Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
14
14
years of professional experience
Work History
Claims Associate
State Farm
02.2020 - 04.2021
Receiving and reviewing claim information
Applying claims settlement procedures to process claims, initiate claim payments, and close claim files
Communicating with customers and associates over the telephone and other communication channels
Working in a collaborative team environment to handle a large volume of claims and telephone calls
Using State Farm claims systems and other technologies to perform job duties.
Senior Member Service Representative
MLO, Navy Federal Credit Union
06.2014 - 08.2019
Monitor cash operation and branch self-auditing efforts to keep credit union assets secure and within operational limits
Seek and leverage opportunities to conduct outside marketing and promotional activities to members and potential members through financial presentations, local events and realtor/trade shows and events
Ensure the branch team develops and maintains strong technical, soft and leadership skills; strong cohesion; high morale and strong performance levels
Ensure the branch team develops, achieves, and maintains product, service and business goals including to cross-service Navy Federal products and services
Ensure the team follows, complies with, and regularly reviews all required policies, practices, and procedures
Lead and motivate the team to deliver high quality member service ensuring delivery is accurate, complete, swift, and courteous
Processes deposits, withdrawals, loan payments and cash advances as well as issuing Visa gift cards and Travelers Cheques
Opens/closes accounts; check re-orders; stop payments/special handling; and reissuing, reinstating and canceling debit cards
Counsels current and prospective members about Navy Federal products and services
Analyzes and researches problems related to financial accounts
Ensures cash and other entrusted negotiable instruments are handled appropriately
Assists members with submitting consumer/mortgage/equity loan, overdraft protection, and credit card applications.
Bank Lead Teller
Wells Fargo
01.2013 - 06.2014
Establish and maintain positive relationships with internal and external customers utilizing service-related techniques
Provided supervision to tellers to ensure handling compliance of audit operations and regulatory issues
Responsible for workflow schedule, transaction approval and teller training and supervision
Responds to inquiries/problems and handle more complex services and transactions
Responsible for identifying additional opportunities to sell products and services to customers.
Bank Teller
Wells Fargo
10.2011 - 01.2013
Establish and maintain positive relationships with internal and external customers utilizing service-related techniques
Good listening skills and the ability to read and understand information and ideas presented in writing
Ability to adapt to changing customer requirements
Demonstrated ability to achieve individual and team goals
Responsible for comprehensive, prompt, and efficient customer transactions
Balances cash drawer at the end of the shift and compare totals to system generated balancing sheets.
Certified Trainer and Bartender
Olive Garden
10.2007 - 10.2011
Establish and maintain positive relationships with internal and external customers utilizing service-related techniques
Make the customer the top-most priority in relation to all other work which frequently requires multi-tasking
Oversee company procedures followed by new hires and current teammates
Responsible for answering guest inquires and complaints
Responsible for processing payments.
Education
Some College (No Degree) - Business Administration W/conc in Human Resource
Southern New Hampshire University
Manchester
Skills
Well versed in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Project, Access)
Interpersonal Communication
Time Management
Documentation Review
Database Management
Decision-Making
References
Available upon request
Timeline
Claims Associate
State Farm
02.2020 - 04.2021
Senior Member Service Representative
MLO, Navy Federal Credit Union
06.2014 - 08.2019
Bank Lead Teller
Wells Fargo
01.2013 - 06.2014
Bank Teller
Wells Fargo
10.2011 - 01.2013
Certified Trainer and Bartender
Olive Garden
10.2007 - 10.2011
Some College (No Degree) - Business Administration W/conc in Human Resource
Insurance Customer Service Specialist at Brian Moore State Farm & Brent Holman State FarmInsurance Customer Service Specialist at Brian Moore State Farm & Brent Holman State Farm