Vikisha Kelso
Charlotte,NC
Summary
Highly adaptable professional with 5 +years banking experience. Leadership experience with a track record of ensuring meticulous documentation. Excelled in roles requiring analytical skills and interpersonal prowess, achieving quality goals through adaptability and a strong work ethic. Proven ability in relationship building and problem-solving, significantly improving team performance and customer satisfaction.
Overview
11
11
years of professional experience
Work History
Associate Bankruptcy Processor
Wells Fargo Bank, N.A.
01.2022 - Current
- Appropriately followed up with attorneys to validate Wells Fargo customers had obtained their office to file bankruptcy.
- Documented files using proper coding to identify file as pending bankruptcy to prevent further calls to customers.
- Used proper ticklers to set follow up calls to attorneys regarding pending bankruptcy stats
- Used established Wells Fargo system document for tracking of productivity.
- Paid attention to detail while completing assignments to meet established quality goal.
- Adapted to new concepts quickly and proficient in learning new workflows and standard procedures.
Supervisor
Family Catering Services
10.2018 - 09.2020
- Supervised catering staff at all functions, instructing employees to promote exemplary service to guests.
- Maintained close working relationship with banquet manager, making sure to understand customers needs.
- Analyzed catering orders and liaised with staff to set up equipment and supplies at each event.
- Trained new hires in food handling and safety protocols to boost knowledge and performance.
- Evaluated staff performance and provided coaching to address inefficiencies
Underwriter Coordinator
SunTrust Mortgage
02.2018 - 12.2019
- Coordinated financial documents for underwriter review and approval; maintained and updated daily underwriting log.
- Monitored loan application process for repayment plans, special forbearance, foreclosure and liquidation options,through closing.
- Examined transactions to ensure accuracy, prepared formal reports, aided partnering teams with loan renegotiation.
Trainer/Team Lead
Optum
10.2013 - 01.2018
- Answered incoming phone calls from customers and identify the type of assistance the customer needs, i.e. benefit and eligibility, billing and payments, authorizations for treatment and explanation of benefits.
- Reviewed and researched incoming healthcare claims from members and providers (doctors, clinics, etc) by navigating multiple computer systems. Verified the data/information necessary for processing pricing, prior authorizations, applicable benefits etc.
- Ensured that the proper benefits are applied to each claim by using the appropriate processes and procedures, such as claims processing policies and procedures, grievance procedures, state mandates, CMS/Medicare guidelines, benefit plan documents/certificates.
- Evaluated staff performance and provided coaching to address inefficiencies
Education
Associate of Applied Science - Nursing
Baker College of Flint
Flint, MI08.2019
Skills
- Interpersonal Skills Development
- Active listening abilities
- Document Preparation
- Teamwork and Collaboration
- Strong Work Ethic
- Punctual and Dependable
- Analytical Skills
- Relationship Building
- Time management abilities
- Problem-solving abilities
- Adaptability and Flexibility
- Works Well Under Pressure
Timeline
Associate Bankruptcy Processor
Wells Fargo Bank, N.A.
01.2022 - Current
Supervisor
Family Catering Services
10.2018 - 09.2020
Underwriter Coordinator
SunTrust Mortgage
02.2018 - 12.2019
Trainer/Team Lead
Optum
10.2013 - 01.2018
Associate of Applied Science - Nursing
Baker College of Flint
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