Summary
Overview
Work History
Education
Skills
Websites
Core Proficiencies
Timeline
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Tracie Greely

Tracie Greely

Monroe,LA

Summary

Motivated and accomplished administrative professional with over 10+ years' experience. Excellent time management through taking initiative and prioritizing multiple tasks. Resolve issues through critical thinking & thorough analysis. Promoted for the ability to take direction and grasp complex concepts in fast-changing environments. History of consistently meeting or exceeding all performance and service objectives. Knowledgeable about monitoring accounts, conducting investigations and documenting actions. Hardworking and diligent professional well-versed in effective account resolution techniques.

Overview

24
24
years of professional experience

Work History

ACCOUNT RESOLUTION SPECIALIST

UNITED SITE SERVICES
03.2021 - 10.2023
  • Responsible for collection and management of assigned portfolio
  • Provided reconciliation of customer accounts and resolved outstanding balance issues
  • Identified and submitted credit memos
  • Established relationships with customers to encourage faster pay
  • Ability to maintain high volume of phone call
  • Communicated and followed up effectively with sales department regarding customer accounts on timely basis
  • Worked with both Sales and customer in resolution of disputed balances
  • Enlisted efforts of sales and senior management when necessary to accelerate collection process
  • Worked with billing department to ensure POs are utilized and accurate
  • Worked as liaison with Sub-Contracting to ensure proper billing to customers
  • Suggested account adjustments, small balance write offs and escalated uncollected balance for write offs
  • Met defined department goals and activity metrics
  • Assigned high profile accounts to collect and resolve any known account issues
  • Sent over Certificate of Insurance and lien waivers to process for payment
  • Managed 50+ calls per day and decreased 90 days arrear balance by 60%

CLIENT ASSOCIATE

WELLS FARGO ADVISORS
08.2018 - 08.2019
  • Provided support for Financial Advisors by establishing advisory accounts and processing payments when applicable, while also maintaining file to ensure firm's regulatory requirements are met
  • Handled all administrative functions for the Branch Manager and Financial Advisors, while responding to & completing all inquiries and requests
  • Facilitated new client onboarding process and investment account setup
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts
  • Assisted brokers and advisors with servicing clients by preparing financial plans, conducting investment research and completing trades and transactions
  • Processed and verified all new account applications and documents

PERSONAL INJURY PARALEGAL

PLEASANT AND WILLIAMS LAW, LLP
04.2016 - 08.2018
  • Interviewed clients & witnesses, while gathering police reports, medical records, and other supporting evidence
  • Reviewed, indexed, and summarized documents produced for accident
  • Prepared settlement demand packages for defense insurance company
  • Performed legal research, bookkeeping, and other general office tasks.
  • Communicated pertinent information to clients via phone, email, and mail.
  • Interviewed clients to obtain information relevant to cases.
  • Collaborated with attorneys to develop strategies for each case.

COLLECTIONS PARALEGAL

MCNEW, KING & LANDRY, LLP
04.2014 - 10.2015
  • Assisted collections attorney in recovering outstanding debts for creditor clients
  • Drafted Demand Letters, Summons, Judgments, Default Judgments, Garnishments, and Writs of Executions when applicable
  • Obtained all documentation, including Credit Contracts, Promissory Notes, and Security Agreements from credit company for filing of lawsuit
  • Also negotiated payment arrangements with debtors per approval of supervising attorney.
  • Collaborated on collection and dispute resolution issues.
  • Wrote, edited and efficiently transmitted correspondence.
  • Adhered to fair debt collection practices.
  • Analyzed account payment histories.
  • Communicated pertinent information to clients via phone, email, and mail.
  • Reviewed, edited and proofread litigation for proper grammar, spelling and punctuation.
  • Collaborated with attorneys to develop strategies for each case.

QUALITY ANALYST/MORTGAGE SPECIALIST

JPM CHASE HOME LOANS
07.2012 - 04.2014
  • Generated solutions to ineffective processes by evaluating inbound/outbound customer advocate professional calls, while implementing and improving performance through collaboration of other departments
  • Cleared up complex issues by taking ownership of unresolved problems following through with updates to quality monitoring evaluation documents.
  • Explained different types of loans pertaining to client situations.
  • Managed over 100 calls per day
  • Provided regular updates to team leadership on quality metrics by communicating consistency problems or production deficiencies

COLLECTIONS SPECIALIST/CSR

ENTERGY
06.1999 - 02.2007
  • Verified new applicants' eligibility for new service by working with landlords and property owners
  • Transferred and adjusted funds of finalized accounts to avoid collection efforts, while making deferred payment arrangements on eligible accounts
  • Collaborated on collection and dispute resolution issues
  • Delivered exceptional customer service on collection calls and maintained calm and professional demeanor
  • Negotiated to collect balance in full
  • Processed payments and applied to customer balances
  • Worked in call center environment handling manual and automatically dialed outbound calls
  • Achieved performance goals on consistent basis
  • Maintained high volume of calls and met demands of busy and productive group
  • Negotiated re-payment plans by identifying causes of delinquent payments to assist in recovery of debt and meet realistic timeframes
  • Researched accounts and completed due diligence to resolve collection problems
  • Generated and distributed monthly customer statements
  • Managed over 200 calls per day

Education

Associate of Science - LEGAL STUDIES

EVEREST UNIVERSITY-SOUTH ORLANDO
SOUTH ORLANDO
04.2014

Skills

  • Payment Plan Negotiation
  • Inbound Call Management
  • Integrity Checks
  • Research Abilities
  • Organizational & Interpersonal Skills
  • Analytical & Problem-Solving Skills
  • Strong & Effective Communication Skills
  • Collection Management
  • Account Resolution
  • Skip Tracing
  • Cash Application

Core Proficiencies

  • FDCPA Certified
  • Management-Oversaw 10+ Staff
  • Software-Microsoft Office Suite, TIPS (Tracking Information Payment Systems), ISIS (Integrated Statewide Information Systems), SAP (Software Application Process), MSP (Management Service Provider), PACER, Quickbooks, Skiptracing, Navision, Sales Force
  • Bookkeeping- Cash Handling, 10-Key, Accounting Spreadsheets
  • Tax Preparer-Input data and verified totals on 1040 forms; computed taxes owed or overpaid on personal computers and performed other basic tax skills for preparation

Timeline

ACCOUNT RESOLUTION SPECIALIST

UNITED SITE SERVICES
03.2021 - 10.2023

CLIENT ASSOCIATE

WELLS FARGO ADVISORS
08.2018 - 08.2019

PERSONAL INJURY PARALEGAL

PLEASANT AND WILLIAMS LAW, LLP
04.2016 - 08.2018

COLLECTIONS PARALEGAL

MCNEW, KING & LANDRY, LLP
04.2014 - 10.2015

QUALITY ANALYST/MORTGAGE SPECIALIST

JPM CHASE HOME LOANS
07.2012 - 04.2014

COLLECTIONS SPECIALIST/CSR

ENTERGY
06.1999 - 02.2007

Associate of Science - LEGAL STUDIES

EVEREST UNIVERSITY-SOUTH ORLANDO

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