Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
4
4
years of professional experience
Work History
Financial Counselor
Arkansas Children's Hospital
Little Rock, AR
02.2016 - 12.2018
Conducted interviews with patients and family members and answered questions regarding insurance benefits.
Identified healthcare resources and programs for patients unable to meet financial obligations.
Liaised between patient, doctor and insurance provider to smooth claims processes.
Documented details regarding contact with patients, providers and other individuals in system.
Contacted insurance providers to obtain key information regarding patient benefits and to submit documentation for accounts.
Worked directly with clients to provide financial counseling and education using individualized counseling model and personal finance course.
Resolution Specialist III (Compliance)
Walmart Contact Center
Bentonville, AR
09.2014 - 02.2016
Drove dispute resolutions using effective problem-solving and by guiding mutual understanding of opposing viewpoints.
Advised parties on dispute resolution processes, policies and procedures, helping disputants make informed choices.
Formulated focused and individualized resolutions aimed to peacefully settle disputes.
Researched and analyzed individual parties' positions to understand dispute background.
Used mediation techniques to facilitate communication between disputants, to further parties' understanding of different perspectives and to guide parties toward mutual agreement.
Devised and implemented dispute resolution processes for companies, enabling fast resolution of disputes.
Performed quality control reviews of all loan packages to check adherence with federal and state regulatory requirements.
Monitored safety programs to verify compliance with federal standards.
Managed quality programs to reduce overdue compliance activities.
Maintained up-to-date knowledge of current and emerging compliance regulations.
Developed and maintained compliance database, tracking all compliance activities and documents.
Prepared and submitted regulatory filings in timely manner.
Identified, investigated and documented compliance violations and recommended corrective measures.
Monitored and assessed compliance risks associated with operational processes and procedures.