Sade Tindal
Charlotte,DC
Summary
Experienced Emerging Bank Associate with a strong background in banking operations, customer service, and financial analysis. Proven ability to optimize operational efficiency through quality audits and innovative billing and loan processing strategies. Dedicated to utilizing management and communication skills to contribute to branch objectives and ensure high levels of customer satisfaction.
Overview
13
13
years of professional experience
Work History
Customer Support Specialist
Blue Cross Blue Shield
02.2023 - Current
- Resolved billing discrepancies, ensuring smooth claims processing.
- Research CPT codes to verify coverage, increasing claim approvals
- Communicate with providers to reconcile EOB discrepancies, ensuring timely payments
- Process client payments, update COB, and maintain financial accuracy
- Confirm policy details with carriers, preventing coverage lapses
Customer Service Representative
Archwell Solutions
01.2021 - 09.2023
- Communicated refinancing options to homeowners, enhancing client satisfaction
- Coordinated documentation processes, ensuring timely submissions and compliance
- Managed payment plans, reducing overdue accounts and improving cash flow
- Supported management with mortgage records, optimizing operational efficiency
- Efficiently handled homeowner and third-party emails, ensuring timely responses and resolution
Loan Servicing Specialist
Shellpoint Mortgage Servicing
Greenville, SC, USA
03.2019 - 01.2021
- Completed payoff requests and maintained accurate loan statuses, optimizing process flow.
- Trained new employees and associates, enhancing team competency and productivity
- Joined forces with management for key initiatives, advancing service quality.
- Identified and fixed compliance gaps during risk assessments.
Online Banking Specialist
Wells Fargo
Charlotte, NC, USA
10.2018 - 03.2019
- Greeted and assisted customers with online inquiries, enhancing user satisfaction
- Filed claims for unauthorized charges, ensuring account security and trust
- Replaced lost or stolen cards, maintaining seamless customer access
- Set up bill pay services, streamlining customer financial management
- Worked overtime to clear call queues, improving service efficiency
Senior Loan Processor
Assurant
Florence, SC, USA
01.2015 - 10.2018
- Processed documents ensuring timely insurance coverage, enhancing client satisfaction
- Updated databases to meet goals, improving data accuracy and workflow efficiency
- Managed escrow payments, ensuring continuous coverage and reducing client risk
- Collaborated on special reports, aiding management in policy revisions and client outreach
Senior Auditor
JPMorgan Chase & Co
Florence, SC, USA
11.2011 - 04.2014
- Ensured accuracy in financial reports, fostering trust and reliability
- Implemented audit procedures, ensuring compliance with laws and regulations
- Cultivated stakeholder relationships, enhancing communication and collaboration
- Contributed to audit report preparation, supporting informed decision-making
Education
Associate's degree - Business
Francis Marion University
03.2025
Skills
- Customer service
- Management
- Loan processing
- Quality audits
- Banking operations
- Sales techniques
- Claims processing
- Billing
- Data entry
- Financial analysis
Personal Information
Title: Emerging Bank Associate
Timeline
Customer Support Specialist
Blue Cross Blue Shield
02.2023 - Current
Customer Service Representative
Archwell Solutions
01.2021 - 09.2023
Loan Servicing Specialist
Shellpoint Mortgage Servicing
03.2019 - 01.2021
Online Banking Specialist
Wells Fargo
10.2018 - 03.2019
Senior Loan Processor
Assurant
01.2015 - 10.2018
Senior Auditor
JPMorgan Chase & Co
11.2011 - 04.2014
Associate's degree - Business
Francis Marion University