Results-focused Financial professional with strength in problem-solving abilities needed as a case specialist. Proactive leader with strengths in communication and collaboration. Adept at managing concurrent objectives to promote efficiency and influence positive outcomes.
Overview
20
20
years of professional experience
Work History
Manager
Remy Hair Extensions
07.2022 - Current
Highly organized with exceptional attention to detail and follow-through on our sales strategy.
Strong ability to manage multiple projects with competing deadlines on sales campaigns.
Ability to self-direct, analyze and evaluate and form independent judgments.
Maintain customer records.
Assist with month-end close responsibilities.
Executive Office Case Specialist
Wells Fargo
04.2021 - 06.2022
Respond independently to complaints escalated to Executive Office.
Manage the dispute process for several clients, while being knowledgeable on their specific policies and procedures.
Empathize and de-escalate high stress situations.
Team player with positive attitude and strong work ethic.
Proficient in using data entry with MS Office (Excel, PowerPoint, Word, Outlook).
Manager
Remy Hair Extensions
08.2017 - 04.2021
Oversee all operations and business activities to ensure they produce the desired results and are consistent with the overall strategy and mission.
Maintain and reconcile general ledger accounts.
Developing high-quality business strategies and plans ensuring their alignment with short-term and long-term objectives.
Develops/Enhance documentation around the customer payment process.
Investigate and resolve payment queries.
Case Specialist
Lineagen Inc.
09.2014 - 07.2017
Correct Claims pre-submission for identified edits that will result in a claim denial or delay.
Strong communication skills (written and verbal).
Ability to work in a fast-paced environment.
Special projects as assigned.
Creates reports regarding the current status of customer accounts as requested.
Manager
Emkay Inc.
01.2009 - 09.2014
Meet with clients to establish the desired feel and look for the video to be created.
Operate computer editing systems and equipment used for video media and effects.
Gather and transfer all forms of media into editing software and ensure each was updated in the correct format.
Prepares, posts, verifies, and records customer payments and transactions related to accounts receivable.
Maintains and updates customer files.
Trader
Fidelity Investments
10.2005 - 01.2009
Buying and selling securities on behalf of the customer.
Evaluating trading algorithms.
Ability to self-direct, analyze and evaluate and form independent judgments.
Commercially savvy with ability to exercise discretion with respect to highly confidential/sensitive information.
Experience in bank operations, data entry, payments, and exception processing.