Anissa Lofton
Lufkin,TX
Summary
Highly skilled Reconciliation Specialist with substantial experience in financial reporting, account management and regulatory compliance. Display strong analytical abilities, adeptness at problem-solving and commitment to accuracy in all reconciliation processes. In previous roles, contributed significantly to improving operational efficiency through streamlining reconciliation procedures and implementing new strategies for dispute resolution.
Customer-focused professional with a background in customer service roles. Known for providing top-notch client support while maintaining high levels of customer satisfaction and loyalty. Strengths include exceptional communication, problem-solving skills, and ability to handle multiple tasks simultaneously. Proven track record of consistently improving operational processes to enhance the overall customer experience.
Overview
4
4
years of professional experience
Work History
Reconciliation Specialist
Aflac
04.2023 - Current
- Reviewed and reconciled bank statements to ensure accuracy of financial records.
- Prepared monthly balance sheet reconciliations for multiple accounts.
- Documented procedures for the reconciliation process, ensuring accuracy and consistency across business units.
- Reconciled or entered report discrepancies found in financial records.
- Collaborated with internal departments to resolve discrepancies quickly and accurately.
- Worked closely with other accounting staff members to ensure accuracy throughout the entire month-end close process.
- Tracked payments made through ACH and Wire transfers, verifying information against banking records.
- Handled accounts payable and receivable, including invoicing and payment processing.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
Customer Service Representative
US Bank Home Mortgage
09.2022 - 04.2023
- Helped customers make decisions about loans and lines of credit based on availability, terms and benefits.
- Researched discrepancies in account information or discrepancies between application data and supporting documentation.
- Monitored loan status throughout approval process and communicated updates to all parties involved in the transaction.
- Addressed and resolved applicant and borrower queries throughout the loan cycle.
- Processed mortgage loan documents such as credit reports, appraisals, title documents.
- Provided excellent customer service through timely response to inquiries from customers, lenders, realtors, attorneys.
- Managed escrow process from opening to closing, ensuring timely and compliant transactions.
- Ordered demands, HOA statements, evidence of insurance and other required documents.
Customer Service Representative
Blue Cross Blue Shield of Texas
08.2021 - 07.2022
- Explained coverage options to potential policyholders, answering questions or concerns.
- Analyzed claims data to determine potential areas of improvement for policyholders' protection.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Processed payments received from clients promptly according to established procedures.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
Customer Service Representative
GCS
Columbus, Georgia
08.2020 - 03.2021
- Supported sales team members to drive growth and development.
- Surpassed sales goals through implementation of successful marketing strategies.
- Collected deposits or payments and arranged for billing.
- Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
- Recommended improvements in products, service and billing methods to management to prevent future problems.
- Provided product demonstrations, answered customer questions about features and benefits, and offered suggestions for additional items.
- Tracked weekly sales to develop senior leadership reports for corrective action planning.
Education
High School Diploma -
Hardaway High School
Columbus, GA05-2020
Skills
- Accounts Payable and Receivable
- Credit Card Processing
- Insurance Policy Sales
- Customer Data Confidentiality
- Processing Documents
- Bank Reconciliation
- Multitasking and Prioritization
- Credit Card Payment Processing
- Building Customer Trust and Loyalty
Timeline
Reconciliation Specialist
Aflac
04.2023 - Current
Customer Service Representative
US Bank Home Mortgage
09.2022 - 04.2023
Customer Service Representative
Blue Cross Blue Shield of Texas
08.2021 - 07.2022
Customer Service Representative
GCS
08.2020 - 03.2021
High School Diploma -
Hardaway High School