Organized and dependable banking/finance professional who excels at processing high volumes of error-free transactions and meeting scorecard goals.
Analyst with extensive experience in Property Preservation. Proficiencies include Client-dispute file reviews and ability to develop good client rapport. .
MS office Word, Excel, Outlook, Microsoft Access, power point, WebEx Player/recorder, MS DOS operating systems.
Accounting Skills
Documentation
Process Improvement
Promoted to Claims Researcher Lead after within a year after gaining full time employment.
Selected by upper management to attend a Six Sigma training for 3 business days.
Appointed by the Director of Finance, to accompany the Customer Relations Director on a client/company conference meet and greet in Troy, MI. Our objective goal was to form great client rapport in order to gain a better understanding of the clients’ wants and needs.
•Provide direction, instructions and guidance to the Compliance/Research group (Property Preservation).
•Delegating tasks to team members.
•Trained fellow associates of the department.
•Manage the flow of day to day operations.
•Create reports to update the management on the teams’ progress.
•Resolve client disputes within company guidelines and based on investor/insurer guidelines and/or regulations.
•Negotiate amicable settlements with CFS clients and contract vendors when traditional resolutions are not an option.
•Analyze documentation to recommend the best solution for CFS clients and contract vendors, in hopes of preventing future disputes.
•Identify the risk and/or potential risk situations, resulting in loss of revenue.
•Communicate regularly, verbal and written, with clients and contract vendors; engage in monthly re-dispute meetings or conference calls with the clients to go over escalated loan reviews.
•Provide back up for the Team Supervisor and Manager.
•Managed and supported multiple special projects for several managers.
Analytical Skills, A/P, Credit, client, clients, Customer Relations, Customer Service, Customer Support, data entry, debit, direction, documentation, Faxes, Finance, financial, Inventory, Leadership, Director, client conference call meetings, Client Relations, Microsoft Access, Excel, mail, MS office, office, Outlook, power point, Word, MS DOS, operating systems, Oracle, Organizational Skills, policies, progress, purchasing, rapport, Research, Retail sales, sales, settlements, strategy, Supervisor, switchboard, Switchboard operator, phones, Written
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