Debra Green
Keller,TX
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Hardworking, passionate and ready to collaborate with team to achieve company goals.
Overview
16
16
years of professional experience
3
3
Certifications
Work History
Redemption Specialist
Mercedes Benz Financial Services
2023.04 - 2024.02
- Responsible for reinstatements or redemptions after repossession of vehicle has occurred.
- Received inbound and made outbound calls to assist customers with outstanding past due account balances in bringing them current, so that repossessed vehicles can be reinstated or redeemed.
- Provided exceptional customer service, addressing client inquiries regarding redemption policies and procedures.
- Developed rapport with clients through clear communication and empathetic understanding of their unique financial situations during the redemption process.
- Fostered a positive work environment by collaborating effectively with team members and sharing knowledge to improve overall departmental performance.
- Maintained detailed records of redemptions, contributing to improved data accuracy and streamlined reporting.
- Placed holds and closes on accounts out for repossession with vendors ALS, ARS, UIG for collections, impounds, bankruptcy and skip departments.
- Created and emailed Hold Harmless letters to vendors ALS, ARS and UIG.
- Approved agent fee and lender fees requests in IBeam.
Collections Agent
Mercedes-Benz Financial Services
2022.02 - 2023.04
- Persistently reached out to loan and lease customers with extremely past due accounts to recover lost revenue on live and terminated accounts.
- Processed debtor payments and applied to customer balances.
- Managed a queue of assigned accounts.
- Performed skip tracing activities to locate the customer and collateral and assign out for repossession when applicable.
- Streamlined the collections process for increased efficiency with detailed record-keeping and timely followups.
- Contributed to a positive team atmosphere by providing support, sharing knowledge, and participating in departmental initiatives.
Title Specialist
United Auto Credit Corporation
2020.02 - 2021.03
- Responsible for handling inbound phone calls from customers, clients and dealers with questions relating to title processing.
- Efficiently analyzed and identified vehicle title/ownership documents, processed titles in line with state guidelines and addressed any discrepancies or issues with paperwork in a timely manner.
- Processed title modifications required on any inaccurate and unacceptable title received-processed state to state transfers from customers or DMV and executing duplicate title processes, name changes and copy requests.
- Processed release of of liens on titles that have been paid in full or deemed total loss by signing off as lien holder on the appropriate title.
- Generated and sent a lien release to release the collateral when we did not have the physical titles or releasing the lien via the electronic vendor portal from the state to the appropriate party who paid off the loan.
- Worked with local and out of state revenue DMV offices to facilitate titling.
Premium Relationship Associate
Fidelity Investments
2016.03 - 2018.01
- Responsible for calling and engaging our clients through warm leads and building effective relationships by introducing them to our business partners using consultative questioning strategies to achieve their goals
- Ranked Nationally Top 10% outbound calls, contacts and transfers for 7 Quarters
- Received Excellence in Action 2017 for core values
- High degree of motivation and able to work collaboratively in a competitive sales environment
- Excellent listening and time management skills.
- Created and maintained detailed database to develop promotional sales
Amerivest Specialist
TD AMERITRADE
2007.11 - 2016.02
- Recognized potential issues, monitored and made scope-defined decisions based on risk management, quality assurance and loss prevention while being accountable for the management and oversight of client's accounts and services
- Received 2014 & 2015 Circle of Champions Award Winner (Awarded President's club nine consecutive quarters) Ranked Nationally Top 15% Outbound Calls, Inbound Calls, Core Values, Net Flows, Retention
- Effectively engaged TD Ameritrade clients in a meaningful discussion by proactively making outbound calls to identify opportunities through need based analysis by understanding their investment goals and objectives, as well as uncovering outside assets, and introduce them to our business partners that will provide investment guidance by further utilizing company products and solutions to meet their needs
- Ability to have in-depth, detailed conversations with clients around the market, economy, Morningstar's relationship with TDA and Amerivest portfolios including asset allocation and diversification.
Product Support Representative, Mutual Funds/lra's
TD AMERITRADE
2010.11 - 2013.02
- Assisted clients with complex service inquiries relating to IRA's while performing various transactions and maintained high service levels for the inbound function
- Received Best of the Best Award two quarters and awarded six President's Club Winner (Ranked Nationally Top 15 % Inbound Calls, Net Flows, Availability, Adherence)
- Assisted clients with complex inquiries relating to IRA's involving, but not limited to the following: Account types, Contributions, Distributions, Roth conversions, Removal of Excess, Re-characterizations, Required Minimum Distributions,60 Day Rollovers, Direct Rollovers, Direct Transfers and Qualified Retirement Plans
- Placed complex Mutual Fund orders, such as swaps, exchanges and Front and Back Load purchase and sells
- Engaged clients in meaningful discussion and identified unstated needs as well as financial goals then introduced them to our business partners to provide investment guidance by further utilizing company products and solutions to meet their needs.
Client Service Representative
TD AMERITRADE
2007.11 - 2010.11
- Provided client support by answering inbound phone calls regarding policies, accounts, services and available products
- Presidents Club Q3 2009, Q4 2009, Q2 2010, Q4 2010 ( Ranked Nationally Top 15% Net Flows, Inbound calls, Availability, Adherence)
- Placed equity, option and mutual fund trades, provided quotes and facilitated discussions regarding equity markets, fixed income markets, international markets and economic conditions
- Engaged clients in meaningful discussion and identified unstated needs or financial goals that may be achieved by further utilizing company products, tools or services.
Education
Bachelor of Arts - Finance
The University of Texas At Arlington
Arlington, TXSkills
Effective Communication
Certification
FINRA Series 7
Timeline
Redemption Specialist
Mercedes Benz Financial Services
2023.04 - 2024.02
Collections Agent
Mercedes-Benz Financial Services
2022.02 - 2023.04
Title Specialist
United Auto Credit Corporation
2020.02 - 2021.03
Premium Relationship Associate
Fidelity Investments
2016.03 - 2018.01
Product Support Representative, Mutual Funds/lra's
TD AMERITRADE
2010.11 - 2013.02
Amerivest Specialist
TD AMERITRADE
2007.11 - 2016.02
Client Service Representative
TD AMERITRADE
2007.11 - 2010.11
Bachelor of Arts - Finance
The University of Texas At Arlington
FINRA Series 7
FINRA Series 63
FINRA Series 66
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