Summary
Overview
Work History
Education
Skills
Timeline
Generic

Amery Woz

Negotiations Support Specialist
Orchard Park,NY

Summary

Diligent and detail-oriented professional with a strong commitment to accuracy and precision. Proven ability to thoroughly analyze and execute tasks with meticulous attention to detail, ensuring high-quality results. Adept at identifying and resolving discrepancies, contributing to overall efficiency in work processes.

Overview

8
8
years of professional experience

Work History

Negotiations Support Specialist

Strategic Financial Solutions
01.2022 - Current
  • Audits negotiator's settlement proposals through Salesforce before syncing payment through Reliant Account Management and Global Holdings LLC
  • Performed regular compliance reviews and audits
  • Cross trained with DNL Versara loans and credit requests
  • Conducted financial, compliance and operational audits
  • Check for accuracy by reviewing creditor/ law firms settlement proposals to negotiators and approved or rejects
  • Call creditors/ law firms to set up payments for clients
  • Maintain low error rates and high utilization percentages while working remote
  • Build Excel trackers for proposals to see if client will default or be okay to proceed
  • High attention to bank holidays so payments process in timely manner

Negotiator

Strategic Financial Solutions
02.2020 - 01.2022
  • Outbound calls and emails to creditor/ law firms negotiating clients debts on their behalf
  • Send out POAs to creditors
  • Maintaining consultative relationship with clients throughout the process
  • Build Excel spreadsheet for client’s draft payments, active settlement plans and future payment plans
  • Responsible for hitting monthly goals and deadlines
  • Responds to all questions and inquiries using procedures that fall within established quality control points and Standard Operating Procedures (SOP's)
  • Develop expansive network of creditor contacts to aid in settlement

Financial Consultant

Strategic Financial Solutions
06.2019 - 01.2020
  • Assisted call-in traffic and outbound with identifying financial needs and goals to provide customized solutions
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives
  • Manage CRM pipeline and schedule to maximize consulting opportunities
  • Empathize with clients in regards to their financial situation
  • Helped clients make informed decisions about financial future
  • Analyzed financial needs of clients and developed tailored strategies to meet goals
  • Created financial models to analyze and evaluate investment strategies
  • Informed clients of strategies for reducing debt and maximizing savings
  • Managed over 50 calls per day

City Mail Carrier

United States Postal Service, USPS
11.2017 - 06.2019
  • Sorted and placed mail into mailboxes and post office boxes with high levels of accuracy
  • Directly interacted with customers to deliver mail, packages, and ordered goods
  • Loaded and secured items in trucks to avoid damage to parcels during delivery
  • Communicated customer complaints, requests, and feedback to company management for swift resolution

Shift Manager

ALDI
09.2015 - 11.2017
  • Tracked receipts, employee hours, and inventory movements
  • Worked closely with team members to schedule breaks and shifts to meet state regulations
  • Adhered to company standards and compliance requirements for operations and cleanliness of areas
  • Kept employees operating productively and working on task to meet business and customer needs
  • Trained and mentored new employees to maximize team performance
  • Built relationships with customers and managed accounts to drive revenue and profit
  • Operated cash register for cash, check, and credit card transactions with excellent accuracy levels

Education

Associate of Arts - Computer Networking

ITT Technical Institute
Getzville, NY
05.2001 -

Skills

High attention to detail

Salesforce, Global Holding, 8x8 and RAM expertise acquired

Microsoft Office Applications

Skilled in Microsoft Excel for data entry and basic spreadsheet tasks

Proficient in maintaining consistently low error rate

Timeline

Negotiations Support Specialist

Strategic Financial Solutions
01.2022 - Current

Negotiator

Strategic Financial Solutions
02.2020 - 01.2022

Financial Consultant

Strategic Financial Solutions
06.2019 - 01.2020

City Mail Carrier

United States Postal Service, USPS
11.2017 - 06.2019

Shift Manager

ALDI
09.2015 - 11.2017

Associate of Arts - Computer Networking

ITT Technical Institute
05.2001 -
Amery WozNegotiations Support Specialist