Geneva Lee

Supports an advisor community by providing client account indexing, data entry, maintaining files and preparing reports for moneylinks.

• Reduced errors and increased accuracy in documentation with meticulous attention to detail and thorough proofreading.

• Fraud Support for businesses applying for new and existing services
• Manual review of business credit files
• Support hotline from Sales teams inquiring about suspicious business practice behaviors
• Manage escalated customer service matters with ease and professionalism

• Applying bankruptcy code to accounts
• Applies account adjustments for customers with bankruptcy petitions
• Submitting claims and supporting documentation for legal petitions for future collections
• Supported incoming calls with inquiries about bankruptcy cases.

• Fraud Support
• Support hotline from Sales teams inquiring about suspicious customer behavior
• Manage escalated customer service matters with ease and professionalism

• Maintains records on credit risks, delinquent accounts, and incomplete files
• Maintains database by entering, updating, and retrieving data, as well as formatting and generating reports
• Assists in preparing outstanding accounts reports and gathering credit and/or reference information