Customer Service Cash Management

Nadia Macon

**** ****** **. **** **** SC *****

803-***-**** ***********@*****.***

Summary

Proactive finance professional with excellent interpersonal and problem solving skills. Driven by a passion for growth, development and client gratification. Ability to bring cash management skills to exceed the job duties required. Effective team player willing to demonstrate strong insight and proficiency in following polices and procedures. Advanced knowledge in Treasury Services.

Skills Summary

Leadership

Time Management

Customer Service Management

Communication

Organization

Account Management

Onboarding

Implementation

Professional Experience

TRUIST Charlotte NC (Jan.2008-present) Cash Management Operations Specialist; Onboarding/Maintenance Specialist; Implementation Specialist;

Loss Mitigation Specialist; Short Sale Negotiator; Mortgage Collections Specialist

Monitor distribution email box daily for rush and research requests

Fulfill daily checklists from nCino in a timely manner

Verify checklists to ensure no client impact

Work in different applications daily; digital treasury, online courier, treasury manager, onsite deposit

Generate Service Now tickets as needed for expedited requests

Communicate with internal clients/sales via email, phone or teams to assist with client needs

Accurately and efficiently implement, delete and modify Small Business and Commercial accounts

Communicate with Clients through email and phone

Schedule trainings for clients

Research accounts of any problems or issues presented

Answer/Resolve call tickets timely and accurately

Test Positive Pay files

Available to answer any questions from client support, online fulfillment teammates or any other areas

Strong ability to multitask

Evaluate property valuation information in order to support recommended resolution

Review and approve offers, pricing and strategy based on investor and company requirements

Analyze the extent of the potential loss, identify the problems and provide meaningful input into the plan for resolution

Research/prepare all documents for foreclosed accounts

Assist clients in calculating homeowner income and budget preparation

Property Preservation, paid invoices for property inspections, ensure checks are correct, disbursed to correct provider

Loss Mitigation, responsible for approximately 200 accounts

Work in teams/partners and individually

Counsel at-risk homeowners on available options to assist in managing home mortgages

Achieve goal of curing 80% of delinquent accounts each month

Ability to reason and exercise good judgment when negotiating

Prioritize workload while balancing attention toward multiple projects

Mortgage collections, inbound/outbound calls using rotating dialer

Negotiate short sales, modifications to solve customer financial problems

TARGET Spartanburg SC (Feb.2005-Dec.2010)

Cashier Supervisor; Cash Office Specialist; Guest Service Specialist; Salesfloor Teammate; Protection Specialist

Train all cashiers on how to use the registers, guest service, policies and procedures

Handle any and all guest and employee issues as presented

Maintain a presentable work station

Coach/Influence team member as needed

Provide fast, fun, and friendly service to all guests by expediting the lines, engaging in brief friendly conversations, and listening/answering all guests questions and concerns

Communicate with cashiers of promotions and sales

Authorize personal checks, returns/exchanges, voids

Trained Protection Specialist; recognized by peers as the team member who goes the extra mile

Trained in Non Crisis Intervention to help prevent theft and fraud

Count all monies for the store daily, ensure safe balances, prepare money and checks to send to bank, use cash counter, prep money for all registers and cash advance

Trained: phone operator, guest service, sales floor, cashier, cash office, cashier supervisor, food avenue, protection specialist

FORD CREDIT Greenville SC (Oct. 2007-Jan. 2008)

Collections Specialist

Collect on delinquent accounts

Set up repayment plans

Extend troubled accounts to bring current

Contact clients daily using auto dialer

Worked 150 accounts per day

Education

2006 Bachelor of Science: Business Administration USC Upstate, Spartanburg SC

2003 Associate of Arts: Business Administration Spartanburg Methodist College, Spartanburg SC

Software/Technology

Microsoft Office Suite, WebEx, SharePoint, Skype, Communicator, Cash Manager Online, Pega, Bluezone, ACH Control, Treasury Manager, Digital Treasury, Remote Deposit Capture, Online Courier, Salesforce/nCino

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