Teller (2002 - 2004): Daily balancing of cash drawer, cross-selling financial products, processing customer transactions, opening and closing of branch, supervising cash vault, completing daily transaction reports for government monitoring.
Loan Operations Clerk (2004 - 2006): Manage escrow accounts, file/continue/terminate UCC's, prepare loan payoffs, program loan documents into bank software, correct internal and external exception items, process loan payments, prepare reports for government monitoring, create quarterly Terms of Business Lending Report, provide daily customer service, train co-workers on bank software, condense and organize customer information, follow-up with vendors for commercial and residential insurance.
Client Services (2008 - 2012): Handle requests from policy owners and agents, including preparing illustrations, calculating taxable income, policy changes, process loans and dividend/cash value withdrawals and applying loan payment. I was involved in developing, testing, implementing and training on new illustration software.
Claims Analyst I (2014 - Present): Gathering information on health and disability claims and paying or denying benefits in accordance with the policy language.
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