Summary
Overview
Work History
Education
Skills
Recommendations
Professional License
Timeline
Generic

Holly Wilson

Lafollette,TN

Summary

Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

19
19
years of professional experience

Work History

Assistant Account Manager

Propel Insurance Agency, LLC
Knoxville, TN
01.2022 - 05.2024
  • Perform Daily New Policy Document Review
  • Assign ImageRight Mail and Commercial Lines Outlook Email
  • Update and maintain Agency Management and Compliance systems consistent with Client information and associated workflow
  • Complete Check Requests and Invoicing
  • Policy check and tracking
  • Obtain Loss Runs for Claims Analysis
  • Policy Cancellation/Reinstatement
  • Complete Policy Endorsements, Proof of Insurance, Evidence of Property, Auto I.D. Cards, and Certificate of Insurance on behalf of Team Members
  • Prepare Loss Analysis Summaries, Coverage Summaries, and Nursing Home Compares
  • Prepare Pre-renewal Kits (5 year snapshots, loss ratio calculations)
  • Prepare Pre-Renewal and Renewal Proposals
  • Completing Accords for Carrier Submission
  • Assist in preparing submissions to submit to carriers for insurance quotes on behalf of client or prospect
  • Review & analyze quotations from carriers
  • Process Premium Audits and assist client in event of dispute
  • Premium Financing
  • Claims notification and processing for Clients

First Horizon Bank
Knoxville, TN
08.2021 - 01.2022
  • Responsible for maintaining all accounts that pay in full on charged off accounts
  • Ensured compliance and accurate reporting to Internal Revenue Service on 1099c’s for accounts that complete a settlement
  • Monitored our charged off accounts that have foreclosure & tax sales date for possible surplus funds and obtaining those funds if available
  • Other job duties include cease and desist early charge off review, third party authorizations, Power of Attorney reviews.

Processing Sr.-State Assistance

First Horizon Bank
Knoxville, TN
05.2016 - 01.2022
  • Managed the State Assistance Programs which entailed approving, receiving, and posting payments received from State Programs that are paying customer’s home loans for a certain period of time in accordance with federal policies & procedures.

DSC Processing Sr.-Bankruptcy

First Horizon Bank
Knoxville, TN
03.2020 - 08.2021
  • Responsible for monitoring and maintaining an assigned bankruptcy portfolio
  • Responsible for maintenance on Bankruptcy accounts from the notification of bankruptcy filing to the closing of the case ensuring that compliance with policy, procedures, and laws
  • Responsible for being single point of contact for our attorney’s in regards to what legal filing or action would need to be taken on behalf of the bank.

Senior Processor-Legal Services

First Horizon Bank
06.2019 - 03.2020
  • Responsible for accepting and processing legal documents involving customer accounts serviced by FTB such as garnishments, levies and subpoenas in accordance with relevant legal guidelines
  • The duties of a Legal Services Processor include placing and removing restraints on customer accounts, remitting and balancing funds due to government agencies, and assembling and verifying subpoenaed documents prior to release in accordance with local, state and federal laws
  • Required communication with internal and external clients including process servers, government agencies, and First Tennessee Bank’s Legal Department, both orally and in writing.

Probate Specialist

First Horizon Bank
03.2019 - 06.2019
  • Performed a variety of routine and some non-routine processing functions in accordance with standard procedures for accounts when notified of a deceased customer
  • Responsible for maintenance on accounts with no living borrowers or only 1 living borrower
  • Responsible for the review, maintenance, probate claim preparation and filing and special projects as assigned by department manager.

Recovery Admin Senior Processor

First Horizon Bank
08.2018 - 03.2019
  • Responsible for maintenance and compliance on paid in full and settled in full accounts
  • Ensured the compliance and accurate reporting to Internal Revenue Service on 1099c for accounts that complete a settlement
  • Other job duties included cease and desist early charge off review, third party authorizations, Power of Attorney
  • Responsible for the Letter of Guarantee process for the Auto portfolio
  • Cross trained in Repossession of the Auto Portfolio.

Senior Processor-Legal Services

First Horizon Bank
11.2017 - 08.2018
  • Responsible for accepting and processing legal documents involving customer accounts serviced by FTB such as garnishments, levies and subpoenas in accordance with relevant legal guidelines
  • The duties of a Legal Services Processor include placing and removing restraints on customer accounts, remitting and balancing funds due to government agencies, and assembling and verifying subpoenaed documents prior to release in accordance with local, state and federal laws
  • Required communication with internal and external clients including process servers, government agencies, and First Tennessee Bank’s Legal Department, both orally and in writing.

Processor II-Charge off Analyst

First Horizon Bank
04.2013 - 11.2017
  • Responsible for review and analyzing accounts in Bankruptcy, Foreclosure, Deceased and Collections in order to properly identify and prepare accounts to be charged off within policy
  • Monitored for payments or other actions that may allow accounts to be 'held from charge-off' such as active foreclosure, confirmed chapter 13 plan or confirmed payment arrangements
  • Collaborated with multiple departments including Loss Mitigation, Foreclosure, Collections, and Bankruptcy regarding potential Charge Off issues
  • Responsible for filing insurance claims with our third party vendors ORICS & RADIAN to obtain insurance claim pay off on insurance that is bank purchased on real estate accounts
  • Assisted Foreclosure and Bankruptcy Departments with Equity Reviews and other things as needed
  • Cross trained for Foreclosure Demand Letters and SPOC Processor responsibilities.

CAT Team Representative

First Horizon Bank
07.2011 - 04.2013
  • Subject matter expert on Short term assistance programs and Power of Attorney authorizations within Default Servicing.
  • Responsible for ensuring that all Policies and Procedures were adhered to on all accounts that were reviewed.
  • Responsible for evaluating, qualifying, and processing accounts that were attempting to attain some type of assistance program on a loan or credit card account.
  • Responsible for determining if the account would need to attempt assistance through Loss Mitigation.
  • Monitored accounts to ensure customers were maintaining the terms of the program and determined appropriate actions.
  • Responsible for evaluating cease and desist and program queues to see if they met early charge off requirements
  • Point of Contact for the Disaster Program during the Hurricane Sandy Disaster from October 2012- February 2013.
  • Responsible for giving weekly updates to upper Management for all Departments on the status of the Disaster Program,
  • Time permitting; I also assist in the auditing of work queues as well as the program database
  • In late August, I took on the responsibility of doing the daily productivity and skip reports
  • Along with the Skip reporting, I also assisted the skip team in any issues and needs they may have had.

Skip Representative

First Horizon Bank
03.2011 - 07.2011
  • As a skip representative I was responsible for locating phone numbers on accounts that either had no contact on the account or invalid numbers
  • This aided in being able to collect on accounts and resolve delinquency
  • Also used several web sites and internal systems to attempt to locate a good phone number
  • Once a valid phone number was located if I reached the customer I proceeded with normal collection activity
  • Also as a extra responsibility I would review 10/10/20 loans (unsecured loans) to see if there was some type of collateral attached to account over 30 days past due
  • If there was collateral attached I contacted the loan officer and would cash out the collateral
  • Cashing out the collateral would pay off the loan which resolved delinquency.

Collector II

First Horizon Bank
01.2010 - 03.2011
  • I collected on accounts that are delinquent from 60-180 days
  • I attempted to resolve the delinquency on installment loan, home equity lines of credit, credit cards, personal loans, and auto loans
  • Also I was responsible for a number of credit card accounts each month to keep them from charging off at the end of the month
  • I attempted to bring the account current in the fastest time manner
  • Also if the customer was unable to bring the account current I find try to find a solution to help the customer
  • Whether it was suggesting payment plans, short sales, loan modifications, or programs through our Specialty Department
  • I researched on accounts when there was a dispute about a payment being made
  • Also there were accounts that had an issue of some type and I was responsible to figure out the issue
  • When the issue was determined I accessed a way to attempt to remedy the situation
  • I advised customers of the time lines of delinquent accounts which included advising of late fees, credit mark, and possibility of foreclosure review
  • I also attempted to see if the customer qualified for any assistant programs ranging from extensions, reages, specialty programs, and modification
  • I attempted to provide acceptable payment plans to resolve the customers delinquency
  • Additional responsibilities were entering the daily statistics for the team in an excel file daily
  • Then I emailed it to each representative so they were aware where their numbers were each day
  • Also I also would calculate the amount of each category that was needed to hit baseline numbers
  • For example, how many speed pays and promise to pays were needed for each collector on the team for the entire month.

Collector I

First Horizon Bank
03.2008 - 01.2010
  • I collected on accounts that are delinquent from 1-60 days
  • I tried to resolve the delinquency on installment loan, home equity lines of credit, credit cards, personal loans, and auto loans
  • I attempted to bring the account current in the fastest time manner
  • I did research on accounts when there was a dispute about a payment being made
  • Also there were accounts that had an issue of some type and I attempted to figure out the issue
  • When the issue was determined I accessed a way to attempt to remedy the situation
  • I advised customers of time lines of delinquent accounts which include advising of late fees, credit mark, and possibility of foreclosure review
  • I also attempted to see if the customer qualified for any assistant programs ranging from extensions, reages, specialty programs, and modification
  • I attempted to provide acceptable payment plans to resolve the customers delinquency.

Collections Team Leader

Edfinancial Services
Knoxville, TN
05.2006 - 02.2008
  • Team Leader over a student loan collection team, motivated people, trained and coached team members into becoming better collectors, took inbound customer service calls, made outbound collection calls, and oversaw quality assurance of entire team.

Student Assistant

UT Law Enforcement Innovation Center
Knoxville, TN
08.2005 - 01.2006
  • Assisted with coordination of trainings and educational Curriculum development meetings; contacted law Enforcement agencies regarding trainings; disseminated organizational information; registered students for trainings.

Professor’s Assistant to Dr. David G. Anderson

University of Tennessee Department of Anthropology
Knoxville, TN
01.2005 - 08.2005
  • Prepared in course materials; compiled Paleo-Indian archaeological databases; compiled data and information for the Paleo-Indian Database (http://pidba.tennessee.edu/); assisted faculty search committee in distribution of materials related to tenure-tracked faculty searches.

Education

Bachelors of Arts in Anthropology -

University of Tennessee at Knoxville

Skills

  • Problem-solving aptitude
  • Contract Negotiations
  • Time Management
  • Analytical Skills
  • Adaptability
  • Multitasking
  • Attention to Detail
  • Written Communication

Recommendations

Professional and personal references are available upon request.

Professional License

3001811685, Casualty & Property Insurance Producer License

Timeline

Assistant Account Manager

Propel Insurance Agency, LLC
01.2022 - 05.2024

First Horizon Bank
08.2021 - 01.2022

DSC Processing Sr.-Bankruptcy

First Horizon Bank
03.2020 - 08.2021

Senior Processor-Legal Services

First Horizon Bank
06.2019 - 03.2020

Probate Specialist

First Horizon Bank
03.2019 - 06.2019

Recovery Admin Senior Processor

First Horizon Bank
08.2018 - 03.2019

Senior Processor-Legal Services

First Horizon Bank
11.2017 - 08.2018

Processing Sr.-State Assistance

First Horizon Bank
05.2016 - 01.2022

Processor II-Charge off Analyst

First Horizon Bank
04.2013 - 11.2017

CAT Team Representative

First Horizon Bank
07.2011 - 04.2013

Skip Representative

First Horizon Bank
03.2011 - 07.2011

Collector II

First Horizon Bank
01.2010 - 03.2011

Collector I

First Horizon Bank
03.2008 - 01.2010

Collections Team Leader

Edfinancial Services
05.2006 - 02.2008

Student Assistant

UT Law Enforcement Innovation Center
08.2005 - 01.2006

Professor’s Assistant to Dr. David G. Anderson

University of Tennessee Department of Anthropology
01.2005 - 08.2005

Bachelors of Arts in Anthropology -

University of Tennessee at Knoxville

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Holly Wilson