Summary
Overview
Work History
Education
Skills
Timeline
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JIMAINE HENRY

Summary

Enthusiastic and well-organized banking professional with a solid background in Insurance, data entry, finance, schedule management, Admin and Member Services. Highly organized and meticulous with experience in corporate office settings and banking centers. Organized and well versed in coordinating management meetings, high-level conference calls, special events and travel arrangements for top executives. Ready to utilize over 15 year's professional banking/office experience to take my career to the next level.

Overview

19
19
years of professional experience

Work History

Insurance Claims Adjuster

GEICO
02.2022 - 02.2023
  • Reviewed police reports, medical treatment records, and physical property damage to determine extent of liability.
  • Documented all investigation activity and presented reports to management.
  • Examined claims forms and other records to determine insurance coverage.
  • Verified insurance claims and determined fair amount for settlement.
  • Negotiated with policyholders and claimants to reach mutually satisfactory resolutions.
  • Answered customer questions and concerns over the phone regarding deductibles, policy and coverages while providing excellent customer service.
  • Established relationships with clients and insurance companies to foster timely claims resolution.
  • Reviewed questionable claims by conducting agent and claimant interviews to correct omissions and errors.
  • Worked from home full time and manged time effectively.

Subpoena & Restraints Clerk/Loans Processor

Municipal Credit Union, MCU
03.2019 - 01.2022
  • Processed large volumes of Tax Levies, Information Subpoenas, Child Support Restraining Notices, Child Support
  • Executions, Garnishments, IRS and Marshall Levies to MCU member's accounts on a daily basis
  • Inc
  • Mailing notification letters to members and Law firms
  • Mailing out payments and charging legal fees to member's accounts
  • Ensured that each Subpoena or legal document received is processed correctly and in a timely manner, adhering to strict legal, state and government guidelines
  • Developed a vast knowledge and understanding of NY state garnishment law and procedures
  • Provided professional assistance and guidance over the phone to Branch staff and MCU members with regards to restrained accounts, providing help with processing loan payments & conditional releases
  • Also assisted Law Firms and government bodies with general enquires while constantly multi-tasking
  • Check loan documents for accuracy review all applications for Loan Officers
  • Cut and distribute checks to members
  • Independently ran the Subpoena & Restraints Unit daily for 7 months straight due to the COVID-19 pandemic
  • Came in to the office everyday alone without assistance to answer all telephone inquiries, process all the incoming mail and respond to faxes and emails
  • Ensuring the department continued to run smoothly.

Member Service Representative

Municipal Credit Union
09.2018 - 02.2019
  • Communicated effectively with prospective and existing members in a positive and professional manner face to face inbranch
  • Managed front of house counter unsupervised daily
  • Assisted members by providing information and answering questions about the credit union, services and requirements,for eligibility, loan guidelines, dividend, withdrawals, insurance and statements
  • Deceased accounts
  • Cross-sold credit union's products and services including IRA and CD investment accounts
  • Processed Loan/Visa applications & disbursed approved loans
  • Opened new accounts
  • Assisted with online banking issues
  • Processed stop payment requests, payroll deductions, ATM pin changes fraud claims and various other requests
  • Assisted with various community outreach programs
  • Fully complied with BSA and SAR requirements.

Stock Investment Specialist/ Member Services Rep

AST Financial LLC, Kelly Services Temping Agency
04.2018 - 06.2018
  • Handled various accounting transactions via phone
  • Executed wire transfers, stop payments and account transfers
  • Assisted members over the phone with stock and dividend reinvestments
  • Answered all inquiries while providing excellent customer service.

Consumer Lending Representative

Nassau Educators Federal Credit Union, NEFCU
01.2017 - 01.2018
  • Collaborated with the compliance department to eliminate procedural errors and margin breaks as well as fraud
  • Assisted Credit Union Members both in branch and over the phone with all member service issues as well as correctingin-house errors
  • Sold and processed Mortgages, Home Equity Loans, Personal and Auto Loans CD/IRA'S for members ensuringdocuments were error-free and processed correctly
  • Opened over 50 checking/Savings accounts per month along with credit cards opening a min of $350,000 worth of loansper month
  • Trained and directed several new hires during department orientations
  • Reviewed and edited loan agreements to ensure accuracy
  • Complied with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act
  • Privacy Act, and Community Reinvestment Act
  • Maintained friendly and professional customer interactions.

Storage Specialist/ Store Manager

Storage Post
11.2015 - 01.2017
  • Scheduled and led weekly meetings/training sessions for all employees
  • Created PowerPoint presentations on new company polices, software and other implementations
  • Trained new hires to perform job roles effectively with on the job training as well as evaluated their performance withemployee coaching, training and performance improvement actions
  • Managed the day to day running of the store from open to close
  • Processed daily bank deposits and invoices
  • Counted cash and credit card transactions as well as managed the staff schedule
  • Reported any discrepancies to the District Manager
  • Conducted daily presentations and store walk through to all walk in customers promoting store products, promotions andkey features
  • Processed leases for all new tenants and sent out welcome packs
  • Tested all training software and hardware prior to training staff
  • Reviewed and edited all training materials for accuracy and policy compliance
  • Made suggestions to HR on ways to improve E learning and training products.

Member Services Representative

City of New York, Teachers Retirement System
03.2014 - 07.2015
  • Provided administrative and customer service support within a busy department
  • Maintained teacher's 401k accounts
  • Planned client meetings and managed team calendar; prepared reports, spreadsheets and presentations; managed records;and administer database
  • Managed Teachers Pensions accounts
  • Processed and calculated loans for members of our retirement system
  • Processed withdrawal applications
  • Educated members about long term saving goals such as IRA, 403B and TDA plans
  • Processed payments in A/P
  • Recognized for high-quality work, organizational strengths and exceptional customer service delivery
  • Became TRS's primary creator of PowerPoint presentations and the main troubleshooter of MS Office issues
  • Excelled within deadline-intensive environment, ensuring the accurate and on-time completion of all projects
  • Collected member loan payments and advised clients on mortgage, educational and personal loans.

Customer Service Rep / Admin Assistant

Time Warner/NY1 National TV Broadcasting Company
01.2013 - 03.2014
  • Provided Administrative and production support for department executive as well as assisted managers when needed
  • Booked and coordinated all travel to and from meetings and major events
  • Managed department calendar, booked meetings and arranged major events
  • Processed and approved staff time sheets
  • Processed customer refunds and assisted them with technical issue over the phone
  • Managed customers' accounts along with general data entry
  • Answered and quickly redirected up to 90 calls per day
  • Oversaw inventory and office supply purchases.

Bank Teller Lobby Customer Service Representative

Bank of America
06.2012 - 01.2013
  • Rapidly and efficiently prepared customer and ATM cash and change orders
  • Organized, stocked and maintained the teller window area
  • Opened accounts with a cross sale ratio of 90 products opened
  • Exceeded quarterly sales goals by 95%
  • Created member account profiles on Bank of America's online banking program
  • Collected loan payments
  • Sold cashier's checks, and money orders
  • Processed exchange and foreign currency
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit
  • Advised clients on mortgage, educational and personal loans
  • Maintained friendly and professional customer interactions.

Member Service Representative/ Bank Teller

NatWest Bank PLC
01.2004 - 05.2012
  • Opened new accounts, along with cross selling and processed NatWest Bank services for new and existing memberswhile providing outstanding customer service both face to face and over the phone
  • Processed daily member transactions such as deposits, withdrawals, loan payments, IRA's, CD's and other monetarytransactions on member's accounts
  • Processed loan applications such as (Auto, Home repair, Personal) as well as credit card applications
  • Performed maintenance on accounts such as payroll deductions, address changes and ordering ATM & VCC cards asmembers requested
  • Balanced all items and transactions and successfully closed at the end of each shift
  • Scheduled staff meetings and assisted manager with various administrative tasks as needed
  • Sold cashier's checks, traveler's checks and money orders.

Education

Some College (No Degree) - Business Management, Business Studies, Human Resources, Business Management

BRITS Arts And Technology College
London, England.

Skills

  • MS Word, Excel, PowerPoint, Access, Outlook, Epysis
  • Windows XP/Vista SugarCRM 70 WPM typing speed, Strong
  • Account analysis skills, Accounts Payable CSG systems
  • Evolve and STAR Cash Handling expertise Synapsis ADP
  • Consumer banking specialist
  • Pays attention to details
  • Loan/Mortgage processing experience
  • Strong customer relations/interpersonal skills
  • Goal-oriented
  • Highly ethical and professional
  • Vast knowledge of Tax & Garnishment laws
  • Vast knowledge of legal documents & POA
  • Capable of working independently

Timeline

Insurance Claims Adjuster

GEICO
02.2022 - 02.2023

Subpoena & Restraints Clerk/Loans Processor

Municipal Credit Union, MCU
03.2019 - 01.2022

Member Service Representative

Municipal Credit Union
09.2018 - 02.2019

Stock Investment Specialist/ Member Services Rep

AST Financial LLC, Kelly Services Temping Agency
04.2018 - 06.2018

Consumer Lending Representative

Nassau Educators Federal Credit Union, NEFCU
01.2017 - 01.2018

Storage Specialist/ Store Manager

Storage Post
11.2015 - 01.2017

Member Services Representative

City of New York, Teachers Retirement System
03.2014 - 07.2015

Customer Service Rep / Admin Assistant

Time Warner/NY1 National TV Broadcasting Company
01.2013 - 03.2014

Bank Teller Lobby Customer Service Representative

Bank of America
06.2012 - 01.2013

Member Service Representative/ Bank Teller

NatWest Bank PLC
01.2004 - 05.2012

Some College (No Degree) - Business Management, Business Studies, Human Resources, Business Management

BRITS Arts And Technology College
JIMAINE HENRY