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Lilly
Richardson 80
Brighton Hill Rd Apt 1225
Columbia, SC. 29001
(803) 661-9876 Home | (803) 337-1230 Cell
Lilly@yahoo.com
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Lilly
Richardson 80
Brighton Hill Rd Apt 1225
Columbia, SC. 29001
(803) 661-9876 Home | (803) 337-1230 Cell
Lilly@yahoo.com
SUMMARY
Motivated professional who has a diverse background
in the financial, mortgage, and insurance industries. Ability to analyze, organize,
maintain, and validate data for reporting and resolution purposes. Results
driven individual with the ability to learn and utilize new technologies to
resolve and enhance business needs. Capabilities of performing in a high
production environment while adhering to quantity and quality standards. Listens
and provide input as well as verbally communicate ideals for goal
accomplishment. Has the ability to interact with all levels of management and
staff. A dedicated team player as well as exhibits essential skills to
individually perform timely tasks.
CORE
COMPETENCIES
Account
Management |Customer Relations |Problem Resolution
Billing| Querying
&Reporting |Quality Assurance
Helpdesk &
Troubleshooting| Testing
PROFESSIONAL EXPERIENCE
Blue
Cross Blue Shield of South Carolina Palmetto GBA, Columbia, S.C. June
2011-Present
Trust.
Value. Choices.
EDI
Operations Associate I
Provides telephone support and information
via the INFO call tracking system, managing one or more customer service logs. Ensures timely and accurate completion of
requests about electronic data interchange (EDI) products and services,
utilizing a relational database for tracking purposes. Maintains expedient and accurate service
levels in filling requests for EDI products and services. Supports in set-up of electronic
transactions, software, electronic remittances, and support of submitter
testing certification. Oversees written
and electronic requests relating to EDI.
Prepares material for monthly audits and provides support in the audit
process. Processes requests/responses
received from other areas. Performs
other duties as assigned.
Colonial
Supplemental Insurance Company, Columbia, SC. March 2008 – April 2010
(Contract)
Market
leader in providing benefits solutions
Accounting
Assistant I
Analyzed and reconciled multiple accounts
regarding company payments and insured’s premiums daily to ensure balancing for
accountings monthly reporting. Performed quality measures to ensure journal
entries were entered accurately and timely for policy holders. Daily queried
data for monthly report creation. Provided training to the Account Services
department on general ledger account system (GLJE). Wrote detailed procedures outlining
accounting functions to maintain quality and provide a resource for new
employees.
Enrollment
Technology Support Analyst
Managed all problems in compliance with
Sales Technology Help Desk problem management policies, procedures and
standards meeting agreed upon service levels and presenting a consistent face
to the customer. Escalate problems that
cannot be solved at the Help Desk to the appropriate level 2 resources. Communicate clearly and professionally with
the customer regarding all aspects of the problem. Open and close customer contacts (e.g.,
problems, services) ensuring that contacts are closed to the customers
satisfaction. Monitor open problems and
escalate to management as necessary.
Coordinate with other functional areas to maintain current
information. Assist in testing/documenting
new system releases and other Colonial distributed software. In a timely manner maintained quality and
quantity standards for problem resolutions.
Provided knowledge of agency
software products along with software requirements to agents as requested.
Lilly
Richardson * (803) 337-1230 | Lilly@yahoo.com |PAGE TWO
Harmony
Tester Level 2
Performed
daily functional and system testing of Harmony application for quality software
production. Tested defects and enhancements as well as performed regression
testing using test case scenarios. Corresponded with Quality Assurance leads to
provide testing results/concerns and provided weekly testing status to Quality
Assurance lead. Documented testing statuses for QA lead
in PVSC Tracker.
NetBank
(RBMG), Columbia, SC. April 2001 – July
2007 (Contract)
Competitive
Mortgage, Loans, Banking, & Business Finance Company
Financial Counselor
Managed
incoming and outgoing calls regarding client accounts while maintain quantity
and quality standards. Maintained a professional relationship with clients and
provided advice for borrower service options. This included
education
of borrowers on loan products and financial options available to prevent
foreclosure. Documented client contracts, methods of action taken against
accounts, and client responses in loan database. Prepared on demand reports needed
for management regarding loan accounts.
Default Specialist
Managed
inbound calls as well as provided counseling to clients to access defaulted
loans. This included motivating clients to resolve loans defaults through
payments arrangements and setting up payment plans to maintain a current
account. Monitored client’s accounts regularly and provided follow up to ensure
arrangements were maintained.
Cash Analyst
Monitored
accounts daily and identified internal and external clients loan needs to
include Secondary Marketing, Loan fulfillment, FNMA, Lenders and. Custodians Performed
account audits and balancing to ensure accuracy of loans. Gathered loan data from the Mornet application
and submitted to Secondary Marketing for approval. Retained and reported Sales
and Marketing reports for all trades sold daily.
EDUCATION
Masters in
Leadership Management (In-Progress)
Webster University, Columbia, South Carolina
Masters of Business Administration
Webster
University, Columbia, South Carolina
Bachelor of Arts in English
with a Minor in Political Science
Benedict
College, Columbia, South Carolina
COMPUTER SKILLS
MS Excel, MS
Word, MS Power Point, MS Access, Easytrieve, DB2, Mail sorter, Outlook, Lotus
Notes, SharePoint, Quantitive Risk Management
(QRM), FNMA’s Mornet & Loan Delivery System, & Fidelity.
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