Zeon Harris
Forney,Tx
Summary
Detail-oriented financial services professional with over six years in client relations and operational support. Demonstrated success in streamlining processes, enhancing communication, and improving customer satisfaction through effective relationship management and analytical skills.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Financial Services Coordinator II
Veritiv Corporation
Carrollton, Texas
08.2021 - Current
- Leveraged credit systems to improve fraud prevention measures for credit card accounts.
- Coordinated financial operations to ensure seamless client transactions and satisfaction.
- Managed unit-specific programs, projects, and processes to ensure effective operations.
- Performed credit and background checks on potential customers.
- Established 200-300 new customer accounts each month to support business growth.
- Updated customer account information daily to ensure accuracy.
- Supported risk underwriting with reference and tax certificate verification.
- Streamlined inter-departmental communication to improve operational efficiency.
Financial Analyst
New York Life Insurance
Dallas, Texas
09.2017 - 08.2021
- Analyzed variances to pinpoint discrepancies in financial statements, contributing to enhanced accuracy.
- Collaborated with cross-functional teams to improve reporting processes, enhancing accuracy and clarity of financial data.
- Addressed inquiries from policy holders regarding New York Life annuity products, ensuring adherence to federal regulations.
- Prepared and mailed statements and informative correspondence to update policy holders on important changes.
- Coordinated scheduled contributions and transfers, tracking past due requests via email to maintain compliance.
- Maintained electronic files for policy holders, including data pages and original applications.
- Acted as liaison between policy holders and agents to facilitate communication.
- Provided retirement solutions tailored to individual policy holder needs.
Education
Associate - Business Administration
Richland College
01-2011
Skills
- Financial analysis
- Data analysis
- Reporting analysis
- Client relationship management
- Client retention
- Loan processing knowledge
- Salesforce CRM utilization
- Oracle database management
- Process improvement
- Market research techniques
- Data entry
- Document organization
- Microsoft Office proficiency
- Variance identification
- Client communication
Accomplishments
• 2018, 2019, 2020, 2021, New York Life mentor and development team leader
• 2020, Awarded best handle time and QC scores for first and third quarter
• 2000, Part of the Quality assurance consult team
• 2020, Awarded best handle time and QC scores for first and third quarter
• 2000, Part of the Quality assurance consult team
Certification
Texas Claims Adjusters License
Timeline
Financial Services Coordinator II
Veritiv Corporation
08.2021 - Current
Financial Analyst
New York Life Insurance
09.2017 - 08.2021
Associate - Business Administration
Richland College