CUSTOMER SERVICE MANAGER/COMPLIANCE/ACCOUNTING & LEGAL ASSISTANT
Seeking a position a in a fast-paced and challenging environment where my skills will be beneficial, expectations, professionalism and morals are high.
Exceptional customer service
MS Office proficient
Bilingual in French, Creole, Cape Verdian Creole.
Account coding specialist
Risk management evaluation background
Strong sense of banking ethics
Debt and credit management
Excellent communication skills
Reduced office expenses by finding smarter solutions for vendors, suppliers and services.
Played an instrumental role in increasing customer satisfaction of escalated phone calls during 3 months of employment.
Promoted to Supervisor after 6 months of employment.Customer Service Manager/Compliance & Legal Assistant
Increased compliance for the cash management department by aiding in internal audits.
Decreased labor cost by training employees to multi-task and be more efficient. Coordinating department functions for a team of 20+ employees.
Increased office organization by developing more efficient filing system and customer database protocols.
Supported CFO through personal document management, calendar organization and collateral preparation for meetings. Formally recognized for playing an instrumental role in the implementation of cost savings measures.
FORA Financial February 2015 to December 2015Customer Service Manager/Compliance/Accounting & Legal Assistant New York City, NY
Supplied customers/merchants with detailed account information regarding outstanding business loans.
Formatted spreadsheets and workbooks for document reproduction and presentation.
Filed Uniform Commercial Codes (UCC's), Experian reports, ordered mystery shoppers per "Collections" request for merchants who are in collections.
Provided online resources for merchants inquiring about account detail and history.
Attended collections, marketing, underwriting and customer service team meetings, revising contractual obligations, updates and changes to loan applications and amendments.
Provided contractual specifications to merchants with pending funding advances and credit card residuals.
Preformed data manipulation through transformation and cleansing in MS Excel reports. Also running Status reports by collecting and organizing project attributes through project metrics.
Revised data containing training manuals, marketing support material, lead perspectives, pricing policies, and financial funding information.
Worked with accounting and ACH banking departments to update wiring requests, changing pay-off excel spreadsheets, and confirming daily debit modifications.
Programs used on a daily basis were; Excel (Pixel tables), MS Office, Global/Paysmith, Integrity Payment Systems, National Vendor Management Service(NMVS), Sales Force, ADP, For a Financial TRS programs, MS Outlook, and Corporate Service Company(CSC).
Streamlined spending analysis to a more accurate, efficient and automated process.
Acted as a liaison between outside sales representatives and renewal representatives.
Designed weekly and monthly spending reports to analyze legal documents and corporate contracts.
Worked closely with renewal represantives to increase sales and inform merchants of renewal loan options.
Conducted business to business telephone sales by contacting new and existing customers to discuss specific products and services.
Quoted prices, credit terms and other bid specifications.
Responded to all customer inquiries in a timely manner.
Maintained detailed account records and contact logs using MS Office.
Monitored legal volumes to verify that the law library was up-to-date.
Completed case research via LexisNexis and Westlaw databases.
Conducted client interviews and all client intake services.
Collected data to prepare and draft settlement packages for clients.
Processed all assigned cases according to company and client service level agreements.
Drafted various court documents, invoices and enclosures at attorneys' request.
Acted as the point of contact for all incoming co-counsel requests.
Composed and typed routine letters of correspondence.
Trained new employees on office equipment and job duties.
Directed incoming calls to appropriate staff members.
Used computer databases, credit reports, tax and legal filings to locate persons, compile information for investigations and opened new claim files.
Drafted, received and tracked due diligence checklist.
Helped customers select products that best fit their personal needs.
Answered customers' questions and addressing complaints in person and via phone.
Built customer confidence by actively listening to their concerns and giving appropriate feedback.
Kept current on market and product trends to effectively answer customer questions.
Offered direction and gave constructive feedback to motivate team members.
Attended 3 team meetings each month to voice concerns and offer constructive feedback to others.
Boston CenterlessOctober 2014 to December 2014Assistant Sales Director (Contract) Woburn, MA
Served as Executive Assistant to the national sales manager, marketing manager and senior product managers.
Designed PowerPoint presentations for monthly divisional meetings with top-level executives.
Arranged appropriate agendas, necessary contacts and company Collaborated with other administrative team members and the finance department for special projects and events.
Provided logistical support to visiting executives in coordination with other Executive Assistants.
Maintained and processed daily reports for meetings with sales team, Director and Manager of Staff.
Handled and distributed all incoming and outgoing mail.
Wrote and distributed meeting minutes to appropriate individuals.
Coordinated customer facing webinars, including developing relationships with vendors, tracking customer attendance and post-webinar follow-up.
Responsible for prioritizing project deadlines and working with manager to complete each order.
Managed desktop publishing and proposal and memo typing.
Investigated issues and problems and drafted responses to urgent requests.
Creating Excel pivot tables and modified spreadsheets to reach analytical goals.
Compiled and generated spreadsheets capturing data related to company's active contracts.
Served as a liaison between company president and clients regarding client accounts and new business.
Processed Pin Gage quotes and orders requiring specific detail of product being produced.
Designed, recorded and executed macros to automate data entry inputs.
Inserted subtotals, created advanced filters and used database functions to export data from textile files.
Gained knowledge of Architeq/Engenering systems such as: M2M (made to manage), CRM (citrix) application, ERP systems and RMA report/applications.
GenzymeDecember 2013 to February 2014Associate Case Reimburesment Manager (Contract) Boston , MA
Establish and maintained a strong understanding of commercial insurance reimbursements, also obtained thorough knowledge of Medicare/Medicaid Part D prescription drug plans.
Kept current on all available Patient Assistance Programs, State Pharmacy Assistance Programs (SPAPs), and government sponsored programs which offered alternative options for funding.
Performed VOBs (Verification of Benefits) for patients who were approved for ESRD (End Stage Renal Disease).
Entered patient information into a database known as Saleslogix, in a timely/accurate manner.
Provided appropriate information to patients, their families, physicians, healthcare professionals, and insurance carriers on the coverage, benefits and cost of products offered.
Facilitated P.A. (prior authorization) requests, calculated formulary exceptions and made editeds according to the requirements for product dispense.
Collaborated with team members, healthcare professionals, and insurance companies to troubleshoot/resolve reimbursementrelated issues.
Answered and addressed Helpline calls; documentmenting all pertinent information on callers into Saleslogix database.
Interacted with pharmacies on a day to day basis for updates on patient drug counts, assuring that the patient has not exceeded insurance their coverage.
Partnered with internal counterparts to effectively manage regional reimbursement needs.
Required to manage multiple patient insurance verifications projects, charts and authorization rejections/appeals.
Provided customer followups regarding successful transition from the “SFree Drug Programs” to a new insurance prescription drug plan.
Securely stored and maintain patient records while complying with HIPAA regulations.
Complied with all “State and Federal” health care/pharmaceutical laws and regulations.
Evaluated patient care procedural changes for effectiveness to serve as liaison between management, clinical staff and the community.
Directed the installation of improved work methods and procedures to achieve agency objectives.
Cooperated with other health related agencies and organizations in community activities, ensuring accuracy of public information and materials.
Jumped in to fill gaps for on call rotation when necessary, by actively maintaining up-to-date knowledge of State and Federal laws.
Established and maintained positive relationships with government regulators, residents, families, other area health care providers, physicians and community at large.
New England College of Business2017MBA: Corporate Compliance/Forensic AccountingBoston, MA, US
PACE University2015Certification: Project Management ProfessionalWhite Plains, New York, US
Bay State College2013Bachelor of Science: Business Management/Finance Boston, MA, US
Bay State College2011Associate of Science: Business Administration Boston, MA, US