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Work Background
McKessonSenior Lead
Oct. 2024 - Nov. 2024
Signify HealthCustomer Engagement Coordinator
Jun. 2024 - Oct. 2024• Coordinated member calls to enhance engagement and satisfaction, ensuring a positive experience. • Implemented strategic rebuttals to improve appointment scheduling, resulting in increased member participation. • Maintained high-quality standards by adhering to established procedures, contributing to overall operational excellence.
Wells FargoTreasury Management Coordinator
Jan. 2024• Generated over 100 weekly reports to enhance client engagement and provide treasury insights. • Conducted 60+ daily calls to guide suppliers towards electronic payment solutions, improving operational efficiency. • Managed team inbox and email workflows to ensure prompt communication and accurate responses.
Capital OneSenior Assistant Relationship Manager
Dec. 2022 - Jun. 2024· Partner successfully with peers and direct reports to efficiently achieve operational alignment and mutual objectives · Analyze territory production goals · Schedule and execute effective evaluation sessions with direct reports to observe workflow, extract best practices, and provide strengths and opportunities for improvement · Partner with senior leadership to communicate and ensure awareness of policy changes to adhere and be in compliance for auditory regulations · Balances team production needs with both quality and risk mitigation, while maintaining high levels of team morale
Capital OneSpecialty Funding Manager
Jul. 2021 - Dec. 2022· Manages majority of the utility functions in the department, inclusive of social security verification, sales escalation and the dealership offset collection process · Primary contributor to Policy and Procedure development and implementation in the Fund My Deal (FMD) channel · Balances team production needs with both quality and risk mitigation, while maintaining high levels of team morale
Capital OneExecutive Coach
Nov. 2020 - Jul. 2021· Developed and updated Loan Originations policy and procedure to align for better understanding for current agents. · Drafted and updated policy and procedure for the Credit Bureau Alert (CBRA) task, impacting positive results for the HRF department increasing its quality score from failing to passing consistently in 2021 · Directly resolved a compliance event having to do with the Americans with Disabilities Act by completing the first ever CBRA over a Zoom call.
Capital OneFunding Coordinator
Nov. 2019 - Nov. 2020· Taking inbound calls on Doc Verify, PFCI, and Carmax lines. · Expert knowledge in Roadmap which helps to explain to customers and dealers what is needed so the deal can be funded.
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