Hunter Glass

File Manager

• Built and maintained productive relationships with customers and internal partners consecutively with updates on enrolled accounts.
• Acted as main point of contact between attorneys, local councils, and creditors for clients.
• Prepared, uploaded, and assessed court documents on behalf of clients.
• Discussed legal documents such as Summons, Judgments, and Garnishments with clients on attorneys behalf.
• Worked with paralegal team to address client's legal needs.
• Sent various documentation of representation to creditors, often producing results such as stopping creditor harassment and/or disputing clients' debt.
• Scheduled, adjusted, and move payments based on clients affordability.
• Multitasking and active problem solving skills on a daily basis.
• Case load of 200+ clients.
• Senior compliance representative (Retention)
• Retained hundreds of client's who expressed interest in cancellation.
• Retained over $3 million of dollars of residual revenue for Morning law.
• Analyzed customer feedback and developed new techniques to ensure customer retention.
• Tasked with creating reasonable accommodations to reach fair conclusion for both business and customer.
• Ability to remain calm and collective with disgruntled clients.

• Prepared File's For CPAs
• Negotiated payment plans and arrangements.
• Prepared thorough, accurate and well-edited documents for cases, client communication and internal needs.
• Examine transcripts and wage/income records to devise a full plan of action to resolve tax debt specific to client's case.
• Conducted financial interviews with clients and calculated living expenses, assets, and expenses.
• Navigated clients through E-Sign document preparation.
• Managed and organized client's appointments, payment arrangements, and filing status via Microsoft Excel and Google Drive.

• Shift lead.
• Made 150+ inbound and outbound calls a day.
• Maintained a clear, confident, enthusiastic, and natural voice while implementing constructive feedback.
• Dispositioned leads correctly according to lead type, borrower's needs, appointment date, and state.
• Assessed borrower's loan type, property value, debt, and interest rates.
• Negotiated payments for customers with delinquent loans.
• Clarified all details in regards to mortgage loan process so to educate borrower.
• Spent ample time with each applicant to break down complex information into terms easy to understand.
• Helped customers make decisions about loans and lines of credit based on availability, terms and benefits.

• Provided assistance to plan participants by explaining benefits information to ensure educated selections.
• Monitored data integrity and confidentiality by observing strict regulations and procedures.
• Collectively gathered and maintained data ensuring patients coverage for correct levels of care.
• Maintained competent reputation with facilities across the nation by providing correct coverage information for their admitting patients.
• Verified patient's health insurance benefits in an efficient manner with attention to detail.
• Memorization of coverage for different policies.
• Ability to use Microsoft Excel, Google Drive, Slack, online portals, and maintain proper email etiquette.
• Calculated accurate deductibles, co-insurance, and out of pocket expenses for patients.
• Estimated the amount allowed through previously recorded data and prefixes.

• Logged calls and organized notes for clientele using customer relationship management program.
• Obtained leads through social media marketing and customer relationships.
• Guided tours.
• Monitored multiple databases to keep track of all company inventory.
• Stayed up-to-date on latest trends in sales promotions, product updates and service changes.
• Set up appointments and maintained an organized calendar.
• Assessed individual clients' financial situations to develop strategic financial planning solutions.
• Used active listening and relationship-building skills to assess customer needs, build rapport and connect with viable solutions.
• Met with store managers to discuss product needs, accomplish sales goals and facilitate sales growth.
• Called lead lists resulting from various marketing campaigns to achieve sales.