Marissa Scott
Charlotte,NC
Summary
Detail-oriented operations and client service professional with 6+ years of experience in fast-paced, regulated environments. Skilled in workflow coordination, client communication, and managing competing priorities. Proficient in Microsoft Outlook, Teams, and Excel with strong attention to accuracy and organization.
Overview
7
7
years of professional experience
Work History
Service Professional
LPL Financial
Fort Mill, SC
01.2023 - Current
- Served as primary point of contact for clients and financial advisors, providing timely support and resolving complex account and transaction inquiries
- Managed account maintenance, wire transfers, and cash management requests with strong attention to accuracy and detail
- Coordinated ongoing client follow-ups to ensure resolution of requests, maintain relationships, and support high service quality
- Researched and resolved complex service issues across multiple internal systems while ensuring compliance with regulatory requirements
- Maintained accurate documentation of client interactions to support auditing, reporting, and operational tracking
Fraud and Claims Representative
Wells Fargo
Charlotte, NC
01.2021 - 01.2023
- Reviewed and evaluated disputed and unauthorized transactions to determine claim outcomes in accordance with banking regulations and policies
- Applied risk assessment standards when making decisions to minimize financial exposure and ensure regulatory compliance
- Managed customer requests across multiple communication channels while navigating various internal systems and tools
- Collaborated with team members and leadership to resolve complex cases and improve service quality and operational processes
- Handled high-volume workloads requiring strong prioritization, accuracy, and time management skills
Benefits Specialist
Lash Group (AmerisourceBergen)
Fort Mill, SC
01.2019 - 01.2021
- Conducted outbound communication with patients, providers, and insurers to verify coverage and confirm eligibility for healthcare programs
- Served as liaison between multiple stakeholders to resolve coverage issues and support enrollment processes
- Educated clients on program requirements, documentation needs, and insurance procedures in a clear and professional manner
- Maintained accurate and confidential records in compliance with HIPAA and internal data policies
- Managed multiple cases simultaneously while ensuring timely follow-up and resolution
Education
High School Diploma - undefined
Skills
Microsoft Outlook
Microsoft Teams
Microsoft Excel
Multi-System Navigation
Client Communication
Confidential Data Handling
Problem Solving
Documentation & Record Keeping
Workflow Coordination & Prioritization
High-Volume Task Management
Timeline
Service Professional
LPL Financial
01.2023 - Current
Fraud and Claims Representative
Wells Fargo
01.2021 - 01.2023
Benefits Specialist
Lash Group (AmerisourceBergen)
01.2019 - 01.2021