Financial Services Representative
Resume:
Shequalia Mundine
Dallas, TX *****
********@*****.***
Authorized to work in the US for any employer
Work Experience
Financial Services Representative
Genpact
June 2023 to Present
• Answer incoming calls from homeowners to activate their loan
• Assist with understanding of statements, confirm payments and make payments towards their loan
• Help with the breakdown of their plan and loan info Intake Specialist
Randstad - Carrollton, TX
June 2022 to March 2023
1. Make outbound calls regarding litigation
2. Do a questionnaire to see if client prequalify for litigation 3. Check status
4. Update info an send out retainers
Benefits Specialist
Chime Solutions(Kaiser Permanente) - Dallas, TX
November 2020 to May 2022
• answer incoming calls from members regarding status of eligibility
• provide benefit and copay info
• direct members to correct dept. to be assigned to Kaiser
• process payments to make plans effective and provide status of plan info
• assist with scheduling for covid-19 vaccine and providing latest info updates Customer Service Representative
Securus Technologies, Inc - Carrollton, TX
September 2018 to March 2020
• answer inbound calls from incarcerated individuals family members
• update account for stamps or check status on tablets or any updates for system
• assist members with app or inform why a picture or letter wasn't received
• assist incarcerated individuals family to easily transfer funds into a trust account Phone Surveyor
Nielsen - Dallas, TX
January 2016 to August 2016
• outbound calls to certain regions to persuade homeowners to take survey Tech Support Specialist
Telvista
March 2015 to August 2015
• Answer incoming calls from customers regarding equipment issues
• Troubleshoot equipment
• Dispatch technician if needed
• Transfer to diff depts., answer questions from customers
• Assist w/ equipment issues
Claims Representative
State Farm Catastrophe Center - Dallas, TX
August 2012 to June 2013
• Answer incoming calls from customers in regards to claims; home or auto; Transfer customers to different departments that can answer policy coverage
• Process new claims for customer's home or auto; verify if check was sent out for damages; Set up drive- in appointments for customers to get vehicle inspected; inform customer who is handling claim Mortgage Specialist
Bank of America (Mortgage) - Richardson, TX
October 2012 to March 2013
• Answer incoming calls from homeowners with mortgage account questions
• Take payments, research and verify if received, explain escrow amounts and basic reasons for payment Increase, Confirm which documents been received, informing the customer which documents are missing and need correction; transfer customer to the CRM, servicing accounts in bankruptcy for foreclosure postponement status or escalation issue and creating new appointments for CRM
• Resending reinstatement figures to homeowner; advising when a payoff demand was sent and confirming the fax phone #or mailing address it was sent; Insurance Verification Specialist
Health Management Systems - Irving, TX
September 2011 to August 2012
Navigate computer while on the phone; verifying eligibility for medical, dental, vision and pharmacy coverage online; Make outbound calls to different carriers to verify eligibility
• Meet quota of 16 or more policies verified every hour; Proficiency in excel, access @ word
• Understand or ability to learn benefit types and structures such as medical, dental behavioral health, prescription drugs
Education
some college
Skills
• Microsoft Word (5 years)
• multi-line (Less than 1 year)
• telephone (3 years)
• ten-key (Less than 1 year)
• Word (5 years)
• Insurance Verification
• Microsoft Excel
• Microsoft Powerpoint
• English Skills Microsoft Word, Power Point and excel, multi-line telephone systems, Facsimile machine and ten-key calculator
• Customer service
• Filing
• Legal drafting
• Administrative experience
• Organizational skills
• Communication skills
• Microsoft Office
• English
• Financial services
• Front desk
Additional Information
High School Diploma
Contact this candidate