A proactive highly motivated knowledgeable professional. With emphasis in customer service and banking with over 17 years' experience in loan servicing, loss mitigation, home equity banking operations.
Overview
15
15
years of professional experience
Work History
Auto Claims Associate
State Farm
Chandler, AZ
10.2023 - Current
Gather pre-claim handling information
Apply knowledge of state and federal laws, statutes, and insurance regulations through handling process
Receive inbound calls as well as make outbound calls to policyholders and claimants.
Medical Services Coordinator Specialist
Excellus Blue Cross Blue Shield
Rochester, NY
08.2021 - 09.2023
Intake assessments completed for Foodlink and Mom's meals programs
Submitted case management referrals for members
Managed blended calls in call center helping members with their personal health goals.
Quality Control Specialist
Closing USA LLC
Victor, NY
06.2017 - 08.2021
Received and processed collateral packages for mortgage refinance customers
Stacked, scanned, and shipped collateral packages
Managed receiving and recording and shipping reports.
Mortgage Loan Processor
Sutherland Global Services
Pittsford, NY
04.2016 - 01.2017
Served as first point of contact to the customer during the loan application process
Reviewed residential loan application file for accuracy
Provided customers with prompt and periodic status updates on their loan application
Ordered payoff statements, verification of employment and mortgage and credit supplements.
Customer Service Representative
Staples
10.2015 - 04.2016
Serviced inbound calls, processed phone orders and special orders, research, and resolution
Informed customers of tracking, pricing, and product information.
Relationship Manager/Processor
JP Morgan Chase Bank
07.2009 - 06.2015
Processed mortgage loan servicing applications and educated customers on available options to avoid foreclosure
Managed a pipeline in various stages as single point of contact
Reviewed all required documents, credit reports, verification of employment/mortgage, appraisals, flood zone determination and title reports
Processed customer mortgage payments by phone.
Education
Skills
Claims Investigation
Policy Interpretation
Transactions reconciliation
Claims review
Effective Communication
Relationship Management
Document Preparation
Credit analysis
Payment Processing
Customer Service
Accomplishments
Auto Claims Adjuster Property and Casualty
Certification
Licensed Claims Adjuster Property and Casualty - current
Insurance Customer Service Specialist at Brian Moore State Farm & Brent Holman State FarmInsurance Customer Service Specialist at Brian Moore State Farm & Brent Holman State Farm