EIMARI X. BRADLEY
McBee,SC
Summary
Adaptable and driven associate with strong work ethic and ability to thrive in team-based or individually motivated settings. Devoted to giving every customer a positive and memorable experience with developed knowledge in a relationship advocacy or an associate oriented role within finances and health and insurance.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Eligibility Specialist
South Carolina Department of Health and Human Services
Hartsville, SC
11.2023 - Current
- Reviewed applications for eligibility and determined whether applicants met the criteria to receive benefits. Maintained comprehensive knowledge of program regulations, policies, and procedures. Verified applicant's identity and other relevant documents such as birth certificates or Social Security cards. Prepared detailed reports outlining the reasons why an individual was approved for or denied benefits. Monitored client accounts for any changes that could impact eligibility requirements.
Health and Insurance Customer Service Rep
Fidelity Investments
Durham, NC
06.2022 - 06.2023
- Managed incoming calls from patients and other healthcare facilities to provide information or schedule services. Provided customer service by answering inquiries, resolving complaints, and providing general information to clients regarding healthcare services. Verified patient demographic information in order to ensure accuracy of data entry. Monitored trends in customer satisfaction levels through surveys and feedback forms.
Customer Relationship Advocate
Fidelity Investments
Cary, NC
12.2021 - 06.2022
- Educated clients during inbound calls on various departments that can assist with their investment needs and or goals, such as mutual funds and trading. Asked probing questions to determine service needs and accurately input information into electronic systems. Processed documentation and troubleshoot discrepancies to build client rapport.
Relationship Banker
TRUIST
Cary, NC
09.2021 - 10.2021
- Promoted financial products with targeted direct mailings, in-branch selling, and outbound calls. Collaborated with mortgage and wealth management partners to assist customers with specialized needs. Modified, opened and closed customer accounts.
Transaction Coordinator
Right By You Mortgage
Raleigh, NC
06.2021 - 07.2021
- Cultivated congenial relationships with clients and other parties in transactions with ultimate focus on customer satisfaction and business growth. Delivered enthusiastic, efficient and multi-faceted administrative and computer support, particularly through production and underwriting processes. Verified accuracy of accounting disbursements such as payroll and vendor payments.
Mortgage Service Specialist I
Coastal Credit Union
Raleigh, NC
08.2020 - 06.2021
- Executed loan importation process, including ordering Verifications of Mortgage, disclosures and preliminary payoff statements. Performed daily maintenance of loan applicant database. Works closely with team members to deliver project requirements, develop solutions, and meet deadlines.
Member Service Representative II
Palmetto Citizens Federal Credit Union
Camden , SC
03.2019 - 08.2020
- Assisted 75+ members in person and by telephone daily; primary focus on promoting, explaining and cross selling credit union products and services; in an accurate and efficient manner. Process deposits, withdrawals, purchases, transfers and payments along with keeping an accurate drawer balance. Provided members with account research; may complete necessary file maintenance; loan payoffs, card disputes, ACH’s, etc.
Bank Teller
SAFE Federal Credit Union
Bishopville, SC
08.2018 - 03.2019
- Received cash and checks for deposit, including verifying amounts and endorsements and examining cash to prohibit acceptance of counterfeit bills. Cashed customer on us and off us checks, including verifying identification and checking account balances in accordance with bank policy.
Education
Bachelor of Arts - Mass Communication
Coker College
Hartsville, SC05.2018
Bachelor of Arts - Psychology
Coker College
Hartsville, SC05.2018
Skills
- Customer Data Confidentiality
- Microsoft Suite proficiency
- Analytical
- Risk management
- 55 wpm Typing Speed
- De-escalation Techniques
- Data Entry and Maintenance
- Courteous with Strong Service Mindset
Certification
- Securities Industry Essentials - April 2022
Timeline
Eligibility Specialist
South Carolina Department of Health and Human Services
11.2023 - Current
Health and Insurance Customer Service Rep
Fidelity Investments
06.2022 - 06.2023
Customer Relationship Advocate
Fidelity Investments
12.2021 - 06.2022
Relationship Banker
TRUIST
09.2021 - 10.2021
Transaction Coordinator
Right By You Mortgage
06.2021 - 07.2021
Mortgage Service Specialist I
Coastal Credit Union
08.2020 - 06.2021
Member Service Representative II
Palmetto Citizens Federal Credit Union
03.2019 - 08.2020
Bank Teller
SAFE Federal Credit Union
08.2018 - 03.2019
Bachelor of Arts - Mass Communication
Coker College
Bachelor of Arts - Psychology
Coker College
- Securities Industry Essentials - April 2022
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