Walter Holmes
Henrico,Va
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
19
19
years of professional experience
Work History
Project Specialist Analyst III/ Account Payable Analyst
TD Bank/Global Technical Talent LLC
05.2021 - 06.2023
- To work with Paycheck Protection Program (PPP) Loan Forgiveness that was sponsored by the Small Business Administration due to the ongoing Covid19 Pandemic which was the cause to wage loss and or business expenses losses
- Tasks Include working with customers to complete online access setup to log into the online portal to complete the loan forgiveness application, many tasks include troubleshooting online access from the customer’s point of access and verifying & troubleshoot online issues, also to walk customers step-by-step through setting up their passwords, security questions to access the loan forgiveness portal
- Performed resets of account access when customers were locked out
- Many other tasks include verifying account signers on loan records, updating and removing loan signers and if any application was incomplete and was not submitted to the SBA for decision I would reset the entire application on customer request to complete the process of applying for loan forgiveness for submission to TD & SBA for review, also uploaded new and relevant documents to the SBA customer portal also to verify certified documents submitted by the customer to be added within TD’s online profile, performed Death of Owner changes/updates within the account, verified documents submitted online by customers such as driver’s license, power of attorney records, Ownership of Businesses Entity such as non-profit or S-Corp status for proper labeling of the business that was applying for loan forgiveness
- I have worked with loans that were up to a maximum of $ 10 million that were part of 1st draw and have and currently working with 2nd draw loans that are up to a maximum of $ 2 million
- Overall day-to-day responsibilities were to access customer profiles to make sure upcoming deadlines are met by the customer to complete the forgiveness application
- Every so often I will speak by Web Ex with the customer however the main point of communication was by email to the business owner or customer about any ongoing persistent issues that needed to be resolved immediately.
Meter Account Analyst/ Cost Control Specialist
Dominion -Energy/Integrated Resources Inc
08.2020 - 05.2021
- Current responsibilities include working with (PWQ’S) Prior Work Requests, adjusting current readings as pertain to customer acct s, and communicating with different dept.
- Such as Billing, Construction & Regional Operational dept.
- To achieve the important tasks of relating the correct info to prioritize urgent task requirements
- Other Important tasks also include working with (SOAR) Service Order Automated Routing System to analyze current order statuses and following standard procedures to complete work as required Also Implementing cost control within divisions related to 5G smart meters Installations
- I have made great strides in learning all important tasks & will continue to make strides in all areas of responsibility to achieve the stated goal
- (Bringing Reliability of Service to all Dominion Energy Customers)
Customer Service Account Analyst
General Electric Lighting Company
05.2014 - 04.2020
- Duties Include: To process & complete orders for corporations such as Walmart, Loews, Home Depot & many others for GE Lighting
- Process returns authorization (RGA’s) process claims, schedule pickup of freight that was refused by issuing call tags, looking up billing discrepancies on requested invoices, research orders that were shipped incomplete and look up Bill of Lading freight, make sure customers receive credit for what was returned or billed for what was kept
- To answer & make calls regarding orders that were placed electronically or by phone
- Worked remotely whenever the company needed on-call reps for special tasks
- Also, other special skills learned were GE’s In-home Electric lighting-controlled system solely by Bluetooth & WIFI applications
- Software that is a direct test to the mass market (CBYGE & the Wink lighting.) CBYGE & WINK Lighting duties include troubleshooting software applications to help the customer connect to Bluetooth or WIFI on their mobile devices, to reset lamps that were not functioning properly & to help with the enrollment process to create their CBYGE or Wink lighting account
- All tasks were completed using web-based software along with phone or web chat sessions to diagnose the lighting connection Issue
- Every task was recorded using Sales force tracking system software and SAP system Integration.
Senior Sales Customer Service Representative
Bank of America
05.2004 - 04.2014
- Duties Include: Providing account information to customers (balance, deposits, etc.), explaining services available to the customer to maximize usage of the account, providing in-depth information to account holders to help prevent negative balances on accounts, and refunding bank error-related fees to account holders
- Work with lines of credit, help file monetary dispute claims, and overall maintain account information while assisting customers to balance account funds and settle financial disputes, in current role I am working with the investment aspect such as certificate of deposits and IRA closing and opening of checking and savings acct also giving renewal quotes to customers for investment purposes
- (Deepen current relationships with existing customers by opening banking products such as credit cards, checking, and savings) Main focus In the Retail Banking sector.
Education
High School Diploma -
Franklin Military Academy / Thomas Jefferson
Richmond, VA Skills
- Team Leadership
- Conflict Resolution
- Adaptability
- Change Management
- Technical Proficiency
- Decision Making
- Time Management
- Risk Assessment
Accomplishments
- The last 3 quarters I have contributed to record process of PPP loans along with setting up payment plans for those who could not qualify for forgiveness loans.
- Have contributed to overall customer satisfaction within my direct role as an account specialist.
- Have processed record backlog of new 5G meter installation within my position as a meter analyst.
- I was also responsible for clearing backlogged discrepancies within my role within billing & meter reader management that resulted in time saving process.
- I personally contributed to record profit of Led Lighting being sold and ordered by GE clients such as Walmart, Home Depot and Lowes stores. Over 25million in one Quarter!
- I have contributed along with GE Lighting tech team bought smart lighting to the everyday consumer in the form of home smart lighting know as C- BY-GE Now formally known as CYNC. I was personally on the team that tested and had Input on the app that controlled the smart lighting.
- Within 6 months of employment, I was promoted to be on the sales team where I exceeded sales goals every quarter and received awards for having great customer surveys for customer Interactions by phone.
- I was personally on the team that created and had Input on the phone automated system that stated balances and deposits along with checks that have cleared. The automated system is still in use to this day and I also received an outstanding achievement award for that accomplishment.
Software Knowledge Experience
- Microsoft Windows
- Excel
- Outlook
- PowerPoint
- Fidelity Banking software integrated with Lean Screen for mass data flow and Service Automated Routing System Software
- SAP Accounts Payable
- SALESFORCE Account Management
Timeline
Project Specialist Analyst III/ Account Payable Analyst
TD Bank/Global Technical Talent LLC
05.2021 - 06.2023
Meter Account Analyst/ Cost Control Specialist
Dominion -Energy/Integrated Resources Inc
08.2020 - 05.2021
Customer Service Account Analyst
General Electric Lighting Company
05.2014 - 04.2020
Senior Sales Customer Service Representative
Bank of America
05.2004 - 04.2014
High School Diploma -
Franklin Military Academy / Thomas Jefferson
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