Skilled Financial Services Analyst successful at providing efficient, same day quality service, transaction review, and processing. Adept at building and maintaining professional relationships with partners and clients. Accustomed to prioritizing work, contributing to projects and problem solving initiatives, and maintaining detailed records. Desires a role of increase responsibility and the opportunity to obtain advanced and diversified knowledge of retirement plan operations.
Proficient in Nationwide applications: Keynote, Ontrack, DC Direct, NRS Imaging, Siebel, PMTS, PAS, Coconut, and NRP Databases.
Skilled in complex problem solving, critical, and analytical thinking.
Initiated cross training and collaborations with other Nationwide Operations teams including: Public Loans, Unclaimed Property, Private Money Out, and Contract Underwriting.
Demonstrated written and verbal communication skills.
Volunteered and held leadership positions with United Way, Hunger Relief, PRIDE ARG, Junior Acheivement, and Nationwide Columbus Marathon.
Actively pursued professional and personal development including QKA designation, LOMA certification, and Energy 4 Performance.
Performed financial transactions for private and public retirement plans and participants. Including plan terminations and transfers, fund maintenance and exchanges, disclosure and reports creation.
Documented signatures, processing exceptions, in good order review notes, and corrective processing items while working transactions.
Processed public loan requests, payments, account updates, suspense items, and in good order transaction review of loan documents and signatures.
Communicated with relationship managers, business partners, and third party advisors to resolve items that were not in good order.
Maintained successfully all productivity, quality, and same day performance and service objectives.
Identified operational process opportunities and inefficiencies and recommended necessary improvements. Worked across teams and department to implement procedural changes and operational improvements for external and internal partners and customers.
Provided on-boarding training to teammates and cross training to other Retirement Plans Operations teams.
Complied with regulatory and auditing requirements. Reviewed all documents for potential fraud risk.
04/2013 to 03/2014
Claims Customer Service RepresentativeNationwide Insurance － Columbus, Ohio
Proficient in personal lines and commercial insurance claims reporting.
Maintained performance and quality standards while delivering timely customer services in fast paced, detail oriented call center environment.
Interviewed claimants, medical specialists, law enforcement, claims adjusters, and employers to determine pertinent claim information.
Promoted client retention through high-quality service and follow through.
Provided accurate and appropriate information in response to customer inquiries.
Mastered and enforced Service Center policies, procedures and quality assurance measures.
Maintained up-to-date knowledge of insurance policies, claims procedures, and Nationwide services.
06/2010 to 04/2013
Universal BankerThe Huntington National Bank － Dayton, Ohio
Delivered informational sales and services presentations to potential and current customers and businesses clients.
Worked and maintained a portfolio of clients. Established working relationships with business, financial, and lending partners.
Researched and resolved customer issues on personal and business savings, checking, loans, and lines of credit accounts.
Opened accounts across all product lines, exceeding cross sale and performance goals.
Examined checks, legal paperwork, loan documents, and financial instruments for potential fraud.
Processed treasury, tax and loan payments.
Adhered to all federal and state compliance guidelines for retail banking and mortgage lending.
MBA: Business AdministrationWebster University Graduate School - Regents College － London, United Kingdom
Bachelor of Arts: Political ScienceThe Ohio State University － Columbus, Ohio