Carrie Nelson

Carrie Nelson Email and Phone Number

Contract Specialist at Wesley Financial Group, LLC @ Wesley Financial Group, LLC
franklin, tennessee, united states
Carrie Nelson's Location
Nashville Metropolitan Area, United States
Carrie Nelson's Contact Details

Carrie Nelson personal email

About Carrie Nelson

I have enjoyed many different positions throughout my career in Customer Service. My personal and professional experiences have taught me the following about myself. - I'm a self-starter, disciplined and highly motivated, I put the customer at the center of all that I do. - I am an excellent team worker and am able to take instructions from all levels and build good working relationships with colleagues. - I am enthusiastic, self-motivated, reliable, responsible and a hard working person. I enjoy learning every day and hearing new perspective. - Having empathy and sensitive to needs, having the foundation of treating others with acceptance and compassion. - Being confident, focused, and resourceful professional with a solid commitment to success is what I strive for everyday...

Carrie Nelson's Current Company Details
Wesley Financial Group, LLC

Wesley Financial Group, Llc

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Contract Specialist at Wesley Financial Group, LLC
franklin, tennessee, united states
Employees:
156
Carrie Nelson Work Experience Details
  • Wesley Financial Group, Llc
    Contract Specialist
    Wesley Financial Group, Llc Apr 2019 - Present
    Franklin, Tennessee, United States
    Assist timeshare owners with a seamless transition into becoming clients. Work well under pressure, detail oriented and have excellent time management. Fast-paced, requiring multitasking. Responsibilities include calling and following up with prospective clients, sending agreements through Docusign, signature assistance, taking payment, scheduling calls, and answering questions about the contracts. Effectively communicating with all internal parties relating to working files in a timely manner.Proofreading client information and agreed on terms before issuing Enrollment AgreementsAssisting clients in signing our contracts through the electronic Docusign process.Assisting with initial payments and invoice-related inquiries using Repay and NetsuiteScrubbing each file’s activity/chatter for pertinent information regarding agreement terms or client communication preferencesReturning all client calls, texts, and emails promptlyContinuously monitoring reports and request queuesAssisting with the Contract Department queue lineSending Contracts to clientsIssuing Third-Party Authorization Forms and ACH FormsSuccessfully managing assigned files in productionAddressing and overcoming any client objectionsPerforms other related duties as required
  • Vanderbilt University Medical Center
    Data Management Specialist
    Vanderbilt University Medical Center Feb 2017 - Apr 2019
    Greater Nashville Area, Tn
    Manage maintenance of data records, data analyses and report generation to meet the requirements of the research, patient care as outlined in the grant, template, policy or other parameters. Independently coordinate and assist in the collection, processing and submission of data on patients. Accurately collect complete data in accordance with the requirements of the research.
  • Vanderbilt University Medical Center
    Patient Service Representative
    Vanderbilt University Medical Center Mar 2014 - Apr 2019
    Greater Nashville Area, Tn
    Provides customer service, including telephone etiquette, cash management, schedules appointments, processes insurance updates and conducts patient check in/out. Incoming Patient & Referring MD Appointment Requests are scheduled according to clinic standards
  • Bb&T
    Rb/Teller
    Bb&T Nov 2009 - Oct 2013
    Nashville, Tn
    Serve as primary contact for new account openings and cross sale of other products and services to clients and prospects. Proactively initiate, develop and manage long term, profitable relationships. Identify financial needs and strengthen relationships. Support sales team by acting upon or referring identified client needs to other lines of business, participating in sales efforts such as team call nights, sales meetings, and debriefs, and participating in service efforts such as service meetings, regulations, and internal control procedures. Serve as contact for client problem resolution and perform maintenance. Perform transactions such as deposits and loan payments, verifying cash and endorsements, and cashing.
  • Smyrna Dental Office
    Office Assistant
    Smyrna Dental Office Mar 2007 - Jul 2009
    Smyrna, Tn
    Provided the highest level of care to patients in a friendly, professional atmosphere. Oversaw daily schedule and charts, monitored patient flow, hygiene recall, insurance verification, treatment plan and follow-up, scheduled, confirmed appointments, and facilitated communications with referring offices.
  • Rutherford County Schools
    Educational Assistant
    Rutherford County Schools Aug 2001 - May 2002
    Helped students with lessons and monitored progress. Tera Nova State Tests and community fundraising activities. Coordinate fundraisers. Performed other duties as assigned by principal.
  • The Pampered Chef
    Sales Consultant
    The Pampered Chef Oct 1999 - Nov 2000
    Smyrna, Tn
    Engage in direct sales via in-home parties as well as additional catalog and online sales, organize and maintain files and records, engage in customer care, manage time in order to fulfill.
  • Walmart
    Sales/Event Coordinator
    Walmart May 1998 - Jan 2000
    Nashville/Smyrna, Tn
    Responsible for all in-store events including music artist autograph signings. Wrote and distributed all event-related press releases. Developed monthly events newsletter. Initiated and implemented community fundraising programs and special events. Negotiated pricing on venues and menus. Planned and managed budget
  • Dobson & Johnson Real Estate
    Executive Assistant
    Dobson & Johnson Real Estate Oct 1990 - Sep 1992
    Nashville, Tn
    Implemented and managed internal advertising strategy for 30+ agents. Produced artwork and newsletters. Maintained real estate records and legal documents. Composed and typed legal documents, leases, and reports.
  • Willis
    Assistant To Ceo
    Willis Feb 1990 - Sep 1992
    Houston Tx
    computerized customer database. Opened and staffed office including the hiring of administrative support team, Responsible for meeting, event and travel coordination, correspondence, and check requests for payment. Created a assigning clerical/secretarial support, and new employee training. Worked independently to determine methods and procedures for new assignments

Carrie Nelson Skills

Customer Service Microsoft Excel Process Improvement Retirement Planning Credit Microsoft Office Sales Event Planning Marketing Communications Marketing Event Planning Hospitality Industry Administrative Assistants Office Administration Risk Management Invoicing Banking Microsoft Word Software Documentation

Carrie Nelson Education Details

  • Robert E. Lee High School
    Robert E. Lee High School

Frequently Asked Questions about Carrie Nelson

What company does Carrie Nelson work for?

Carrie Nelson works for Wesley Financial Group, Llc

What is Carrie Nelson's role at the current company?

Carrie Nelson's current role is Contract Specialist at Wesley Financial Group, LLC.

What is Carrie Nelson's email address?

Carrie Nelson's email address is ti****@****ail.com

What schools did Carrie Nelson attend?

Carrie Nelson attended Robert E. Lee High School.

What skills is Carrie Nelson known for?

Carrie Nelson has skills like Customer Service, Microsoft Excel, Process Improvement, Retirement Planning, Credit, Microsoft Office, Sales, Event Planning, Marketing Communications, Marketing Event Planning, Hospitality Industry, Administrative Assistants.

Who are Carrie Nelson's colleagues?

Carrie Nelson's colleagues are Miss Kat, Daniel Harris, Gary Manes, Alyssa Alaniz, Lauren Gray, Devin Bogus, Travis Dedmon.

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