Chelsea Davis Email & Phone Number

Indianapolis, In, Us

Indianapolis, Indiana, United States

Indianapolis, Indiana, United States

• Receive inbound calls from RCI members to assist with booking all aspects of travel.• Required to meet monthly department goals in terms of sales and AHT• Speak to many clients daily, while multitasking email and multiple systems• Remote, work from home position

Richmond, Virginia, United States

• Self-employed, contract, Work from Home position• Video chat with TurboTax clients to assist with simple product questions.• Navigate clients through entering and submitting forms via SmartLook• Assist with locating prior year returns and amendments.

Richmond, Virginia, United States

• Self-employed• Licensed in eighteen states.• Sell a variety of life & health insurance products.• Assisted with enrolling and updating Medicare, Medicare Advantage Plans, and Medicare Supplements.• Assist policyholders with claims, and any other questions they may have.• Qualfon was the most recent employer with an assignment to Humana for 2020 Annual Medicare Insurance Season

• Process monthly & yearly escrow payments – taxes, insurance, and flood.• Prepare escrow analysis.• Research and process loan exceptions for sub-serviced loans.• Board, service and payoff real estate secured loans.• Knowledge of Horizon and Encompass for processing and servicing needs• Assist mortgage lenders & customers when needed.• Partner with loan officers and processors in managing collateral; including perfection of, the release of, and substitution of collateral.• Execute the timely release of paid promissory notes to customers and research any necessary discrepancies. • Assist with maintenance requests regarding late fees, interest charges, 1098’s, billing statements, adjustable rates, and automatic transfer loan payments.• Assisted in reviewing, updating, and implementing new and more efficient procedures.• Assisted with testing before, during, and after the process of acquiring new banks.

• Analyze loan billing and transaction history to determine the posting requirements for regular payments and exceptions.• Research and correctly post daily un-posted transactions for the mortgage and commercial loan systems.• Set-up, delete, and maintenance Automatic Transfer for loan payments on applicable systems.• Key payment reversals for Non-Sufficient Funds (NSF) upon receipt.• Verify account available balance and Key construction/Line of Credit draw requests.• Key all loan fee transactions.• Verify billing notices have generated and are mailed to clients according to regulatory guidelines.• Verify adjustable notices have generated and are mailed to clients according to regulatory guidelines.• Perform general ledger and check balancing through ImageCentre for the department.• Prepare and key test scripts relating to standard transaction testing for acquired banks and Horizon IRB/Releases.• Responsible for resolving miscellaneous inquiries from clients and bank personnel.ADMINISTRATIVE SKILLS• Assisting in creating, evaluating, and updating procedures

• Negotiate payment plans to resolve delinquencies with cardholders. • Evaluate accounts and recommend appropriate payment actions based on customer needs and financial situations.• Help clients avoid credit damage and/or bankruptcy. • Use a computerized system for tracking, information gathering, and/or troubleshooting.• Consistently delivered against monthly financial and departmental goals.ADMINISTRATIVE SKILLS• Responsible for scheduling meetings, creating agendas, emailing invitations, and taking notes for all team and department meetings.• Responsible for communicating daily and weekly reports to my team to show agents where they stand concerning department goals.COMPUTER SKILLS• Documented team statistics monthly in an Excel spreadsheet for the purpose of tracking individual progress.• Evaluated and shared best practices for an Excel tracking tool designed to assist collections agents determine their incentive payout based on dollars collected.• Created an Excel job aid that included frequently used phone numbers, policies & procedures, scripting, and other quick-reference material for easy access.• Received commendation for designing and implementing a team website through Citibank’s internal intranet. The site serves as the main access point to access applications, documents, reports, and notes used daily.LEADERSHIP/MANAGEMENT SKILLS• Served as subject matter expert for new hire classes by helping in navigating systems, learning policies and procedures, and speaking with clients during their first few weeks on the production floor.• Facilitated training to assist agents’ success by demonstrating and explaining the importance of utilizing the tracking tool.• Effectively supported and improved my team’s success by offering one-on-one coaching support and helpful tips.

Florence, Kentucky, United States

•On loan from Collections Specialist for business needsReview applications generated by inbound phone calls and or process queue work.•Review and process applications to obtain missing information in order to complete the application.•Analyze credit bureaus, calculate financial ratios according to guidelines and make credit decisions.•Resolve moderately complex situations directly with Citi Clients to ensure both Client and business requirements are met.•Created an excel job aid that included frequently used phone numbers, policies, step-by-step procedures, and other frequently used quick-reference material.