Jillian Crespo
Charlotte,NC
Summary
Self-motivated finance specialist bringing proven leadership, organizational and customer relations skills. Independently solves problems and keeps teams on task to handle diverse business requirements. History retaining clients and talented staff. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial support specialist III
Carolina Telco Federal Credit Union
08.2022 - Current
- Collaborate with various departments to meet member's needs
- Manage existing accounts, open accounts based off members financial needs
- Devised and published metrics to measure organizations success in call handling and member support
- Respond to all overnight pending tasks for overnight account online openings
- Point of contact for all new employees
- Onboarding training for member support role
- Review online account opening approve or decline accounts based on organization guidelines.
Claims specialist
Metlife Auto & Home
07.2018 - 06.2022
- Assist with workload and workflow management by monitoring claims systems, distributing workload and completing profile updates
- Develop a working knowledge of insurance carrier claim management systems and access carrier claims information
- Create Provider Dispinute letters and track their aging
- Assist Case Managers follow-up procedures, including diary system
- Works under general supervision and exercises a moderate level of discretion in performing duties of the position
- Assists in copying and production of material associated with subpoena work and Law Enforcement requests.
Personal banker
Wells Fargo
07.2015 - 07.2018
- Opened, maintained, and serviced customer accounts for various products including: loans, personal lines of credit, merchant services, payroll, credit cards, and investment accounts
- Organized and coordinated the Wells Fargo at work education sessions for large organizations across market
- Partnered with Wells Fargo at Work corporate team and external vendors to organize and execute sales events
- Partnered with Business Banking Consultants to facilitate cross selling of treasury products
- Consulted with consumer and business clients to cross sell for new product opportunity
Education
Associate of Arts - Communications
Central Piedmont Community College
Charlotte, NCSkills
- Mergers and Acquisitions M&A
- Cold Calling
- Specialist Referrals
- Customer Referrals
- Monthly Audits
- Financial Advisement
- Insurance Coverage Limits
- Great Mathematical Skills
- Project Requirements
- Reading Comprehension
- Forms Validation
- Special Projects
- Operational Efficiency
- FMLA Comprehension
- Eligibility Determinations
- Open Enrollment
- Verbal and Written Communication
Certification
- CNP - Certified Notary Public
Languages
Spanish
Professional Working
Timeline
Financial support specialist III
Carolina Telco Federal Credit Union
08.2022 - Current
Claims specialist
Metlife Auto & Home
07.2018 - 06.2022
Personal banker
Wells Fargo
07.2015 - 07.2018
Associate of Arts - Communications
Central Piedmont Community College
- CNP - Certified Notary Public
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