Tara Holmes

• Conduct risk and financial analysis on complex claims to support accurate, compliant, and data-driven decision-making.

• Manage a high-volume portfolio while maintaining regulatory compliance, performance standards, and strong risk management practices.

• Analyze documentation, financial records, and policy data to support underwriting-style decisions and operational outcomes.

• Prepare detailed reports, case summaries, and documentation to support internal review and portfolio monitoring.

• Monitor portfolio performance and identify potential risk exposures to ensure timely resolution and compliance with company guidelines.

• Transfer and reconcile data from Excel spreadsheets to internal systems to support title processing, reporting, and documentation accuracy.

• Coordinate with lenders, vendors, and cross-functional teams to ensure efficient and compliant claim and title processing outcomes.

• Maintain accurate data, records, and documentation to support audits, regulatory requirements, and operational reporting.

• Collaborate with leadership and team members to improve operational efficiency and support organizational priorities.

• Support onboarding and training initiatives as a New Hire Ambassador, reinforcing compliance standards and promoting continuous learning and development.

• Held one-on-one strategy sessions to examine mentee strengths and weaknesses and construct realistic milestone goals.
• Followed participant progression through program and made home visits to assess status.
• Developed individual service plans for participants and coordinated with care delivery team.
• Scheduled meetings to monitor client progress and build trust in mentor relationship.
• Support onboarding, training, and integration of new employees across departments.
• Provided one-on-one guidance, coaching, and process support to new hires to accelerate learning, role readiness, and performance success.
• Served as a key point of contact for onboarding questions, workflow navigation, and company culture integration, fostering engagement and retention.
• Supported training initiatives by reinforcing operational standards, performance expectations, and compliance requirements.
• Modeled professionalism, accountability, and Progressive's values while promoting a positive, inclusive workplace culture.
• Collaborated with leadership, training teams, and peers to strengthen onboarding experiences and knowledge transfer.
• Recognized for leadership presence, communication skills, and ability to build trust and confidence with new associates.

• Coordinate and optimize the movement of goods from suppliers to distribution centers.

• Implement strategies to minimize lead times and reduce inbound logistics costs.

• Collaborate with vendors and carriers to ensure timely and accurate product deliveries.

• Conduct regular inventory assessments to maintain accurate stock levels and prevent stockouts.

• Implement best practices for inventory management, including cycle counting and demand

forecasting.

• Resolve inventory discrepancies through effective communication with cross-functional teams.

• Lead and manage fulfillment center activities, including order picking, packing, and shipping.

Implement and refine operational procedures to enhance accuracy, speed, and customer

satisfaction.

• Develop and monitor key performance indicators (KPIs) to measure and improve operational

efficiency.

• Conduct operational and performance analysis to support data-driven decision-making and risk assessment.
• Manage high-volume workflows and teams while maintaining compliance with corporate and regulatory standards.
• Analyze metrics and operational data to identify risks, inefficiencies, and improvement opportunities.
• Prepare detailed reports, summaries, and documentation to support management review and audit readiness.
• Monitor area performance, implement mitigation strategies, and ensure process efficiency.
• Maintain accurate records and data across internal systems for reporting and compliance purposes.
• Collaborate with cross-functional teams to optimize processes, support organizational goals, and drive continuous improvement.

• Conduct operational and performance analysis to support data-driven decision-making and identify areas for process improvement.

• Manage high-volume workflows and teams while ensuring compliance with operational, safety, and performance standards.

• Analyze metrics, inventory levels, and process data to identify risks, inefficiencies, and opportunities for operational improvement.

• Prepare detailed reports, summaries, and documentation to support management review, audits, and regulatory compliance.

• Monitor team and area performance, identify potential risks, and implement corrective actions to maintain operational efficiency.

• Maintain accurate records and data in internal systems to ensure reporting integrity and compliance with corporate standards.

• Collaborate with cross-functional teams to optimize processes, support organizational goals, and drive continuous improvement.

• Support onboarding, training, and mentoring initiatives to reinforce compliance, operational standards, and team development.

• Conduct comprehensive financial and risk analysis across multi-asset portfolios, including commodities, indices, stocks, and currencies, to support data-driven trading and investment decisions.
• Apply robust risk management strategies to optimize portfolio growth while mitigating potential losses and maintaining compliance with internal standards.
• Analyze financial statements, market data, and investment performance to support underwriting-style decisions and strategic outcomes.
• Prepare detailed reports, trade summaries, and portfolio documentation to support internal review, audit readiness, and performance monitoring.
• Monitor portfolio performance, identify potential risk exposures, and implement mitigation strategies to maintain portfolio health and regulatory compliance.
• Maintain accurate financial records and trade data across internal systems to ensure reporting integrity, operational accuracy, and audit readiness.
• Collaborate with stakeholders, clients, and cross-functional teams to enhance financial decision-making and operational efficiency.
• Support training and knowledge-sharing initiatives by providing expertise in risk assessment, portfolio management, and multi-asset financial analysis.

• Handle customer inquiries and high-volume calls to solve billing and ordering problems,

independently resolving 95% of issues.

• Determine customer needs and interests to recommend Frigidaire products to customers.

• Showcase product features to customers, discuss technical details to overcome objections, and lock in sales.

• Attend advanced training sessions and conferences to increase product knowledge and productivity.

• Increase sales by offering advice on purchases and promoting additional products.

• Processed orders, forms, applications, and requests efficiently.

• Identified upselling opportunities while maintaining excellent customer service standards.

• Conduct credit and financial analysis on small business loan applications, including Paycheck Protection Program (PPP) loans, ensuring compliance with SBA and internal guidelines.
• Review financial statements, tax returns, and borrower documentation to assess creditworthiness and support underwriting decisions.
• Prepare detailed credit memoranda, loan summaries, and portfolio reports for management review and audit purposes.
• Monitor loan portfolio performance, identify risk exposures, and recommend mitigation strategies to maintain portfolio health.
• Collaborate with relationship managers, clients, and cross-functional teams to ensure efficient loan processing and funding.
• Maintain accurate loan records and data across internal systems to support compliance, reporting, and regulatory requirements.
• Support process improvements and training initiatives to enhance team performance and adherence to credit standards.

• Conduct detailed analysis of clients’ credit reports, financial statements, and payment histories to identify errors, risks, and opportunities for improvement.
• Evaluate credit profiles to determine potential impact on lending decisions and develop actionable strategies to improve creditworthiness.
• Prepare detailed reports and documentation outlining findings, recommendations, and dispute strategies for clients.
• Monitor client credit profiles and track progress on disputes, ensuring accurate updates and measurable improvement.
• Implement risk management strategies by advising clients on debt management, payment optimization, and financial planning to mitigate negative credit impact.
• Maintain accurate records of client interactions, disputes, and credit reporting for compliance and audit purposes.
• Collaborate with credit bureaus, lenders, and clients to resolve reporting issues and ensure adherence to credit regulations and best practices.
• Analyze trends in credit reporting and dispute outcomes to inform strategic recommendations and improve client results.

• Used business development frameworks and strategic growth strategies to develop short- and long-

term customer service plans.

• Documented and tracked sales through verification process to attain accurate sales numbers.

• Maintained positive business relationships with customers to promote return business and future

sales.

• Processed customer requests to add or discontinue services.

• Answered incoming customer calls regarding product questions, sales inquiries, and complaints.

• Resolved customer service issues in a timely manner.

• Maintained records of customer interactions and transactions.

• Identified potential opportunities to upsell products or services.

• Meet and exceed daily production, including high call volume, appointment setting, and top survey satisfaction scores.