Deborah Bourque Email & Phone Number

Newton, Ma

- Providing superior client service by uncovering the customer's unspoken need and providing resolution for their consideration- Communicating effectively with clients to ensure timely responses to research inquiries, while maintaining a high level of risk avoidance in accordance with policy- Review operational work of colleagues to ensure cash and check are processed and posted appropriately

Boston, Ma

- Responsible for researching the whereabouts of beneficiaries, and contacting the interested party to resolve outstanding claims before sending funds to individual states for Abandoned Property filing - Created training manual and provided thorough training for new associates- Collaborated with Project Team to identify efficient work processes and flow

Boston, Ma

- Effectively responded to incoming calls and written inquiries from beneficiaries and attorneys - Worked in conjunction with management and compliance to ensure that business and legal requirements were met- Assisted in the completion of several projects with project Managers in addition to daily responsibilities

Boston, Ma

- Contacted beneficiaries to resolve claims not in good order - Thoroughly reviewed and processed claim documents and forms- Communicated with compliance to resolve rival claims and unclear beneficiary designations

Boston, Ma

- Responded to account inquiries - Processed fund and address changes- Worked in conjunction with other departments for client resolution