TANYA WATSON
Scottsdale,AZ
Summary
- Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
- To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
8
8
years of professional experience
Work History
AR/AP LEAD PREMIUM SPECIALIST
Stealth Partner Group
Scottdale, AZ
09.2022 - Current
- Plan, Prioritize and complete day-to-day workload for team
- Primarily responsible for daily issuance of all customers coming from ACH/WIRE/Check payments along with creation of batches sent for approval.
- Communicate effectively and regularly with Premium Manager regarding team needs or concerns, process issues, suggestions, etc.
- Initiate and process 25-50 Broker checks as well as refund checks, grid checks & Broker offsets per day.
- Handle any checks that have issues or need to be voided if error occurs
- Assure requirements of all brokers are met with premium processing
- Adhere to documented system of accounting policies, controls and procedures and accounting filing system
- Compile over 100 electronic and manual files per day
- Performed regular compliance reviews and audits, identifying non-compliance issues.
- Addressed compliance issues by developing and implementing corrective action plans.
- Kept up to date on compliance trends and rulings using meticulous research and study.
- Developed compliance training initiatives and materials, educating staff on regulations.
- Checked documentation for accuracy and validity on updated systems.
- Collected premiums and issued accurate receipts.
- Calculated adjustments, premiums and refunds.
- Reviewed and verified addresses, phone numbers, names and values.
- Any other projects and duties as assigned
AR PREMIUM SPECIALIST
Stealth Partner Group
Scottdale, AZ
06.2021 - 09.2022
- Complete set ups minimum of 25 new cases and renewal policy files per day, complete account update requests
- Primarily responsible for daily issuance of all customers coming from ACH/WIRE/Check payments along with creation of batches sent for approval.
- Monitor sold form update folder, review new builds, and rebuild files
- Manage pending premium report and premium department email to reach out to Account Management with any questions or clarification on premium received
- Deposit premium checks received as well as lockbox premium payments totaling average $4 Million per day, enter premium in correct spreadsheets and database
- Modify, update and process premium, review and verify data, Calculate premium refunds, and adjustments.
- Collected premiums and issued accurate receipts.
- Established and monitored compliance procedures to provide consistent implementation across departments.
- Carried out administrative tasks by communicating with clients, distributing mail, and scanning documents.
- Calculated adjustments, premiums and refunds.
- Reviewed and verified addresses, phone numbers, names and values.
- Responded to inquiries from Account Managers seeking information.
- Modified, updated and processed existing policies.
- Processed and recorded new policies and premium.
AR ACCOUNT SERVICING REPRESENTATIVE II
LoanCare Account Servicing
Kingman, AZ
09.2019 - 06.2021
- Set up 30 new accounts per day, complete account modification requests and changes as well as daily desktop bank deposits
- Primarily responsible for daily issuance of all customers coming from ACH/Check payments along with creation of batches sent for approval.
- Process at minimum 50 monthly loan payments and payoff payments per day
- Review account status and payment history and other inquiries clients may have about account
- Professionally and courteously answer inbound account servicing customer calls
- Properly process job orders in accounts when services are either requested or required
- Set up ACH transaction requests for payors and for account owners as well as issue confirmation letters
- Review payment and disbursement history when there are inquiries or complaints and make corrections when needed
- Communicate effectively both orally and in writing to assist customers with account inquiries and complaints
- Assist walk in customers with inquiries and payments
- Multitasking including answering customer calls, completing requests and inquiries
- Daily disburse and send out all completed Payoff Statements, Verification of Mortgage, NSF letters, Account Closeout letters, requested duplicate payment statements, Modification requests letters, Assignment and Assumption Packages to requestors via email, fax or mail.
- Identified and implemented process improvements to maximize efficiency.
- Collaborated with other departments to address customer needs and service requests.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
- Recorded accurate and efficient records in customer database.
- Maintained and utilized diverse client base.
- Contacted customers to assess satisfaction and current needs.
- Met with customers to discuss and ascertain needs, tailor solutions and close deals.
- Presented professional image consistent with company's brand values.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
- Developed and maintained strong working relationships with professionals within assigned territory.
- Demonstrated strong organizational and time management skills while managing multiple projects
TRANSACTION COORDINATOR
David Watson, Different Real Estate Brokerages
Kingman, AZ
09.2015 - 06.2021
- Advertise properties to public via networking, brochures, open house flyers, and multiple listing services to maximize exposure
- Verify that all legal documents are completed prior to closing dates
- Managed 60+ files at time for broker to ensure compliance with state regulations
- Use multiple programs and platforms daily
- Managed 50 calls per day, help broker with any filing that needs to be done, schedule appointment for agents, opening and closing office duties and assisting agents with questions may have on paperwork.
ADMINISTRATIVE OFFICE ASSISTANT
WACOG
Kingman, AZ
09.2018 - 09.2019
- Managed over 50 customer calls per day and give information to callers, take messages, or transfer calls to appropriate individuals
- Operate office equipment such as fax machines, copiers, and phone systems, and use computers for spreadsheet, word processing, database management, and other applications
- Review applications for new students, preform interview with parents, set up and maintain paper and electronic filing systems for records, correspondence, and other material
- Recruit and complete enrollment of new students with parents for programs and services
- Assist in classroom to provide direct care to children and assist teachers in daily tasks
- Place orders for classroom supplies, materials, and equipment, and any other authorized purchases.
- Recorded new hires, transfers, terminations, changes in job classifications and merit increases to main human resources files.
- Liaised between clients and vendors and maintained effective lines of communication.
- Surpassed team goals by partnering with colleagues to implement best practices and protocols.
- Assisted coworkers and staff members with special tasks on daily basis.
- Continually sought methods for improving daily operations, communications with clients, recordkeeping and data entry for increased efficiency.
- Completed forms, reports, logs and records to quickly handle all documentation for human resources.
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
Education
Certified - Sterile Processing Technology
Mohave Community College
Kingman, AZ05.2008
Skills
- Strong Oral and Witten Communication
- Multitasking and Prioritization
- Detail-Oriented
- High Organization Skills
- Proficient in Microsoft Office
- Fast Learner
- Premium Collection
- Report Preparation
- Account Reviews
- Insurance Understanding
- Critical Thinking
- Payment Facilitation
Timeline
AR/AP LEAD PREMIUM SPECIALIST
Stealth Partner Group
09.2022 - Current
AR PREMIUM SPECIALIST
Stealth Partner Group
06.2021 - 09.2022
AR ACCOUNT SERVICING REPRESENTATIVE II
LoanCare Account Servicing
09.2019 - 06.2021
ADMINISTRATIVE OFFICE ASSISTANT
WACOG
09.2018 - 09.2019
TRANSACTION COORDINATOR
David Watson, Different Real Estate Brokerages
09.2015 - 06.2021
Certified - Sterile Processing Technology
Mohave Community College
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