Experience

Corvias

• United States
• Strategic Management Services
• 300 - 400 Employee

• Sr. Service Center Coordinator

  • Jun 2019 - Present

• Service Center Coordinator

  • Sep 2015 - Jun 2019

• Resident Service Specialist

  • Nov 2014 - Sep 2015



Astra Bank

• Banking
• 1 - 100 Employee

• Financial Assistant

  • Feb 2014 - Nov 2014

  Examine and prepare client records for appointments. Field calls from Financial Consultant and respond to requests and inquiries in a timely manner. Address client inquiries, solve problems, and escalate issues as appropriate. Perform administrative functions to include, creating meeting agendas and assisted in reviewing completed/signed transaction documents to ensure compliance and accuracy, establishing and maintaining file folders, maintaining document copies, processing investment / bank transactions, and communicating with operations personnel with regard to transaction processing follow-up. Maintain database of client/prospect communication letters/reports for sending out as needed by team. Show less

• CSR/Teller

  • Aug 2013 - Feb 2014

  Answered basic customer inquiries regarding interest rates, service charges, and account histories while complying with disclosure requirements, regulations and consumer privacy policies. Cross-sold bank products and services. Received checking and savings deposits: verify cash and endorsements, receive proper identification for cash back, and issue receipts of deposit. Assisted in preparing administrative and technical reports. Referred customers to the proper department for issues that could not be resolved at the teller line. Bought and sold currency from the vault as necessary, ensuring that teller drawer cash limits were not exceeded. Followed all bank policies and procedures. Show less



Oak Ridge Animal Center

• Lawton, Oklahoma Area

• Secretary

  • Sep 2010 - Jun 2011

  Worked patiently with distressed frustrated or disgruntled clients. Answered and triaged phone calls for clients. Scheduled appointments and procedures. Managed record request between other hospitals and specialty practices. Assisted in maintaining reception desk area and lobby clean and sanitary. Maintained proper documentation in the electronic medical records. Worked patiently with distressed frustrated or disgruntled clients. Answered and triaged phone calls for clients. Scheduled appointments and procedures. Managed record request between other hospitals and specialty practices. Assisted in maintaining reception desk area and lobby clean and sanitary. Maintained proper documentation in the electronic medical records.



Allstate Financial Services, LLC

• United States
• Financial Services
• 700 & Above Employee

• Senior Policy Document Specialist

  • Nov 2007 - Sep 2009

  Performed prepping of documents and arranged them for scanning and indexing. Provided timely and accurate data entry for policy updates. Collected and organized complex material. Maintained ability to meet established deadlines for back dated policies. Performed well in small groups, and independently with minimal supervision. Required attention to detail and a sincere commitment to servicing the field force, policy holder, co-workers and other home office personnel. Established excellent organizational and prioritization skills, and the ability to adapt quickly and effectively to shifting priorities. Maintained acceptable attendance according to the company's attendance policy. Show less