SBA Customer Support and Portal Analyst
Resume:
Kadri Dawkins
DeSoto, TX
*****.*******@*****.***
Work Experience
Customer Service Representative
CRI-Virgina
May 2024 to Present
• Assist clients with the online set-up and access to loan accounts with the SBA.
• Review the status of loan balances and assist clients with management of their personal loan accounts.
• Analyze client loan portfolio and aid with payment maintenance and resolution of delinquent accounts.
• Provide clients with guidance to resolving notices issued by SBA.
• Provide technical assistance to clients in the setup of their MySBA portal accounts, resetting passwords and usernames on the online portal.
Support Analyst
Sparks Group-McLean, VA
October 2021 to Present
· Assist clients with the online set-up and access to loan accounts with the SBA.
· Review the status of loan balances and assist clients with management of their personal loan accounts.
· Analyze client loan portfolio and aid with payment maintenance and resolution of delinquent accounts.
· Provide clients with guidance to resolving notices issued by SBA.
· Provide technical assistance to clients in the setup of their MySBA portal accounts, resetting passwords and usernames on the online portal.
Account Service Coordinator
Aetna-Arlington, TX
September 2018 to January 2021
· Coordinate insurance services for Aetna Medicare clients
· Assisted clients with verification of insurance benefits which included medical treatment, patient services, and prescription benefits.
· Provided clients with guidance with understanding their Medicare plan benefits. HR Administrative Assistant
Texas Home Health/Q&A Health Services-DeSoto, TX
June 2017 to July 2018
· Responsible for the production and management of all documents utilized in the office
· Maintained confidential reports and information vital to the HR function.
· Answered and directed all incoming calls, greeted, and assisted visitors as needed.
· Provided assistance to office staff in resolving payroll issues.
· Coordinated the new applicant process, interviewing, background checks and completing all new hire documents.
Client Service Representative
Social Security Administration-Dallas, TX
September 2007 to November 2017
· Responsible for assisting individuals with enrollment in Medicare Part A&B plans.
· Assisted claimants in obtaining overpayment, updating wage information, and determining special payments.
· Provided detailed computations to determine eligible benefits upon retirement or becoming disabled.
· Awarded opportunities to work special detail projects at regional office as results of quality job performance in assigned local office.
Education
Bachelor of Business Administration in Business Administration Northwood University
May 2008
Skills
• Curriculum Development
• Computer Networking
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