Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Tara Petersen

Senior Escalations Representative
Sioux Falls,SD

Summary

Dedicated Financial professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Overview

12
12
years of professional experience

Work History

Senior Escalations Representative

Wells Fargo ECMO
Sioux Falls, SD
03.2021 - Current
  • Monitored existing customer accounts for continued creditworthiness based on analysis of past performance and current information.
  • Proficient in Microsoft office, FDR, ICMP, ECMP, IRRIS, CSS, ECAR, and more.
  • Conducted investigations into complicated mid- and high-exposure claims.
  • Reviewed and verified vendor completeness and compliance to rectify billing disputes and fraud cases.

Account Resolution Specialist

Wells Fargo Education Financial Services
Sioux Falls, SD
10.2018 - 10.2019
  • Assessed individual situations and developed effective and appropriate resolutions.
  • Documented all actions performed and interactions with customers.
  • Achieved performance goals on consistent basis.
  • Researched accounts and completed due diligence to resolve collection problems.
  • Used skip tracing and other techniques to locate debtors.
  • Handled 200 outbound and inbound calls daily with goal of collecting owed debt

Laboratory Technician

SD Agriculture Laboratory
Brookings, SD
01.2018 - 10.2019
  • Documented information by maintaining daily logs and equipment record books.
  • Trained new associates in laboratory procedures and standards.
  • Entered quality test results, scanned paperwork into SAP and monitored SAP for completion of inspections.
  • Tracked collected specimens by initialing, dating and noting times of collection.

Billing Specialist

Madison Regional Health Services
Madison, SD
11.2015 - 01.2019
  • Communicated with doctors, nurses, patients and other employees to identify and resolve healthcare needs.
  • Coordinated with other healthcare providers concerning treatment plans for patients.
  • Communicated with patients, ensuring that medical information was kept private.
  • Sorted documents and maintained organized filing process.
  • Compiled data and reviewed information for accuracy prior to input.
  • Executed billing tasks and recorded information in company databases.
  • Generated and submitted invoices based upon established accounts receivable schedules and terms

Administrative Assistant

Novak Sanitary Service
Sioux Falls, SD
01.2010 - 01.2015
  • Monitored and directed incoming mail and prepared outgoing mail.
  • Worked closely with others to accomplish timely invoicing and accounts receivables.
  • Managed costs and billing and resolved financial discrepancies effectively through organizational management of account information using Cisco software.
  • Responded to inquiries from callers seeking information.
  • Boosted sales by conferring with customers to evaluate purchase requirements and recommend best-fit company offerings.

Education

Certificate– Dental Laboratory Technology Fabricating Dentures and Partials Crown and Bridge Fabrication -

Milwaukee Area Technical College
Milwaukee, WI
05.2005

Skills

    Issue and Complaint Resolution

  • Customer Data Confidentiality
  • Data Entry and Maintenance
  • Customer Retention Strategies
  • Account Reconciliation
  • Administrative Duties
  • Legal Considerations
  • Loss Prevention Goals Monitoring
  • Debt Determination
  • Operational Efficiency
  • Policy and Procedure Adherence
  • Critical Reasoning
  • Quality Control Policies

Accomplishments

  • Assists and resolved Quality control which led to a more effective and more accurate resolution.
  • Document and resolve customer conflict which leads to succesful Customer Retention.
  • Regularly selected as monthly trailblazer exceeding department goals.

Timeline

Senior Escalations Representative

Wells Fargo ECMO
03.2021 - Current

Account Resolution Specialist

Wells Fargo Education Financial Services
10.2018 - 10.2019

Laboratory Technician

SD Agriculture Laboratory
01.2018 - 10.2019

Billing Specialist

Madison Regional Health Services
11.2015 - 01.2019

Administrative Assistant

Novak Sanitary Service
01.2010 - 01.2015

Certificate– Dental Laboratory Technology Fabricating Dentures and Partials Crown and Bridge Fabrication -

Milwaukee Area Technical College
Tara PetersenSenior Escalations Representative