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Financial Services Representative Resume...
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Title Financial Services Representative
Target Location US-TX-Dallas
Email Available with paid plan
Phone Available with paid plan
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Candidate's Name
Dallas, TX Street Address
EMAIL AVAILABLEPHONE NUMBER AVAILABLEAuthorized to work in the US for any employerWork ExperienceFinancial Services RepresentativeGenpactJune 2023 to Present Answer incoming calls from homeowners to activate their loan Assist with understanding of statements, confirm payments and make payments towards their loan Help with the breakdown of their plan and loan info Intake SpecialistRandstad - Carrollton, TXJune 2022 to March 20231. Make outbound calls regarding litigation2. Do a questionnaire to see if client prequalify for litigation 3. Check status4. Update info an send out retainersBenefits SpecialistChime Solutions(Kaiser Permanente) - Dallas, TXNovember 2020 to May 2022 answer incoming calls from members regarding status of eligibility provide benefit and copay info direct members to correct dept. to be assigned to Kaiser process payments to make plans effective and provide status of plan info assist with scheduling for covid-19 vaccine and providing latest info updates Customer Service RepresentativeSecurus Technologies, Inc - Carrollton, TXSeptember 2018 to March 2020 answer inbound calls from incarcerated individuals family members update account for stamps or check status on tablets or any updates for system assist members with app or inform why a picture or letter wasn't received assist incarcerated individuals family to easily transfer funds into a trust account Phone SurveyorNielsen - Dallas, TXJanuary 2016 to August 2016 outbound calls to certain regions to persuade homeowners to take survey Tech Support SpecialistTelvistaMarch 2015 to August 2015 Answer incoming calls from customers regarding equipment issues Troubleshoot equipment Dispatch technician if needed Transfer to diff depts., answer questions from customers Assist w/ equipment issuesClaims RepresentativeState Farm Catastrophe Center - Dallas, TXAugust 2012 to June 2013 Answer incoming calls from customers in regards to claims; home or auto; Transfer customers to different departments that can answer policy coverage Process new claims for customer's home or auto; verify if check was sent out for damages; Set up drive- in appointments for customers to get vehicle inspected; inform customer who is handling claim Mortgage SpecialistBank of America (Mortgage) - Richardson, TXOctober 2012 to March 2013 Answer incoming calls from homeowners with mortgage account questions Take payments, research and verify if received, explain escrow amounts and basic reasons for payment Increase, Confirm which documents been received, informing the customer which documents are missing and need correction; transfer customer to the CRM, servicing accounts in bankruptcy for foreclosure postponement status or escalation issue and creating new appointments for CRM Resending reinstatement figures to homeowner; advising when a payoff demand was sent and confirming the fax phone #or mailing address it was sent; Insurance Verification SpecialistHealth Management Systems - Irving, TXSeptember 2011 to August 2012Navigate computer while on the phone; verifying eligibility for medical, dental, vision and pharmacy coverage online; Make outbound calls to different carriers to verify eligibility Meet quota of 16 or more policies verified every hour; Proficiency in excel, access @ word Understand or ability to learn benefit types and structures such as medical, dental behavioral health, prescription drugsEducationsome collegeSkills Microsoft Word (5 years) multi-line (Less than 1 year) telephone (3 years) ten-key (Less than 1 year) Word (5 years) Insurance Verification Microsoft Excel Microsoft Powerpoint English Skills Microsoft Word, Power Point and excel, multi-line telephone systems, Facsimile machine and ten-key calculator Customer service Filing Legal drafting Administrative experience Organizational skills Communication skills Microsoft Office English Financial services Front deskAdditional InformationHigh School Diploma

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