Senior Advocacy Coordinator/Funding Analyst Resume Example
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SENIOR ADVOCACY COORDINATOR/FUNDING ANALYST
Summary
Motivated in Finance Operations and Processing with 5 years of background experience. Recognized for assessing operational needs and developing solutions to save costs, improve revenues, and drive customer satisfaction. Resourceful and well-organized with excellent leadership and team building record.
Skills
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Experience
Senior Advocacy Coordinator/Funding Analyst, 05/2018 － CurrentDo It Best Corp － Montgomery , NY
- General customer service inquiries
- Researched and resolved customer complaints
- Identified and provided feedback on trends
- Flagged potential regulatory compliance violations or potential risk events
- Payment Investigations
- Assisted customers with opening newaccounts and terms
- Worked cross-departmentally to research and resolve customer issues on the first call
- Troubleshooted issues in order to implement a resolution and provide a great customer experience
- Performed extensive research to further understand customer problems and offer solutions
- Partnered with branch associates and other bank departments to fulfill client requests
- Gather and verify loan documentation, which could include making outbound phone calls to loan customers and business partners
- Process data entry for loan information
- Handle a case-load of loans to process funding and underwriting, and verification of documentation
- Identify, document, and correct identified errors with loan documentation and loan process and programs
- Ensure accuracy and highest quality assurance standards
- Create amazing customer experiences
Asset Preservation Coordinator/Contractor, 01/2016 － 04/2018Glaukos － Boston , MA
- Received and reviewed incoming work, prioritized, contacted appropriate resources as needed; entered transactions into system
- Verified accuracy; resolved general customer issues using multiple resources and records
- Prepared, edited, distributed, and/or corrected specialized and/or complex documents/notes/entries
- Contacted customer with any questions or concerns. Worked to minimize risks
- Monitored queue, ensuring necessary property preservation work is completed
- Ensured that all work was completed accurately and in compliance with client specifications and company policies
- Utilized a substantial amount of Microsoft excel spreadsheets alongside with client and application systems
- Utilized most of the Microsoft office on daily tasks
Treasury Assistant, 09/2012 － 03/2015Remedy Home Health － City , STATE
- Set up and monitored payment plans and processed payments
- Maintained up-to-date contact information for each case under review
- Maintained records for each case, including phone numbers, contacts and any actions taken
- Inputted information from patient calls and onsite service visits into the company's system using Axxess AgencyCore
- Wrote scopes, requirements
- Delivered an exceptional level of service to each patient by listening to concerns and answering questions
- Proactively identified and solved complex problems impacting operations management and business direction
Customer Service Representative, 08/2007 － 12/2011ACS-Sprint And Nextel － City , STATE
- Cultivated strong value-added relationships with customers by delivering product knowledge to drive business development
- Informed customers on billing procedures, processed payments and provided assistance to set up payment options
- Tracked each interaction for auditing, reporting and training purposes
- Consulted with upset customers to determine best methods to resolve service and billing issues
- Communicated with supervisors to escalate customer concerns, store issues and inventory requirements
- Reviewed customer data to assess current issues and determine eligibility for potential solutions
- Reviewed account and service histories to identify trends and unaddressed issues
- Collected customer feedback and recommended procedural or product changes to enhance future service delivery
- Greeted customers to facilitate services, determine service needs and accurately input orders into electronic systems
- Maintained revenue streams by exhausting every option before offering refunds on escalated calls
- Documented conversations with customers in Citrix to track requests, problems and solutions offered
- Addressed customer service inquiries quickly and accurately
- Kept abreast of rapidly evolving CDMA technology to provide exceptional support, develop proactive issue resolutions, and share benefits of new technologies
- Reduced process lags and effectively trained team members on best practices and protocol
- Exceeded company productivity standards by 80% on consistent basis, handling more than 70% of quota each day
- Met or exceeded revenue objectives by promoting device protection and upgraded plans to customers during service, in addition to account and sales follow-up calls
- Upheld privacy and security requirements established by American Civil Liberties Union regulatory agencies
Education and Training
2012Texas Southern University － CityBachelor of Science
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Resume Overview
School Attended
- Texas Southern University
Job Titles Held:
- Senior Advocacy Coordinator/Funding Analyst
- Asset Preservation Coordinator/Contractor
- Treasury Assistant
- Customer Service Representative
Degrees
- Bachelor of Science
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