Rachael Woodland
Winchester,VA
Summary
Hardworking and passionate Financial Specialist with strong organizational skills eager to secure entry-level Debit Card Dispute Resolution Specialist position. Offering over 20 years of administrative support experience, including schedule management, accounting support and customer service. Adept at evaluating office processes to improve efficiency and accuracy. With expertise in electronic document management. Ready to help team achieve company goals.
Overview
22
22
years of professional experience
Work History
Member Service Rep III - CCO
Navy Federal Credit Union
10.2022 - Current
- Opened customer accounts.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
- Investigated and resolved customer inquiries and complaints quickly.
- Maintained updated knowledge of internal processes and industry best practices to optimize service delivery.
- Met customer call guidelines for service levels, handle time and productivity.
- Educated customers about billing, payment processing and support policies and procedures.
Finance and Accounting Admin Staff
Home Instead
07.2021 - Current
- Validated insurance and advised patients of benefits and coverage.
- Obtained maximum reimbursement by following up on unpaid claims and reviewing monthly aging reports.
- Efficiently managed collections and receivables, referrals process and billing to meet revenue goals.
- Submitted claims to insurance companies and clearinghouses.
- Created master spreadsheet to record procedures, denials and approvals.
- Complied with confidentiality regulations in handling customer information.
- Organized and maintained payroll information by entering data, deleting errors, calculating and collecting information.
- Gathered timesheets to prepare weekly payroll data for processing by payroll coordinator.
- Managed billing and payroll for clients and hourly employees.
- Identified, researched and resolved issues with hours worked.
Teller
Virginia National Bank
08.2019 - 07.2021
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Built and maintained client relationships through quality, personalized interactions.
- Performed basic administrative tasks regarding banking products by handling phone calls, inquiries and emails.
- Opened new accounts and served existing customers based on individual financial needs.
- Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
- Welcomed customers and offered pleasant service during entire transaction.
Teller/Teller Supervisor/Deposit Operations Specialist
Bank of Clarke County
07.2007 - 09.2018
- Documented, reported and followed up on discrepancies.
- Managed ATM service maintenance requests and disputes.
- Handled returned mail and processed foreign items.
- Prepared garnishment, levies and bankruptcy requests for customers.
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
- Prepared official checks for customer and internal bank needs.
- Completed comprehensive tasks by implementing customer service initiatives, audit and restock ATMs and keep records on accounts.
- Loaded consumer loan applications into the Director program.
Teller
Marathon Bank, Member FDIC
05.2002 - 05.2007
- Maintained confidentiality of bank records and client information.
- Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Adhered to financial services security and audit procedures.
- Trained employees on cash drawer operation.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Directed specific questions to appropriate branch personnel.
Education
High School Diploma -
Sherando High School
Stephens City, VA06.2004
Skills
- Dispute Resolution
- Meticulous Attention to Detail
- Multitasking and Time Management
- Database and Client Management Systems
- Document and File Management
- Confidentiality and Data Protection
- Navy Federal Procedures
- Data Processing
- Account Investigation
- Data Entry and Recordkeeping
- Problem Solving
- Document Sorting
- Payment Distribution
Timeline
Member Service Rep III - CCO
Navy Federal Credit Union
10.2022 - Current
Finance and Accounting Admin Staff
Home Instead
07.2021 - Current
Teller
Virginia National Bank
08.2019 - 07.2021
Teller/Teller Supervisor/Deposit Operations Specialist
Bank of Clarke County
07.2007 - 09.2018
Teller
Marathon Bank, Member FDIC
05.2002 - 05.2007
High School Diploma -
Sherando High School
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