Summary
Overview
Work History
Education
Skills
Timeline
Generic

Giana Grant

Orlando,FL

Summary

Results-driven financial services professional with expertise in fraud verifications and human resources. Specializes in credit card services, customer service, negotiation, exceptional people skills, and diplomatic communication. Skilled at problem-solving and finding resolutions while fostering crucial relationships. Proven track record of assisting customers in achieving diverse financial goals through engagement and service. Dedicated patient representative committed to delivering top-notch support for patients seeking reliable information on insurance coverage, finance options, and documentation requirements. Proficient in scheduling and database management for efficient communication and reduced correspondence backlogs. Recognized for identifying client needs to enhance engagement strategies and overall service quality.

Overview

12
12
years of professional experience

Work History

Associate Client Processing

Bank Of New York Mellon Corp
06.2024 - Current
  • Conducted thorough risk assessments for potential clients, mitigating financial exposure and reducing default rates.
  • Oversaw timely resolution of disputes related to trade transactions while maintaining strong client relationships.
  • Negotiated favorable terms for letters of credit, increasing profitability and minimizing risk exposure.
  • Participated in industry conferences and networking events to stay abreast of emerging trends and best practices within the trade finance sector.
  • Managed critical documentation related to import/export activities, safeguarding against potential legal issues or delays.
  • Supported sales teams in securing new business by delivering compelling presentations on the benefits of trade finance solutions.
  • Evaluated potential investments through in-depth analysis of market trends and economic indicators, informing sound decision-making processes.
  • Provided expert guidance on complex trade transactions, enabling clients to achieve their strategic objectives.

Claims Adjuster, Automobile and Casualty

Progressive Insurance
09.2023 - 05.2024
  • Conducted field investigations to gather evidence for accurate claim assessments and settlements.
  • Coordinated with repair facilities for vehicle inspections, expediting claim resolutions.
  • Developed a strong understanding of policy provisions to accurately interpret coverage for clients'' unique situations.
  • Maintained comprehensive records of all claims handled, ensuring easy reference for future needs.

Fraud Specialist

Truist Bank
11.2022 - 09.2023
  • Account Security & Claims
  • Delivered exceptional, customized service to clients by establishing rapport and offering prompt solutions.
  • Assist clients with inquiries and/or problem resolution in a professional and composed manner
  • Uncover opportunities for banking solutions for clients expressed and unexpressed needs
  • (Banking solutions could include changing of account types, the opening of new accounts such as demand deposits, time deposits, credit cards, balance transfers, new loans/lines of credit e.g., mortgage referrals, secured and unsecured lending or refinancing existing loans for more competitive rates or payments, etc.)
  • Inform and educate clients on their self-service options through various Truist technologies to improve their individual banking experience
  • Follow established policies, procedures, guidelines, regulations, and laws to protect both our clients and Truist from any unnecessary risk
  • Follow a daily set schedule that will require having efficient time management skills as well as a careful diligence
  • May support Consumer, Small Business and Private Wealth Clients with products including Digital/e-Services, Credit and Debit Cards, Mortgages, Loans, Demand
  • Deposit, Time Deposit and Retirement account

Fraud Analyst

J.P. Morgan Chase Finance
06.2021 - 10.2022
  • Evaluated customer data to identify and prevent fraudulent activities.
  • Analyzed large amounts of data to find patterns of fraud and anomalies.
  • Tracked fraud cases and monitored trends to develop strategies for prevention.
  • Performed risk assessments to determine level of fraud risk and prioritize investigations.

Collections Agent

JP Morgan Chase
11.2020 - 06.2021
  • Processed payments and applied to customer balances.
  • Built rapport with customers by demonstrating understanding of their situation while seeking fair resolutions.
  • Negotiated to collect balance in full.
  • Achieved successful debt collection results by utilizing negotiation skills and developing customized payment plans.
  • Provided exceptional customer service by empathizing with clients'' financial situations while working towards mutually beneficial solutions.
  • Exceeded monthly targets consistently as a result of strong negotiation skills combined with effective account management strategies.

Patient Care Coordinator

Acaria Health Specialty Pharmacy
07.2019 - 07.2020
  • Manage inbound and outbound calls, including the processing and upkeep of pharmacy orders and handling of order inquiries and issues
  • Collect Past Due copay amounts on Patient Referrals or Profiles
  • Apply for Copay assistance and negotiate with Copay assistance programs for patients
  • Reach out to all new patients and introduce them to services and products via telephone
  • Respond to incoming calls and answer any related questions
  • Maintain patient census and reach out to patients prior to them needing their medications
  • Maintain statements and inform patients of co-pays and past due amounts
  • Communicated with insurance companies to verify coverage and obtain authorizations for medical treatments and procedures.
  • Upheld confidentiality requirements and regulatory compliance guidelines.
  • Compiled and maintained patient medical records to keep information complete and up-to-date.

Seasonal Employee Benefits Specialist

Reed Group
06.2017 - 01.2018
  • Helping people navigate through the coordination and real-world concerns of managing their leave of absence from work
  • Supporting callers by serving as a subject matter expert on a variety of leaves of absence, following comprehensive training
  • Initiation of new leave cases in our software system
  • Identifying and expediting priority issue
  • Explained benefits to plan participants in easy to understand terms in order to educate each on available options.
  • Resolved issues and inquiries from plan participants regarding health and welfare benefits and deductions through telephone, email, and in-person interactions.
  • Checked employees' benefits enrollment for accuracy and inputted all data into Software.
  • Implemented open enrollment system to streamline benefits processes for employees.
  • Coordinated and conducted employee orientations to promote understanding of coverage and options.

Sales Associate/Customer Service specialist

Gap Inc
04.2016 - 04.2017
  • Exemplify an optimistic and energetic presence through team collaboration while building strong relationships with customers to maximize customer loyalty
  • Demonstrate a customer centric mindset by role modeling selling behaviors with a passion for the brand, customer, and product
  • Generate pride and loyalty in the store by sharing Gap Card benefits with every customer to achieve acquisition goal and increase current card holder usage.

Teacher

First Baptist Church
12.2013 - 01.2016
  • To assist families in leading their children to a personal faith in JESUS
  • CHRIST and to develop them into devoted followers
  • Make sure there are no clothes are on the floor
  • Worked cooperatively with other teachers, administrators, and parents to help students reach learning objectives.
  • Communicated frequently with parents, students, and faculty to provide feedback and discuss instructional strategies.
  • Supported student physical, mental, and social development using classroom games and activities.

Education

B.A. - English Communications

University of Central Florida
12.2019

A.A - General Studies

Valencia College
2017

Skills

  • New Hire Training
  • HIPAA Compliance
  • Appointment Scheduling
  • Meeting Preparation
  • Interdepartmental Collaboration
  • Articulate Communication
  • Filing and Recordkeeping
  • Office Administration
  • Organizational Standards
  • Organizational Skills
  • Attention to Detail
  • Quality Assurance
  • Decision Making
  • Creative Problem-Solving
  • Goal Setting
  • Scheduling

Timeline

Associate Client Processing

Bank Of New York Mellon Corp
06.2024 - Current

Claims Adjuster, Automobile and Casualty

Progressive Insurance
09.2023 - 05.2024

Fraud Specialist

Truist Bank
11.2022 - 09.2023

Fraud Analyst

J.P. Morgan Chase Finance
06.2021 - 10.2022

Collections Agent

JP Morgan Chase
11.2020 - 06.2021

Patient Care Coordinator

Acaria Health Specialty Pharmacy
07.2019 - 07.2020

Seasonal Employee Benefits Specialist

Reed Group
06.2017 - 01.2018

Sales Associate/Customer Service specialist

Gap Inc
04.2016 - 04.2017

Teacher

First Baptist Church
12.2013 - 01.2016

B.A. - English Communications

University of Central Florida

A.A - General Studies

Valencia College

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