Casey Mcdaniel Email & Phone Number

Greater Columbus Area

Columbus, Georgia Area

• Acquire basic familiarity with former database products clients utilized in order to better understand their unique challenges associated with conversion
• Attend client data map and conversion meetings to ensure accuracy of data upon conversion
• Coordinate and conduct initial product training and oversee the on-site conversion process
• Proactively review client operations and make recommendations based on client needs
• Cultivate, maintain and enhance the company's relationship with National Organizations utilizing OmegaFi's Compass Database product
• Coordinate and communicate systems issues, requests and enhancements when available

Columbus, Georgia Area

• Managed 100-150 client accounts
• Collected and processed member payments
• Established new accounts and coordinated interface training
• Established client billing and processed member statements
• Reviewed client billing practices and budgetary needs to make recommendations to enhance financial operations and ensure compliance with FDCPA guidelines
• Developed advanced problem solving skills

Columbus, Georgia Area

• Provided thorough and timely responses to all customer inquiries
• Demonstrated exceptional customer service in all exchanges
• Opened communication to account administrators to document and communicate member inquiries, questions, etc.
• Accurately entered credit card and e-check payments
• Processed ACH returned checks
• Entered and scanned check payments for electronic submission

Columbus, Georgia Area

• Managed all incoming phone calls on a multi-line telephone system accurately and efficiently
• Maintained an in-depth knowledge of all features of the telephone and voice mail systems
• Ensured reception desk and lobby were neat and orderly in appearance at all times
• Signed for deliveries and promptly notified recipients of all incoming mail/packages
• Assisted with the implementation of the Virtual Receptionist system.
• Reviewed and processed information in the member change queue to ensure timely updates of member contact information