Kentrell Robertson
Slidell,LA
Summary
Creative, influential Coordinator highly capable of driving Campaigns, Accounts, Customer Traffic and Client Relations. Executed Innovative Strategies to increase Business Revenue laying groundwork for future Opportunities. Equipped with a diverse and promising Skill Set to provide Business Excellence.
Overview
6
6
years of professional experience
Work History
Central Support Operations Coordinator
UnitedHealth Group
05.2023 - Current
- Enter, review and or verify member information in the nH Coordinate care management platform
- Communicate approved pertinent information with healthcare providers
- Complete administrative documentation for member records
- Run and/or review reports to monitor assigned team duties are completed
- Achieved project goals with meticulous planning and resource allocation.
- Guided team efforts to enhance overall productivity and morale.
- Generated reports for informed decision-making across departments.
- Coordinated project timelines for successful completion of strategic initiatives.
- Boosted productivity by establishing effective communication channels between departments.
- Provided direction and guidance to internal teams in order to achieve targets.
- Enhanced customer satisfaction by resolving issues in a timely manner and providing exceptional support.
- Trained and guided team members to maintain high productivity and performance metrics.
- Streamlined operations by implementing efficient processes and procedures.
- Ensured compliance with industry regulations, keeping accurate records and managing audits as required.
- Contributed to the development of departmental policies and procedures ensuring consistency across the organization.
- Optimized operational efficiency, coordinating cross-functional teams to achieve project goals.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
- Interacted well with customers to build connections and nurture relationships.
Financial Relationship Consultant
Regions Bank
08.2022 - 08.2023
- Generates outbound calls daily, growing new/prospective customer base to increase Regions Bank brand
- Educates customers on loan, deposit and digital solutions, boosting product adoption in-house
- Delivers exceptional customer service while ensuring compliance with banking regulations
- Exceeds branch targets by through customer needs assessment and Region’s product recommendations
- Increased client satisfaction by providing personalized financial advice and investment recommendations.
- Identified cross-selling opportunities within existing client base, promoting additional products and services as appropriate.
- Streamlined banking processes for improved efficiency and customer experience.
- Conducted thorough due diligence on prospective clients, ensuring compliance with regulatory requirements.
- Managed a diverse portfolio of clients, maintaining strong relationships through regular communication.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Created financial models to analyze and evaluate investment strategies.
- Researched and evaluated potential investment products for clients.
- Developed comprehensive financial plans for clients, taking into account their short-term and long-term goals.
- Coordinated with internal departments such as credit analysis and underwriting to ensure smooth processing of loan applications.
Accounting, Title Clerk
Ray Brandt Auto Group
09.2018 - 08.2022
- Completed hundreds of accounting tasks remotely, reviewing finance and tax forms with 100% accuracy
- Streamlined communication between car sales and accounting teams, reducing processing time
- Processed 500+ vehicle warranties and contracts, maintaining a 100% accurate contract log
- Conducted 200+ title works; streamlines and decreased monthly P&I - penalties and interest cost
Education
MBA - Self-Designed MBA
Capella University
Minneapolis, MN06-2025
Bachelor of Health Science - Healthcare Admin Leadership
Capella University
Minneapolis, MN02-2025
High School Diploma -
Destrehan High School
Destrehan, LA05.2005
Skills
- Cross Functional Projects
- Meticulously Organized
- Data Visualization & Analysis
- Process Improvement
- Workforce Effectiveness
- Record Verification
- Sales Reports
- Risk Analysis
- Data Confidentiality
- Strategic Planning
- Customer Service
- Risk Management
- Project Procurement
- Fraud
- Data Analyzing
- Credential Verification
- Business Intelligence
- Negotiation
- Data Entry
- Interpersonal Communication
- Database Management Systems
- Data Privacy
- Conflict Resolution
- MS Office Suite
- Excel
- Word
- Google Workspace
- Salesforce
- CDK
- Web-Based Tools
- Computer Literacy
Experience
15+ years, 7+ years
Professional Highlights
- Sales Leader - exceeded Sales Targets, mentored Peers, praised by Upper Management
- Key Contributor - surpassed Metrics, upheld Policies, offered Excellent Service, met Financial Goals
- Financial Advisor - specializes in De-escalation and Best-in-Class Customer Service
Timeline
Central Support Operations Coordinator
UnitedHealth Group
05.2023 - Current
Financial Relationship Consultant
Regions Bank
08.2022 - 08.2023
Accounting, Title Clerk
Ray Brandt Auto Group
09.2018 - 08.2022
MBA - Self-Designed MBA
Capella University
Bachelor of Health Science - Healthcare Admin Leadership
Capella University
High School Diploma -
Destrehan High School
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