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Click here or scroll down to respond to this candidateCandidate's Name
Cedar Hill, Texas Street Address
EMAIL AVAILABLEPHONE NUMBER AVAILABLEQualification ProfileDynamic results-driven financial and human resources professional with 15+ years experience managing high-volume business operations. Self-starter, team leader and able to deliver strong and sustainable operating, financial and service gains. Efficient, organized and detail oriented. Excellent communicator and facilitator with the ability to coordinate multiple, complex projects to consistently meet company objectives and client fulfillment. Understand the art of building construction principles. Overall, professional and a team player.Summary of qualificationsManagement, Claims & SalesEffective negotiation Skills/AuditingCredit & Collections/Legal BillingBusiness Systems Implementations/Treasury Services ImplementationsHuman Resources Specialist/Effective Facilitator TrainingFinancial Analyst & ReportingTeam Leadership & Building TrainingLoan SpecialistAll General Lines Life and Health/All General Lines License Adjuster/Property & Casualty LicenseProfessional experienceBoss Lady Tax Services LLCFebruary 2015 Present (48-60 Hours worked per week)Insurance Broker and Tax Consultant,Communicates with policyholders, witnesses, and claimants in order to gather information regarding claims, refers task to appropriate departments and advise to proper course of action.Performed all scopes of tax returns personal, business and K-1 partnerships.Explains coverage of loss, assists policyholders with itemization of damages to policy holders.Assist clients in financial planning, provide client with advice on income tax returns state and federal.General All Lines Adjuster License (Fire, commercial, auto, residential) Licensed in the following states: TX, DE, OK, CT, SC, VT, NH, GA, WYProperty and Casualty License in the state of Texas.Small Business AdministrationOctober 2017 March 2018 (48-60 Hours worked per week)Loan Specialist GS9Making recommendations or decisions to approve or decline residential loansInvestigating and evaluating credit histories to determine credit worthiness of individualsUsing a variety of financial data including financial statements and federal tax returns to analyze repayment ability for individuals loan applications.Processing loan applications on web-based computer systems; andAnalyzing real estate collateral to secure loans.State Farm InsuranceFebruary -2017 October 2017 (40 Hours worked per week)Adjuster, Auto Express ClaimsCommunicates with policyholders, witnesses, and claimants in order to gather information regarding claims, refers task to appropriate departments and advise to proper course of action.Identifies potential suspicious claims and refer to SIU and identifies opportunities for subrogation.Explains coverage of loss, assists policyholders with itemization of damages to policy holders.Work with and coordinate a number of vender services such as contractors, emergency repair, cleaning and replacement services.General All Lines Adjuster License (Fire, commercial, auto, residential) Licensed in the following states: TX, DE, OK, CT, SC, VT, NH, GA, WYIndependent Insurance AgentMarch -2013 February 2017 (40-60 Hours worked per week)Sales, Independent Insurance AgentSell various types of insurance policies to businesses and individuals on behalf of insurance companiesSeek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.Confer with clients to obtain and provide information when claims are made on a policy.Develop marketing strategies to compete with other individuals or companies who sell insurance.Bank of America, Global Commercial Corporate and Investment Bank Technology and OperationsMarch -2010 March 2013 (Worked 40-50 Hours per week)Officer, Client Fulfillment Consultant Treasury ServiceRelationship lead and liaison for healthcare, educational institution, state/local government, and business banking entities seeking Treasury product solutionsInvestigating and evaluating credit histories to determine credit worthiness of businesses.Effectively leverages and integrates key cross-functional business partner engagements to ensure superior client satisfaction and implementation resultsKey owner of fulfillment, modification, implementation, or cross-selling of services for both new and existing commercial clients alikePeer coach and creative solution-provider in solving for unique client needs; Able to balance the corporations and the clients requirements with easeChampion of the Bank of America brand by demonstrating professionalism and exemplifying its Core Values at every engagement point; resulting in numerous awards and accolades both internally and externallyMichael J. Todd, Attorney at LawJuly 2009 March 2017 (Worked 40 Hours per week)Finance Manager, Legal Billing and Collections, Human ResourcesResponsible for maintaining and distributing the monthly A/R updates.Making recommendations or decisions to approve clients for payment schedulesMaintained detailed documentation of account specifics and pertinent communicationsConduct collection calls daily also set up and maintain customer profiles.Performed research, reconciliation, auditing and data analysis efforts to ensure accounting accuracyEnter daily cash receipts into the system and process monthly statements.-2-The Taben GroupFebruary 2009- July 2009 (40-50 Hours per week)Mortgage Loan Officer/Closer, Human Resource AssistantResponsible for organizing retail mortgage loansAcquisition of supporting documentation. Clearing loan conditionsWorked with FHA, VA, non-conforming and conventional loansAnalyzing real estate collateral to secure loans.Processing loan applications on web-based computer systems.Ability to prioritize multiple competing task. Experience gathering supporting loan documentation. Ensured all policies and procedures are followed and all compliance regulations are metVP MarketingFebruary 2008-February 2009 (50-60 Hours per week)Managing Sales Trainer-Human ResourcesAssess target audiences learning needs. Identify performance gaps and develop plansfor learning solution, post-training support, and business outcome evaluation.Manage the review and revision cycles of assigned training documentation. Report ontask and deliverable completions. Conducted QA testing of produced content.Adhere to development and delivery standards; ensure consistency with establishingCurriculum design strategies. Client Fulfillment and Auditing management/reps.Responsible for recruiting, interviewing, orientation and benefit administration.Healthcare of AmericaApril 2006-February 2008 (40-50 Hours per week)Quality Control Analyst & Collections and ImplementationsResponsible for claims processing and adjudicationAudit and analyzed accounts in government logging with Medicare and MedicaidResponsible for providing detailed documentation on areas of delinquency within eachtransaction and prepare to elaborate on errors recorded if necessaryResponsible for researching and retrieving information from companies and otherdepartments for billing and submitting invoicesFlamer TranscriptionsApril 2000-March 2006 (40-50 Hours per week)Credit and Collections Manager/Trainer Human ResourcesAnalyzed customer data and implemented strategies. Performing spot check audits.Account Reconciliation Complete A/R Reconciliation for the Western Region servicing over 300 accounts with complex issues regarding pricing and contractual effective dates by way of communicating through internal and external customers.Responsible for preparing bank statements and daily deposits, resolved delinquency and lower DSOResponsible for leading the associates in the finance department to insure bad debt projections are accurate. |
