Work History

Janet Coffey

Forward-thinking financial specialist with customer service and credit analysis expertise offering more than 17 years of resolving credit disputes. Strong risk assessment and decision-making skills paired with detailed approach in examining documents. Looking to bring further success to a financial establishment through exceptional attention to detail, quality control and a dedication to customer service. 2023-02 - Current Accounting Specialist/ Executive Assistant First Mutual Insurance Company, Smithfield, NC

Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.

Processed over 5oo accounts payable and commissions monthly Processed travel expenses and reimbursements for executive team and senior management group.

Transcribed meeting minutes to support sales, business development and senior management teams.

Wrote reports, executive summaries, P&C insurance endorsements filed through SERFF and newsletters.

Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time. Volunteered to help with special projects of varying degrees of complexity. 2022-08 - 2023-02 Collection Specialist

Trajector Medical (Contract), Gainesville, FL

Achieved performance goals on consistent basis.

Used scripted conversation prompts to convey current account information and obtain payments.

Monitored accounts for compliance with established payment plans and flagged non-compliances.

Trained new team members on scripts, company services, and collection strategies.

Maintained high volume of calls and met demands of busy and productive group.

2020-10 - 2022-07 Credit Analyst

Fifth Third Bank (Contract), Raleigh, NC

Address Princeton, NC 27569

Phone 984-***-****

E-mail ad36q4@r.postjobfree.com

Reviewed credit reports, financial statements and transactions to verify accuracy and completeness

Processed in excess of 15 loans per day

Calculated loan applicant debt ratios and income to determine financial stability of applicants and ability to repay loan

Reviewed outstanding conditions per mortgage loan file for accuracy Reviewed credit reports, financial statements and transactions to verify accuracy and completeness

Assessed credit risk and analyzed financial statements. 2020-05 - 2020-10 Research Remediation Analyst/Title Abstractor Wells Fargo (Contract), Raleigh, NC

Verified minimum of 30 titles, title insurance and deeds each day to ensure that proper vesting documentation of all parties on was correct on loan modifications

Resolved vesting problems, improved operations and provided exceptional client support

Provided high-level customer service through friendly approach, strong professionalism and timely assistance

Resolved conflicts and negotiated mutually beneficial agreements between parties

2019-11 - 2020-04 Lending/Collections Specialist

Wendell Auto Brokers, Wendell, NC

Counseled debtors on payment options and arranged installment agreements. Monitored accounts for compliance with established payment plans and flagged non-compliances.

Managed over 50 customers calls per day

2006-08 - 2017-05 Sr. Credit Analyst

Sysco

Maintained consistent DSO of 24 and Percent Current of 85% Experience in credit checks, income evaluations and profit and loss statements Reviewed customer files on regular basis to make sure receivables were in sound condition and for credit worthiness

Regularly filed, amended and closed UCC filings

Offered insight to upper management regarding credit decisions Worked in tandem with sales team and customers to negotiate payments and verify account reconciliations

Analyzed customer data such as financial statements to determine level of risk involved for extending credit

1995-08 - 2003-03 Loan Processor Supervisor

State Employees Credit Union, Smithfield, NC

Education

Certifications

Software

Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.

Set up and completed 50 loan submission packages per month. Prepared documents for underwriting by verifying client income, credit reports, and other information.

Teller Services

Vault Custodian

Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.

1986-08 - 1989-06 High School Diploma

Smithfield-Selma High School - Smithfield, NC

Member of National Honor Society since 1983

2022-10 North Carolina Life and Health Insurance Licensure Microsoft Office

Excellent

Empower

Excellent

AS400

Excellent

Typing

Excellent

Lean Six Sigma

Very Good

Encompass

Good

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