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Account Management Customer Retention

Location:
Greenville, NC
Posted:
December 05, 2023

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Resume:

KIMBERLY WHITEHURST

Greenville, NC/ Phone: 301-***-****/ad1pv4@r.postjobfree.com

PROFESSIONAL SUMMARY

Highly motivated self-driven individual with proven problem solving and analytical skills, and adept at aligning business objectives with those of management and employees throughout designated business units. Extensive experience in account processing and customer retention, to include benefits, employee training, and workforce planning, account management and strategic planning. Experience working in complex environments which require high degree of confidentiality, discretion and diplomacy.

EXPERIENCE

Customer Solutions Specialist (June 2022-Present) Regional Acceptance Corporation subsidiary of Truist Bank, Winterville, NC

Accomplishments:

•Negotiate payment arrangements with clients to cure delinquency, evaluating ability and willingness to pay.

•Enter all collected data to ensure the accounts accuracy.

•Provide clear and concise information to empower customers regarding their status

•Navigate and interpret various screens and relay information to clients accurately and professionally.

•Document all collection efforts for each assigned account in accordance with established procedures.

•Communicate written and verbally communication within a team environment and obtain approval from upper management for delinquent accounts beyond a 60 day status.

Responsibilities:

•Meet performance expectations for collection efforts on assigned accounts.

•Able to work flexible schedules, including overtime as needed.

Assistant Property Mgr. -Contractor (May 2021-June 2022) Career Strategies, Alexandria, VA

Accomplishments:

•Assist residents with HOC certifications, and recertification.

•Prepare property for daily showings, including opening & closing of model units and amenities.

•Follow-up on prospects and attempt to close sale.

•Ensure all rents and late fees/check charges are collected, posted, and deposited.

Responsibilities:

•Screen and approve using TransUnion to qualify applicants in accordance with company policy.

•Work and communicate with maintenance team on routine, urgent and emergency work orders.

•Complete annual recertification, interim changes, rent increases and process Housing Choice Voucher Contracts.

•Generate legal action, documents, and process in accordance with State and Company guidelines.

Resident Specialist III -Contractor (February 2019-May 2021) InterSolutions, Silver Spring, MD

Accomplishments:

•Assisted residents with HOC certifications, and recertification.

•Prepared property for daily showings, including opening & closing of model units and amenities.

•Followed-up on prospects and attempt to close sale.

•Ensured all rents and late fees/check charges are collected, posted, and deposited.

Responsibilities:

•Screened and approved using TransUnion to qualify applicants in accordance with company policy.

•Worked and communicated with maintenance team on routine, urgent and emergency work orders.

•Completed annual recertification, interim changes, rent increases and process Housing Choice Voucher Contracts.

•Generated legal action, documents, and process in accordance with State and Company guidelines.

Compensation Analyst- Contractor (August 2019-November 2019) The Addison Group-The Human Society, Gaithersburg, MD

Accomplishments:

•Collaborated with other departments and HR on a variety of projects related to employee compensation.

•Assisted with the coordination of and company participation in surveys related to employee compensation.

•Worked with managers, incumbents, and HR to evaluate positions on an as-needed basis.

Responsibilities:

•Prepared job descriptions and maintains/updates them as required, including the development of new ones and retirement of obsolete ones.

•Determined the job classification status regarding overtime eligibility for each position in compliance with the Fair Labor Standards Act (FLSA).

•Worked with the manager and employee regarding essential duties and accommodations in compliance with the Americans with Disabilities Act (ADA).

•Worked in conjunction with the HRIS function regarding systems inputs and updates regarding compensation items.

Advice Product Specialist-Guided Pathways Advisory Services (August 2014-July 2018) ICMA-RC, Washington, DC

Accomplishments:

•Processed new Managed Account enrollments and updates.

•Quality reviewed all Managed Account enrollments to ensure accuracy.

•Provided training and documentation of procedures to Investor Services and rotational associates on Managed Account.

•Provided essential communication required to ensure that processing is efficient and accurate.

Responsibilities:

•Received, reviewed, and responded to e-mail inquiries through Emailtopia and made outbound calls to participants regarding the status of their enrollments.

•Assisted GPAS with establishing and maintaining a professional relationship with internal contacts via Salesforce.

State Plan Specialist-Contractor

Responsibilities:

•Processed new enrollments and indicative data changes.

•Processed rollovers, beneficiary withdrawals, tap annuities, & installments according to plan specification.

•Prepared all State transaction processing using proper systems, processing steps, transactions and applicable codes required to process correctly.

•Researched, analyzed, and processed beneficiary and QDRO payments.

Senior Pension Administrator-Contractor (May 2010-November 2014) Randstad- Pension Benefit Guaranty Corporation, Washington, DC

Accomplishments:

•Assisted and supported supervisor with the coordination of projects related to benefit administration task.

•Performed quality reviews of Benefit Administration and Payment Department benefit administration technical program processes and procedures.

•Assisted in providing automated data processing support for benefit administration activities.

•Prepared written reports documenting findings and comprehensive recommendations.

•Assisted in pre-valuation administration of trustee plan.

Responsibilities:

•Reviewed, verified, calculated, and processed benefit payments i.e., monthly, annual, lump sum and applicable benefit adjustments.

•Reviewed and analyzed pension plans, dates of plan terminations and determine legal, policy and related issues prior to determination of guaranteed benefits.

•Issued correspondence through the Automated Letter Generation system (eALG).

•Reconciled and determined benefit payments for participant based on amount of overpayments.

Education & Technical Skills

Bachelor of Science (Business Administration) - In progress Strayer University

Developing a Professional Presence

Business Writing Basics for Professionals

Database Systems: Spectrum, Oracle for Windows SQL Plus 3, Salesforce, PeopleSoft 8.8, Hypersnap DX, Power Image, Customer Information System (CIS), Disbursement Processing Application (DBS), Automated Data Transfer (ADT), Plan Activity Reporting Tool (PART), SharePoint, UltiPro, Workday, Microsoft Windows 7, Smart Sheet, Microsoft Office 365, Yardi System, Boston Post, One Site, CHECK scan (Payment Processing), MRI Software, Knocks

Database Tools: Customer Document Importer (CDI), and Omni Station 5.7, Admin Web, Comp Analyst, Total Advice Solution (TAS), Case Management System (CMS), Payment Adjustment Calculation System (PACS)



Contact this candidate