BEVERLY R. CONNER **** Rolling Ridge Drive, Round Rock, Texas 78665
EDUCATION FINANCE PARTNERS
ADJUSTMENTS SPECIALIST APRIL 2007 – August 2008
Processed loan products for all new and prospective customers. Secured retention of existing customers by explaining the benefits of our service and resolving any account inconsistentcies. Entered customer account information, verifying eligibilty requirements for customers. Adjusted loans from all incoming financial transactions from schools, borrowers and other lenders. Sent appropriate correspondence to involved parties in order to reflect accurate records. Resolved all disbursement and adjustment issues involved on any loan account. Extensive use of Windows, Excel and Outlook applications. Wrote new policies and procedures for adjustments to account for changes in company software. Followed up on bad debts due to fraudulent loans. Received monthly award for top performer.
BRAZOS HIGHER EDUCATION SERVICE CORPORATION
ACCOUNTING/RECONCILLIATION REPRESENTATIVE MAY 2000 – MARCH 2007
Processed accounts payable and receivable. Adjusted and closed loans due to consolidations, bankruptcy, repurchase, paid-in-full, death, teacher loan forgiveness, write ups and write offs. Processed several million dollars in payments and refunds from all sources affiliated with the student loan process. Reconciled and researched outstanding account balance issues and updated confidential borrower information on the computer system. Maintained relationships with schools, guarantors, lenders and other business partners in order to reflect accurate records for all parties involved. Tracked and worked with vendor liaisons, internal specialists, and borrowers for questions and rejections. Worked loan processes from beginning to end in order to administer adjustments to borrower accounts in accordance with applicable regulations. Extensive use of Windows, Excel and Outlook applications.
TEXAS HERITAGE BANK
BANK TELLER JUNE 1998 – MAY 2000
Received checks and cash for deposit from bank customers as well as paid out funds on approved negotiable instruments. Provided quality customer service in person and on the telephone, by meeting customer's immediate needs and promoting other bank services and products. Accepted loan payments and credit card deposits, maintained customer confidentiality, and resolved numerous customer conflicts daily. Sold and balanced traveler’s checks and money orders. Balanced the branch main vault to the general ledger. Stocked and balanced the ATM machine on a daily basis as well as the branch loose coin machine and personal teller drawer. Also assisted in training other tellers and backed up the head teller in most of their functions. Proficiently used CRT and 10-key by touch daily. Earned numerous balancing and cross-selling bonuses.
UNIVERSITY OF TEXAS AT AUSTIN
Bachelor of Science degree in Elementary Education