Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.
Overview
9
9
years of professional experience
Work History
Lending Solutions Operations CSR
Assurant
05.2022 - Current
Managed approximately 30 inbound calls daily regarding homeowner's insurance
Operate as a third-party mortgagee/lien holder on behalf of Chase mortgage insurance department
Understand complex insurance forms to allow accurate updating to the client's database. Ensure clients meet regulatory obligations and verify that the property has appropriate insurance coverage at all times
Validate documents in accordance with established client procedures
Initiate outbound telephone calls to insurance agents and/or insurance carriers to verify or request required documentation
Open and/or complete tasks and routes
Make timely premium payments from established escrow accounts to ensure there is continuous coverage.
Tuition Accounts Customer Service Specialist II
Columbia College
03.2020 - 05.2022
Work in cooperation with Financial Services staff, students, and external service providers, such as banks and auditors, to carry out functions of the Financial Services Department
Responsible for cash, check, and online payment posting for all student accounts
Monitor petty cash and prepare reimbursement deposit
Reconcile petty cash monthly. Maintain accurate accounting of advances and reimbursements issued
Responsible for preparing mass correspondence, filing, book keeping, answering the telephone, managing department emails and voicemails, amongst a list of other administrative duties
Assist in the student billing process, as well as input miscellaneous charges to student accounts
Responsible for Invoicing outside agencies for 3rd party payments such as Americorps, Florida Prepaid, GoArmyEd, etc. and applying funds to account once grant is disbursed.
Supervised three employees, responsible for creating schedules and daily tasks for each employee
Created and maintained an excel spreadsheet for students with balances. Configured email and sent mass correspondence in reference to their student status.
Managed holds on student accounts allowing move-in and graduation due to balances.
Membership Auditor - Temp. Position
BlueCross BlueShield of South Carolina
09.2018 - 06.2019
Responsible for assisting in the execution of financial, compliance and operational audits, including evaluation of internal controls
Monitors the delinquency activity of accounts for compliance with plans, policies and procedures prescribed by BlueCross BlueShield
Reviews account balances, cash suspense, and delinquency time frame
Prepares a mass spread sheet through Microsoft Excel with data loaded from accounts researched
Determines compliance with policies and procedures, sends proper correspondence and prepares/submits reports on the results of audits.
Created mass mail mergers for clients per the delinquency status on account
Phone Banker
Wells Fargo
04.2017 - 09.2018
Personal Bankers at Wells Fargo focus on building lifelong relationships with customers, both consumers and small businesses
Successful bankers demonstrate a genuine interest in their customers and ask questions to understand what's important to them and how Wells Fargo can help meet their financial needs
Personal Bankers develop strong relationships with other Wells Fargo partners that enable them to introduce customers to specialists who can assist with specific financial needs
Personal Bankers are required to present options to customers about ways to make their banking easy and convenient, while ensuring the needs of the customer always come first.
Inventory Clerk
McCall Farms
08.2015 - 04.2017
Maintain accurate record of inventory received into the warehouse as well as inventory shipped out for distribution
Maintain precise count of all final production count and product loss throughout the warehouse
Ensure that production meets scheduling needs for warehouse shipping
Multiple step data entry and work orders created entered through Sage/MAS
Input overall production sheet through Microsoft Excel to be shared throughout all departments and inventory control specialist on a daily basis