Chary Purnell
Madison,TN
Summary
Experienced Customer Service Specialist, Loan Specialist, and Insurance Agent successful at managing high caseloads in fast-paced environments. Organized, driven and adaptable with excellent planning and problem-solving abilities. Offering over 15 years of experience and willingness to take on any challenge.
Overview
10
10
years of professional experience
Work History
Claim Specialist - Injury
State Farm
08.2023 - Current
- Reduce claim processing time by implementing efficient workflow procedures and organization systems.
- Enhance customer satisfaction with prompt and accurate claim resolutions, resulting in positive feedback and increased client retention.
- Collaborate closely with adjusters to ensure accurate, fair, and timely claims settlements for all involved parties.
- Streamline the claims process by developing standardized document templates, improving overall efficiency and consistency.
- Conduct thorough investigations into insurance claims to determine coverage eligibility and appropriate compensation amounts.
- Negotiate favorable settlements with policyholders and third-party representatives, minimizing financial losses for the company.
Loan Specialist
Audley Consulting Group
07.2021 - 08.2023
- Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
- Observed regulatory, compliance and security policies and procedures to keep data as safe as possible from breaches.
- Identified problem areas within loan portfolio, analyze risks and suggest appropriate solutions.
- Recommended loan approvals and denials based on customer loan application reviews.
- Reviewed and edited loan agreements to promote efficiency and accuracy.
- Originated, reviewed, processed, closed and administered customer loan proposals.
- Submitted loan applications to underwriter for verification and recommendations.
Coordinator
Epiq Systems
02.2020 - 07.2021
- Gathered and organized materials to support operations.
- Received and responded to customer requests via emails and telephone interactions.
- Entered data, generated reports and produced tracking documents.
- Coached over 50 employees through day-to-day work and complex problems.
- Supervised delivery of projects to operators and made necessary adjustments to ensure they were delivered to clients specifications and high standards
Personal Loan Specialist
One Main Finanical
05.2015 - 02.2020
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
- Monitored pipelines to track and log status of loans.
- Explained very technical financial information to applicants in easy to understand language.
- Proactively identified solutions for customers experiencing credit issues.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Assessed aging accounts and initiated collection strategies based on conditions.
- Established plans and payoffs for customers' loans, prioritizing control of overall costs.
- Compiled closing packages for drafting and presentation accuracy.
Assistant Store Manager
Abercrombie & Fitch
10.2014 - 05.2015
- Maintained positive customer relationships by responding quickly to customer service inquiries.
- Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Supervised and evaluated staff, enabling them to improve skills, achieve daily objectives and attain advancement.
- Interviewed, hired and trained staff associates and equipped to comply with company policies and procedures.
- Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.
- Promoted professional growth and facilitated talent development of each associate to drive performance excellence.
Education
Bachelor of Science - General Management
The University of Tennessee - Chattanooga
Chattanooga, TN05.2012
Skills
- Issue Resolution
- Policy Interpretation
- Claims Investigation
- Legal Compliance
- Data Entry
- Credit History Assessment
- Customer Assistance
- Telephone Etiquette
- Loan Evaluations
- Microsoft Office
- Client Satisfaction
- Explanation of Loans
- Customer Interaction
- Financial Advisement
- Commercial and Credit Loans
- Invoice Preparation
- Financial Database Analysis
- Customer Proposals
- Effective Communication
- Oral and Written Comprehension
Accomplishments
- Awarded customer service employee of the month on multiple occasions
- District recognition for being one of the top five insurance sellers
- Co-leadership recognition for being a top-performing store in the region
- Promoted to assistant manager within two months due to exceptional sales
- Repeatedly commended by superiors for excellent customer service.
Additional Information
Director, Young Adult Ministry Riverside Missionary Baptist Church
Vice President of Alumni Alpha Kappa Psi Business Fraternity, Omega Mu chapter
Timeline
Claim Specialist - Injury
State Farm
08.2023 - Current
Loan Specialist
Audley Consulting Group
07.2021 - 08.2023
Coordinator
Epiq Systems
02.2020 - 07.2021
Personal Loan Specialist
One Main Finanical
05.2015 - 02.2020
Assistant Store Manager
Abercrombie & Fitch
10.2014 - 05.2015
Bachelor of Science - General Management
The University of Tennessee - Chattanooga
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