Charla Heiser Email & Phone Number

Moon, Pennsylvania, United States

Pittsburgh, Pennsylvania, United States

Speaks with patients and pharmacy staff by phone and chat software to answer basic program inquiries for a Copay Assistance program. Adheres to program-approved talking points and scripting for all inbound and outbound call interactions.Works on problems of a limited scope. Follows standard operating procedures in analyzing data from which answers can be readily obtained. Building stable working relationships internally.Performs data entry tasks in multiple systems.Coordinates access to appropriate support services, including reimbursement counseling and resolution to pharmacy rejections.

Pittsburgh, Pennsylvania, United States

Resolved open funding conditions, rejections, and other issues to disburse loan transactions in a timely manner.Issued checks, wires and other payments as needed for the disbursement process.Engaged contact with closing team, lenders, etc. to resolve pending conditions to meet funding requirements.Provided quality customer service to clients, team members, and borrowers.During slower periods, assist with zero balance ledgers and miscellaneous items needed to support requests.Assist team with problem solving and quality issues as needed.Auditing of closing documents for refinanced home loans to ensure all lender documents are completed accurately.

Oakdale, Pennsylvania, United States

Personal care for motherPersonal shopper and delivery

Greater Pittsburgh Area

Pre-closing title clearance responsibilities with regard to payoffs of mortgages in originations and refinancing with PNC.

Greater Pittsburgh Area

Interacted with small and medium business customers through phone and email to resolve billing discrepancies and accept payments. Explained billing cycles, processes, and prorates effectively to ensure the customers understand their statements. Resolved delinquent account balances, statement errors, and adjustments. Handled all issues with a sense of urgency, ownership, and accountability. Acted as product consultant by articulating product features and benefits and making recommendations for new lines of business, and upgrades to higher tiers of services based on customer's needs and interests. Above average customer satisfaction ratings.

Sturgeon, Pa

Greeted customers. Made and served beverages. Opening and closing duties. Operated cash register. Kept bar area clean.

Moon Township, Pa

Verified that the utilities and taxes were paid current on foreclosed residential properties that were being conveyed to HUD. Processed payments, and documented the status of the accounts in SoftPro and LoanSphere for title clearances.

Pittsburgh, Pa

Balanced residential mortgages for funding disbursements based on the HUD-1 document. Booked and balanced transactions in RamQuest for funds received from clients/lenders and homeowners, and outgoing disbursements. Disbursed funds by checks and for payoffs on existing loans, property taxes,appraisals, deed preparation, brokers, e-recordings, notaries, attorneys, and homeowner insurance.Ensured that each disbursements file/package was properly completed and documented.Worked with scheduling, closing and post closing associates to resolve funding issues.

Greater Pittsburgh Area

Electronic processing of trade cancellations, amendments, exceptions, account swings and turnarounds of securities.Interfaced with Account Administrators for resolution of trade processing exceptions.Revised and verified trade information with trade management and trade capture web applications.Updated daily trade movement reports and spreadsheets.

Greater Pittsburgh Area

Researched/resolved daily and aged out-of-proof differences in the Cash Settlement Account.Troubleshooted inquires from Bank/Check Reconciliation departments.Interfaced with Investment Plan Services for pricing issues and fix trades related to out-of-proofs.Verified trade information with the mainframe and broker-dealer website.Prepared daily funds movement reports and spreadsheets.Processed daily EFT wires to internal/external accounts.Developed processes for the Cash Settlement Account.

Greater Pittsburgh Area