Quiana Stirtmire

Duties and Responsibilities

• Professionally service Member activity associated with loan and deposit services:Provide accurate information for all products and services, as well as the status of all Member accounts
  Open new membership and deposit accounts
  Assume primary ownership over all Member issues by accurately documenting, researching, and resolving or escalating Member issues associated with any product or service
  Cross-sell alternative or additional services where they best fit the Member’s needs
  Provide basic financial services advice to Members that promotes their financial well-being
  
• Provide a superior level of support for all MSRs and lending staff:Assist in the development of competitive and/or Member information that will support sales initiatives
  Act as liaison for MSRs and lending staff as needed to ensure timely and quality Member service
  Assist other MSRs and lending staff based on work requirements
  
• Meet or exceed all service and productivity goals established for this position
• Maintain an up to date status of all sales support and processing activity with routine reporting to management
• Perform all duties in a manner that is 100% compliant with KEMBA policy and procedures
• Develops an understanding of Credit Union history, philosophy, organization, policies, and operational procedures
• On a self-directed basis, continue to improve individual level of competency through training and certification on established educational programs

• Oversaw patient registrations by collecting information, verifying benefits and submitting paperwork.
• Organized and maintained patient charts with proper classification and filing systems.
• Troubleshot and resolved department issues to maintain patient satisfaction and keep optimal patient flows.
• Coordinated insurance authorizations, collected co-payments and resolved discrepancies.
• Answered patient questions and fielded complaints to resolve issues.
• Accessed patient information through various software applications, maintaining strict confidentiality to remain compliant with HIPAA regulations.

• Assisted customers by phone and scheduled appointments and treatments.
• Received payments from insurance providers, handled Medicare packages and completed immediate processing.
• Conversed with people from different cultures daily, providing high level of respect and patience with each interaction.
• Proofread documents carefully to check accuracy and completeness of all paperwork.
• Performed careful reviews of applicant data to ascertain compliance with eligibility criteria for economic assistance.

• Maintained business records by updating customer information.
• Answered customer questions and resolved concerns quickly to maximize satisfaction.
• Monitored customer issues to deliver best resolution course, following steps involved for appropriate procedures.
• Walked customers through online demonstrations to support better understanding of product features.
• Volunteered to help with email-based and phone support to customers at times when the department was swamped with calls and messages.

• Analyzed customer needs and provided best options, upselling products and services.
• Researched insurance plans to find good options for clients' needs.
• Prepared proposals and conducted closing interviews to increase insurance sales.
• Developed fact-finding interviews to determine need for coverage.
• Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.