Courtney Brown
Virginia Beach,VA
Summary
Experienced Financial Services Specialist with expertise in banking operations, cash handling, and customer relations. Demonstrates a strong ability to manage financial transactions accurately, maintain compliance with regulatory requirements, and deliver excellent customer service. Skilled in promoting and cross-selling banking products, balancing cash drawers, and resolving inquiries effectively.
Overview
14
14
years of professional experience
Work History
Claims Intake Specialist
New York Life
02.2023 - 05.2024
- Entered and maintained essential claim data with high accuracy, ensuring seamless case management
- Built strong customer relationships by actively listening and applying technical expertise to resolve inquiries
- Multitasked efficiently to gather and input customer information simultaneously
- Delivered timely responses to urgent and non-urgent inquiries, consistently meeting service-level agreements
Financial Services Specialist
Langley Federal Credit Union
10.2018 - 08.2019
- Processed customer transactions, including account openings, closures, payments, and fund transfers
- Evaluated financial documents to determine customer creditworthiness and loan eligibility
- Identified opportunities to cross-sell financial products, contributing to sales growth
- Reconciled discrepancies between bank statements and internal records to ensure accuracy
- Provided thorough and timely responses to customer financial inquiries
Member Services & Loan Analyst
ODU Credit Union
08.2010 - 10.2018
- Updated and maintained accurate client records in banking databases
- Originated, processed, and closed customer loan applications, ensuring compliance with regulatory standards
- Analyzed loan applications and financial data to assess creditworthiness and minimize risk
- Adhered to key banking regulations, including the Bank Secrecy Act, Anti-Money Laundering laws, and the USA Patriot Act
Education
A.A.S. - Culinary Arts
Johnson & Wales University
Norfolk, VA05.2003
Advanced Tech Prep Diploma -
Norview High School
06.2001
Skills
- Cash Drawer Balancing
- Transaction Accuracy
- Customer Service Excellence
- Issue Resolution
- Cross-Selling Bank Products
- Confidentiality
- Regulatory Compliance
- Policy Adherence
- Strong Communication
- Team Collaboration
- Technological Proficiency
- Financial Software
- Data Entry Accuracy
- Organizational Skills
Timeline
Claims Intake Specialist
New York Life
02.2023 - 05.2024
Financial Services Specialist
Langley Federal Credit Union
10.2018 - 08.2019
Member Services & Loan Analyst
ODU Credit Union
08.2010 - 10.2018
Advanced Tech Prep Diploma -
Norview High School
A.A.S. - Culinary Arts
Johnson & Wales University
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