Andrea Carper Email & Phone Number

Share queues with team members to complete annuity applications.Review applications and inform representative’s of good order requirements. Apply incoming funds on pending certificates.Uphold state and federal guidelines on each incoming application

Assign claim numbers after reviewing certificates when someone is deceased.Sort and prepare paperwork and to be mailed.Provide recommendations to enhance efficiency

Council Bluffs, Iowa, United States

•Verified and examined all related ownership documents.•Conferred with all parties including buyer(s), seller(s), and lender(s).•Examined property titles for mortgages, deed documents and delinquent taxes.•Obtained property drawings and/or reports from county surveyors or assessors as needed.•Ensured all financial obligations were met by the seller and the buyer.•Prepared, finalized and presented legal documents for the closure of the sale.

•Attended to customer inquiries via phone, email and person. •Put together a title binder after collecting data on individuals and property.•Assisted escrow officers with daily duties while training to become one. •Prepared, organized and stored deeds and information in paper and digital form.

Omaha, Nebraska, United States

•Handled funds to pay off mortgages and make payments on loans. •Processed daily requests and maintenance for mortgage loans with team members.•Recorded daily work to improve speed, accuracy and for department stats.•Lead team meetings and a member of a group projects.

Omaha, Nebraska, United States

•Applied incoming funds to pending annuity applications. Daily department average: $15M.•Completed numerous New Business transactions while paying acute attention to detail. •Utilized various systems to complete daily tasks.•Accurately noted contracts with all outstanding requirements, action taken and any important details.•Provided effective on-the-job training to individuals or small groups of trainees.•Proactively communicated updates on trainee progress to Supervisor on a regular basis. •Maintained and exceeded goals on efficiency and productivity.•Organized and participated in department/company projects and community service.•Provided documentation updates. Volunteered to help with partnered organizations

Omaha, Nebraska, United States

•Completed good order review and processed transactions including applications, transfers and premium payments for annuities. •Cross trained to help other departments in times of need. •Shared various queue items with team members•Made outbound calls to other financial services companies and registered representatives for outstanding requirements, courtesy calls and status updates. •Goals achieved on average handling time while training to become a level II•Member of a committee organizing employee appreciation events.•Organized and participated in department/company projects and community service.•Volunteered with different organizations to give back to local communities.

Omaha, Nebraska, United States

•Assembled, verified and mailed annuity contracts while maintaining quality standards.•Indexed to contract numbers and work queues by properly identifying paperwork via paper form and digital form.•Managed and completed multiple queues, inbound mail, store records and retention to support mail services.•Processing time goals excelled while shadowing other departments to explore growth and knowledge within the company.•Participated in department and company projects, including procedural changes.•Volunteered time with the Good Guys organization through Pacific Life.

•Processed both inbound and outbound mail according to department procedures.•Utilized scanner to create image documents and complete work items. •Consulted workflow coordinator for guidance with unusual cases, prior to communicating with other departments.•Management or Workflow Coordinator is notified of production issues that may impede workflow.•Utilized resources to research atypical situations.•Rotated assignments in support of workflow needs, including accepting temporary assignments within Operations in support of other departments or contingency planning.•Ensures all deadlines are met including personal processing goals.•Verified, assembled, bind, and mail out contracts to customers. •Reviewed and analyzed Action items and applied appropriate notes on files.•Provided effective on-the-job training to individuals or small groups of trainees, as assigned, following training guidelines and meeting key deadlines and objectives.