Summary
Overview
Work History
Education
Skills
Timeline
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Teresa Edwards

Fredericksburg,VA

Summary

To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

12
12
years of professional experience

Work History

Student Financial Specialist

Germanna Community College
02.2022 - Current
    • Verify and validate the identity of students to assist with their student account while maintaining FERPA (Family Educational Rights and Privacy Act) guidelines.
    • Counsel on student account activity and discrepancies on accounts.
    • Explain basic concepts such as the refund process, payment options and how financial aid impacts student accounts.
    • Responsibly accept and post scholarship checks, student payments and third-party payments in SIS and WES.
    • Accurately prepare Daily DCSR (Daily Cash Settlement Report)
    • Oversee and create third-party invoices for our educational partners and students enrolled in the Dual-Enrollment program.
    • Set and oversee Enrollment Cancellation in SIS (Student Information System) throughout the semester to reduce students with a debt to college.
    • Provide a wide range of outreach that includes opportunities to educate students and communicate balance information to discuss payment options/payment due dates.
    • Serve on hiring committees to seek new talent for vacancies within Germanna Community College

Crisis Counselor

Community Crisis Services
07.2022 - 09.2023
  • Reduced crisis response times by streamlining communication protocols and implementing efficient triage procedures.
  • Enhanced client support by conducting thorough assessments and developing personalized intervention plans.
  • Provided timely assistance to individuals in crisis, utilizing active listening skills and empathy to establish rapport quickly.
  • Collaborated with clients to create comprehensive care plans, addressing clients' mental health, social, and emotional needs.
  • Employed emergency services when applicable.
  • Thoroughly documented and reported occurrences to APS/CPS.

Member Service Representative

Virginia Credit Union
04.2021 - 02.2022
  • Enhanced customer satisfaction by efficiently addressing and resolving inquiries and concerns.
  • Maintained high-quality service by adhering to company policies and standards in all member interactions.
  • Successfully contributed up to 60% to branch sales goals monthly by effectively cross-selling credit union products and services.
  • Processed account transactions accurately, ensuring proper documentation and timely processing.
  • Handled cash transactions securely, maintaining accurate cash drawer balances and preventing losses due to errors.
  • Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.

Service Coordinator

Armed Forces Bank N.A.
04.2019 - 03.2020
  • Enhanced customer satisfaction by efficiently addressing and resolving Automated Teller Machine service issues.
  • Streamlined service coordination processes for improved team productivity and response times.
  • Managed a high volume of client requests, ensuring timely and effective service delivery.
  • Collaborated with cross-functional teams to optimize service operations and improve client experiences.
  • Maintained accurate records of all service activities, facilitating smooth communication between clients and technicians.
  • Attended monthly onboarding orientations for soldiers to introduce and promote bank products and services.

Military Personal Banker

Armed Forces Bank N.A.
01.2018 - 04.2019
  • Improved customer satisfaction by providing personalized banking solutions and exceptional service.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Enhanced client retention with proactive follow-ups and timely resolution of account issues.
  • Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
  • Boosted sales of bank products through effective cross-selling and up-selling techniques.
  • Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.

Insurance Sales Representative

USAA
01.2017 - 01.2018
  • Successfully obtained a Property and Casualty License.
  • Increased policy sales by developing and maintaining strong relationships with clients.
  • Boosted client retention rates by providing exceptional customer service and addressing concerns promptly.

Accounts Payable Analyst

PNC Mortgage
09.2012 - 05.2014
  • Reviewed attorney invoices submitted for property preservation on foreclosed properties.
  • Streamlined accounts payable processes by implementing efficient systems and reducing processing time.
  • Improved payment accuracy with meticulous invoice review and reconciliation efforts.
  • Enhanced vendor relationships through prompt communication with attorney office and timely resolution of discrepancies.
  • Reduced outstanding accounts payable balances by diligently following up on overdue invoices and negotiating payment terms.

Education

Master of Science - Human Services

Walden University
Minneapolis, MN
02.2026

Bachelor of Science - Business Administration

Park University
Parkville, MO
12.2021

Skills

    • Customer Relations
    • Proficient in Microsoft Office, Workforce Enterprise Systems (WES), Student Information Systems (SIS), and PeopleSoft applications
    • Strong written and verbal communication skills
      • Financial decision-making skills
      • Analytical Thinking skills

Timeline

Crisis Counselor

Community Crisis Services
07.2022 - 09.2023

Student Financial Specialist

Germanna Community College
02.2022 - Current

Member Service Representative

Virginia Credit Union
04.2021 - 02.2022

Service Coordinator

Armed Forces Bank N.A.
04.2019 - 03.2020

Military Personal Banker

Armed Forces Bank N.A.
01.2018 - 04.2019

Insurance Sales Representative

USAA
01.2017 - 01.2018

Accounts Payable Analyst

PNC Mortgage
09.2012 - 05.2014

Master of Science - Human Services

Walden University

Bachelor of Science - Business Administration

Park University

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