Detail-oriented Financial Services Representative with expertise in loan processing, credit evaluation, and financial reporting. Proven track record of enhancing operational efficiency and driving effective communication across departments.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Services Representative
Barksdale Federal Credit Union
Bossier City, LA
09.2020 - Current
Assisted members with account inquiries and transaction processing.
Educated clients on financial products and services offered.
Processed loan applications and conducted credit evaluations.
Resolved member issues through effective communication and problem-solving.
Provided training and support to new staff on operational procedures.
Received and processed deposits, withdrawals and loan payments, keeping financial records up-to-date.
Demonstrated expertise in product knowledge and sales to identify and recommend appropriate products and services to clients.
Educated customers about different types of products available from the company's portfolio.
Processed transactions quickly and accurately in accordance with established procedures.
Loan Processor/Collections
Tower Loan
Vivian, LA
01.2020 - 09.2020
Processed loan applications efficiently using company software and systems.
Reviewed and verified applicant documentation for compliance with company policies.
Collaborated with underwriters to resolve issues related to loan approvals.
Assisted borrowers with questions regarding their loans after closing.
Assisted in developing and implementing streamlined loan processing procedures to improve efficiency.
Prepared reports for customers with delinquent and irreconcilable accounts.
Managed customer accounts and maintained accurate payment records.
Conducted negotiations for payment plans and settlements with customers.
Reimbursement Specialist
Willis Knighton
Bossier City, Louisiana
02.2018 - 01.2020
Processed reimbursement claims for various medical services and procedures.
Reviewed patient accounts to ensure accurate billing and coding compliance.
Assisted staff in understanding reimbursement policies and procedures effectively.
Collaborated with healthcare providers to clarify service details for claim submissions.
Maintained confidentiality and integrity of patient data.
Researched rejections, investigating problems to appeal claims.
Verified technical reimbursement questions for providers, billing, and coding staff.
Collected coinsurance and deductibles from patients for rendered services.
Worked with billing department to reduce contract implementation errors.
Reviewed and processed reimbursement requests in accordance with company policies and procedures.
Verified that all necessary documents were included in each request before submitting it for payment.
Collaborated with other departments within the organization to coordinate activities related to reimbursements.
Prepared financial statements detailing all reimbursements received during a given period.
Financial Services Representative at World Finance (Formerly Always Money Finance)Financial Services Representative at World Finance (Formerly Always Money Finance)