Payton Evans
Las Vegas
Summary
Trustworthy , organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
8
8
years of professional experience
1
1
Certification
Work History
MSR
Navy Federal Credit Union
10.2023 - Current
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Managed time efficiently in order to complete all tasks within deadlines.
- Investigated daily variances and corrected errors to resolve discrepancies.
- Assisted in annual audit preparations, ensuring a smooth process with no major discrepancies found.
- Maintained excellent client relations, resulting in increased referrals and repeat business.
- Increased customer satisfaction by providing personalized banking solutions and exceptional service.
- Maintained detailed knowledge of relevant IRS rules governing Traditional, Roth, SEP and SIMPLE IRAs.
- Advised clients on financing options and connected them with reputable lenders helping secure suitable mortgage loans.
- Collaborated with underwriting team to ensure adherence to lending guidelines while maintaining client confidentiality throughout the process.
- Negotiated favorable loan terms for clients by leveraging strong understanding of market trends and competitor offerings.
- Self-motivated, with a strong sense of personal responsibility.
- Maintained high-quality service by adhering to company policies and standards in all member interactions.
- Assisted members with account management, including updating personal information and setting up automated payments.
Claims Adjuster
Merstar Insurance
09.2021 - 10.2023
- Answered customer questions regarding deductibles
- Prepared summaries of damage, payments and policy coverage
- Examined claims forms and other records to determine insurance coverage
- Verified insurance claims and determined fair amount for settlement
- Evaluated insurance policies and analyzed damages to determine coverage
- Investigated and assessed damage to property and reviewed property damage estimates
- Maintained claims data in KCC systems.
- Enhanced client satisfaction with timely and accurate legal advice on various matters.
- Advised executive teams on proper corporate governance practices, minimizing legal exposure and liability.
- Evaluated policy coverage for each claim, ensuring accurate interpretation of terms and conditions for proper settlement decisions.
- Reduced fraud instances by conducting meticulous investigations and identifying suspicious claim patterns.
- Maintained detailed records for each claim, ensuring accuracy and completeness for future reference and audit purposes.
- Established rapport with policyholders through clear communication, empathy, and professionalism during difficult circumstances.
- Documented all investigation activity and presented reports to management.
- Researched and analyzed policy contracts to verify proper payment of claims.
- Resolved disputes effectively through mediation efforts between involved parties as an alternative to litigation when possible; reducing costs associated with lengthy court proceedings.
Personal Banker
Wells Fargo & Company
01.2018 - 09.2021
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services
- Promoted financial products by maintaining excellent service offering knowledge
- Worked closely with management to strategize sales techniques to increase branch production and customer service
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs
- Expanded client base by promoting new financial products
- Achieved consistent recognition as top sales performer
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Managed risk effectively by adhering to strict compliance requirements while conducting daily transactions.
- Maintained up-to-date knowledge of industry trends, regulations, and competitor offerings to provide informed advice to clients.
- Mentored junior bankers, fostering a supportive work environment that contributed to professional growth.
- Increased client satisfaction by providing exceptional customer service and addressing banking needs promptly.
Lead Counter
Panda Express
02.2016 - 01.2018
- Warmly welcomed customers upon approaching counter and placing orders
- Maintained stock and replenished workstation products
- Performed arithmetic functions handling cash, close checks, and balance register
- Delivered outstanding hospitality and excellent customer service to 200 patrons daily
- Professionally answered telephones and responded to customer inquiries
- Recommended products that met customer needs, emphasizing quality and usefulness.
Education
Associate of Arts - Business Administration
Northwest Career College
Las Vegas, NVHigh School Diploma -
Legacy High School
North Las Vegas, NVSkills
- Subrogation expert
- Automobile claims specialist
- Underwriting knowledge
- Accident scene investigations
- Insurance policy coverage knowledge
- Policy investigations
- Risk management and financial advisory
- Alliance United and Infinity Policy systems
- Microsoft applications
- Teamwork and Collaboration
- Critical Thinking
- Loan Processing
- Banking Software Proficiency
- Risk Management
- Credit and collections
- Claims files management processes
Certification
- Licensed Personal Banker, 3 years
- Certified Loan Specialist, NFCU 1 year
- Olympic Champion NFCU 1 year
- CFS - Certified Fund Specialist
Timeline
MSR
Navy Federal Credit Union
10.2023 - Current
Claims Adjuster
Merstar Insurance
09.2021 - 10.2023
Personal Banker
Wells Fargo & Company
01.2018 - 09.2021
Lead Counter
Panda Express
02.2016 - 01.2018
Associate of Arts - Business Administration
Northwest Career College
High School Diploma -
Legacy High School
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