Walter Holmes

Henrico, VA *****

804-***-****

adxjr0@r.postjobfree.com

Education: Thomas Jefferson High School Academic Diploma -Franklin Military Academy.

Attended: RAPME Engineering Course At John Tyler Community College.

Software Knowledge & Experience:

•Excel, Microsoft Windows, Outlook, PowerPoint. Fidelity Banking Software Integrated with Lean Screen Mass Data Flow and Service Automated Routing Systems Software.

•Experience working with SAP & SALESFORCE software platforms Integrated with Inventory & service order systems for seamless flow of order management.

I have over 5yrs of working within the Financial and Order Management Sectors of businesses throughout my professional career. I'm looking forward to bringing my vast wealth of experience and knowledge to a company where I can exceed expectations and be an awesome asset. Please feel free to contact me on any relatable experience listed as I am eager to be a team player for your great organization.

Recent to Past Employers Listed with Work Experience:

TD Bank/Global Technical Talent LLC: Contract Position -Project Specialist Analyst III- 05/24/2021 through 5/19/2023- 100% Remote: To work with Paycheck Protection Program (PPP) Loan Forgiveness that was sponsored by the Small Business Administration due to the ongoing Covid19 Pandemic which was the cause to wage loss and or business expenses losses. Tasks Include working with customers to complete online access setup to log into the online portal to complete the loan forgiveness application, many tasks include troubleshooting online access from the customer’s point of access and verifying & troubleshoot online issues, also to walk customers through step-by-step setting up their passwords, security questions to access the loan forgiveness portal. Performed resets of account access when customers were locked out. Many other tasks include verifying account signers on loan records, updating and removing loan signers and if any application was incomplete and was not submitted to the SBA for decision I would reset the entire application on customer request to complete the process of applying for loan forgiveness for submission to TD & SBA for review, also uploaded new and relevant documents to the SBA customer portal also to verify certified documents submitted by the customer to be added within TD’s online profile, performed Death of Owner changes/updates within the account, verified documents submitted online by customers such as driver’s license, power of attorney records, Ownership of Businesses Entity such as non-profit or S-Corp status for proper labeling of the business that was applying for loan forgiveness. I have worked with loans that were up to a maximum of $ 10 million that were part of 1st draw and have and currently working with 2nd draw loans that are up to a maximum of $ 2 million. Overall day-to-day responsibilities were to access customer profiles to make sure upcoming deadlines are met by the customer to complete the forgiveness application. Every so often I will speak by WebEx with the customer however the main point of communication was by email to the business owner or customer about any ongoing persistent issues that needed to be resolved immediately.

Dominion Energy/Integrated Resources Inc: Position- Meter Account Analyst-Contractor Rehire-08/01/2020 Through 05/20/2021. Current responsibilities include working with (PWQ’S) Prior Work Requests, adjusting current readings as they pertain to customer accts, and communicate with different depts. such as Billing, Construction & Reginal Operational depts. to achieve the important tasks of relating the correct info to prioritize urgent task requirements. Other Important tasks also include working with (SOAR) Service Order Automated Routing System to analyze current order statuses, and following standard procedures to complete work as required. As I have only been at Dominion Energy for a short time and have made great strides in learning all important tasks & will continue to make strides in all areas of responsibility to achieve the stated goal. (Bringing Reliability of Service to all Dominion Energy Customers)

ABB Industrial Solutions /Select Source International- Position- Account Management Coordinator Analyst: 01/2020 Through 04/2020: HYBRID Position: Current responsibilities are to process & complete orders, communicate with manufacturing plants with regards to Items and parts that need to be built for Industrial equipment components also tracking lost freight & many other tasks that are associated with the complete built to specs and out the door tracking to be delivered to the customer have working knowledge of return authorizations (RGA’s) process claims, scheduled pickup of freight that were refused by the customer, issued call tags, looking up billing discrepancies on invoices, research orders that were shipped incomplete and look up Bill of Lading freight for content, making sure customers receive credit for what was returned and billed for added product to the existing Invoice. To answer & make calls regarding orders that were placed electronically or by phone. I also worked remotely for the company during the Cova19 Pandemic to make sure plant-manufactured products got to field hospitals and emergency personnel. Software used to complete tasks were SAP Software & Salesforce Logging system along with Empower tracking logistics to verify that much-needed equipment was delivered on time during the high points of the Coronavirus Pandemic within certain areas of the United States.

Atlantic Union Bank/Formally Union Bank and Trust-Position- E-Channel Business Online Banking Technical Support-04/2019 through-01/2020: HYBRID Position: Current responsibilities are to walkthrough online banking enrollment with Consumer & Business Clients by chat sessions or phone, process reset passwords, monitor accounts for any fraudulent activities, process account claims, help with enrollment into Quicken and QuickBooks for consumers who want to download statements synced with their bank accounts. Other duties include speaking with potential consumers about becoming valued members of the bank. Also, provide a walkthrough for customers to download one of three apps that are currently in use for Atlantic Union Bank depending on the level of their account access. Overall other banking tasks would include Business client callbacks, providing CD rates, and loan payoff quotes, along with any business tasks that will help the client run their business in a smooth manner. The online business banking platform is very tech-driven for online security and helping current business clients feel safer that their Information is protected is very rewarding. The vast communications come in by phone, with other avenues such as Email & Online Chat Sessions. There are many other tasks that involve using office equipment and tools that I’m well-versed In.

Dominion Energy / Spectra Force Technologies: Contractor Position- 06/2018 through 03/2019: Metering Field Scheduling Analyst- Contractor Hybrid Position: Current responsibilities include working with (PWQ’S) Prior Work Requests, adjusting current readings as they pertain to customer accts, communicate with different depts. such as Billing, Construction & Reginal Operational depts. to achieve the important tasks of relating the correct info to prioritize urgent task requirements. Other Important tasks also include working with (SOAR) Service Order Automated Routing System to analyze current order statuses, and following standard procedures to complete work as required. As I have only been at Dominion Energy for a short time and have made great strides in learning all important tasks & will continue to make strides in all areas of responsibility to achieve the stated goal. (Bringing Reliability of Service to all Dominion Energy Customers)

General Electric Lighting Company: Position Customer Service Account Analyst Management: May-2014 –JUNE -2018: Duties Include: Hybrid Position To process & complete orders for corporations such as Walmart, Lowes, Home Depot & many others for GE Lighting. Process returns authorization (RGA’s) process claims, schedule pickup of freight that was refused by issuing call tags, looking up billing discrepancies on requested invoices, research orders that were shipped incomplete and look up Bill of Lading freight, make sure customers receive credit for what was returned or billed for what was kept. To answer & make calls regarding orders that were placed electronically or by phone. Worked remotely whenever the company needed on-call reps for special tasks. Also, other special skills learned were GE’s In-home Electric lighting-controlled system solely by Bluetooth & WIFI applications. The software which is a direct-to-test to the mass market (CBYGE & the Wink lighting.) CBYGE & WINK Lighting duties include troubleshooting software applications to help the customer connect to Bluetooth or WIFI on their mobile devices, to reset lamps that were not functioning properly & to help with the enrollment process to create their CBYGE or Wink lighting account. All tasks were completed using web-based software along with phone or web chat sessions to diagnose the lighting connection Issue. Every task was recorded by using Sales force tracking system software along with SAP system Integrations.

TRUIST Banking: Foreclosure Dept. Temporary Contractor Position July-2013- May 2014: Contractor Position Title- Property Preservation Team Assoc: Duties Include--Onsite Position to place bids on properties owned by the bank to have Interior and Exterior work done such as replacing pipes, cabinets, grass cutting, painting, pretty much anything to keep the property in good shape for foreclosure sale and short sales that may be pending. Other tasks would be to make calls to homeowners who have currently vacated the property and have pending ins claims to have repair work done to the property, also to contact the Investors such as Fannie Mae, and Freddie Mac to get recommendations on properties that have gone to sale and no repair work was ever done to the property. Other tasks include making reports on current properties that bid work was completed or that are in the final completion stage by using spreadsheets created on Excel and other Microsoft software, Processing Insurance claim checks to pay vendors or Mortgagee holders.

RBS Citizens CCO Mortgage Division. Temporary Contractor Position-Onsite- Nov-2012 –June 2013 Duties Include: Answering and making outgoing calls regarding mortgage accts that may include taxes, escrow, and non-escrow accts, and to, process payment to existing mortgage accts that may go toward escrow balance, monthly payments, Insurance, and taxes, to note every acct in detail with actions taken, to research and fax documents to authorized vendors or customers. Overall, a single point of the contact person to answer general acct questions that active customers and authorized third parties may have about a particular mortgage acct.

Bank of America - Senior Sales Customer Service Representative -Onsite- May 2004-JAN 2012

Duties Include: Providing account information to customers (balance, deposits, etc.), explaining services available to customers to maximize usage of the account, providing in-depth information to account holders to help prevent negative balances on accounts, and refunding bank error-related fees to account holders. Work with lines of credit, help file monetary dispute claims, and overall maintain account information while assisting customers to balance account funds and settle financial disputes, in my current role I am working with the investment aspect such as certificate of deposits and IRA closing and opening of checking and savings accts also giving renewal quotes to customers for investment purposes. (Deepen current relationships with existing customers by opening banking products such as credit cards, checking, and savings) Main focus In Retail Banking sector.

Duties Included AOL Time Warner - Senior Customer Service Rep-Onsite - December 2000-April 2004: Resolve customer issues concerning phone/internet/mail orders, post charges and debit to customers’ accounts, quality improvement trainer for a customer service representative, process customer orders and payments, promote up-sales to customers for similar items, answer incoming phone line for customers to place orders, handle customer complaints and issues regarding accounts and charges on credit cards. (Richmond office closed). Time Life call center division.

SOFTWARE USED TO ACCOMPLISH VARIOUS TASKS: Horizon With mass dataflow& Salesforce Task Tracking System, NVAS Invoice data systems, SAP order management, Windows 365, Excel, Outlook, Fidelity Mortgage application system, (Also Known as the LPS Mortgage Application System) Merlin Applications and Lean Screen Software within the banking mortgage tools used along with Microsoft Office 10 Software. I also have the ability to work from home independently to accomplish tasks as needed.

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