JoQuincy J. Phillips
Summary
I am Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Looking to seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
12
12
years of professional experience
Work History
Financial Associate II - Tax Exempt
Fidelity Investments
05.2022 - Current
- Workplace Retirement
- Provide detailed and extensive benefits information to a large client base globally
- Maintenance of retirement accounts and resources
- Reviewed and quality checked work items that come through a presorted queue
- Worked with a call-out team giving them the requirements needed for Roll-overs to be processed before stock markets close for participants
- Answered a 'must answer line' to help troubleshoot challenging work items when participants are not able to obtain all needed information from previous plan administrators
- Reviewed and processed hardship claims based on plan rules and regulations
- Responded back to daily emails for checks that need to be flagged for a deposit or sent to retail.
Contact Specialist
Bon Secours Mercy Health
11.2021 - 05.2022
- Primarily supports inquiries for: registration, general information, clinical connection, and messaging
- Leverages CRM to perform front-line customer support, resolves most issues, and utilizes critical thinking to determine what customer inquiries require
- Proactively communicates issues or potential issues involving customer service and process improvement opportunities to your supervisor
- Maintains stable performance under pressure and manages stress in ways to maintain relationships with patients and co-workers
Program Assistant/ HR Generalist
TRIO Upward Bound
01.2018 - 01.2022
- University of Louisiana at Lafayette
- Managed HR related tasks for Grant-based program, including preparing and maintaining program budgets, stipends, payroll, travel, hiring, purchasing, onboarding, and training new members
- Planned and scheduled seminars, lectures, workshops, and other employee educational activities
- Answer phone calls to provide requested information and direct calls to concerned senior personnel for highly confidential questions
- Inventory office supplies and maintain sufficient stock, anticipate needed supplies, and place orders with multiple vendors
- Check calendars of department heads to organize and schedule internal meetings for discussing participant issues and get appropriate resolutions
- Assisting Counselors and Directors in managing participants for the current academic year by collecting personal information to make accurate entries into the database
- Developing comprehensive reports on the short-term status of the program and submitting monthly summary reports to management
Collections Agent
MidSouth Bank
09.2015 - 09.2016
- Processed payments and applied to customer balances.
- Persistently reached out to customers with extremely past due accounts to recover lost revenue.
- Counseled debtors on payment options and arranged installment agreements.
Collections & Finance Analyst
Stuller, Inc
01.2012 - 03.2015
- Researched overdue account balances and consistently exceeded monthly goals
- Effectively maintained a robust base of productive client relationships
- Analyzed applicants' financial status and credit to determine loan feasibility
- Adhered to all federal and state compliance guidelines relative to independent financing
- Respectfully resolved challenging situations in a professional manner
- Performed daily maintenance of loan applicant database
- Evaluated accounts and recommended appropriate action throughout the collection cycle.
Education
MBA - Human Resource Concentration
University of Phoenix
B. A. - Organizational Management – Human Resource Concentration
University of Arizona Global Campus
Technical Diploma - Accounting Technology
South Louisiana Community College
High School Diploma -
West St. Mary High School
Skills
- Accounting Microsoft Office Collections/Finance/Billing
- Business Office Operations Payroll Banking/ Direct Deposit Accounts
- EPIC Salesforce Oracle Database Software Test Proctoring - ACT
- Office Management Focus Point Benefits Administration
- Budget Maintenance Employee Management QuickBooks/Computerized Accounting
- Onboarding Skip Tracing
- Payment Collection
- Cash Reconciliation
- Account Management
- Collection Calls
- Accurate Recordkeeping
- Relationship Management
Accomplishments
CERTIFICATIONS:
Technical Studies - Accounting - SLCC/ATC
Certified General Clerk - SLCC/ATC
Customer Service Specialist - Transcom
Business Ethics - ACE
Microsoft Office Certified
Technical Studies - Business - SLCC/ATC
Marketing Principles - ACE
Organizational Change - ACE
Timeline
Financial Associate II - Tax Exempt
Fidelity Investments
05.2022 - Current
Contact Specialist
Bon Secours Mercy Health
11.2021 - 05.2022
Program Assistant/ HR Generalist
TRIO Upward Bound
01.2018 - 01.2022
Collections Agent
MidSouth Bank
09.2015 - 09.2016
Collections & Finance Analyst
Stuller, Inc
01.2012 - 03.2015
MBA - Human Resource Concentration
University of Phoenix
B. A. - Organizational Management – Human Resource Concentration
University of Arizona Global Campus
Technical Diploma - Accounting Technology
South Louisiana Community College
High School Diploma -
West St. Mary High School
Similar Profiles
MICHAEL O'BRIENMICHAEL O'BRIEN
FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)
Randolph Roark IIRandolph Roark II
Workplace Planning Consultant at Fidelity InvestmentsWorkplace Planning Consultant at Fidelity Investments
Richard De HoyosRichard De Hoyos
Financial 401k Representative at Fidelity InvestmentsFinancial 401k Representative at Fidelity Investments
Arturo CastilloArturo Castillo
Workplace Planning Associate at Fidelity InvestmentsWorkplace Planning Associate at Fidelity Investments
Stephanie RicoStephanie Rico
Financial Associate II - Tax Exempt at Fidelity InvestmentsFinancial Associate II - Tax Exempt at Fidelity Investments