Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
7
7
years of professional experience
Work History
Customer Service Representative (CSR)
U.S. Small Business Admin - Office Of Disaster Assistance
10.2024 - 01.2025
Assisting with completing home and business loan applications electronically and communicating disaster loan program information to disaster survivors.
Explaining loan closing documents to borrowers and assisting in closing approved disaster loans.
Using computer skills to input disaster survivor information to complete loan applications, utilize e-mail, word processing, spreadsheets, and the Internet, and to navigate within a database to input and retrieve information.
Performing some financial computations/analyses to determine applicants' ability to repay loans.
Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
Claims Intake Specialist
Reliance Matrix
11.2023 - 10.2024
Answer inbound calls from clients and claimants nationwide
Manage high volume of incoming calls from policyholders with excellent communication and empathy
Respond to client inquiries promptly and efficiently, ensuring exceptional customer service
Resolve routine administrative and technical issues related to claims intake
Maintain and protected personal health information in compliance with HIPAA rules
Improved customer satisfaction levels by promptly addressing concerns and providing clear explanations of claim decisions.
Case Manager/Paralegal Specialist
U. S. Small Business Administration
04.2021 - 05.2023
Conducted legal reviews of business loan documents for compliance with agency policies and regulations
Handled cases related to Suspected EIDL Fraud (SEF) and Suspected Identity Theft (SIT)
Provided superior customer service to Grant and Targeted Advance borrowers
Reviewed applicant applications for procedural accuracy and answered technical personnel/payroll questions
Contacted borrowers to obtain missing tax documents
Reviewed files for financial discrepancies and suspicious information
Examined suspicious email providers and email addresses
Looked for businesses established after disaster date and sent them for SEF/SIT review
Investigative Analyst
U. S. Census Bureau
01.2020 - 04.2021
Review applicant application for employment collect credentials for procedural accuracy, answer technical personnel/payroll questions through using federal personnel guidelines, accounting procedures and manuals for hiring
Collecting, evaluating, analyzes reports, problem solving, and reevaluates criminal intelligence for use by criminal investigators
Review Federal Bureau Investigation fingerprints rap sheets and credentials for employee hire
Contact applicants for documentation, discrepancy, accuracy, and questions due to employment application
Gather data on individuals or businesses who are subjects of allegations or investigations by querying a variety of resources, including law enforcement and intelligence databases, computerized recordkeeping systems, and SBA commercial databases
Case Manager/Paralegal Specialist
U. S. Small Business Administration
09.2017 - 06.2019
Performing legal reviews of residential and business loan documents for compliance with applicable agency policies and practices, regulations, and laws
Responding to loan related inquiries from, and preparing correspondence for, wide range of customers such as Attorneys, borrowers, managers/supervisors, other internal and external partners, and general public
Managing portfolio of loans and performing all loan closing duties for any assigned loans while complying with portfolio management directives
Prepares reports by collecting, analyzing, and summarizing application and results in data and trends; compiling, statistics; completing grant and subsidy applications
Making recommendations for disbursement of funds within agency guidelines
Education
MBA -
University of Phoenix
Dallas, TX
07.2017
Skills
Microsoft Office Proficiency
Collaborative Relationship Development
Public Speaking
Goal Setting Expertise
Market Trend Research
Trade Show Presentations
Territory Oversight
Customer Conflict Resolution
Collaborated with team of 5 in the development of
Team Leadership
Timeline
Customer Service Representative (CSR)
U.S. Small Business Admin - Office Of Disaster Assistance
10.2024 - 01.2025
Claims Intake Specialist
Reliance Matrix
11.2023 - 10.2024
Case Manager/Paralegal Specialist
U. S. Small Business Administration
04.2021 - 05.2023
Investigative Analyst
U. S. Census Bureau
01.2020 - 04.2021
Case Manager/Paralegal Specialist
U. S. Small Business Administration
09.2017 - 06.2019
MBA -
University of Phoenix
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