Jerri Robinson

Processed payments, ensuring accuracy and compliance with loan terms

Reconciled bank accounts to maintain precise financial records

Collaborated with vendors for accurate file processing

Reviewed payments for compliance, enhancing service quality

Ensured cash items met loan document terms, improving accuracyInvestigate potential issues in the check log and print explanations of reimbursements for the stop loss department

Research returned (voided) and refund checks

maintain 80% calls availability ensuring prompt customer service

Address complex loan inquiries,enhancing customer satisfaction

Coordinate research request across department for unresolved issues

Represent client accurately ,maintain brand integrity

Mentor new associate for a collaborative team environment

Process mortgage documentation with meticulous attention ,ensuring compliance with fedral regulations and company policies

Collaborate with Examiners and Account Managers to determine reporting types, delivery frequency, and how claim information will be sent to the coordinator team

Assisted clients in product selection, order placement, and technical support

• Maintained comprehensive records of customer interactions and transactions

Collaborated with other departments to resolve complex customer issues

Assisted customers with product selection, ordering, billing, returns, exchanges and technical support.

Maintained detailed records of customer interactions, transactions and comments for future reference.

Resolved complex problems by working with other departments to provide solutions that meet customer needs.

Tracked orders from start to finish to

ensure timely delivery of goods or services

Eager to learn and excel, I bring a proactive attitude and a commitment to efficiency.

Streamlined customer issue resolution, enhancing satisfaction and loyalty

Analyze and Transform Excel Spreadsheet of Product Data into standard formats for tool importing.

• Utilize Microsoft Excel and other internal data management systems to build and enhance templates used for data gathering and data manipulation.

• Contribute to data quality standards and guidelines and provide feedback to ensure standards are met.

• Define requirements documents changes, reporting expectations, and other needs within the systems.

• Establish clear project expectations and requirements, timelines, and provide regular updates to key stakeholders.

• Analyze Product Data for quality and enhancement opportunity to meet data quality standards and expectations of data websites (Websites, Catalogs)

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Performs business support or technical work, using data organizing and coordination skills.

• Trained new employees and delegated daily tasks and responsibilities.
• Maintained a clean and safe work environment while ensuring all employees adhered to safety guidelines and protocols.
• Completed cash and credit card transactions accurately using POS software.
• Oversaw daily cash handling procedures, maintaining accurate records and minimizing discrepancies.
• Collaborated with other shift leaders to maintain consistent standards across all shifts, promoting a cohesive workplace culture.