Human Resources Financial Analyst
Resume:
Tanya C. Adams
Cedar Hill, Texas *****
*****.*******@*****.***
Qualification Profile
Dynamic results-driven financial and human resources professional with 15+ years’ experience managing high-volume business operations. Self-starter, team leader and able to deliver strong and sustainable operating, financial and service gains. Efficient, organized and detail oriented. Excellent communicator and facilitator with the ability to coordinate multiple, complex projects to consistently meet company objectives and client fulfillment. Understand the art of building construction principles. Overall, professional and a team player.
Summary of qualifications
Management, Claims & Sales
Effective negotiation Skills/Auditing
Credit & Collections/Legal Billing
Business Systems Implementations/Treasury Services Implementations
Human Resources Specialist/Effective Facilitator Training
Financial Analyst & Reporting
Team Leadership & Building Training
Loan Specialist
All General Lines Life and Health/All General Lines License Adjuster/Property & Casualty License
Professional experience
Boss Lady Tax Services LLC
February 2015 – Present (48-60 Hours worked per week)
Insurance Broker and Tax Consultant,
Communicates with policyholders, witnesses, and claimants in order to gather information regarding claims, refers task to appropriate departments and advise to proper course of action.
Performed all scopes of tax returns personal, business and K-1 partnerships.
Explains coverage of loss, assists policyholders with itemization of damages to policy holders.
Assist clients in financial planning, provide client with advice on income tax returns state and federal.
General All Lines Adjuster License (Fire, commercial, auto, residential) Licensed in the following states: TX, DE, OK, CT, SC, VT, NH, GA, WY
Property and Casualty License in the state of Texas.
Small Business Administration
October 2017 – March 2018 (48-60 Hours worked per week)
Loan Specialist GS9
Making recommendations or decisions to approve or decline residential loans
Investigating and evaluating credit histories to determine credit worthiness of individuals
Using a variety of financial data including financial statements and federal tax returns to analyze repayment ability for individuals’ loan applications.
Processing loan applications on web-based computer systems; and
Analyzing real estate collateral to secure loans.
State Farm Insurance
February -2017 – October 2017 (40 Hours worked per week)
Adjuster, Auto Express Claims
Communicates with policyholders, witnesses, and claimants in order to gather information regarding claims, refers task to appropriate departments and advise to proper course of action.
Identifies potential suspicious claims and refer to SIU and identifies opportunities for subrogation.
Explains coverage of loss, assists policyholders with itemization of damages to policy holders.
Work with and coordinate a number of vender services such as contractors, emergency repair, cleaning and replacement services.
General All Lines Adjuster License (Fire, commercial, auto, residential) Licensed in the following states: TX, DE, OK, CT, SC, VT, NH, GA, WY
Independent Insurance Agent
March -2013 – February 2017 (40-60 Hours worked per week)
Sales, Independent Insurance Agent
Sell various types of insurance policies to businesses and individuals on behalf of insurance companies
Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
Confer with clients to obtain and provide information when claims are made on a policy.
Develop marketing strategies to compete with other individuals or companies who sell insurance.
Bank of America, Global Commercial Corporate and Investment Bank Technology and Operations
March -2010 – March 2013 (Worked 40-50 Hours per week)
Officer, Client Fulfillment Consultant Treasury Service
Relationship lead and liaison for healthcare, educational institution, state/local government, and business banking entities seeking Treasury product solutions
Investigating and evaluating credit histories to determine credit worthiness of businesses.
Effectively leverages and integrates key cross-functional business partner engagements to ensure superior client satisfaction and implementation results
Key owner of fulfillment, modification, implementation, or cross-selling of services for both new and existing commercial clients alike
Peer coach and creative solution-provider in solving for unique client needs; Able to balance the corporation’s and the client’s requirements with ease
Champion of the Bank of America brand by demonstrating professionalism and exemplifying its Core Values at every engagement point; resulting in numerous awards and accolades both internally and externally
Michael J. Todd, Attorney at Law
July 2009 – March 2017 (Worked 40 Hours per week)
Finance Manager, Legal Billing and Collections, Human Resources
Responsible for maintaining and distributing the monthly A/R updates.
Making recommendations or decisions to approve clients for payment schedules
Maintained detailed documentation of account specifics and pertinent communications
Conduct collection calls daily also set up and maintain customer profiles.
Performed research, reconciliation, auditing and data analysis efforts to ensure accounting accuracy
Enter daily cash receipts into the system and process monthly statements.
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The Taben Group
February 2009- July 2009 (40-50 Hours per week)
Mortgage Loan Officer/Closer, Human Resource Assistant
Responsible for organizing retail mortgage loans
Acquisition of supporting documentation. Clearing loan conditions
Worked with FHA, VA, non-conforming and conventional loans
Analyzing real estate collateral to secure loans.
Processing loan applications on web-based computer systems.
Ability to prioritize multiple competing task. Experience gathering supporting loan documentation. Ensured all policies and procedures are followed and all compliance regulations are met
VP Marketing
February 2008-February 2009 (50-60 Hours per week)
Managing Sales Trainer-Human Resources
Assess target audience’s learning needs. Identify performance gaps and develop plans
for learning solution, post-training support, and business outcome evaluation.
Manage the review and revision cycles of assigned training documentation. Report on
task and deliverable completions. Conducted QA testing of produced content.
Adhere to development and delivery standards; ensure consistency with establishing
Curriculum design strategies. Client Fulfillment and Auditing management/reps.
Responsible for recruiting, interviewing, orientation and benefit administration.
Healthcare of America
April 2006-February 2008 (40-50 Hours per week)
Quality Control Analyst & Collections and Implementations
Responsible for claims processing and adjudication
Audit and analyzed accounts in government logging with Medicare and Medicaid
Responsible for providing detailed documentation on areas of delinquency within each
transaction and prepare to elaborate on errors recorded if necessary
Responsible for researching and retrieving information from companies and other
departments for billing and submitting invoices
Flamer Transcriptions
April 2000-March 2006 (40-50 Hours per week)
Credit and Collections Manager/Trainer Human Resources
Analyzed customer data and implemented strategies. Performing spot check audits.
Account Reconciliation – Complete A/R Reconciliation for the Western Region servicing over 300 accounts with complex issues regarding pricing and contractual effective dates by way of communicating through internal and external customers.
Responsible for preparing bank statements and daily deposits, resolved delinquency and lower DSO
Responsible for leading the associates in the finance department to insure bad debt projections are accurate.
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