filing systems for efficient office management.
- Provided exceptional customer service, addressing inquiries and resolving issues promptly and professionally.
- Implemented improvements to reception workflows, enhancing overall efficiency and guest satisfaction.
Accounting Clerk
I95 Toyota
02.2025 - 04.2025
- Processed accounts payable and receivable transactions efficiently.
- Reconciled bank statements, ensuring accuracy in financial records.
- Managed payroll processing, maintaining compliance with regulations.
- Assisted in preparation of monthly financial reports for management review.
Concierge - Cottage Rentals
Sea Island Resort
09.2022 - 11.2024
- Maintain knowledge of Sea Island’s properties, services, offerings, and the local area to answer questions and
enthusiastically share this information with guests and members. - Consistently follow your team’s processes and procedures, including standards for quality, timing, attendance,
and appearance. - Maintaining a clean and organized work environment and immediately report any maintenance or safety issues.
- Utilize creative problem resolution skills to help resolve service issues in a timely and positive way, following up with guests, members, and other departments as needed.
- Willing and timely execution of other duties as delegated by leadership
Inside Sales Representative
Express Scripts
02.2019 - 09.2022
- Respond to incoming calls from our customers on issues related to product questions and status inquiries
- Identify issues and communicate solutions and steps to customers, pharmacies and physicians with prescription orders and reorders
- Ask appropriate questions and listen actively while documenting required information in computer systems;
- Make outbound calls to customers on orders and payment issued
- Adjusted bills and refunded money to resolve customers' service or billing complaints
- Provided excellent customer service by responding to inquiries in a timely manner.
- Maintained accurate records of all transactions
Education
High School Diploma -
Brunswick High School
Brunswick, GA05-2017
Skills
- Multitasking
- Microsoft Office Products
- Customer Relationship Management (CRM)
- Appointment Scheduling
- Administrative Support
- Customer Follow-Up
- Inbound Calls
- Outbound Calls
- Clerical Skills
- Sales force
- Referral Coordination
- Clerical Skills
- Resolution Skills
- Data Entry
- World Class Customer Service
- Time Management
- Resolution
- Teamwork
- Forbes Training
Education and Training
other
Timeline
Financial Services Representative
World Finance
08.2025 - Current
Front Desk Receptionist
Jekyll Island Club Hotel
04.2025 - 07.2025
Accounting Clerk
I95 Toyota
02.2025 - 04.2025
Concierge - Cottage Rentals
Sea Island Resort
09.2022 - 11.2024
Inside Sales Representative
Express Scripts
02.2019 - 09.2022
High School Diploma -
Brunswick High School