A Financial Foundations Specialist performs financial forecasting, reporting, and operational tracking. Essential roles and responsibilities are listed on the Financial Foundations Specialist Resume as – analyzing financial data, creating financial models for decision support, reporting on financial performance and preparing for leadership reviews, analyzing past results, identifying trends, and making recommendations for improvements, evaluating financial performance by comparing and analyzing actual results; providing analysis of trends and forecasts; and recommending actions for optimization.
Basic qualifications for the job include – proficiency with MS Excel, familiarity with data query, data management tools, and strong financial analysis foundation; strong fluency with Excel formulas and functions; and strong analytical and data gathering skills. It is essential to hold at least a degree in Finance, Economics of Accounting while hiring for this role.
Summary : Experienced Financial Foundations Specialist with 10+ years of experience in high volume call centers looking to leverage extensive education into position with dynamic healthcare organization. Extremely organized and detail oriented with excellent organizational as well as customer service skills. A dedicated team player who enjoys learning new processes as best illustrated by the acquisition of a Master's in Healthcare Administration within 3 years of transitioning to working within a healthcare related field.
Skills : Word, Powerpoint, PC and Mac, SAP, Workbrain, eWorkforce, Echopass, ININ, Custom View Director, IEX, CMS Avaya, NICE, Onyx, Echopass, Outlook.
Description :
Driven Insurance Agent with licensed background in property and casualty personal insurance contract knowledge.
Third level system control with billing issues, explaining and resolving customers billing complaints and plans.
Assigned tasks to associates, staffed projects, tracked progress and updated management as necessary.
Created solutions in the areas of inventory, sales reporting, distribution and product upgrades that led to system improvements and streamlined processes.
Managed a team of two direct reports responsible for on-going product optimization and account management.
Worked with cross functional resources to implement direct marketing programs.
Managed projects and served as primary liaison between client and multiple internal groups to ensure clarity of goals and quality and adherence to deadlines.
Experience
7-10 Years
Level
Management
Education
Bachelor Of Arts
Financial Foundations Specialist Resume
Objective : Highly skilled Financial Foundations Specialist with exceptional ratings from customer satisfaction surveys and quality assurance observations. Meticulous attention to detail while multitasking and maintaining a high level of professionalism in high-stress situations.
Skills : Customer Service Representative, Supervising Skills.
Description :
Exercised sound judgment in issuing credits and making exceptions to customer policies to maintain high levels of customer satisfaction.
Managed existing Insurance policies with members to full satisfaction.
Issued new Insurance policies as a licensed insurance agent.
Built trust & rapport with our members negotiating insurance needs vs prices.
Finding the best price for each member's needs.
Educated new policy holders of our mission and our dedication to our members and their families.
Maintained current members & their policies up selling & engaging with them in a friendly manner about possible savings, promotions, new changes, etc.
Experience
2-5 Years
Level
Junior
Education
Bachelor Of Arts
Financial Foundations Specialist Resume
Objective : Interested in obtaining a position that provides long-term opportunity and upward mobility to advance within the company as well as to honor and serve all branches of our Military men and women and their families.
Skills : MS Office, Planning Skills.
Description :
Serviced and managed critical customer needs and issues too include billing.
Researched changes in premium and educated our members in layman's terms.
Provided operational support during high-volume customer service calls.
Complied with federal, state and company policies, procedures and regulations.
Licensed in 22 stayed for property and casualty products.
Helped people understand the insurance that they carry on their auto and property.
Insured that consumers understood their contracts and provided real life examples to make sure that there was no gaps in coverage.
Experience
2-5 Years
Level
Executive
Education
Associates In Criminal Justice
Financial Foundations Specialist Resume
Objective : Financial Foundations Specialist is responsible for managing the financial foundation of each project.
Maintained knowledge of banking regulations and guidelines associated with USAA banking products.
Responded to general servicing and complex customer inquiries about account through all channels.
Acted on referral triggers and provide additional products offering based on member's needs.
Preformed basic/complex originations on all new products.
Made decisions on most complex policy exceptions and monetary adjustments.
Served as technical expert regarding product and procedures knowledge in one or more products areas.
Assisted staff with all work procedures to maximize effectiveness, efficiency and consistency.
Experience
2-5 Years
Level
Executive
Education
GED
Financial Foundations Specialist Resume
Headline : To use my leadership skills and resourceful insight to provide and impact the lives of the people I serve, both independently and in a team setting.
Skills : Microsoft, PC, Fax, Scanners.
Description :
Provided customer service and facilitated product acquisition through various channels (e.g. phone, e-mail, and fax) in a fast paced call center environment.
Experienced in gathering information based on customers to provide auto and property product sales and solutions.
Demonstrated advanced skills and knowledge of USAA products and benefits.
Identified member events to provide solutions and closed on product sales that met the member's needs.
Provided quotes, determined eligibility, and binded coverage after collecting all related underwriting data and information.
Performed outbound calls and follow-up work as required to close the sale.
Motivated to provide an excellent call experience for all members and took charge to resolve concerns within first call.
Experience
5-7 Years
Level
Junior
Education
High School Diploma
Financial Foundations Specialist Resume
Headline : Objective to present to you a candidate that has both the necessary skill sets and extreme exuberance to be part of your growing team. I have nearly twenty years of experience working in a customer service environment, including handling a large volume of customer phone calls, managing teams of 15+ representatives, providing critical skill-building feedback, and communicating key metrics to clients and corporate executives.
Skills : Microsoft Word, Multitasking.
Description :
Demonstrated proficiency in applying intermediate referral skills and relationship building with members by understanding life events and learning multi-company product placement opportunities.
Provided frontline underwriting and decision making with regard to new policies, renewal policies and endorsements.
Provided early member retention as required.
Troubleshoot a wide range of member issues pertaining to billing, rates, underwriting and policy issuance.
Provided demonstrated knowledge and proficiency to other team members through instructional discussions during meetings, by email and through various chat options.
Assisted team manager with developing SWOT reporting for team results in Employee Survey, including understanding various nuances of employee behavior and psychology.
Ability to de-escalate a phone call with problem solving skills.
Experience
5-7 Years
Level
Junior
Education
Bachelor's
Financial Foundations Specialist Resume
Summary : To establish a long-term career in a company where I may utilize my Financial Foundations Specialist professional skills and knowledge to be an effective Associate Program Manager and inspiration to those around me.
USAA provided extensive customer service training to deliver best in class customer service.
Reviewed credit profile to determine other products that may be more beneficial to our members.
Worked closely with a team to facilitate employee engagement surveying our unit, to address results and maximize our survey performance for the following year .Chosen to facilitate Military Affairs, designed to gain more knowledge of our military members and help them with all life events.
Currently under reviewed for new innovating idea to improve corporate process procedures.
Handled all charged off and delinquent accounts and assist members to bring to a $0 balance.
Contacted for all disputes and discrepancies for members.
Effectively handled member's accounts, private information, and insurance policies.
Experience
7-10 Years
Level
Management
Education
Bachelor Of Arts In Mass Communication
Financial Foundations Specialist Resume
Headline : Results-driven professional with primary expertise in management and high-volume inbound sales and service. Easily establish rapport with clients as well as colleagues to create strong business relationships. Skilled in time management practices with a proven track record of meeting and exceeding all metric goals.
Skills : Microsoft Excel, Planning Skills.
Description :
Licensed Insurance Agent in 14 states for Home, Auto, Renters, and Valuable Personnel Property.
Skilled in consumer loans for Auto, RV's, Boats, Recreational Vehicles, and CD's.
Acquired and demonstrated proficiency in applying knowledge of products, services, and processes.
Applied refferal skills and relationship building with members by understanding life events and learning the multi company product oppurtunites Sought guidance from team members to resolve issues and to identify appropriate issues for escalation.
Provided both verbal counseling and customer support with a positive attitude and superb interpersonal skills.
Identified member events and provide solutions that meet the member's needs and facilitate the member's financial security by demonstrating expert skills and knowledge of USAA products and benefits.
Empathized with members and provide offers and solutions to influence members in acquiring additional USAA products with relationship sales techniques.
Experience
5-7 Years
Level
Executive
Education
BS In Business Management
Financial Foundations Specialist Resume
Headline : To pursue an occupation that offers challenging tasks, to which I may apply the knowledge acquired with education and work experience.
Skills : Customer Service Representative, Developing Skills.
Description :
Facilitated our members financial security through a wide array of products and services.
Awarded the E3 award for outstanding customer service.
Received 32 member compliments.
Used Listening, empathy, ability to multitask.
Engaged directly with customers at the CIO/CTO and Mission Director levels and support executive briefings.
Developed digital transformation roadmaps and close opportunities with governments of our priority Country markets.
Driven and effectively managed multiple extremely strategic and complex projects with executive visibility and many critical dependencies across a variety of engineering and field teams.
Experience
5-7 Years
Level
Executive
Education
BA
Financial Foundations Specialist Resume
Summary : Accept an offer with a thriving, highly regarded, and trustworthy firm and demonstrate my ability to be molded into a successful leader within the firm.
Skills : Microsoft Office, Leadership.
Description :
Called center environment, delivered exceptional customer service to approximately 400 calls per month with 100% survey ratings from members.
Assisted member with issuing and servicing homeowner, renter, auto and valuable personal property policies in more than 23 states.
Consistently met and exceeded sales goals.
Skilled at deescalating manager callbacks, and explaining contracts and coverage to members.
Confidentially managed members payment accounts while following privacy and confidentiality standards.
Led healthy points, EWL and ICE as point of contact for my team.
Exhibited strong multitasking, analytical, and research skills in order to meet customer and company needs.
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