Experience

Elevated Resources Inc
• United States
• Staffing and Recruiting
• 1 - 100 Employee
• Client Services Coordinator

  • Mar 2021 - Present


Performance Settlement, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Operations Coordinator

  • Feb 2017 - Jul 2020

  UNDERWRITING AND OPERATIONS MANAGER Performance Settlement| April. 2020 to July 2020 - Supervise, manage and train 2 teams of 5 professional staff in daily tasks, reporting and operations, while providing on-going performance coaching. - Maintain client files to ensure its accuracy and in compliance with current laws and company regulations. - Processed audits of client files that had successfully completed the program. - Resolved cancellations and refunds for clients that were unable to be retained. UNDERWRITING MANAGER Performance Settlement | July 2017 to April 2020 - Complete and thorough audit of all incoming client files to ensure all required documents are included and the information provide in the file was in compliance with company regulations. - Closed out all files of clients who have successfully completed the program. - Finalized cancellations and submitted refunds for cancelled files. CLIENT SERVICES REPRESENTATIVE Performance Settlement| Feb. 2017 to July 2017 - Answered and directed incoming calls from clients who had questions or requests. - Executed proper documentation for client requests for payment changes or debt changes to other departments. - Built and maintained relationships with clients via phone in order to gather and update needed information and documents. Show less