Autumn M. Potter
Gulf Breeze,FL
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Survivor Support Case Specialist
Navy Federal Credit Union
Pensacola, FL
04.2022 - Current
- Analyzed financial accounts and legal documents of deceased members to determine entitlement and disbursal of funds based on regulatory requirements.
- Runner up winner in Datathon 2023; collaborated with cross departmental team to collect data and reports to determine and present solutions for membership retention.
- Enhanced team collaboration by leading team building opportunities
- Streamlined internal processes by identifying inefficiencies and proposing actionable solutions for improvement and contributed to department on Process Improvement Team 2024.
- Presented information workshops for colleagues on various topics related to effective case management techniques and strategies in department wide meetings.
- Leveraged strong analytical skills to identify patterns or trends within team to bring possible solutions to management as Team Engagement Champion 2023.
Delinquency Control Counselor
Navy Federal Credit Union
Pensacola, FL
10.2021 - 04.2022
- Top performer in successful repayment resolutions by negotiating payment arrangements with clients
Mortgage Review Specialist
Aerotek
Pensacola, FL
06.2021 - 10.2021
- Conducted thorough evaluations for better compliance and risk mitigation.
Post Settlement Intern
Navy Federal Credit Union
Pensacola, FL
07.2019 - 05.2021
Education
MBA - Business Analytics
Southern New Hampshire University
Hooksett, NH05.2025
Bachelor of Science - Marketing
Pensacola Christian College
Pensacola, FL05.2021
Skills
- Power BI and Tableau
- Agile Methodologies
- Case Management
- Excellent Communication
- Excel proficiency
- SQL and Databases
Certification
NFLC Lean Six Sigma Yellow Belt course - 04/2024
NFLC Lean Sigma Green Belt course- 04/2024
Microsoft Excel for Accounting- 04/2024
Wiley Data Analytics Core Concepts Certificate- 05/2024
Timeline
Survivor Support Case Specialist
Navy Federal Credit Union
04.2022 - Current
Delinquency Control Counselor
Navy Federal Credit Union
10.2021 - 04.2022
Mortgage Review Specialist
Aerotek
06.2021 - 10.2021
Post Settlement Intern
Navy Federal Credit Union
07.2019 - 05.2021
MBA - Business Analytics
Southern New Hampshire University
Bachelor of Science - Marketing
Pensacola Christian College