Tamyra Morgan
New Britain,CT
Summary
Twenty-plus years as a customer service call center subject matter/account resolution expert, trainer, and workflow streamlining consultant with a background in private and federal Title IV education funding. The finance skills repertoire includes securities trading and loan origination, repayment, and disbursement counseling, as well as accounts receivable/payable and large-volume reconciliation experience. Software proficiency with Microsoft Office Suite, customer resource management systems, and internal program interfaces.
Overview
1
1
Language
4
4
years of professional experience
Work History
Transfer Agent
EXL
Hartford, CT
03.2026 - 09.2026
- Securities trading of purchases, sales, and exchanges of dollars and shares on behalf of shareholders.
- Regulatory records compliance review to ensure the good order status of trades and investor-required documentation.
- End-to-end portfolio maintenance to include research, resolution, and reconciliation of transfer agency accounting and recordkeeping.
- Provision of support to new transfer agents on their live client calls, software guidance for internal end members, and online portal troubleshooting for shareholder end members.
- Named by the Quality Control team of the world’s leading custodian bank to enter production with scores at the head of my training class and as the transfer agent to most consistently achieve exceeding call quality expectations and the execution of the highest scores. Achieved four shareholder accolades in my first client-facing month.
Technician I
SGS Consulting
Edison, NJ
12.2025 - 01.2026
- Developed pharmacy and claims processing skills such as coding knowledge and navigation of chart notes, lab results, and clinician communications to provide successful prior authorizations/overrides for the prescription of specialty medications.
- Clinical review and determination of the appropriateness of medication utilization based on formulary criteria designed to establish medical necessity of a given prescription.
- Key point of contact for providers, members, and clinicians to achieve accurate and efficient adjudication processing according to carrier turn around times.
- Remote Contract
Eligibility and Applications Representative
Automated Health Systems
Marlborough, MA
06.2023 - 08.2025
- Multifaceted HIPAA-compliant Medicaid case management to include application initiation/renewal/update data entry, and eligibility literacy as well as maintenance (to include requests for/review of verification documentation and termination preventive account research/change management).
- Acute gross income and nontaxable deduction tabulations and explanation of Federal Poverty Guidelines.
- Adept member education regarding complex insurance concepts such as deductibles and coordination of benefits, Medicaid/ACO/MCO coverage and marketplace options, prescription prior authorizations/overrides, and Medicare savings and premium assistance programs.
- Simultaneous navigation of Marketplace Insurance Application, Customer Resource Management, Document Processing, and Eligibility systems.
- Developed pharmacy benefits management and claims processing skill sets such as ICD-10 coding knowledge, navigation of formulary/client based criteria, and research of patient chart notes, lab results, and clinician communications to provide successful prior authorizations/overrides for the prescription of specialty medications.
Personal Care Attendant (PCA)
Allied Community Resources
Hartford, CT
09.2022 - 05.2023
- Diligent and dependable care provided to a consumer of PCA services with his activities of daily living in order to help maintain a consistently improved and efficient quality of client life.
- Assistance with medication administration/accompanying to medical appointments, ambulatory needs/toileting, personal/domestic hygiene tasks, grocery acquisition/food preparation, and finance management/advocacy.
- Adherence to HIPAA regulations and mindful prioritization of consumer privacy, integrity, wellness, and independence.
Education
Bachelor's Degree - undefined
Boston College, Woods College of Advancing Studies
Chestnut Hill, MA06.2026
Bachelor of Liberal Arts Program - undefined
Harvard Extension School
Cambridge, MA01.2008
High School Diploma - undefined
Brimmer and May School
Chestnut Hill, MA05.2001
Skills
Finance
Securities Trading
Compliance Review
Reconciliation
Accounts Payable/Receivable
Loan Origination and Servicing
Healthcare/Insurance
Determination Adjudication
Eligibility Review
Contact Center
Live Call Agent Support
Manual and Procedure Writing
Standout Quality Performance Scores
Languages
Spanish
Limited Working
Timeline
Transfer Agent
EXL
03.2026 - 09.2026
Technician I
SGS Consulting
12.2025 - 01.2026
Eligibility and Applications Representative
Automated Health Systems
06.2023 - 08.2025
Personal Care Attendant (PCA)
Allied Community Resources
09.2022 - 05.2023
High School Diploma - undefined
Brimmer and May School
Bachelor of Liberal Arts Program - undefined
Harvard Extension School
Bachelor's Degree - undefined
Boston College, Woods College of Advancing Studies