As a home-based professional, I take pride in accuracy, integrity, and de-escalation skills. Home office, free of distraction provides customer information security and trust in company as a whole. Motivated, ambitious, dedicated to uncovering, and finding solutions to my clients concern at hand. Adept at working effectively, in a fast-paced position, unsupervised. Quick to master new skills. Team player. Organized. Takes ownership. Great communication skills with proven results; awards, team acknowledgement. Proficient a wide range of technology media.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Patient Care Technician
Axcess Staffing
Spartanburg, SC
05.2023 - Current
Assisted patients with activities of daily living, including bathing, dressing and grooming
Looked for physical, emotional, and symptomatic changes in patient condition and obtained necessary care for medical concerns
Educated patients on basic health-related topics such as nutrition, hygiene habits
Delivered outstanding patient care based on physical, psychological, educational and related criteria
Planned and served meals and snacks to patients according to prescribed diets
Promoted patient satisfaction by assisting with bathing, dressing and exercising
Identified and reported observations and clinical symptoms to appropriate healthcare professionals, driving timely intervention
Reminded patients to take prescribed medications or nutritional supplements
Ensured that all medical equipment was properly maintained and sterilized
Benefits Advocate
Unum
03.2022 - Current
Company Overview: Home Based
Provided detailed explanations of benefit plans and coverage options to customers
Maintained up-to-date knowledge of company policies and procedures related to benefits services
Performed data entry tasks in a timely fashion, ensuring accuracy of all records entered into the system
Managed customer complaints effectively, resolving issues quickly while maintaining positive relationships with clients
Assisted customers with navigating online portals for benefit enrollment processes
Identified trends in customer service issues or complaints for use in developing solutions
Offered subject matter expertise on employment regulations, compensation policies and personnel management procedures to optimize internal structures
Addressed and escalated complex customer issues to management, when necessary
Resolved billing disputes and processed payments and refunds as required
Assisted customers with filing and tracking of insurance claims, ensuring timely resolution
Provided detailed explanations of insurance coverage and policy limitations to customers
Managed high-volume inbound and outbound calls to address customer inquiries and claims
Facilitated communication between customers and third-party service providers
Monitored insurance claims process, ensuring compliance with policy terms and conditions
Home Based
Small Business and Merchant Services Representative III
TD Bank
11.2016 - 03.2022
Company Overview: Home Based
Analyzing customer needs and trends to provide 'right fit' products and services
Advocate of risk management; shield company assets by providing financial relief to consumers when appropriate
LOE Award Winner (League of Excellence) for metrics and top performing sales of TD Merchant Services products for small businesses
Proving my ability to provide the WOW experience via LEI scores and measured compliance scores
Assisted with the setup of merchant accounts and payment processing services
Resolved technical issues related to online transactions
Processed payments, refunds, and chargebacks for customers in accordance with company policies and procedures
Verified accuracy of all customer information before submitting applications for approval or processing payments
Monitored performance metrics such as total sales volume and average transaction size to assess effectiveness of current programs
Interfaced directly with customers via phone calls or emails providing guidance on payment processing options available
Used cold calling and networking to sell products and services
Made recommendations to customers to promote brand effectiveness and product benefits
Built strong, professional relationships through identification of client needs, which increased overall sales and opportunities
Generated sales by prospecting leads, cold calling and negotiating advantageous deals
Scheduled and attended weekly appointments with clients
Achieved sales goals, increasing revenue for top accounts and expanding personal sales portfolio
Home Based
Branch Banker III, Assistant Branch Manager
Branch Banking and Trust (BB&T)
Greenville, SC
07.2014 - 10.2016
Analyze client activity trends to 'right size' resources to meet their financial goals
Exceed expectations each quarterly performance review with a ranking of leading in all matrix categories within BB&T
Lead team PCE (perfect client experience) meetings weekly
Liable for training and signing off on readiness of new hires on procedures related to customer service, sales techniques, and operational policies
Create spreadsheets for banking document files
Registered NMLS
Assisted customers with opening new accounts, processing deposits and withdrawals, cashing checks and making loan payments
Verified customer identification documents in compliance with Bank Secrecy Act regulations
Performed daily branch operations such as balancing cash drawers, verifying teller transactions and preparing bank deposit slips
Developed relationships with local businesses to increase branch visibility within the community
Participated in outreach activities at schools, churches and other organizations to promote bank products and services
Reconciled discrepancies between daily branch transaction logs against actual cash amounts in vault
Adhered to all laws applicable to banking operations while providing exceptional service to clients
Mitigated risk and exposure of security breaches through development of robust contingency plans exceeding federal mandates
Conducted regular audits of financial transactions and accounts to ensure compliance with regulatory standards
Facilitated wire transfers and processed foreign currency exchanges accurately
Monitored and reported suspicious activities to comply with anti-money laundering regulations
Managed and reconciled cash drawers and vault operations, ensuring adherence to security protocols
Education
Some College - Physical therapy
Greenville Technical College
Greenville, SC
Skills
Adaptability
Efficiency
Insurance knowledge
Insurance terminology
Client Education
Teamwork and Collaboration
Written Communication
Relationship Building
Multitasking
Problem-Solving
Regulatory Compliance
Analytical Thinking
Customer Retention Strategies
Document and Records Management
Customer Relationship Management (CRM)
Billing Adjustments and Refunds
Asset Management
Insurance policy coverage expertise
Certification
Lifetime Member of the National Forensics League for Oral Interpretation and Congressional Debate
Notary for state of South Carolina
Additional Information
CTR, MISL, Bank Secrecy Act, Reg CC; DD; D, E, SAFE ACT, CRA, and numerous other trainings required by law for financial institution employees., Expertise in providing education of medical and life policies
References
References available upon request.
Volunteer Experience
Volunteer, Greenville Big Brothers, Big Sisters Program, 01/01/05, 01/01/06
Assistant Scout Leader, GSOAMM Troop 1509 (Girl Scouts of America Mountains to Midlands), 01/01/16, 01/01/18
Timeline
Patient Care Technician
Axcess Staffing
05.2023 - Current
Benefits Advocate
Unum
03.2022 - Current
Small Business and Merchant Services Representative III