Summary
Overview
Work History
Education
Skills
Timeline
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DENISE GUILLORY

Aubrey,TX

Summary

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
DENISE GUILLORY