TEMPESTT BESS

Facilitated productive relationships with external partners such as adjusters, attorneys, and medical professionals involved in the resolution of complex cases.

• Acted as a reliable point of contact for customers throughout the claims process, addressing their concerns with empathy and professionalism.
• Utilized strong negotiation skills to settle disputed liability cases in a fair and reasonable manner, ultimately minimizing company exposure to financial risk.
• Assisted clients with navigating complex insurance policies, ensuring they understood the extent of their coverage and benefits available to them during the claims process.
• Streamlined the claims process by effectively coordinating with repair shops and rental car companies.
• Expedited claim settlements by maintaining open lines of communication with all parties involved, fostering trust, and ensuring a smooth process.

Gather and verify loan documentation, which could include making outbound calls to loan customers and business partners all while creating an amazing customer experience to the refinance finish line.

• Maintained strict confidentiality of bank records and client information.
• Successfully closed average of 140 loans per month.
• Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
• Calculating Self-Employed, 1099 and W2 income
• Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
• Monitored pipelines to track and log status of loans.

Processing of all, Loans and Lines of Credit submitted online or from branch team members. Collected appropriate documentation to clear underwriting stipulations while ensuring TRID compliance and other regulatory guidelines are met.

• Successfully funded/closed 30-40 loans per month
• Worked with vendors to order items such appraisals, title commitments, flood certificates, etc
• Sending of welcome email to potential borrowers regarding underwriter stipulations, counteroffers, or pre-approval
• Processing of check disbursements to creditors, borrowers, and lien holders
• Maintain real estate loans by setting up the physical file, confirming lien filings, property taxes being paid, and preparing of release of liens

Provide exceptional customer service to incoming phones calls from external customers (Merchants and Resellers). Ensuring first contact resolution and generating a ticket to track the progress of an issue that a client has raised.

• Transaction research, funding, processing questions, billing inquiries, limit Increases
• Provided information regarding chargebacks, disputes, and declines
• Government merchant support reconciling and generating complex financial funding reports
• Check verification, research request, and payment processing
• Consistently show positive progress in quality scores and performance audits

Accountable for managing the entire customer experience, by ensuring all needs and requirements are met quickly and accurately. Internal customer service with sales and purchasing departments.

• Over-seeing revisions to blanket orders (expediting releases, ensuring proper stock)
• Communication liaison between sales and purchasing
• Establishing terms/credit for potential customers (Running of D&B, sending credit references)
• Training of new hires, overseeing development to ensure excellent customer service is given
• A/R reports (collection purposes), applying payments to customer accounts
• Orchestrated monthly meetings to ensure the department is on the same page regarding service, goals, and concerns
• Communicate customer requirements effectively with sales, purchasing, production, and shipping depts.
• Resolved account issues to build rapport and relationships with clients.