Heather Flynn

Charleston, SC

ad2wbj@r.postjobfree.com

+1-843-***-****

Experienced Asset Manager with a demonstrated history of working in the financial services industry. Skilled in Portfolio Management, Accounts Payable, Customer Service, Loans, and Banking. Strong finance professional. I am also an organized Virtual Assistant dedicated to improving accuracy and efficiency by maintaining and developing administrative and procedural processes. Focused and communicative individual possessing superb data entry, time management and customer service skills. Offering 10+ years of experience providing quality administrative support to clients. Authorized to work in the US for any employer

Work Experience

ChampVA Customer Service Representative

Signature Performance

February 2023 to January 2024

• Research and evaluate accounts for proper adjudication

• Answer incoming calls from providers who require assistance regarding ChampVA or non-VA Care claims with first-call resolution

• Confirm Eligibility status

• Resolve denied claims

• Emergencies and Escalations

• Payment research and recoupments

• CRM experience

• Maintains working knowledge of applicable VA regulations as related to proper claims adjudication

• Data entry

• Responded to claim inquiries

• Resolved customer information and complaints

• Provided policy and service information

• Answered calls from Providers, Beneficiaries, Caregivers, and Veterans. Virtual Assistant

Arise Virtual Solitions

September 2021 to February 2023

• Adhered to company policies and scripts

• Assisted customers by answering questions and responding to inquiries

• Educated customers on company systems, form completion, and access to services

• Used consultative sales techniques to understand customers needs

• Resolved concerns with products or services

• Processed debit and credit card and electronic check payments

• Managed electronic and paper filing systems

• Conferred with customers by telephone, chat, or email to provide information. Virtual Assistant

BELAY Solutions

February 2022 to January 2023

• Completed business correspondence, transcription, and data entry

• Managed electronic and paper filing system

• Developed complex reports in Excel for cost reporting

• Monitored emails, organized inboxes, and prioritized messages

• Maintained supervisor's calendar

• Organized and managed team tasks

• Analyzed and compiled data to prepare comprehensive reports for management

• Research

• Managed CRM input, exports.

Administrative Assistant

T&T Tutor World

September 2021 to April 2022

• Maintain claim and reimbursement records

• Reconcile reimbursement and payment records to avoid improper payments

• Maintain income and eligibility forms for centers and homes

• Complete monthly running bank balances for centers and keep up to date with banking balances

• Complete and maintain state-regulated forms and ensure all claims submitted to the state are accurate and timely

• Responsible for the day-to-day operations of T&T Tutor World

• Ensured accommodations with providers and executed monthly projected audits

• Preparing risk analyses and financial, investment, and asset management reports

• Creating, organizing, and managing client portfolios

• Reviewing policies and making recommendations for potential adjustments. Jr. Asset Manager

MTAG Services

February 2016 to March 2018

• Maximize total return of assigned portfolio(s) through analysis of property redemptions and disposition efforts

• Work closely with third-party brokers, attorneys, and property managers to provide direction for and oversight of asset disposition plans, legal foreclosure filings, and property sales and management

• Negotiate third-party contracts

• Manage cash flow and portfolio projections

• Develop and distribute periodic asset management reports to senior management

• Model full life cycle financial analysis for portfolios from acquisition through disposition

• Manage the coordination of post-acquisition activities to include coordinating legal foreclosure proceedings and/or county-level statutory compliance

• Due diligence of managed assets

• Submit charge offs

• Purchase tax certificates

• Update the system with status updates from attorneys

• Conducted research, gathered information from multiple sources, and presented results

• Identified issues, analyzed information, and provided solutions to problems. Branch Manager

The Bank of South Carolina

January 2009 to December 2015

• Supervised day-to-day operational functions of branch and overseeing teller and customer service duties

• Assisted with customer transactions including deposits, withdrawals, opening and updating accounts

• Maintain proper teller and vault cash levels including ordering coins and currency through Federal Reserve

• Completing surprise audits quarterly on bank tellers and customer service reps

• Completing quarterly bank audits including Safe Deposit Boxes, Compliance, and Safety, & Night Drop and Courier audits

• Responsible for resolving overdrawn accounts

• Overseeing that all employees are up to date on all required training

• Assisted staff in resolving out-of-balance reconciliations

• Opened IRAs, HSAs, Demand Deposit accounts; savings accounts; Trust Accounts

• Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set

• Generated financial and operational reports to assist management with business strategy. Education

High school diploma

Skills

• Google Docs

• Google Suite

• Personal assistant experience

• Team management

• Customer service

• Asset management

• Banking

• CRM software

• Cash handling

• Tax experience

• HIPAA

• Bookkeeping

• Project management

• Compliance management

• Social media management

• Medical terminology

• Customer relationship management

• Negotiation

• Research

• Financial analysis

• Data entry

Assessments

Managing accounts in QuickBooks — Proficient

November 2022

Using QuickBooks software to manage business financials Full results: Proficient

Spreadsheets with Microsoft Excel — Proficient

October 2021

Knowledge of various Microsoft Excel features, functions, and formulas Full results: Proficient

Work style: Professionalism — Proficient

November 2022

Tendency to be accountable, professional, open to feedback, and act with integrity at work Full results: Proficient

Administrative assistant/receptionist — Proficient April 2022

Using basic scheduling and organizational skills in an office setting Full results: Proficient

Managing accounts in QuickBooks — Proficient

February 2022

Using QuickBooks software to manage business financials Full results: Proficient

Data entry: Attention to detail — Proficient

February 2022

Maintaining data integrity by detecting errors

Full results: Proficient

Teamwork: Interpersonal skills — Proficient

May 2022

Responding to challenging team situations at work

Full results: Proficient

Basic computer skills — Proficient

April 2022

Performing basic computer operations and troubleshooting common problems Full results: Proficient

Administrative support professional fit — Proficient January 2022

Measures the traits that are important for successful administrative support professionals. Full results: Proficient

Attention to detail — Proficient

April 2022

Identifying differences in materials, following instructions, and detecting details among distracting information

Full results: Proficient

Case management & social work — Proficient

November 2022

Determining client needs, providing support resources, and collaborating with clients and multidisciplinary teams

Full results: Proficient

Supervisory skills: Motivating & assessing employees — Proficient May 2022

Motivating others to achieve objectives and identifying improvements or corrective actions Full results: Proficient

Customer focus & orientation — Proficient

November 2021

Responding to customer situations with sensitivity Full results: Proficient

Office manager — Proficient

September 2021

Scheduling and budgeting

Full results: Proficient

Management & leadership skills: Impact & influence — Proficient April 2022

Choosing the most effective strategy to inspire and influence others to meet business objectives Full results: Proficient

Working with MS Word documents — Proficient

December 2021

Knowledge of various Microsoft Word features, functions, and techniques Full results: Proficient

Work motivation — Proficient

October 2021

Level of motivation and discipline applied toward work Full results: Proficient

Typing — Proficient

November 2022

Transcribing text

Full results: Proficient

Customer service — Proficient

November 2022

Identifying and resolving common customer issues

Full results: Proficient

Sales skills — Proficient

May 2023

Influencing and negotiating with customers

Full results: Proficient

Call center customer service — Proficient

November 2022

Demonstrating customer service skills in a call center setting Full results: Proficient

Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.

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