Hazel Schaefer Email & Phone Number

O'Fallon, Il

Assist the branch manager in all aspects of client contact. This will include handling telephone inquiries as well as greeting and directing customers.Generating loan applications by phone or counter solicitation as well as promote credit insurance products and ancillary product.Make decisions based on information available, experience and judgment. Seeks to provide the best possible outcome for each situation and accepts full accountability for each decision made. Has the ability to plan time accordingly to accomplish a task timely, focusing on the most critical items first to ensure expectations are met.Sufficient in collections by contacting customers by phone to maintain delinquency. Uses fact finding techniques to capture key information that locates customer.Processes paperwork including but not limited to garnishment paperwork, paying close attention to detail to ensure all information is completed correctly and deadlines are met in regards to correspondence due dates.Maintain branch records to ensure proper loan closing documents are properly signed according to state and company regulations. In addition, process insurance claims for unemployment, property, disability to insure speedy processing. Operate and maintain cash drawer in a daily. Post mail, and counter payments and prepare daily bank deposits.

• Assisted with Estate Planning. Utilized HotDocs to prepare Wills, Power of Attorneys and Living Trust. Witnessed the Estate Plan Deliveries and processed the funding documents from the start until it is submitted to the corresponding business. • Customer Service representative for over fifteen companies. Handle policy changes in such as the Required Minimum Distributions, address changes, funding withdrawal, beneficiary changes, process death claims and updating the Power of Attorneys. • Follow up on a day to day bases for Life and Annuity policies. I stay connected with multiply companies to stay on top of the policies and to provide missing requirements in order to have the policies issued. • Covered the receptionist duties for two months. Served visitors by greeting and welcoming in person and on the telephone. Maintained entry log, package deliveries and call logs. Maintained a clean reception area and waiting room. Maintained telecommunication for house phone and console operation. • I also responsible for outgoing/incoming mail. Logging FedEx overnight packages and to ensure that the mail is picked up daily and that it has been delivered accordingly. • I’ve assisted with the company seminars with the preparation of the facilities, gathering the folders and to make sure that all paperwork is accounted for. The main goal of the seminars is to attract future clients with a presentation and a dinner at local restaurants. I had set up appointments for individuals to meet up with our financial agents/ trust coordinators.

Memphis, Tn

Traveled on multiply occasions from Illinois to Tennessee to train four individuals with the knowledge of a Move Coordinator. Planned a daily routine with a schedule of day to day office functions. Taught shipment order registrations, steps of claim processing, reviewing of paperwork, the functions of both military and national accounts.

Coordinated residential and commercial moves that involve a variety of stakeholders. Managed jobs that involve upper-level administrators at institutions of higher education, the military and private companies. Organized self-paid moves for Interstate, Intrastate, International, Local moves and National Accounts. Planned Military/ General Services Administration relocation for inbound, outbound, and storage. Aided with local dispatching and setting up cash labor jobs within the United States. Maintained positive customer relations before, during, and after relocation. Assembled shipper claims when property was damaged. Proficient in Microsoft Office, Microsoft Excel, Solomon (Microsoft Dynamics SL- functionality includes finance, project accounting, manufacturing, field services, supply chain management, analytics, and electronic commerce), Goldmine (manages client and prospect contact details as well as interactions with these contacts, such as calls made to and by the contact, emails sent and received and sales forecasts), CAMIS (Scheduling functions for all shipments ) QLAB (Oracle's Siebel Partner Portal - broad range of data, marketing materials, and selling tools facilitates the collaborative sales process), LMP (Lead Management Program- set of methodologies, systems, and practices designed to generate new potential business clientele, generally operated through a variety of marketing campaigns or programs), STS (Statement Data Export- registration and rating) and HomeTouch software programs. Set up 3rd Party services with Custom Movers Services throughout the United States.

Scott Air Force Base, Il

Established office procedures and interpreted entitlements in accordance with JFTR/JTR, as well as specific service regulations. Trained personal property coworkers to become familiar with personal property systems including DP3 (Defense Personal Property System), PPCIG (Personal Property Consignment Guide) and locally generated products.Ensured members are briefed on Personal Procured Moves and Storage and Postal reimbursements.Performed validation/certification excess cost calculations.Performed all facets of Personal Property Traffic Management that included Postal Reimbursements, Do-It-Yourself Moves, booking, inbound storage, and documentation.Conducted annual FTAC (First Term Airman Center) briefings for new military members.Acted as the liaison between the Department of Defense, the military member, and the commercial carrier industry.