Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Krystal Taylor

Arlington,TX

Summary

I am high energy, confident with an infectious enthusiasm for interacting with others. I can dominate any task, as well as maintain a positive attitude within stressful environments. I have a strong work ethic. Dedicated Insurance Sales Agent adept at managing complex policies and delivering insurance product expertise. Bringing many years of superior insurance industry performance.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Loan Advisor

Bridgecrest Financial
Fort Worth, TX
11.2023 - 05.2024
  • Provided guidance and advice on loan options to customers.
  • Developed customized financial plans for clients based on their individual needs.
  • Monitored customer accounts, including payments, delinquencies, and other activities.
  • Managed customer portfolios and provided regular updates regarding changes in the marketplace that may affect them.
  • Assisted customers with questions or issues related to their existing loans or loan applications.
  • Performed periodic reviews of customer accounts to identify areas of risk or potential fraud.
  • Negotiated payment plans with customers to ensure timely repayment of debt.
  • Assisted in the development of strategies to improve collections process efficiency.
  • Investigated customer disputes and complaints regarding billing errors and incorrect charges.

Reconciliation Lead Analyst

Omnicell
Fort Worth, TX
04.2023 - 11.2023
  • Monitor and reconcile for 120 pharmacies across the US.
  • Monitor reporting of electronic remittances and posted in the eConcile platforms.
  • Verifying payment information received by the subscribing customer.
  • Verify that the appropriate matching claims are relieved from the outstanding balance.
  • Answer calls and direct calls in a timely manner.
  • Resolve any issues the pharmacies may have.
  • Data Entry/Copy, Scan Documents.
  • Developed and maintained key performance indicators to track progress against goals.
  • Analyzed customer data to identify trends and develop insights for strategic decision-making.
  • Conducted market research and competitor analysis to inform business strategy.
  • Created reports on project status, resource utilization, and other metrics to drive organizational efficiency.
  • Provided guidance and mentorship to junior analysts in order to build a high-performing team.
  • Monitored regulatory changes that could impact the organization's operations.
  • Collected, tracked and evaluated current business and market trend data.

Funding Analyst

Santander
North Richland Hills, TX
11.2018 - 06.2022
  • By delivering superior service to clients, including driving and optimizing the effectiveness and efficiency of people, processes, and technology, I sustain financial performance, increasing investment capacity and managing risk
  • Assist in evaluating and ensure that operations meet company objectives, business needs, service agreements and relevant requirements
  • I am accountable for the management of the Consumer Loan and Lease Originations process from application review through funding
  • I assist in ensuring adherence to internal/external policies and regulations
  • Resolve funding issues and support the funding team with various tasks as needed
  • I provide excellent customer service through daily interaction with customers, including personnel, automotive dealerships, vendors and customers
  • Assist in identifying processes and control improvements and communicate to the respected manager
  • Review in house applications to ensure accuracy and timeliness are met
  • Communicate loan decisions, Stipulations, and revising when necessary to ensure funding
  • Follow-up on current approvals
  • Build and encourage relationships with assigned customers to support growth targets
  • Assist in identifying trends and or low performing areas of the business
  • Utilize creative thinking to generate results and to promote teamwork
  • Participate in team related activities and meetings

Reconciliation Specialist

FDS, Inc
Fort Worth, TX
01.2017 - 11.2018
  • Reconcile claims for small pharmacies across the US
  • Monitor reporting of electronic remittances and posted in the eConcile platforms
  • Verifying payment information received by the subscribing customer
  • Verify the appropriate matching claims are relieved from the outstanding balance
  • Answer calls and direct calls in a timely manner
  • Resolve any issues the pharmacies may have
  • Data Entry/Copy, Scan Documents

Transaction Coordinator

Texas Pride Lending
Garland, TX
04.2015 - 01.2017
  • Developed invoicing systems and internal controls to boost billing efficiencies.
  • Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
  • Reviewed and ensured all transaction documents are complete, signed, and filed.
  • Scheduled and coordinated completion of pre-listing and post-closing tasks.
  • Managed Social Media Accounts
  • Marketing - Created Marketing Tools
  • Monitored transaction timelines and deadlines, ensuring all necessary paperwork is completed on time.
  • Perform any additional duties/activities assigned by management
  • Reviewed and verified all closing documents for accuracy prior to submission.
  • Organized and tracked all transactions from contract to close of escrow.
  • Assisted in resolving title issues, such as liens, encroachments, easements.
  • Ordered payoffs, HOA statements and other required documents for closings.
  • Coordinated with lenders and their processing teams to ensure timely closings.
  • Prepared HUD-1 Settlement Statements for review by agents and clients.
  • Maintained filing system for records, correspondence and other documents.
  • Ordered supplies and equipment to maintain adequate inventory levels.
  • Greeted customers warmly and made them feel welcome.

Education

Some College - Communications

Tyler Junior College
Tyler, TX
06.2014

High school diploma -

Juan Seguin High School
Arlington, TX
06.2012

Skills

  • Microsoft Office
  • Account Management
  • Underwriting
  • Loan Origination
  • Financial Services
  • Microsoft Outlook
  • Relationship Management
  • Workday
  • Documentation review
  • Data management
  • NetSuite
  • Accounts payable
  • Account reconciliation
  • Accounts receivable
  • Accounting
  • Salesforce
  • Zendesk
  • General Ledger Reconciliation
  • QuickBooks
  • Customer Relationship Management
  • Mortgage facilitation
  • Negotiation abilities
  • Documentation Review
  • Financial Planning
  • Applicant communication

Certification

NMLS

Life and Health Insurance License

Timeline

Loan Advisor

Bridgecrest Financial
11.2023 - 05.2024

Reconciliation Lead Analyst

Omnicell
04.2023 - 11.2023

Funding Analyst

Santander
11.2018 - 06.2022

Reconciliation Specialist

FDS, Inc
01.2017 - 11.2018

Transaction Coordinator

Texas Pride Lending
04.2015 - 01.2017

Some College - Communications

Tyler Junior College

High school diploma -

Juan Seguin High School

Similar Profiles

CREATE PROFILE
Krystal Taylor