Summary
Overview
Work History
Education
Skills
Timeline
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JONTAE WAITERS

West Des Moines,IA

Summary

Resourceful Specialist offering expertise in analytical problem-solving skills and customer service. Adept at quickly learning new technologies and processes for driving success. Proven track record of successfully increasing efficiency and productivity and developing innovative solutions.

Overview

8
8
years of professional experience

Work History

Suitability Specialist

Athene
09.2020 - 04.2024
  • Analyzing and asses annuity contracts and financial information of clients to determine suitability
  • Evaluated new hire performance and provided coaching to address inefficiencies.
  • Relay direct, effective communication to producers, back office and internal departments via phone and email
  • Manages and completes outstanding contract requirements via phone and email to maintain SLA's
  • Collaborate across departments to cultivate positive relationships internally and externally
  • Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.
  • Followed all company policies and procedures to deliver quality work.
  • Devised and implemented processes and procedures to streamline operations.

Post Issue Processing

Athene
04.2023 - 07.2023
  • Partnered with Post Issue Processing department to meet service goals.
  • Processed payments and documented account updates, which include beneficiary change, withdrawals and surrenders.
  • Helped meet department demands by recommended improvements to procedures.
  • Formulate correspondence with clients through verbal and written methods

Annuity Servicing Specialist

Sammons Financial Group
06.2019 - 08.2020
  • Advised and educate clients on account details.
  • Provided excellent client care by responding to requests, assisting with account updates and handling ordering functions.
  • Processing financial and non financial requests for annuity contracts.
  • Refined and streamlined department procedures to improve servicing needs.
  • Assisting agents and provided follow up as need to better assist clients.
  • Proved successful working within tight deadlines and a fast-paced environment.

Mortgage Servicing Specialist

Wells Fargo Bank, N.A.
08.2016 - 03.2019
  • Fielded calls from home mortgage customers and corresponded as needed for individual needs
  • Researching and resolving routine to moderately complex problems and inquiries
  • Educated customers about billing, payment processing and support policies and procedures.
  • Processing routine to complex customer transactions and account maintenance
  • Resolved customer inquiries and recommended products and services to meet their financial and non-financial goals.
  • Identified opportunities to cross-sell and upsell loan products to customers.
  • Responded to customer requests for products, services, and company information.

Education

No Degree - Anthropology

Drake University
Des Moines, IA
12.2019

Associate in Arts -

Florida State College At Jacksonville
2014

Skills

  • Excellent communication and interpersonal skills
  • Data Entry
  • Time Management
  • Ability to work independently and collaboratively in a fast-paced environment
  • Strong attention to detail
  • Problem-solving abilities
  • Analytical thinker
  • Customer Relations
  • Emergency Response
  • Root Cause Analysis
  • Cross-functional collaboration
  • Process improvement

Timeline

Post Issue Processing

Athene
04.2023 - 07.2023

Suitability Specialist

Athene
09.2020 - 04.2024

Annuity Servicing Specialist

Sammons Financial Group
06.2019 - 08.2020

Mortgage Servicing Specialist

Wells Fargo Bank, N.A.
08.2016 - 03.2019

No Degree - Anthropology

Drake University

Associate in Arts -

Florida State College At Jacksonville

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JONTAE WAITERS