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
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
10.2021 - 04.2022
- Top performer in successful repayment resolutions by negotiating payment arrangements with clients
Mortgage Review Specialist
Aerotek
06.2021 - 10.2021
- Conducted thorough evaluations for better compliance and risk mitigation.
Post Settlement Intern
Navy Federal Credit Union
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