Corey Stewart
Frisco,TX
Summary
Professional with experience in delivering impactful solutions, ensuring optimal performance across various projects. Strong focus on team collaboration and achieving measurable results. Skilled in data analysis, problem-solving, and leveraging technology to drive efficiency. Reliable and adaptable, excelling in dynamic environments and meeting changing needs.
Overview
11
11
years of professional experience
Work History
Implementation Solutions Analyst-International
Chase Bank
06.2024 - Current
- Company Overview: (Mphasis Vendor)
- Mainly responsible for collaborating with unit groups that work on the bank Wires, ACH, Profile Merge, and Off-boarding in the Commercial Banking division
- This role required close attention to detail, operational expertise, and coordination across multiple departments to ensure the smooth and efficient updating of client accounts while adhering to bank policies and regulatory standards
- The Implementation Solutions Analyst plays a critical role in driving process improvements, implementing and providing quality control utilizing several systems and reporting to executive leadership directly
- (Mphasis Vendor)
Personal Financial Advisor
InTouch Credit Union
06.2023 - 06.2024
- Excelled in welcoming Credit Union members with personalized service, identifying financial needs through direct engagement.
- Created debt management plans, spending plans and budgets to assist clients in meeting financial goals.
- Evaluated financial reporting systems, accounting and collection procedures and investment activities to make recommendations for changes to procedures, operating systems, budgets and other financial control functions.
- Monitored clients' accounts to determine changes to improve performance or accommodate life changes.
Business Retention Specialist
Spectrum
01.2022 - 06.2023
- Monitored relevant industry trends and developments closely, adapting business practices accordingly to maintain a competitive edge.
- Streamlined internal processes for improved efficiency, leading to a higher level of customer satisfaction.
- Coordinated outreach efforts to inactive or at-risk clients, re-engaging them with the company''s products and services successfully.
- Negotiated contract renewals that aligned with both client goals and company objectives while maximizing profitability margins.
Premier Business Banker
Wells Fargo
01.2019 - 06.2022
- Provided expert guidance on business financing options, helping clients secure necessary capital for growth.
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Managed a diverse portfolio of loans while maintaining strong relationships with borrowers and referral partners.
- Promoted within six months of starting position
Sales Consultant
Republic Services
02.2017 - 01.2019
- Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
- Followed up with existing customers to provide additional support and address concerns.
- Boosted customer satisfaction by providing personalized consultations and tailored product recommendations.
Authorization Specialist
American Home Shield Memphis
03.2014 - 02.2017
- Coordinated and authorized homeowner home warranty claimed.
- Scheduled technicians to complete repairs and authorized monetary amount for repair.
- Reduced processing times by effectively managing a high volume of authorizations, referrals, and appeals.
- Ensured prompt resolution of denied claims through comprehensive analysis of denial reasons and timely submission of necessary documentation for reconsideration or appeal.
Education
MBA - Business
University of Phoenix
Memphis, TN07-2014
Bachelor of Business Administration And Management - Business Administration And Management
University of Phoenix
Memphis, TN05-2013
High School Diploma -
David W. Butler
Charlotte, NC05-2000
Skills
- Project Management
- Staff Development
- Schedule Management
- Client & Customer Relations
- Federal and State Bank Regulations
- Risk Management & Mitigation
- Budgeting and Payroll
- Document Management
- Cost Control
- Processes and procedures
- Coaching and Mentoring
- Sales Development
- Proficient in Microsoft Office/G Suite
- Presenting and Public Speaking
- Attention to detail
- Effective communication
- Problem solving
- Negotiation skills
- Time management
- Product knowledge
- Customer relationship management
- Quality assurance
- Recommending products
- Decision-making
- Relationship building
- Client relations
- Analytical thinking
- Goal setting
- Written communication
- Adaptability
- Professional demeanor
- Problem-solving aptitude
Languages
English
Native or Bilingual
Spanish
Limited Working
Timeline
Implementation Solutions Analyst-International
Chase Bank
06.2024 - Current
Personal Financial Advisor
InTouch Credit Union
06.2023 - 06.2024
Business Retention Specialist
Spectrum
01.2022 - 06.2023
Premier Business Banker
Wells Fargo
01.2019 - 06.2022
Sales Consultant
Republic Services
02.2017 - 01.2019
Authorization Specialist
American Home Shield Memphis
03.2014 - 02.2017
MBA - Business
University of Phoenix
Bachelor of Business Administration And Management - Business Administration And Management
University of Phoenix
High School Diploma -
David W. Butler
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