Sheri Black
Carl Junction,MO
Summary
Successful Client Service Associate with 10+ years of experience addressing customer requests and concerns. Expert at providing relevant information and options to successfully resolve issues. Upbeat and energetic handling difficult situations through resourcefulness and adaptability.
Overview
17
17
years of professional experience
Work History
Client Service Associate
Stifel
04.2014 - Current
- Communicated with clients regarding account services, statements, and balances.
- Managed receptionist area by greeting visitors, responding to telephone, and email inquiries and providing information for in-person requests.
- Used Dashboard to prepare and submit database statistics, graphs and charts to accurately track financial movements.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Utilized active listening skills to identify customer needs and provide appropriate solutions.
- Maintained and managed customer files and databases.
- Maintained accurate record-keeping with proactive attention to client information updates.
- Opened new accounts for clients such as TOD, IRA, Trust, and 529 Plans.
- Overlooked all compliance related tasks for my branch.
- Provides reports and other information to Financial Advisor as needed.
- Performs various administrative duties.
Credit Administration Manager
Hometown Bank
08.2013 - 04.2014
- Posted & validated daily loan payments.
- Followed up on all advances and cash reserve for accuracy.
- Maintain credit life and accidental death benefits and health claims.
- Report all credit life sales to insuring company.
- Log all payoff's and post data for tracking.
- Track insurance coverages.
- Monitor interest accrual and produce 1098 forms.
- Ordered residential appraisals and track their progress.
- Supported organizing new and closed loan files.
Office Manager
Culligan Water
03.2010 - 08.2013
- Maintained computer and physical filing systems.
- Created, maintained and updated filing systems for paper and electronic documents.
- Updated reports, managed accounts, and generated reports for company database.
- Balanced daily deposits and tracked petty cash.
- Charged off loss and reported to collection agencies.
- Scheduled appointments for representatives.
- Submitted payroll.
- Managed data on new accounts, serviced accounts, termed accounts, as well as inventory.
Patient Financial Coordinator
ADC Of Joplin Dental Group
05.2006 - 02.2009
- Verified patient insurance eligibility and entered patient information into system.
- Answered incoming calls, scheduled appointments and filed medical records.
- Provided excellent customer service to patients and dental staff.
- Greeted and assisted patients with check-in procedures.
- Processed payments using cash and credit cards, maintaining accurate records of transactions.
- Worked with patients to ascertain issues and make referrals to appropriate specialists.
- Delivered support to medical staff in completion of patient paperwork.
- Offered simple, clear explanations to help clients and families understand dental policies and procedures.
- Processed payroll and entered that data into Quick Books.
- Presented treatment plans and financial options, including finance with Wells Fargo or Capital One.
- Submitted paper and electronic insurance claims, sent monthly e-statements, and made calls on delinquent accounts for payments.
- Organized patient records and database to facilitate information storage and retrieval.
Education
No Degree - Business Administration And Management
MSSU
JoplinSkills
- High Net Worth Individuals Marketing
- Complex Problem-Solving
- Asset Allocation
- Investment Banking
- Administrative Duties
- Interpersonal and Written Communication
- Reminder Calls
- Trained in Salesforce
- Strategic Financial Planning
- Promotional Mailings
- Client Meetings
- Accounts Payable and Accounts Receivable
I am a Notary.
I can notarized documents for clients.
Timeline
Client Service Associate
Stifel
04.2014 - Current
Credit Administration Manager
Hometown Bank
08.2013 - 04.2014
Office Manager
Culligan Water
03.2010 - 08.2013
Patient Financial Coordinator
ADC Of Joplin Dental Group
05.2006 - 02.2009
No Degree - Business Administration And Management
MSSU
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