Estate Specialist
Current- Manage, track, and audit reports for probate account types, ensuring accuracy and compliance
- Handle escalated inbound and outbound probate calls with professionalism and empathy, providing exceptional customer support
- Negotiate loss mitigation options, including settlements, to minimize financial losses and optimize recovery
- Supported and enhanced new hire training and onboarding by expanding the documentation, updating processes, and consolidating less relevant material, resulting in significant improvements in new hire performance