Summary
Overview
Work History
Education
Skills
Websites
Timeline
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JOHN S. ANDERSON

JOHN S. ANDERSON

Buffalo,NY

Summary

Dedicated administrative professional with successful experience in fast-paced office settings. Hardworking team player with expertise in completing various clerical tasks and offering staff support. Responsible, punctual, and productive professional when working with little to no supervision.

Overview

5
5
years of professional experience

Work History

Banking Operations (Retail Post-Closing) Temp

M&T Bank
12.2023 - 05.2024
  • Assisted with extracting bank customer info for final booking
  • Booked business loans (Balocs) into banking system (TPX)
  • Checked the accuracy and completeness of all digital paperwork
  • Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files, and tax histories and scanned when needed.

Banking Operations (Treasury Services)

M&T Bank
01.2023 - 04.2023
  • Provided excellent customer service to valued bank members in contact center environment
  • Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse
  • Conducted research to address and data-based errors and system mistakes
  • Prospected for leads to build pipeline and convert over to outside relationship bankers for sales opportunities.

Banking Operations (Lockbox Services) Temp

M&T Bank
08.2022 - 10.2022
  • Large amounts of daily data extraction
  • Handled day-to-day accounting processes to drive financial accuracy/lockbox
  • Recorded deposits, reconciled monthly bank accounts and tracked expenses
  • Input financial data and produced reports using bank software.

Banking Operations (Treasury Services) Temp

M&T Bank
06.2022 - 08.2022
  • Aided in the transfer of bank clients from newly acquired Peoples' Bank to M&T Bank
  • Made additions and subtractions to our team's Excel spreadsheet
  • Mailed new tokens to customers in order to provide vital security for their accounts during update/transfer.

Banking Operations (Document Scanning) Temp

M&T Bank
04.2022 - 06.2022
  • Scanned incoming legal & mortgage documents (MICR) from mailroom to document management file system
  • Printed and mailed documents as needed to clients
  • Maintained confidentiality of private banking information with discretion, diplomacy and professionalism.

Customer Service Representative

Nova Health
02.2021 - 07.2021
  • Answered inbound calls and online chat from existing and future policyholders to answer inquiries and discuss insurance options
  • Verified insurance coverage by telephone and online to guarantee proper reimbursement of benefits and estimate patients' financial responsibilities
  • Provided comprehensive customer service to drive client satisfaction
  • Daily 85% positive metrics met with 50-65 calls a day.

Clerk

NYS Division Of Veterans' Affairs
03.2019 - 12.2019
  • Assisted veterans and dependents in preparing forms and documents to present claims for benefits
  • Conducted in-person and telephone interviews with veterans and advocates to explain benefits and related programs
  • Reviewed and requested medical records, military personnel records and service verification records to determine eligibility status.

Education

Bachelor of Arts - Liberal Arts/ Adult BA Program

The New School
New York, NY
08.2018

Paralegal Certificate - Legal Studies

University of Buffalo
Buffalo, NY
07.2017

Skills

  • Documentation Review
  • Financial transactions expertise
  • Document analysis
  • Data entry proficiency

Timeline

Banking Operations (Retail Post-Closing) Temp

M&T Bank
12.2023 - 05.2024

Banking Operations (Treasury Services)

M&T Bank
01.2023 - 04.2023

Banking Operations (Lockbox Services) Temp

M&T Bank
08.2022 - 10.2022

Banking Operations (Treasury Services) Temp

M&T Bank
06.2022 - 08.2022

Banking Operations (Document Scanning) Temp

M&T Bank
04.2022 - 06.2022

Customer Service Representative

Nova Health
02.2021 - 07.2021

Clerk

NYS Division Of Veterans' Affairs
03.2019 - 12.2019

Bachelor of Arts - Liberal Arts/ Adult BA Program

The New School

Paralegal Certificate - Legal Studies

University of Buffalo
JOHN S. ANDERSON