Summary
Overview
Work History
Education
Skills
Timeline
Generic

LATHEETHA MILLS

Richmond,VA

Summary

Detailed, organized finance/loan analyst with a multitude of experience in business analysis, real estate taxes, loans, insurance processing, identifying potential risks/issues and provide end to end solution for clients and businesses. Ability to utilize knowledge of regulatory and compliance requirements to help minimize financial risk while adhering to the service level agreement (SLA). Detail oriented, with advanced knowledge of multiple systems and tools to solve financial problems. Skills include Knowledgeable and dedicated customer service professional with extensive experience in the banking industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.

Customer-focused professional with a background in customer service roles. Known for providing top-notch client support while maintaining high levels of customer satisfaction and loyalty. Strengths include exceptional communication, problem-solving skills, and ability to handle multiple tasks simultaneously. Proven track record of consistently improving operational processes to enhance the overall customer experience.

Overview

9
9
years of professional experience

Work History

CUSTOMER SERVICE REPRESENTATIVE

Anthem
Richmond, VA
08.2023 - 03.2024
  • Enhanced customer satisfaction by promptly addressing concerns and providing accurate information
  • Streamlined call center processes for improved efficiency and reduced wait times
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business
  • Assisted customers in navigating company website and placing online orders, improving overall user experience
  • Developed strong product knowledge to provide informed recommendations based on individual customer needs
  • Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues
  • Participated in cross-functional initiatives aimed at enhancing overall business operations and customer satisfaction levels
  • Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients
  • Answered constant flow of customer calls with minimal wait times
  • Met customer call guidelines for service levels, handle time and productivity
  • Followed up with customers about resolved issues to maintain high standards of customer service
  • Conducted regular follow-up calls with customers after resolving their issues.
  • Developed strong relationships with customers by providing personalized assistance and support.
  • Resolved complex problems by working with other departments to provide solutions that meet customer needs.

LONG TERM CARE TRANSACTION SPECIALIST

Genworth Financial
11.2022 - 02.2023
  • Guide and inform policyholders and representatives of their Long term care policy and rates and help families navigate their decision to help with the financial challenges of aging
  • Process transactions such as NFOs (Nonforfeiture) settlement policies, plan change apologies, suspend and unsuspend Billing, and LBO (Limited Benefit Options) letter
  • Assist customers with decisions on rate action quotes, follow-up letters, and payments
  • Educate customers about their products features as well as self-service functionality via the IVR and web
  • Assist customers with knowledge of the caregiving options and funds for their long term care needs
  • Demonstrate consistent ownership and initiative in call follow-up, documentation, and work item management

FRAUD SPECIALIST II

Apple One (Capital One)
06.2022 - 11.2022
  • Responsible for performing research step in processing claims of fraud or dispute on Capital One debit and ATM transactions
  • Reviewed documentation related to claims based on Regulation E and related Capital One procedures
  • Assists in loss mitigation for Capital One through chargebacks and other loss recovery means
  • Maintain claims, accompanying information, and status in claims case management system
  • Utilize investigation skills and document findings
  • Gain extensive knowledge of Regulation E
  • Meet performance expectation related to productivity, effectiveness and customer experience
  • Assist customers, banking offices and customer service with inquiries related to debit card claims
  • Ensure customer financial concerns are resolved by adhering to regulations and compliance to departmental policies, risk avoidance standards and service level agreement (SLA)
  • Work independently to interact with other business line and the Escrow administration business unit
  • Ensure all parties are aware of loan status and any outstanding requirements

HM TAX AND INSURANCE REP / CUSTOMER SERVICE SPECIALIST

Citizens bank
Richmond , VA
10.2018 - 01.2022
  • Identified, evaluated and addressed customer inquiries regarding insurance coverage.
  • Conducted regular reviews of existing policies to ensure they remain up-to-date with current industry regulations.
  • Collaborated with other departments within the organization to ensure smooth delivery of services to clients.

CUSTOMER SERVICE REPRESENTATIVE III

Suntrust Mortgage
01.2016 - 02.2018

CUSTOMER SERVICE SPECIALIST

Bank of America
01.2015 - 01.2016

Education

Associate of Science - Registered Nurse

J Sargeant Reynolds Community College

Skills

  • Microsoft Office 365
  • Avaya/Cisco Software
  • Knowledge
  • Multi-tasker
  • Analytical Thinking
  • Finance Advisor
  • Process & Procedure Adherence
  • Maintenance of Insurance and or tax lines
  • Smart web
  • Black Knight
  • Fidelity (MSP)
  • MAGIC
  • FileNet
  • Black Bird
  • EAGLE
  • PEGA
  • Inscope
  • Cloas
  • Solution central
  • Fobs
  • Hippa verification tool
  • Microsoft outlook
  • Researching
  • Time management
  • Complaint handling
  • 10-key
  • Research
  • Call center procedures
  • Call center experience
  • Problem resolution
  • Medical terminology
  • Shipping procedures
  • Product knowledge
  • Documentation
  • Inbound and outbound calling
  • Empathy and patience
  • Punctuality and reliability
  • Customer service

Timeline

CUSTOMER SERVICE REPRESENTATIVE

Anthem
08.2023 - 03.2024

LONG TERM CARE TRANSACTION SPECIALIST

Genworth Financial
11.2022 - 02.2023

FRAUD SPECIALIST II

Apple One (Capital One)
06.2022 - 11.2022

HM TAX AND INSURANCE REP / CUSTOMER SERVICE SPECIALIST

Citizens bank
10.2018 - 01.2022

CUSTOMER SERVICE REPRESENTATIVE III

Suntrust Mortgage
01.2016 - 02.2018

CUSTOMER SERVICE SPECIALIST

Bank of America
01.2015 - 01.2016

Associate of Science - Registered Nurse

J Sargeant Reynolds Community College
LATHEETHA MILLS