Trisha Stewart
Omaha,NE
Summary
Results-driven professional with expertise in computer applications, including MS Teams. Proven track record in mentoring junior employees, fostering collaboration and driving team success. Exceptional organizational and planning skills enable effective management of multiple priorities. Committed to continuous improvement and delivering high-quality outcomes in all projects.
Overview
14
14
years of professional experience
Work History
Collateral and Insurance Administrator
PenFed Credit Union
03.2022 - Current
- Resolved member inquiries regarding vehicle titling and insurance policies efficiently.
- Processed GAP claims by gathering necessary documents and submitting for review.
- Requested vital information from members to facilitate GAP claim submissions.
- Managed additions and refunds for GAP and VSP policies on member accounts.
- Reviewed insurance declarations ensuring correct CPI charges for members.
- Engaged with DMVs and financial institutions to obtain essential documents for members.
Items Processor
PenFed Credit Union
01.2020 - Current
- Ensured timely service delivery by processing high transaction volumes accurately.
- Enhanced accuracy by monitoring and reconciling daily processing reports effectively.
- Trained junior staff on item processing procedures to improve operational efficiency.
- Implemented workflow improvements that significantly reduced processing time.
- Managed opening and sorting of mail for all Credit Union departments.
- Processed auto payoffs efficiently with minimal supervision and collaboration.
Member Service Representative
Pentagon Federal Credit Union
10.2018 - 01.2020
- Open and close accounts
- Attention to detail when enrolling new members
- Data entry
- Assist members with account questions and process loans applications
- Research complex requests
- Interdepartmental interaction such as Credit Cards, IRA and CD's, Mortgage departments
- Worked effectively in fast-paced environments.
Office Coordinator/Client Support and Service Liaison
Baas & Associates
11.2017 - 10.2018
- Scheduling and rescheduling appointments as needed
- Filing, copying, faxing, data entry
- Communication amount agents and clients
- Assisting agents with varies projects
Sales Specialist
Hayneedle
04.2012 - 11.2017
- Data entry
- Communication with vendors to gather product information for customers and the company’s website
- Special projects with little to no supervision
Education
Office Technology – Business Administrative -
Metro Community College
01.2010
Skills
- Skilled in Microsoft Office Suite
- Efficient data processing
- Strong attention to detail
- Independent worker with minimal supervision
- Five years of experience in administrative settings
- Prioritization and scheduling
- Hogan
- DealerTrack
- FDR
- Salesforce
- Certified notary public
- Cultivated customer confidence through friendly phone interactions
- Client inquiry response
- Management of special projects
Timeline
Collateral and Insurance Administrator
PenFed Credit Union
03.2022 - Current
Items Processor
PenFed Credit Union
01.2020 - Current
Member Service Representative
Pentagon Federal Credit Union
10.2018 - 01.2020
Office Coordinator/Client Support and Service Liaison
Baas & Associates
11.2017 - 10.2018
Sales Specialist
Hayneedle
04.2012 - 11.2017
Office Technology – Business Administrative -
Metro Community College