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Customer Service Financial Services

Location:
Orlando, FL
Posted:
January 05, 2024

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Resume:

Beverly S. Davis

**** ********* **** **** ***

Orlando, FL 32835

Cell: 407-***-**** Email: ad2hlt@r.postjobfree.com SUMMARY OF QUALIFICATIONS:

Experienced loan specialist with a strong background in customer support and financial services. Proficient in Windows operating systems and various software applications. Proven track record of managing loan documentation, ensuring regulatory compliance, and providing excellent customer service.

PROFESSIONAL EXPERIENCE

Loan Specialist Feb. 2015 – Oct. 2023

CSI Inc. / Hilton Grand Vacations Orlando, FL

- Originate and process various types of loans, including mortgage and timeshare loans.

- Ensure compliance with federal and state lending regulations.

- Collaborate with clients to gather necessary documentation and guide them through the loan application process.

- Maintain a portfolio of clients, consistently achieving high levels of customer satisfaction.

- Perform loan calculations, update information into the company system, and document all interactions thoroughly.

Benefit Insurance Coordinator Dec. 2014 – Feb. 2015 CSI / Omnicare, Inc. Orlando, FL

- Verified patients' insurance to maximize benefits for patients, demonstrating attention to detail.

- Coordinated insurance coverage for both retail and mail-order medications.

- Developed strong relationships with insurance companies, ensuring proper responses.

- Enrolled patients in Free Drug Programs and initiated prior authorizations when needed.

- Negotiated with insurance plans, collaborating with the Oncology Manager.

- Maintained open lines of communication with the Sales Team and adhered to service policies.

Insurance Adjuster Nov. 2012 – July 2014

Pilot Catastrophe Services Mobile, AL

- Investigated claims made by policyholders, demonstrating strong problem-solving skills.

- Analyzed coverage and damages in homeowner's property claims and negotiated settlements fairly.

- Reviewed, approved, and denied homeowners' claims, adhering to company guidelines.

- Processed checks for insureds whose homes were damaged due to covered losses.

- Managed customer policy information, including mailing notification letters when necessary.

- Scheduled appointments for outside insurance adjusters to assess damage to customers' homes.

ADDITIONAL INFORMATION:

- Proficient in Microsoft Office Suite and relevant loan software applications.

- Strong organizational and multitasking skills.

- Excellent communication, negotiation, and problem-solving abilities.

- Dedicated to maintaining compliance with federal and state lending regulations.

- Detail-oriented with a strong commitment to customer service.

- Proven track record of success in handling loan documentation and underwriting procedures.

EDUCATION & TRAINING:

- Central Florida College - Health Information Technology, 2010

- GPA: 3.0/3.9 (Dean's List)

- Alabama Department of Insurance - Insurance Adjuster, 2012 References Available Upon Request



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