Contact insurance companies to check on status of claims payments and write appeal letters for denial on claims
Sort and file correspondence and perform miscellaneous clerical duties, such as answering correspondence and writing reports
Notify credit departments, order merchandise repossession or service disconnection, and turn over account records to attorneys when customers fail to respond to collection attempts
Trace delinquent customers to new addresses by inquiring at post offices, telephone companies, credit bureaus, or through the questioning of neighbors
Receive payments and post amounts paid to customer accounts
Confer with customers by telephone or in person to determine reasons for overdue payments and to review the terms of sales, service, or credit contracts
Answer customer questions regarding problems with their accounts
Arrange for debt repayment or establish repayment schedules, based on customers' financial situations
Record information about financial status of customers and status of collection efforts
Negotiate credit extensions when necessary
Advise customers of necessary actions and strategies for debt repayment
Locate and monitor overdue accounts, using computers and a variety of automated systems
Locate and notify customers of delinquent accounts by mail, telephone, or personal visits to solicit payment
Perform various administrative functions for assigned accounts, such as recording address changes and purging the records of deceased customers
Persuade customers to pay amounts due on credit accounts, damage claims, or nonpayable checks, or to return merchandise
Inspecting Equipment, Structures, or Material
Interacting With Computers
Interpreting the Meaning of Information for Others
Judging the Qualities of Things, Services, or People
Making Decisions and Solving Problems
Organizing, Planning, and Prioritizing Work
Performing Administrative Activities
Resolving Conflicts and Negotiating with Others
Scheduling Work and Activities
Selling or Influencing Others
Staffing Organizational Units
Thinking Creatively
Training and Teaching Others
Updating and Using Relevant Knowledge
Identifying Objects, Actions, and Events
Handling and Moving Objects
Guiding, Directing, and Motivating Subordinates
Getting Information
Evaluating Information to Determine Compliance with Standards
Estimating the Quantifiable Characteristics of Products, Events, or Information
Establishing and Maintaining Interpersonal Relationships
Drafting, Laying Out, and Specifying Technical Devices, Parts, and Equipment
Documenting/Recording Information
Developing Objectives and Strategies
Developing and Building Teams
Coordinating the Work and Activities of Others
Communicating with Supervisors, Peers, or Subordinates
Communicating with Persons Outside Organization
Coaching and Developing Others
Assisting and Caring for Others
Analyzing Data or Information
Monitoring Processes, Materials, or Surroundings
Judging the Qualities of Objects, Services, or People
Working with Computers
Communicating with People Outside the Organization
Providing Consultation and Advice to Others
Experience with: Relational database software, Spreadsheet software, W3 Data BatchAppend411, Web browser software, Word processing software, Laptop computers, Personal digital assistants PDA, Scanners, Document management system software, Amplified telephones, Microsoft Dynamics GP, Microsoft PowerPoint, Microsoft Outlook, Microsoft Office, Microsoft Word, Microsoft Dynamics, Microsoft Excel, LexisNexis Banko, Internet browser software, Debt account management and collection software, Collection Data Systems CollectOne-Tiger, Microsoft Office software
Compliance Representative
Argosy Casino
03.1996 - 06.2013
Prepare correspondence to inform concerned parties of licensing decisions or appeals processes
Visit establishments to verify that valid licenses or permits are displayed and that licensing standards are being upheld
Administer oral, written, road, or flight tests to license applicants
Confer with or interview officials, technical or professional specialists, or applicants to obtain information or to clarify facts relevant to licensing decisions
Report law or regulation violations to appropriate boards or agencies
Prepare reports of activities, evaluations, recommendations, or decisions
Evaluate applications, records, or documents to gather information about eligibility or liability issues
Warn violators of infractions or penalties
Identify compliance issues that require follow-up or investigation
Keep informed regarding pending industry changes, trends, or best practices
Provide assistance to internal or external auditors in compliance reviews
Verify that all firm and regulatory policies and procedures have been documented, implemented, and communicated
Coaching and Developing Others
Organizing, Planning, and Prioritizing Work
Performing General Physical Activities
Handling and Moving Objects
Interacting With Computers
Scheduling Work and Activities
Developing Objectives and Strategies
Updating and Using Relevant Knowledge
Thinking Creatively
Making Decisions and Solving Problems
Analyzing Data or Information
Evaluating Information to Determine Compliance with Standards
Processing Information
Judging the Qualities of Things, Services, or People
Estimating the Quantifiable Characteristics of Products, Events, or Information
Identifying Objects, Actions, and Events
Getting Information
Monitoring and Controlling Resources
Staffing Organizational Units
Performing Administrative Activities
Provide Consultation and Advice to Others
Guiding, Directing, and Motivating Subordinates
Training and Teaching Others
Developing and Building Teams
Coordinating the Work and Activities of Others
Performing for or Working Directly with the Public
Resolving Conflicts and Negotiating with Others
Establishing and Maintaining Interpersonal Relationships
Communicating with Persons Outside Organization
Communicating with Supervisors, Peers, or Subordinates
Interpreting the Meaning of Information for Others
Documenting/Recording Information
Judging the Qualities of Objects, Services, or People
Working with Computers
Communicating with People Outside the Organization
Providing Consultation and Advice to Others
Experience with: Microsoft Office software, Database software, Document scanning software, Microsoft PowerPoint, Microsoft Excel, Word processing software, Microsoft Access, Microsoft Outlook, Microsoft Office, Electric typewriters, Fingerprint capture devices, Document scanners, Desktop computers, Microsoft Word, Fingerprint recognition systems, Microsoft Windows, Point of sale POS receipt printers
Cashier
Atlantis Casino
03.1986 - 05.1996
Cash checks for customers
Supervise others and provide on-the-job training
Compile and maintain non-monetary reports and records
Keep periodic balance sheets of amounts and numbers of transactions
Sort, count, and wrap currency and coins
Compute and record totals of transactions
Count money in cash drawers at the beginning of shifts to ensure that amounts are correct and that there is adequate change
Maintain clean and orderly checkout areas, and complete other general cleaning duties, such as mopping floors and emptying trash cans
Answer customers' questions, and provide information on procedures or policies
Monitor checkout stations to ensure they have adequate cash available and are staffed appropriately
Assist customers by providing information and resolving their complaints
Issue receipts, refunds, credits, or change due to customers
Receive payment by cash, check, credit cards, vouchers, or automatic debits
Analyzing Data or Information
Evaluating Information to Determine Compliance with Standards
Processing Information
Estimating the Quantifiable Characteristics of Products, Events, or Information
Identifying Objects, Actions, and Events
Getting Information
Providing Consultation and Advice to Others
Communicating with People Outside the Organization
Provide Consultation and Advice to Others
Judging the Qualities of Things, Services, or People
Interacting With Computers
Communicating with Persons Outside Organization
Judging the Qualities of Objects, Services, or People
Working with Computers
Making Decisions and Solving Problems
Thinking Creatively
Updating and Using Relevant Knowledge
Developing Objectives and Strategies
Scheduling Work and Activities
Organizing, Planning, and Prioritizing Work
Performing General Physical Activities
Handling and Moving Objects
Documenting/Recording Information
Interpreting the Meaning of Information for Others
Communicating with Supervisors, Peers, or Subordinates
Establishing and Maintaining Interpersonal Relationships
Assisting and Caring for Others
Resolving Conflicts and Negotiating with Others
Performing for or Working Directly with the Public
Coordinating the Work and Activities of Others
Developing and Building Teams
Training and Teaching Others
Guiding, Directing, and Motivating Subordinates
Coaching and Developing Others
Staffing Organizational Units
Performing Administrative Activities
Monitoring and Controlling Resources
Experience with: Microsoft Office software, Laptop computers, Accounting software, Bookkeeping software, Database software, Point of sale POS software, Cash registers, Desktop computers, Handheld bar code scanners, Personal computers, Stationary bar code scanners, Surveillance cameras, Credit card readers, Electronic cash registers, 10-key calculators, Microsoft Windows, Microsoft Excel, Microsoft Office, Palm OS
Customer Service Specialist
Wells Fargo
03.2015 - 10.2024
Education
Bachelor's Degree - Small Business Administration/Management
IU
Bloomington, IN
05.2005
Skills
50 years' experience in customer service, compliance, and administrative duties
Computer literate: Word, Excel, Access, database, A Certification, Internet, email, PowerPoint
Willing to take on additional responsibilities and challenges
Displays excellent time management with high attention to detail
Works effectively as a team member
Administrative Support/Office Manager/Clerical with 20 years' experience in a banking, collection, casino, and customer service
Acts as liaison between company and state/federal agencies