Christina Castro

Customer Service & Operations Associate at Capitalize

Christina Castro has worked for five companies since 2012. Christina began their career at Lord & Taylor as a Level II Customer Service Representative, where they handled consistent inbound calls regarding orders placed online, manually processed return fees, and monitored and QA'd associate emails and notes in Salesforce. In 2020, they were a Process Associate at Genpact, where they handled inbound calls regarding retirees HRA accounts, explained health, dental, vision and out of pocket eligibility costs, and completed appointments to speak to a licensed Benefit Advisor. Christina also made outbound calls, confirming retirees' scheduled appointments and courtesy calls for any delayed appointments. In 2021, they worked as a Carrier Success at Transfix, where they processed carrier detention requests at either the shipper or receiver, and assisted with outstanding updates needed from the carrier in the Midwest region. Currently, they are a Customer Service & Operations Associate at Capitalize, and a Specialist at Vanguard, where they handle 40+ inbound calls in an 8-hour work shift from participants regarding their active or terminated 401k plan, completes rightfax documents to send over to the hardship department through Microsoft Word, and creates cases and WMS items for other departments to handle for the participant.

Christina Castro attended Luzerne County Community College from 2019 to 2020, where they earned an Associate's in Applied Science in Business Management. Christina also attended University of Phoenix from 2014, where they earned an Associate of Arts - AA in Health/Health Care Administration/Management.

Location

Wilkes-Barre, United States

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Capitalize

Capitalize is on a mission to make saving for retirement easy. Their platform helps people digitally locate their old 401k and transfer it seamlessly into a new account at any financial institution – without the paperwork, phone calls, and faxes of the past.


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Employees

11-50

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