Casey Mcdaniel Email & Phone Number

Columbus, Oh, Us

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• Read, interpret and analyze data, develop strategies and solutions and make recommendations to clients and co-workers • Assist and support organization-specific protocols/programs• Develop and implement ongoing training and support • Open and monitor system related tickets• Develop business requirement documents for interface enhancements upon request• Promptly test and troubleshoot reported bugs, errors and data issues upon client notification• Participate in internal product testing during client QA period, initial conversion and upon release of product enhancements• Conduct regular meetings with Account Managers

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• Assisted in new employee training• Reviewed factors significant to a client’s overall financial stability and health• Made client recommendations to help increase income and decrease expenses• Proactively reviewed client operations and suggested additional services based on client needs• Provided support to other Account Managers when needed• Assisted with testing and other internal enhancement projects and development

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• Reviewed client-entered transactions to ensure accuracy• Assisted with filing of office paperwork• Performed critical duties of the Member Services Specialist as necessary, to include credit card processing, balancing and submission of the daily deposit, submission of e-check file, and returned check processing• Processed address, phone and email updates• Managed internal statement printing• Researched and accessed check images as needed• Completed calls to ensure statement quality• Completed calls to ensure term review reports were received by all recipients

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• Assisted Member Relations Representatives with administrative duties as necessary