ATG Admin I at Century Insurance Group (2022-08 – Present)
- Execute precise across multiples lines of business in P&C and garage ensuring all technical specifications align with underwriting.
- Process complex policy endorsements by auditing agent requests for accuracy and completeness, ensuring high quality policy maintenance.
- Serve as the primary point of contact for agents, providing professional customer service in regards to policy status, and information requested.
ATG Admin I at Aston Carter (2022-04 – 2022-08)
Contractor for Century Insurance Group
- Assisted with ensuring quote files were set up in a timely manner.
- Indexed endorsement, policy typing files, inspections, agent correspondence in correct files to ensure tasks are completed in a timely manner.
- Provided exceptional customer service to agents in regards to correspondence with requests, while also ensuring responses are done in a timely manner.
Consumer Loan Servicing Specialist at Aston Carter (2021-10 – 2022-02)
Contractor for Huntington National Bank
- Assist Mortgage Research department with setting up accounts on automatic drafting.
- Cross referenced loan modifications ensuring all requests for accounts were set up properly.
- Ensuring all accounts are set up properly on automatic drafting with no errors.
Member Service Representative at CES Credit Union (2021-07 – 2021-10)
Formerly Coshocton Federal Credit Union
- Perform teller duty transactions with complete accuracy.
- Provide an immersive customer service experience in regards to account retention, as well as bringing in new clientele for the credit union.
- Build relationships with current members as well as future prospective members.
- Cross selling banking products to members in order to achieve the financial goals of the individual.
- Analyze financial statements, and perform reconciliations as needed.
- Respond to account discrepancies and attend to them in a timely manner.
Office Assistant at Coshocton Federal Credit Union (2020-09 – 2021-10)
- Perform teller duties, such as performing withdrawals and deposits for members.
- Take in loan applications, perform credit reports, and filled out debt ratio forms to determine loan eligibility. As well as provided members alternative actions in regards to financial choices when it comes to the loan process.
- Perform bank reconciliations ensuring the bank statement corresponded to the balance sheet.
- Answer incoming calls in regards to questions regarding memberships to the credit union, loans, and issues with members accounts.
