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, NY08.2018
Paralegal Certificate - Legal Studies
University of Buffalo
Buffalo, NY07.2017
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
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