Summary
Overview
Work History
Education
Skills
Timeline
Generic

Chyna J. Swan

Holt

Summary

Dynamic customer service professional recognized for exceptional attention to detail and strong organizational skills. Proven track record of enhancing client satisfaction through effective communication and problem-solving abilities. Skilled at managing multiple tasks in fast-paced environments while maintaining a focus on delivering high-quality service. Dedicated to fostering positive relationships and driving team success through a proactive approach to customer engagement.

Overview

9
9
years of professional experience

Work History

Records Retention Specialist/Quality Assurance Processor I

Neogen Corporation
Lansing, Michigan
07.2021 - 05.2024
  • Executed corporate records retention policy to ensure compliance and operational efficiency.
  • Maintained accurate and organized spreadsheet to track corporate records efficiently.
  • Conducted comprehensive preparation of corporate records for scanning, ensuring meticulous page counting.
  • Implemented efficient document scanning and naming protocols to support reliable digital archiving.
  • Categorized and archived PDF files according to established corporate records retention guidelines.
  • Conducted thorough verification of corporate records by comparing physical documents against digital scans, confirming page count consistency.
  • Reviewed and analyzed scanned records on a quarterly basis to systematically remove records in alignment with corporate retention policy.
  • Oversaw the secure destruction of scanned corporate records, ensuring adherence to corporate records retention policy.
  • Reviewed and confirmed batch records to maintain precision in manufacturing and quality control processes prior to regulatory audits.
  • Ensured precision in product labels and batch records through detailed accuracy checks before manufacturing distribution.
  • Collaborated with cross-functional teams to streamline retention processes
  • Managed procurement and organization of office supplies for department operations.
  • Managed procurement and arrangement of supplies to enhance breakroom functionality.

Remittance Processor I

Jackson National Life Insurance Company
Lansing, Michigan
06.2015 - 12.2020
  • Administered premium applications to in-force annuity and life insurance policies.
  • Conducted comprehensive research on payment structures related to policies.
  • Facilitated movement of funds among relevant Jackson accounts to ensure account balances are cleared.
  • Achieved timely processing of check and wire requests, contributing to improved cash flow management. Facilitated seamless financial transactions, ensuring operational continuity. Strengthened payment processing protocols to enhance overall efficiency.
  • Resolved issues related to returned checks and executed deposit adjustments, contributing to improved financial accuracy and customer satisfaction.
  • Responded to interdepartmental calls, facilitating research and addressing inquiries effectively.
  • Oversaw queue management, directed associates, and facilitated interdepartmental communication to ensure smooth operations.

Operations Associate I

Jackson National Life Insurance Company
Lansing, Michigan
06.2015 - 12.2020
  • Performed detailed assessments of annuity applications, verifying alignment with regulatory standards at both state and federal levels.
  • Facilitated communication with financial advisors to ensure compliance with outstanding requirements.
  • Oversaw allocation of funds to pending policies. Managed implementation of policies to ensure they are in-force.
  • Monitored and responded to emails promptly to maintain operational efficiency.
  • Achieved and sustained work quality score exceeding 90%.
  • Maintained high standards of quality assurance, consistently ranking among the top percentage for outgoing calls to financial advisors.
  • Executed report generation by transcribing data into Excel spreadsheets.
  • Assessed policy compliance and made autonomous decisions regarding correct processing procedures.
  • Managed the meticulous input of customer applications and forms, ensuring data integrity and accessibility.

Education

Business

Lansing Community College
Lansing, Michigan
12-2010

Skills

  • Strong mathematical abilities
  • Proficient keyboarding skills with 10-key expertise
  • Competent in using Microsoft Office software
  • Effective time management
  • Customer service
  • Organization skills
  • Effective problem-solving skills
  • Meticulous attention to detail

Timeline

Records Retention Specialist/Quality Assurance Processor I

Neogen Corporation
07.2021 - 05.2024

Operations Associate I

Jackson National Life Insurance Company
06.2015 - 12.2020

Remittance Processor I

Jackson National Life Insurance Company
06.2015 - 12.2020

Business

Lansing Community College
Chyna J. Swan