Experience

Fortegra

• United States
• Insurance
• 200 - 300 Employee

• Business Relationship Manager

  • Oct 2023 - Present

  Responsible for building and maintaining positive relationships with internal and external customers, understanding the complex nature of the company’s business and products offered, and aligning business and system requirements for receipt and processing of bordereaus. Manage the overall operational relationship with MGA’s/customers. •Receive and process business to include bordereau mapping, validation, and processing. • Reconcile business processed and monitor and track… Show more Responsible for building and maintaining positive relationships with internal and external customers, understanding the complex nature of the company’s business and products offered, and aligning business and system requirements for receipt and processing of bordereaus. Manage the overall operational relationship with MGA’s/customers. •Receive and process business to include bordereau mapping, validation, and processing. • Reconcile business processed and monitor and track receivables. • Monthly and quarterly analytics as assigned, including research of variances. • Identify and review controls for operational processes. • Audit request tracking and support preparation/gathering. • Identify opportunities and create pro-active solutions, while resolving existing challenges • Handle complaints and escalations, assessing the complaints and implementing corrective action as needed. Show less



First Citizens Bank

• United States
• Banking
• 700 & Above Employee

• Account Manager

  • Apr 2022 - Oct 2023

  Primary point of contact for the Banks largest Equipment Finance Enterprise Accounts. Created long-term, trusting relationships with internal/external customers Oversee a portfolio of assigned customers and works closely with sales, vendors and various teams across all areas of the Bank to meet challenges with client-focused solutions while also delivering a superior customer experience. Collaborated with partners to deliver value for customers, prospects, and colleagues.Proactively pursued… Show more Primary point of contact for the Banks largest Equipment Finance Enterprise Accounts. Created long-term, trusting relationships with internal/external customers Oversee a portfolio of assigned customers and works closely with sales, vendors and various teams across all areas of the Bank to meet challenges with client-focused solutions while also delivering a superior customer experience. Collaborated with partners to deliver value for customers, prospects, and colleagues.Proactively pursued ways to optimize performance by seeking coaching, supporting Bank initiatives, and leveraging tools to enhance efficiencies. Account Management - Maintained high portfolio performance by monitoring customers' payment status. Posts cash timely and accurately and ensures invoice expectations meet client needs. Resolved billing, collections, and credit issues. Managed end-of-lease terms, negotiations, buyouts, and equipment returns. Kept clear and organized records of customers' contract terms and any special handling requirements. Operations and Administration, I performed duties as assigned to ensure operational efficiency. Complied with all regulations, bank policies, procedures, and delegated authorities to manage risk related to credit, operational, reputational, regulatory, and legal aspects of personal interactions, customer transactions, and financial exposures. Completed required training by established deadlines. Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Personal Banker ll / Business specialist

  • Aug 2016 - Apr 2022

• Personal Banker I

  • Sep 2015 - Sep 2016

• Customer Service Sales Representative

  • Sep 2014 - Sep 2015

• Bank Teller

  • Aug 2013 - Sep 2014