Jessica Claire
, , 100 Montgomery St. 10th Floor
(555) 432-1000 - - resumesample@example.com - -
(555) 432-1000 - - resumesample@example.com - -
Skills
Banking
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Experience
09/2021 to Current
Financial Advisor Revolution Foods – Kenner, LA,
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
- Entered patient charges and payments into electronic health records.
- Identified discrepancies and carrier issues regarding billing and reimbursements.
- Processed refund requests and reconciled deposit and patient collections.
- Processed claims and forwarded information to Medicare, Medicaid and commercial insurance companies.
- Took billing calls, questions and concerns from patients and third party carriers.
- Notified customers of delinquent accounts with attempt to collect outstanding amounts.
- Achieved sales goals by building successful professional relationships and providing exceptional service to customers.
- Educated customers on product features and technical details to highlight benefits.
- Managed smooth and effective communication among physicians, patients, families and staff.
- Answered incoming calls and provided highest level of professionalism and knowledgeable service to every customer.
- Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
- Managed customer expectations by clarifying needs, identifying options and recommending products and services.
- Documented customer correspondence in CRM to track requests, problems and solutions.
- Answered 50 to 70 calls per day
- Verified insurance and added insurance to account
- Worked 10 hospital systems through northwell
- Maintained strong call control and quickly worked through scripts to address problems.
- Created repayment plans based on account holders' financial status and repayment abilities.
- Processed payments over phone and set up recurring drafts.
- Reviewed accounts to determine payment plan compliance.
01/2019 to 09/2021
Csr 2 Five Star Bank – Amherst, NY,
- Reported daily averages and shortages to operations department.
- Balanced daily cash deposits and vault inventory with zero error rate.
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Established new accounts and created memberships, resulting in increased loans and earnings for credit
- Educated customers on special pricing opportunities and company offerings.
- Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.
- Assisted customers with making payments or establishing payment plans to bring accounts current.
- Informed customers about billing procedures, processed payments and provided payment option setup assistance.
- Consulted with customers to resolve service and billing issues.
- Answered incoming calls and provided highest level of professionalism and knowledgeable service to every customer.
- Met or exceeded call speed, accuracy and volume benchmarks on consistent basis.
- Documented customer correspondence in CRM to track requests, problems and solutions.
- Managed customer expectations by clarifying needs, identifying options and recommending products and services.
- Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Analyzed applicants' financial status and credit and property evaluation to determine feasibility of granting loan.
- Executed loan origination process and ordered credit reports, appraisals and preliminary title reports.
- Educated customers on variety of loan products and available credit options to promote valuable decision-making.
- Submitted loan applications to underwriter for verification and recommendations.
- Collected past due loans, keeping credit and collateral exceptions within policy ranges.
- Improved loan applications and documentation by informing applicant of additional requirements.
11/2000 to 10/2016
Loan Officer Processor Alliance Mortgage And Marketing – City, STATE,
- Determined appropriate rate locks, issuance of disclosures, overage and underage waivers and fee waivers.
- Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.
- Educated customers on variety of loan products and available credit options to promote valuable decision-making.
- Created financial analysis reports of commercial real estate, borrowers' financial statements, lease reviews and market research.
- Performed daily maintenance of loan applicant database.
- Executed loan origination process, including ordering credit reports, appraisals and preliminary title reports.
- Provided expert financial advice on mortgage and both educational and personal loans.
- Adhered to all federal and state compliance guidelines relative to retail mortgage lending.
- Complied applications and paperwork and double-checked for accuracy.
- Reviewed applications at the front desk.
- Submitted applications to credit analysts.
- Approved loans that met specifications.
- Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
- Improved customer satisfaction by finding creative solutions to problems.
- Improved profit margins by streamlining operations and workflow and negotiating competitive vendor contracts.
Education and Training
Expected in 09/1999
Associate of Arts: Liberal Arts And Sciences
Suffolk County Community College - Selden, NY
Suffolk County Community College - Selden, NY
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
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School Attended
- Suffolk County Community College
Job Titles Held:
- Financial Advisor
- Csr 2
- Loan Officer Processor
Degrees
- Associate of Arts
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