Forward-thinking Manager with comprehensive experience implementing new processes and managing and planning innovations. Bringing outstanding problem-solving and abilities paired with in-depth knowledge of policies and procedures. Polished in evaluating employee performance and overseeing key projects.
Overview
22
22
years of professional experience
Work History
Financial Service Representative/Fraud Representative
Topmark FCU
Lima, OH
12.2022 - Current
Answered incoming calls regarding membership benefits and services.
Provided support to members regarding account inquiries, processing transactions, and resolving issues.
Assisted with the opening of new accounts and processed account maintenance requests.
Maintained accurate records of member interactions and transactions.
Performed cash handling duties, such as deposits and withdrawals, for members' accounts.
Adhered to all applicable policies, procedures, regulations, and laws.
Helped members resolve account problems and navigate internal systems to handle routine needs.
Enhanced member relationships by providing excellent service during each interaction.
Delivered exceptional member experiences, accurate transactions, and successful product cross-sell initiatives to drive continuous growth.
Reconciled financial discrepancies resulting from fraudulent transactions.
Analyzed customer accounts to identify suspicious activity and fraudulent transactions.
Collaborated with internal departments such as Risk Management, Legal, Compliance, and Operations to ensure proper resolution of fraud cases.
Investigated claims of fraud, created detailed reports of findings, and provided recommendations for corrective action.
Reviewed customer complaints regarding possible fraudulent activity and made appropriate decisions based on available information.
Monitored account activity for potential fraudulent behavior using data analysis techniques.
Reviewed documentation submitted by customers during the dispute process and verified accuracy before issuing a decision.
Conducted reviews of flagged transactions and reports that showed potential suspicious activity.
Developed strategies to reduce errors in transactions while increasing productivity of staff members.
Resolved customer service issues escalated from tellers or branch staff members.
Conducted new hire training for tellers on policies, procedures, regulations and banking products.
Handled escalated complaints from customers regarding their accounts or services provided by the bank.
Performed regular audits on teller cash drawers to ensure accuracy in balances.
Monitored and evaluated staff performance, providing coaching and guidance as needed.
Reviewed and approved transactions above limits and authority levels of teller staff.
Supervised teller team by enforcing policies and procedures related to teller operations, security and compliance.
Licensed Massage Therapist
Relaxing Just Right/Owner
Lima, OH
07.2019 - Current
Effectively directed clients in PNF stretching techniques to optimize muscle lengthening and activate nerve receptors.
Handled cash and credit card payments daily with consistent accuracy.
Performed therapeutic pregnancy, sports, deep tissue, and Swedish massage on clients.
Facilitated fluid dispersion and muscle relaxation via longitudinal gliding.
Devised informational marketing ads and pamphlets to bring in additional clients.
Addressed injuries, trauma, and stress by utilizing myofascial release techniques.
Provided personalized recommendations for stretching, strengthening, and relaxation techniques to clients.
Double-checked inventories and staff stocking of treatment and sale areas.
Assisted in performing fundamental bookkeeping tasks, organizing files, and ensuring accuracy of clients' records.
Collected client information to create customized plans for pain relief, improved circulation, injury rehabilitation, and relaxation.
Stimulated and massaged areas of clients' bodies to promote healing.
Applied massage on soft body tissue to relieve discomfort and facilitate healing in injuries.
Maintained a clean and organized work environment ensuring safety.
Receptionist
Lima Memorial Hospital/Midwest Surgical Specialist
Lima, OH
12.2019 - 09.2021
Prepared charts for new patients, ensuring all necessary forms were completed correctly.
Performed data entry tasks related to billing and collections procedures.
Assisted with filing of medical records and documents, maintaining accurate electronic files.
Answered incoming calls, responding to inquiries from patients and other medical offices.
Processed referrals for specialist care when requested by physicians or patients.
Greeted and checked in patients, updating patient information in computer system.
Scheduled patient appointments, verifying accuracy of appointment times with providers.
Protected patients by observing strict HIPAA guidelines.
Carried out daily tasks by professionally communicating with physicians, nursing staff, technicians and medical assistants.
Scheduled and followed up on patient appointments, collected and processed patient payments and maintained patient files.
Entered insurance, demographics and health history into patient database.
Checked patients in and out for appointments and collected co-payments.
Scheduled tests, lab work or x-rays for patients based on physician orders.
Transmitted medical records and other correspondence by mail, e-mail, or fax.
Retrieved faxes and uploaded documents to patient charts to assist clinical staff.
Managed office phone lines by checking voicemail, returning calls and directing messages to team members.
Customer Service Representative
First American Loans/Advance America
Lima, OH
04.2015 - 07.2019
Perform transactions for customers which include, Cash Advance, Installment loans, Title loans, Check cashing, Bill payments, Moneygram and customer Taxes.
Answered incoming telephone calls to provide store, products and services information.
Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.
Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
Upheld privacy and security requirements for customer information.
Trained new employees on procedures and policies to maximize team performance.
Educated customers on special pricing opportunities and company offerings.
Executed on-time and under-budget project management to resolve complex issues.
Exceeded company productivity standards on consistent basis.
Handle large amounts of cash daily.
Assisted customers with making payments or establishing payment plans to bring accounts current.
Liaised cross-functionally to develop operational improvement initiatives.
Audited customer account information to identify issues and develop solutions.
Troubleshot shortages and overages to support quality control efforts.
Relayed customer feedback to cross-functional teams to improve products and services.
Fielded customer complaints and queries, fast-tracking them for problem resolution.
Organized client contracts, records, reports and agendas to strengthen traceability.
Trained new hires on products and services, best practices and protocols to reduce process gaps.
Made outbound calls to obtain account information.
Answered inbound calls, chats and emails to facilitate customer service.
Reviewed account and service histories to identify trends and resolve issues.
Escalated customer concerns, issues and requirements to supervisors for immediate rectification.
Set up and activated customer accounts.
Answered customer questions and addressed concerns resulting in reduction in customer complaints.
Upsold products and services to address customer needs and maximize sales.