Experience

Reads Moving Systems
• United States
• Transportation/Trucking/Railroad
• 1 - 100 Employee
• Relocation Coordinator

  • Jun 2022 - Present

Freedom Mortgage
• United States
• Financial Services
• 700 & Above Employee
• Customer Service Specialist

  • Jan 2022 - Apr 2022


BNY Mellon Wealth Management

• United States
• Financial Services
• 700 & Above Employee

• CT Trust Associate

  • Mar 2015 - Jan 2021

  process key specialized functions while ensuring compliance with all Firm and Corporate Trust policies and preferred practices, be the department’s subject matter expert for one or more processes and/or products, cash and trade processing for debt service payments, compliance monitoring and client service and communication, ability to coordinate with all internal shared service partners, business managers, and external parties (as required), demonstrate a strong attention to detail, the ability to quickly identify and escalate problems, possess strong decision-making and organizational skills, and the ability to take initiatives and to communicate effectively with Client Service Managers, Workflow Specialists, Team Leaders, internal shared service partners and with internal and external clients. Show less



BNY Mellon (Contractor through Aerotek)

• CSR II

  • Sep 2014 - Mar 2015

  research various computer systems for active relationship managers and customer service managers; email and/or call same to verify information; notify client via email or letter informing of any changes to account and assist team members with work related issues. research various computer systems for active relationship managers and customer service managers; email and/or call same to verify information; notify client via email or letter informing of any changes to account and assist team members with work related issues.



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Customer Service

  • Jan 2013 - Jul 2014

  provide technical assistance and advise to Financial Advisors as well as documenting calls and assist team members with work related issues. provide technical assistance and advise to Financial Advisors as well as documenting calls and assist team members with work related issues.



LSV, LLC DBA Florida Combined Life

• Dental Customer Service

  • Oct 2011 - Feb 2013

  provide dental plan information to dental members and providers via email, fax or mail; document calls; and assist team members with work related issues. provide dental plan information to dental members and providers via email, fax or mail; document calls; and assist team members with work related issues.



NCC Business Services

• United States
• Financial Services
• 1 - 100 Employee

• Customer Service

  • Jun 2010 - Dec 2010

  open mail and document system; screen and transfer calls to collectors; research and update collection accounts; scan documents; copy files; maintain fax queue; assist co-workers with work related issues. open mail and document system; screen and transfer calls to collectors; research and update collection accounts; scan documents; copy files; maintain fax queue; assist co-workers with work related issues.



Fortegra Inc DBA Life of the South

• Claims Support

  • Mar 2009 - Feb 2010

  open, sort, and distribute mail for claim processing; contact clients for missing information via phone, fax, or mail; set-up claims in AS400 and LaserVault for further processing by underwriters; assist team members with work related issues. open, sort, and distribute mail for claim processing; contact clients for missing information via phone, fax, or mail; set-up claims in AS400 and LaserVault for further processing by underwriters; assist team members with work related issues.



Citizens Property Insurance Corporation

• United States
• Insurance
• 700 & Above Employee

• Underwriter

  • Aug 2004 - Dec 2007

  underwrite property insurance applications; receive, make, and document calls to agents; fax via ImageRight or AS400 system to agents for missing information; assist agents with system problems; assist other team members with work related questions. underwrite property insurance applications; receive, make, and document calls to agents; fax via ImageRight or AS400 system to agents for missing information; assist agents with system problems; assist other team members with work related questions.



Aetna Inc

• United States
• Medical Practices

• Direct Sales Administrative Assistant

  • Aug 1999 - Aug 2004

  receive and document incoming call information; resolve or forward any call issues; order enrollment kits; assist 2 Aetna Sales Managers and 2 Broker Liaisons; resolve North Central mailbox issues receive and document incoming call information; resolve or forward any call issues; order enrollment kits; assist 2 Aetna Sales Managers and 2 Broker Liaisons; resolve North Central mailbox issues



Prudential Health Care

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Data Entry & Claims Examiner

  • Jun 1997 - Jul 1999

  Data enter claim information into the system; resolve system suspenses; recalculate claims; update member files; respond to member and provider concerns; document calls; forward recalculation requests to claims department. Data enter claim information into the system; resolve system suspenses; recalculate claims; update member files; respond to member and provider concerns; document calls; forward recalculation requests to claims department.



Fraternal Order of Police

• United States
• 1 - 100 Employee

• Membership Coordinator

  • Oct 1989 - Mar 1997

  type; file; fax; data enter membership files; notify State and National FOP of member changes; transcribe minutes of various meetings; maintain log and cash fund; set-up and disperse payroll; screen phone calls; greet and direct visitors; and assist office manager and clerk type; file; fax; data enter membership files; notify State and National FOP of member changes; transcribe minutes of various meetings; maintain log and cash fund; set-up and disperse payroll; screen phone calls; greet and direct visitors; and assist office manager and clerk