Andrea Hardenburg
Charlotte,MI
Summary
Experienced Processor IV with 11 years of expertise in efficiently processing new annuity applications, training and onboarding new associates, and implementing process updates for enhanced efficiency and accuracy. Adept at cash handling, ensuring quality assurance, and leveraging strong administrative skills to streamline operations. Proficient in Microsoft Office suite and skilled in data entry for accurate and timely documentation.
Overview
20
20
years of professional experience
Work History
Operations Processor IV
Jackson National Life Insurance Company
01.2013 - 12.2024
- Was responsible for processing new annuity applications
- Was a subject-matter expert in many areas of my department
- Directly responsible for training new associates in the cash function of the application process
- Also was responsible for many process updates/changes within the dept to streamline processes
- Also responsible for testing system updates on weekends
- I was a mentor for many new hires, helping train them on all the skills needed for the job
- I was responsible for Quality Control for other associates
- I was one of 5 people in the company trained on a specific type of application offered
- I always received excellent performance reviews
- Received and reviewed incoming documents and materials.
- Worked closely with other departments to identify and resolve out of balances and locate missing funds
- Was directly involved in audit processes and worked closely with other departments to resolve production and process shortfalls
- Provided exceptional customer service to internal and external customers.
- Adaptable and proficient in learning new concepts quickly and efficiently.
- Identified issues, analyzed information and provided solutions to problems.
- Learned and adapted quickly to new technology and software applications.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Organized professional with expertise in managing resources and optimizing performance. Proficient in providing valuable insights and supporting decision-making processes. Committed to enhancing productivity and contributing to overall success.
Lead Teller
Fifth Third Bank
01.2005 - 11.2011
- Replenished ATM funds in empty canisters prior to validation process.
- Created teller schedule to keep weekly and weekend shifts properly staffed.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Introduced customers to other bank team members to help meet financial needs.
- Answered inquiries regarding checking and savings accounts and other related products.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Investigated and promptly resolved issues with patron accounts.
- Received car loan, home loan, and other payments and posted to accounts.
- Managed daily bank operations by processing customer transactions and providing exceptional customer service.
- Enforced compliance with bank regulations and policies to reduce financial risks.
- Recognized and prevented fraudulent activities and suspicious transactions.
- Mentored and trained new tellers on bank procedures and customer service standards.
- Educated customers on online banking and mobile banking applications.
- Handled various accounting transactions.
- Referred customers to other banking departments for specialized services.
- Established rapport with new clients to increase satisfaction and loyalty.
- Processed applications for new accounts.
- Received loan and utility payments, sending funds to correct destinations.
- Performed account maintenance by closing out accounts and changing customer addresses.
- Arranged monies received in cash boxes and coin dispensers according to denomination.
- Assisted customers with banking needs and inquiries.
- Executed wire transfers, stop payments and account transfers.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Cross-sold credit cards, loans and other bank products.
- Counted, verified and handled bank deposits and armored car transactions.
Education
Bachelor's degree - Business Management
University of Phoenix-Online Campus
Charlotte12.2014
Skills
- Data Entry
- Cash Handling
- Accounting
- Administrative Experience
- Microsoft Excel
- Mentoring
- Quality Control
- Paperwork management
- Research expertise
- Interpersonal communication
- Deadline driven
- Information protection
- Process auditing
- Teamwork and collaboration
- Multitasking and organizing
- Continuous improvement
- Compliance monitoring
- Customer service
- Attention to detail
Timeline
Operations Processor IV
Jackson National Life Insurance Company
01.2013 - 12.2024
Lead Teller
Fifth Third Bank
01.2005 - 11.2011
Bachelor's degree - Business Management
University of Phoenix-Online Campus
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