Job Search Status
Open to workDesired start date: Flexible
Open To Work
Tayler Williams
Financial Services
Westland,MI
Work Preference
Summary
Detail-oriented financial specialist adept at resolving complex accounting inquiries and enhancing customer satisfaction through effective communication. Proven track record in leading teams to optimize service delivery and streamline processes, fostering a culture of continuous improvement and operational excellence.
Overview
7
7
years of professional experience
Work History
Senior Premium Accounting Specialist
AAA Life
07.2023 - Current
- Oversaw premium processing from policyholders, ensuring accurate and timely payment recording.
- Processed ACH payments, checks, chargebacks, and rejected transactions efficiently.
- Reconciled general ledgers daily to maintain financial accuracy.
- Assisted in billing through invoice and statement generation, addressing premium-related inquiries to enhance customer satisfaction.
- Responded to inquiries from advocates, agents, policy owners, financial institutions, and other departments via various communication channels.
- Researched, documented, and resolved complex accounting inquiries from internal departments.
- Examined policies for signs of potential fraud
Universal Banker II
Auto Club Trust, FSB
02.2020 - 07.2023
- Prevented over 3 million dollars in losses from fraudulent transactions through proactive measures.
- Reviewed transaction patterns for suspicious behavior and potential fraud.
- Collaborated with auditors and compliance teams to ensure compliance during annual audits.
- Managed life cycle of escheatment accounts and official checks to ensure regulatory compliance.
- Managed branch operations, including opening and closing procedures.
- Streamlined call center processes, achieving 85% service level agreements in six months.
- Spearheaded tracking of new account openings to optimize advertisement timing.
- Led a team of 10, fostering a culture of success and continuous learning.
Member Service Professional
Public Service Credit Union
08.2019 - 02.2020
- Earned recognition for leading cross-sales of bank products within one year.
- Resolved member issues through effective communication and problem-solving.
- Facilitated customer setup and closure of high-value accounts, including loan applications and signing up for new services.
- Processed customer transactions, encompassing deposits, withdrawals, money orders, and checks.
- Executed project-focused tasks for branch employees to enhance sales performance.
Education
Bachelor of Business Administration - Management
Saginaw Valley State University
Saginaw, MISkills
- Financial reconciliation
- ACH payment processing
- Compliance monitoring
- Risk assessment
- Data analysis
- Customer relationship management
- Team leadership
- Problem solving
Quote
Tell your heart that the fear of suffering is worse than the suffering itself.
Paulo Coelho
Timeline
Senior Premium Accounting Specialist
AAA Life
07.2023 - Current
Universal Banker II
Auto Club Trust, FSB
02.2020 - 07.2023
Member Service Professional
Public Service Credit Union
08.2019 - 02.2020
Bachelor of Business Administration - Management
Saginaw Valley State University