Lisa Christensen Email & Phone Number

Steamboat Springs, Co

•Develop and maintain ongoing relationships with clients•Manage an established book of accounts•Maintain relationships with multiple insurance carriers to obtain quotes, binders, and endorsements •Order and issue binders, certificates, policies, and endorsements; verifies their accuracy; forwards them to client with appropriate correspondence

Steamboat Springs, Co

•Manage patient appointments at a fast-paced, multiple therapist clinic•Maintain the reception desk by greeting and checking-in patients, answering phones, and responding to questions and requests•Verify patient benefits and eligibility with insurance agencies and obtain pre-authorization for care if necessary•Liaison between patients and insurance companies to resolve disputes and denials•Process patient payments and prepare bank deposits•Assist physical therapists with therapeutic activities and administer therapy modalities

• Provided support for trailing activities relative to the sale of GE Capital’s businesses, including the closure of bank accounts, record retention requirements, and the shut-down of source systems• Prepared weekly settlements with buyers to ensure funds were being allocated properly• Monitored incoming bank accounts daily for incoming wire payments and returned payments; processed transactions into source system • Researched historical payments for customers and buyers, provided proof of payment documentation• Reconciled bank accounts monthly to ensure they were balanced and corrected accounting errors as needed• Approved refunds for payments leaving GE by reviewing refund details and certifying payment met requirements before authorizing release of the funds

Cedar Rapids, Iowa Area

• Utilized Actimize software to investigate transactions for Equipment Finance and GE Capital Bank using internal source systems, external sources, and reviewing account activity for suspicious patterns and behaviors• Escalated any suspicious transactions through an internal workflow form for further review by the Financial Intelligence Unit• Led monthly Quality Assurance reviews on team analysts to ensure work is being completed accurately and provided coaching as needed• Provided recommendations to management and IT on potential modifications to rules used in Actimize to ensure more valuable alerts being created, increasing the likeliness of detecting suspicious activity; worked directly with IT to implement the modifications and perform testing on the changes

Cedar Rapids, Iowa Area

• Managed source-of-funds (SOF) review process to ensure alignment to KYC, OFAC, AML, and banking regulations; ensured no process gaps by monitoring reports and systems for errors• Created and maintained SOF standard operating procedures• Gathered and organized data for SOF process for monthly key stakeholder review • Provided SOF training to help create a culture of compliance • Processed physical checks received into the bank via the internet and reconciled processed checks to meet internal audit guidelines and confirm proper credit was received

Cedar Rapids, Iowa Area

• Process customer transactions (deposits, withdrawals, and payments)• Cash handling• Recommend products to customers in order to satisfy their financing and banking needs• Process customer requests for new accounts, including application review and account setup• Anti-Money Laundering training

Cedar Rapids, Iowa Area

• Process customer transactions (deposits, withdrawals, and payments)• Cash handling• Complete monthly branch reporting• Ensured facility security through regular security alarm testing

Bachelor Of Business Administration - Bba, Finance, General

Education record