ARTIKA VILASH
Ft Worth
Summary
Detail-oriented professional with experience managing financial payments and transactions, maintaining data compliance and confidentiality, and conducting account management. A strong foundation in financial analysis, account audits, data entry, and customer service. An excellent communicator both verbally and in writing when it comes to building rapport and trust with clients and colleagues, along with maintaining confidential, sensitive reports and documentation. Adept at resolving transactional discrepancies to prevent fraud and accounting errors, ensuring compliance, and maintaining financial accuracy.
Overview
7
7
years of professional experience
Work History
Customer Support Specialist
Intellicentrics
10.2022 - 10.2024
- Provided support to medical reps through various channels, including phone, chat, and email, to ensure facility access.
- Processed medical and training documents for medical reps, provided knowledge on reasons for rejection due to incomplete information or fraudulent documents.
- Assisted the medical reps with membership payments through phone assistance.
- Performed and assisted medical reps with government sanction checks including OFAC, OIMG, OIG, and SAM.
- Provided troubleshooting to the medical reps when online logins and badges were malfunctioning.
- Maintained the integrity of company policy while ensuring communication between the medical rep and facility is up to standards.
- Optimized use of CRM tools, ensuring accurate tracking and follow-up of customer interactions.
Insurance Broker
Allied Health Agency
10.2021 - 10.2022
- Discussing the need for insurance with prospective clients, actively listening to the client's needs and wants.
- Examining every possible policy choice for the client.
- Making concessions to underwriters to obtain the best policy for the client's best financial interest.
- Presenting the client with policy specifics and contracts.
- Evaluated accuracy and quality of data entered into agency management system.
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
Service Agent
Amplify Credit Union
05.2019 - 11.2020
- Provide technical support and resolved operational discrepancies that includes debit card, check and ACH transactions.
- Assisted in fraud prevention efforts by closely monitoring customer accounts and reporting suspicious activity as required.
- Participated in regular training sessions to stay up-to-date on industry trends, regulatory changes, and product offerings.
- Resolved customer complaints, restoring confidence in bank services and retaining valuable clients.
- Collaborated with cross-functional teams to enhance fraud detection capabilities, resulting in a safer business environment.
Branch Floater Teller
First Central Credit Union
11.2018 - 04.2019
- Provided teller support to six branches including financial transactions, preventing fraud, and servicing clients.
- Identify potential fraud/risky accounts and take appropriate action to prevent loss.
- Monitored and reported suspicious activity in line with bank security policies.
- Improved branch security by adhering strictly to all policies and procedures related to cash handling and fraud prevention.
- Process and audit loan applications and documents, along with assigning deposit boxes.
- Assigned to audit ATM Machines, vault, safety deposit boxes and the drawer.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Supervisor Lead
Sears Holdings Corporation
09.2017 - 10.2018
- Successfully provided leadership support and encouragement to a team of eight in hardlines department.
- Took the lead on reconciling cash receipts, inventory, and customer resolution support.
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Reduced conflict incidents significantly, fostering cohesive team environment through effective conflict resolution strategies.
- Improved customer satisfaction with prompt and courteous resolution of inquiries and complaints.
Education
Bachelor of Science - Accounting
DeVry University
Lisle, IL01.2009
Skills
- Customer Service
- Negotiations
- Data Entry
- Reconciliations
- Account Audits
- Asset Protection
- Collections
- Fraud -Investigations
- Inventory
- MS Word
- Excel
- PowerPoint
- Resolution Support
- 10-Key
- Deposits
Timeline
Customer Support Specialist
Intellicentrics
10.2022 - 10.2024
Insurance Broker
Allied Health Agency
10.2021 - 10.2022
Service Agent
Amplify Credit Union
05.2019 - 11.2020
Branch Floater Teller
First Central Credit Union
11.2018 - 04.2019
Supervisor Lead
Sears Holdings Corporation
09.2017 - 10.2018
Bachelor of Science - Accounting
DeVry University
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