An Tran Email & Phone Number

Minneapolis, MN, US

Minneapolis, Minnesota, United States

Minneapolis, Minnesota, United States

• Prepare and analyze monthly statements, evaluate AM Best Reports to identify data inconsistencies, generating final reports with over 97% accuracy rate.
• Examine, assess, and document claim operation procedures to ensure data integrity/security and process optimization.
• Assist account managers in submitting EUCT enhancement requests to ensure workbooks are up to date, in line with governing documents, and provide feedback to system developers.
• Follow-up and call Life Insurance Carriers using our VOC database to help bring insurance accounts to resolution if in a grace/lapse status.
• Use CTS application Pegasus to process invoices up to $30,000 within 3 business days of receipt.
• Work collaboratively with junior analysts and monitor closely to improve performance by meeting on a daily basis.

Minneapolis, Minnesota, United States

• Processed and reconciled payments up to $20,000,000 using the following tools: PACS, TranStar, LIAP, and SEI.
• Managed the preparation of audit requests by providing relevant documentation including servicing agreements, authorized signors list, statement of assets, and account statements.
• Researched and resolve customer issues about premium payments on a daily basis.
• Received “T.O.P” Dollars” award for truly outstanding performance and recognition in testing out 3 applications and their procedures.
• Played a key role as a tester for 5 system updates and application releases for Longevity Group.
• Trained junior analysts on specific deal nuances such as VOC calls, fundings, premiums, and maturities.

Greater Minneapolis-St. Paul Area

• Analyzed a multitude of data and activities to provide relevant and up to date information to support decision making for both external customers and internal departments.
• Processed, and reconciled payments up to $10,000,000 using PACS and SEI.
• Maintained and updated daily balances for financial services group up to $7,000,000 using Microsoft Excel.
• Monitored and reviewed financial information of up to $10,000,000 and identified any discrepancies.
• Researched and interpreted all controlling legal documents as issues arose with clients.

Winona, MN

• Accurately enter information concerning the Warrior Success Center's expenses into Microsoft Excel over a two-year period, which totaled over 2,000 entries.
• Actively manage the university's job website by posting jobs from local companies and newspapers.
• Quickly solve issues that arise when answering phone calls and in working with students one-on-one.

Fridley, MN

• Lead team of multiple employees and efficiently delegate tasks in food preparation for dining in and carry out orders.
• Provide excellent, professional, and respectful service to a diverse customer population and ensure that each customer is fully satisfied with his or her experience at Zantigo.
• Accurately take orders from numerous customers-- thousands of orders over the course of these past four years-- and ensure each customer receives correct change and receipt.

Bachelor’S Degree, Accounting And Finance, 3.5 Gpa

Activities and Societies: •Winona State University Women’s Black Katt’s Rugby Treasurer and Team Player •SILCC Student Mentor •Fridley.

Education record