Gerrard Phillips

Experience

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  Career Group Inc.

  Feb 2001 - Dec 2007

  Marketing Assistant & Administration

  Help positions at the following companies while working for Career Group:Harris, Bretall, Sullivan & Smith-Assisted Marketing and Investment Teams and prepared morning stock statistics-Assisted Marketing team with monthly marketing packets with information providedMorgan Stanley Dean Witter-Received and deposited stocks and checks and oversaw outgoing checks.-Managed the Zero Balance Account with Wells Fargo and handled discrepancies

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  First American Home Buyers Protection

  Apr 2008 - Dec 2008

  Claims Resolution Specialist

  -Assisted homeowners with incomplete and/or problematic claims-Received claims and confirmed policy coverage-Processed cash outs, reimbursements and petitions, took reports and authorized work

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  OfficeTeam

  May 2012 - Oct 2012

  Customer Service Representative & Payroll Assistant

  Robert Half International Customer Service Representative / Payroll Assistant -Effectively managed 80+ calls per day in high-volume call center-Resolved payroll issues with Robert Half employees (payment discrepancies, direct deposits) -Assisted coworkers with customer complaints and issues. Liaison between management-Displayed quality assurance to guarantee call center objectives utilizing TCAST software-Worked with upper management to ensure appropriate account changes were completed Show less

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  Napa Valley Tours & Transportation

  Jun 2015 - Jun 2016

  Tour Guide / Chauffeur

  -Guided unique and personalized wine tours-Class B driver for wine tours, dinner engagements, airport transfers, etc.-Extensive knowledge of the wine country, restaurants, landmarks, backrooms and off the grid excursions. given daily assignments from the dispatch team-Utilized high degree of exceptional customer service-Point of contact, tour guide, door to the VIP realm and confidant

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  Contra Costa County Public Works

  Jul 2015 - Apr 2016

  Mobile Clinic Operator

  -Drove mobile health clinics to schools across Contra Costa County-Dispatched by Contra Costa County's Public Health Department and directed to service designated low-income schools county wide-Drove to assigned school, mounted and set up clinic, computers, and nurses’ station ensuring medical supplies were fully stocked and ready for use-Registered students for sports physicals, pediatric care, and sensitive services-Maintained Mobile Clinic RV, recorded appointments and medical supply inventory for ledger Show less

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  Property Solution Buyers

  Oct 2020 - Mar 2025

  Mergers and Acquisitions Manager

  I handle the acquisition of Commercial & Residential Real Estate and also serves as a consultant in Real Estate acquistion.

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  City and County of San Francisco

  Apr 2023 - now

  • Customer Service Agent

    Apr 2023 - now

  • Customer Service Agent

    Apr 2023 - now
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  The Lewis Group of Companies

  Feb 2024 - now

  Night Service Manager