Danielle Steadman
Webster,NY
Summary
Driven Recovery Representative with 5+ years in possessing dynamic interpersonal expertise for developing fruitful customer and partner relationships. Adept mediator of client requirements and organizational interests promoting mutually beneficial deals. Passionate in providing the utmost support and communication for teammates to drive maximum potential.
Overview
7
7
years of professional experience
Work History
Recovery Representative III
Paychex Inc.
12.2017 - Current
- Oversee and motivate team of Accounts Receivable Representatives.
- Develop and maintain a high level knowledge of Paychex Human Resource Products including; 401(k), Insurance Services, Health and Benefits, FSA/HSA, Employee Screenings, Time and Attendance.
- Accurately make decisions on the revenue Paychex receives from Paychex Human Resources Products.
- Increase customer satisfaction by addressing and resolving billing issues in a timely manner.
- Improve client retention rates by building strong relationships and offering personalized solutions to their needs.
- Exceed performance targets through diligent work ethic and focus on results-driven tasks.
- Enhance company reputation by providing exceptional customer service and support.
- Analyze daily aging and Paychex reserve reports.
- Cultivate lasting partnerships with internal Paychex partners.
- Handle daily department emails.
- Assist in training new hires and offer ongoing support to help them reach their full potential.
Funding Specialist
Closing USA, LLC
10.2016 - 12.2017
- Verified information and accuracy of loan application and closing documents.
- Analyzed, calculated, and corrected errors on interest, loan payments, and closing costs.
- Ensured all real estate taxes, related insurance payments, and payoff loans were correctly calculated within all applicable closing regulations.
- Funded mortgages, second mortgages, and home equity lines of credit via wire or physical check to the appropriate bank or credit union.
- Sent final figures and overage of money back to the Escrow Company and/or the borrower.
- Collaborated with project teams to develop comprehensive funding proposals and budgets.
Education
BBA - Finance (BS)
West Virginia University
Morgantown, WV12.2015
Skills
- Customer Service
- Organization
- Relationship-building
- Financial statement analysis
- Risk and investment management
- Communication skills (verbal and nonverbal)
- De-escalation skills
- Problem Solving
- Microsoft Office (Word, PowerPoint, Excel, Access, Outlook)
- Oracle
- HRIS
- SalesForce
- Citrix
- Power BI
- Ramquest
- FileScan
Coaching
Irondequoit Soccer Club - 2019 -Current
- Excite 17 young women about the game of soccer.
- Motivate and mentor players to exceed their potential on and off the field.
- Unite all players to be team.
- Execute a series of planned drills to strengthen weak points.
- Guide the team through 90 minutes of play.
Timeline
Recovery Representative III
Paychex Inc.
12.2017 - Current
Funding Specialist
Closing USA, LLC
10.2016 - 12.2017
BBA - Finance (BS)
West Virginia University