Motivated and seasoned professional with over 15 years of combined career experience in managerial, customer service, and financial occupations. Strong administrative and communication skills enable effective resolution of end-user issues and timely client interactions. Excels in group settings and company-to-client negotiations, consistently seeking constructive and logical solutions as a valuable liaison.
Overview
18
18
years of professional experience
Work History
Customer Advocate
Freedom Mortgage
10.2020 - 06.2024
Document processing and talk to customers about their loan services.
Managed a high volume of loan applications, consistently meeting or exceeding established processing timeframes for both new loans and refinancing.
Processed mortgage loan applications accurately and successfully for over 10 years.
Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
Integration Specialist
DaVita Dialysis Company
04.2018 - 10.2020
Enhanced communication channels between insurance providers and DaVita Dialysis clinics to guarantee accurate documentation, expediting the delivery of appropriate patient care.
Audit claims to the insurance companies for patient treatment.
Maintained accurate electronic health records for improved patient care and compliance with privacy regulations.
Acted as main point of contact for patients, doctors, and hospital staff by closely reviewing medical charts and maintaining high levels of communication.
Sales Representative
Constellation Energy
12.2017 - 03.2018
Services existing accounts, obtains orders, and establishes new accounts by planning and organizing daily work schedule to call on existing or potential sales outlets and other trade factors
Pursued existing and potential customers by phone, email. text message and in person to generate leads and close sales.
Monitors competition by gathering current marketplace information on pricing, products, new products, delivery schedules, merchandising techniques, etc.
Operation Analyst
Wells Fargo
04.2016 - 11.2017
Conducted research and analysis to develop model-based bank profiles.
Collected, arranged, and input information into database system.
Conducted research and analysis to develop model-based bank profiles.
Improved operational efficiency by identifying and implementing process improvements and streamlining workflows.
Maintained high levels of accuracy in data entry, ensuring all client records were up-to-date and error free.
Developmental Manager
Bellefontaine Habilitation Center
06.2006 - 06.2015
Managed coordination across departments during operations reviews, facilitating communication with various levels of management and revealing hidden information.
Supported families in understanding their loved ones'' needs by providing regular updates, educational resources, and opportunities for involvement.
Elevated staff performance by conducting regular evaluations, offering constructive feedback, and facilitating goal-setting exercises.
Improved client living environments through regular facility inspections, maintenance coordination, and adherence to health codes standards.
Aided in crisis intervention situations by utilizing de-escalation techniques and following established protocols to ensure safety for all parties involved.
Education
Associate of Arts - General Studies
Saint Louis Community College
St. Louis, MO
01.2009
Skills
Data Entry
Customer services
MS Excel
SQL and Excel expertise
Salesforce CRM Software
Call Center Operations
Team Leadership
Team Collaboration
Interpersonal Communication
Additional Information
TECHNICAL SKILLS
Active user and familiar with: Microsoft Word, Microsoft Excel, Client Risk Management System (CRMS), (Bank Secrecy Act) compliance, Compliance Operational Processing System (COPS), Store Vision Platform (SVP), S&L Securities, Outlook, Google advance & Bing search engine tool, Open corporates, NAICS, WCIS, Hoovers and Hogan