Patrick Peters
Columbus,GA
Summary
Dynamic marketing and sales professional with a proven track record at Eagle Flow Solutions, adept in leveraging excellent communication and leadership skills to achieve over 30% growth in B2B and B2C markets. Expert in utilizing creative marketing tools and data analytics to enhance customer acquisition and brand-building strategies. Demonstrates strong project management and critical thinking abilities, driving successful marketing campaigns and team collaboration. Accomplished marketing professional with demonstrated success developing and implementing strategic approaches to drive market growth and bottom-line profitability. Strong communicator with natural leadership talent and high energy. Impactful and successful manager talented in building teams and motivating personnel to new levels of performance.
Overview
22
22
years of professional experience
Work History
Marketing Manager/ Inside Sales
Eagle Flow Solutions
Columbus, GA
10.2023 - Current
- Built and managed all marketing for a Private Sector LLC business including inside Sales and accounting
- Used knowledge of a combination of product and content marketing, broad social media marketing, email marketing, and inside sales
- Collaborated with clients, businesses, and vendors to market their products and services
- Develop and execute content marketing strategies to drive brand awareness and lead generation
- Manage and grow social media, including creating and curating content
- Wrote/created written documents for advertisements and proofread/edited documentation for management
- Created ads on social with photography, and different software like Canva, Adobe Photoshop, and AI tools
- Create and manage editorial calendars for social media, and email marketing tools like MailChimp
- Created marketing material for exhibit booths and attended tradeshows
- Stay up to date on industry trends and best practices in content marketing
- Took inside sales phone calls and emails to make sales of truck parts, products, and equipment
- Made outbound sales calls to customers to get continued or new business
Accountants Payable/ Accounts Receivable
Eagle Flow Solutions
Columbus, GA
10.2023 - Current
- Assist in ensuring that the company receives payment for goods and services offered to clients, including processing payments, paying invoices, and resolving payment issues with vendors
- Process invoices using various methods including excel uploads, scanning and purchase order matching, and manual keying
- Robust understanding of job cost accounting and finance operations
- Handle Accounts Payable functions for different entities by processing and matching invoices with purchase orders via three-way match
- Process weekly payments including checks, ACH, and wires
- Communicate with internal and external customers concerning past due invoices and resolving in a timely manner with excellent customer service
- Work with vendors to research and resolve issues ensuring a high level of customer service
- Review and reconcile key vendor statements weekly, resolving any discrepancies
- Navigating customer AR questions and providing copies of invoices
- Research customer discrepancies and skipped invoices
- Creating AR invoices for C-Store tickets (EFS, TCheck, Transplatinum, Multiservice, Wex transactions)
- Prepare, post, verify, and record customer payments and transactions
- Deposit checks via scanner
- Research and reach out for returned checks and ACH’s
Loan Production Specialist II
Synovus Bank
Columbus, GA
08.2021 - 10.2023
- Under general supervision, responsible for supporting the commercial and consumer loan areas for each affiliate bank in a pre-close environment incumbent with primary responsibility for either loan documents preparation or pre-close flood review
- Enter loan data into document processing software on less complicated commercial and consumer loan product flood determinations
- Prepares and distributes to affiliate bank customers accurate loan documentation on approved loans
- Accurately upload/books, loan to the system, performing account maintenance
- Communicates with affiliate bankers and lending staff to ensure proper selection of loan products and completion of loan documents
- Completes the All-in-One Flood Insurance Calculation form to determine compliance with policy and procedures
- Remain up to date on documentation regulatory requirements to ensure loan quality
- Responsible for being aware of risk within my functional area
- This includes observing all policies, procedures, laws, regulation and risk limits to my role
- Process and compile several reports to calculate collateral of flood zone and insurance loans
- In charge of fail-safe QA to catch mistakes by the flood collateral team before it reaches compliance
Access Service Representative II
Baylor, Scott, and White Hospital
Cedar Park, TX
12.2019 - 05.2021
- Access Service Representative II obtains current and accurate demographics and insurance information to register patients, verification of insurance benefits, negotiates and collects patient financial responsibilities
- Provides training and mentoring responsibilities to peers
- Conducts and documents patient interview to obtain demographic and financial data for registration, insurance verification, precertification, and billing
- Interacts on an ongoing basis with other areas and departments to provide appropriate information related to such items as: patient delays, change of schedules intra-departmentally and interdepartmentally
- Understand the patient flow processes in each area
- Identifies process improvement opportunities that promote team concept with co-workers while improving revenue cycle functions and the patient experience
- B2B Marketing to outside Ambulance companies and persuade them to do business with Baylor Scott & White
- Verifies patient eligibility for insurance coverage and appropriate benefit levels for anticipated services
- Calculates and collects patient liability due according to financial clearance policies related to existing and bad debt account
Wires Customer Service Representative
Synovus Bank
Columbus, GA
05.2018 - 10.2019
- Under direct supervision, responds to inquiries by telephone, live online, or e-mail to internal and external customers to provide support to applications and technical support related to the use of Synovus products and services
- Answers inquiries, performs research, troubleshoots systems, and provides resolution for reported issues
- Provides support by telephone, live online, or email to internal and external customers on the use of Synovus products and services
- Created scripts for customer service agents and performed proofreading for legal documents and counter fraud applications
- Performs research, troubleshoots systems, and provides resolution for reported application issues
- Problem resolution may require follow-up with customers and/or escalation to a higher level of expertise
- Inputs/tracks all communications, problems, and requests from customers
- Closely monitor all outgoing wires for potential fraud
- Notify potential suspicious activity to the BSA/AML Officer
- Adhere to bank policies and procedures regarding risk of wires received through online banking platform
- Responsible for reviewing wire documentation for completeness and accuracy
- Ensuring all wires have been properly authorized by working with other departments to authenticate wires with the originator
- Ensure all outgoing wires are processed within the established wire procedures and controls
- Responsible for end of day reconciliation of wire systems to ensure accuracy of balances and posting of wires
- Responsible for the online wire set ups as follows: set-up customer wire templates, customer call-back verification agreements, and wire notification by e-mail or fax
- Responsible for reviewing ACH reports received from online customers and placing holds on customer accounts in a timely manner
- Perform duties and responsibilities specific to department functions and activities
- Perform other duties and responsibilities as required or assigned by your supervisor
Customer Service Representative
Anthem Blue Cross Blue Shield
Columbus, GA
08.2017 - 02.2018
- Responsible for successfully completing the required basic training
- Able to perform basic job functions with help from co-workers, specialists and managers on non-basic issues
- Must pass the appropriate pre-employment test battery
- Responds to customer questions via telephone and written correspondence regarding insurance benefits, provider contracts, eligibility and claims
- Analyzes problems and provides information/solutions
- Operates a PC/image station to obtain and extract information, documents information, activities and changes in the database
- Thoroughly documents inquiry outcomes for accurate tracking and analysis
- Develops and maintains positive customer relations and coordinates with various functions within the company to ensure customer requests and questions are handled appropriately and in a timely manner
- Researches and analyzes data to address operational challenges and customer service issues
- Provides external and internal customers with requested information
- Under immediate supervision, receives and places follow-up telephone calls / e-mails to answer customer questions that are routine in nature
- Uses computerized systems for tracking, information gathering and troubleshooting
- Requires limited knowledge of company services, products, insurance benefits, provider contracts and claims
- Seeks, understands and responds to the needs and expectations of internal and external customers
forensic service technician (health aide)
West Central Georgia Regional Hospital
Columbus, GA
09.2016 - 08.2017
- Provides training to individuals in a variety of areas depending upon the individual’s needs
- Completes required documentation in the individual’s and unit records
- Observes and maintains an awareness of individuals’ behavior and physical whereabouts to ensure their security and safety
- Transports/accompanies individuals to appointments and activities in various locations and off campus visits
- Participates in providing a safe, secure, clean and attractive environment for individuals, visitors, and staff
- Aids other staff when admitting and orienting new individuals to units
- Conducts activities for recreation and socialization
- Provides clients with help walking, exercising, and moving in and out of bed
- Assist with identifying individuals in medication line
- Assist with lab draws and the collecting of bodily fluid specimens
- Conducts environment rounds
- Participates in interdisciplinary treatment team
- Participates in crisis de-escalation
- Serves on hospital-wide committees
- Group facilitation
Senior Loan Processor
Assurant Inc.
Duluth, GA
01.2013 - 08.2016
- Prepares, compiles, organizes and reviews mortgage loan files ensuring accuracy of data and adherence to underwriting standards
- Completes all required pre-close steps and submits clear and accurate loan documentation files within established time frames
- Ensures appropriate procedures are followed while meeting production goals and objectives
- Assists with providing work direction and guidance to less experienced loan closers
- Prioritizes and maintains a quality pipeline of mortgage files to facilitate residential mortgage loan closings
- Reviews daily, weekly and monthly pipeline reports to identify loans not meeting service level agreements
- Actively participate as a treatment team member in a multi-interdisciplinary team to assist with diagnosis, identification of the patient strengths and weaknesses, and development of a plan for treatment and discharge plans for support services for patients and their families following discharge
- Assisted with project management and created various program developments, content strategy from creation to completion
- Reviews files to verify that application data is complete and meets established standards, including type and amount of mortgage, borrower income, assets, liabilities and length of employment
- Analyzes, reconciles, and submits loan packages to underwriting for conditional review and full approval once conditions are met and validated
- Assists with any post-closing or conditions issues
- Ensures integrity of all data and process inputs
- Maintains excellent customer service standards with both internal and external customers
- May adapt procedures, processes and techniques to meet the requirements of the function
- Works closely with insurance agencies, realtors, closing agents and borrowers to schedule closings
- Assists with the facilitation of team meetings to discuss loans in process, loans scheduled to close, loans ready to submit to underwriting, new loans received, new programs, and any pricing or marketing specials
- Facilitates weekly pipeline calls with loan officers
- Assists with management of closing calendar to monitor lock expiration dates to avoid extensions and to meet purchase contract expiration dates
- Makes recommendations regarding improvement of loan file quality using quality assurance findings, investor suspensions and underwriting suspensions as indicators of changes needed
- Identifies and communicates examples of best practices, excellent customer service, top performers, and other positive messages
Order Filler
Walmart Distribution Center
Opelika, AL
08.2012 - 12.2012
- Responsible for handling requests for merchandise, goods, or services and ensuring orders are filled
- Packages product and sends it out to customer
- Follows up to ensure order arrives
- Work with warehouse team to arrange inventory and pull from shelves
- Pull large orders from computers
- Include receipt in order and mark price on merchandise
- Requisition of additional materials, supplies, and equipment
- Work with production, sales, shipping, warehouse, or common carrier personnel to expedite or trace missing or delayed shipments
- Prepare order reports for management
- Pick orders in a distribution center, loading pallets for trucking transport
- Utilize power equipment to move throughout the facility
- Prioritize, work efficiently and follow safety processes
Production Team Member
KIA Distribution
West Point, GA
07.2011 - 08.2012
- Working in a fast pace assembling line, producing new KIA model cars
- Perform assembly operations in Stamping, Body/Welding, Paint, and General Assembly
- Utilize hand, pneumatic and electric tooling to assemble various components such as seats, windshield wipers, scuffs, and weather stripping of each vehicle produced
- Repair or replace missing or damaged parts on vehicles previously assembled
- Removed unused parts or equipment to maintain a clean and safe working
- Assist with assembly line and production line operations to mass produce automotive components or automobiles
- Collaborate with others to resolve quality issues and implement repair/ containment procedures for recurring defects
- Adhere to company safety, quality, efficiency and cost reduction practices
CUSTOMER SERVICE REPRESENTATIVE
Spherion Staffing Agency
Columbus, GA
01.2003 - 03.2010
- I have worked in an array of companies via Spherion Staffing Company
- The companies were different, but the job descriptions were similar
- Provide intensive services to child & adolescents and their family by overseeing the Person-Centered planning process for consumers
- Assisted customers by answering inquiries regarding their accounts
- Contacted customers regarding delinquent payments
- Assisted customers by scheduling payment plans to alleviate delinquent accounts
- Operated Vans and Freightliner truck up to 10,000 pounds to transport furniture throughout Georgia and Alabama
- Checked for damages and repaired damaged and or blemished furniture; cleaned soiled furniture
- Ensured vehicle was loaded properly based on delivery documents and visual observance
- Informed customers of delivery schedules of backordered or delayed furniture
- Identified and issued furniture and delivered to loading lanes with cherry picker
- Receive furniture stock; complete electronic receiving documents; transferred shipped furniture to warehouse holding racks with hand dolly and/or cherry picker (forklift)
- Stored, rotated/relocated all categories of furniture to proper locations in warehouse physically and in computer systems
- Delivered to and picked up delivery trucks from maintenance shops
- Transferred furniture and important company documents from warehouse to merchant stores and vice versa
Education
Bachelor of Science - Business with a Marketing Certificate
University of Phoenix
03.2021
Skills
- Excellent Communication and Writing Skills
- Critical Thinking Skills
- B2B and B2C Marketing Experience
- Team Building and Leadership Skills
- Analytical Skills
- Project Management Skills
- Master Level Microsoft Office Suite Skills
- Assist with Conflict Management
- Strong attention to detail
- Accounts Payable/Receivable
- Creative Marketing Tools Experience: Canva, Adobe Photoshop, Mailchimp, Salesforce
- PeopleSoft
- Marketing campaign management
- Web content branding
- Marketing campaigns
- Social media platforms
- Campaign management
- Go-to-market strategy development
- Market data collection
- SEO activities
- Customer acquisition
- Marketing analytics
- Customer relationship management (CRM)
- Data analytics
- Brand-building strategies
- Collateral creation
- Brand messaging
- Marketing strategy
- Self motivation
- Budget Management
- Team leadership
- Market research
- Public speaking
References
Available upon request.
References
References available upon request.
Timeline
Marketing Manager/ Inside Sales
Eagle Flow Solutions
10.2023 - Current
Accountants Payable/ Accounts Receivable
Eagle Flow Solutions
10.2023 - Current
Loan Production Specialist II
Synovus Bank
08.2021 - 10.2023
Access Service Representative II
Baylor, Scott, and White Hospital
12.2019 - 05.2021
Wires Customer Service Representative
Synovus Bank
05.2018 - 10.2019
Customer Service Representative
Anthem Blue Cross Blue Shield
08.2017 - 02.2018
forensic service technician (health aide)
West Central Georgia Regional Hospital
09.2016 - 08.2017
Senior Loan Processor
Assurant Inc.
01.2013 - 08.2016
Order Filler
Walmart Distribution Center
08.2012 - 12.2012
Production Team Member
KIA Distribution
07.2011 - 08.2012
CUSTOMER SERVICE REPRESENTATIVE
Spherion Staffing Agency
01.2003 - 03.2010
Bachelor of Science - Business with a Marketing Certificate
University of Phoenix
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