Senior Financial Assistance Technician
Current- As a Subject Matter Expert on our Dynamics CRM solution I communicate and resolve reported issues with AER Staff and Officers in a timely manner; recommend, test, and execute approved COAs to solve complex issues and improve processes. - Manage multiple surveys and provided customer feedback to the Program Manager for further analysis and follow up to ensure valid needs are being met and customers find value in AER services. - Manage the payment of invoices from fellow military aid… Show more - As a Subject Matter Expert on our Dynamics CRM solution I communicate and resolve reported issues with AER Staff and Officers in a timely manner; recommend, test, and execute approved COAs to solve complex issues and improve processes. - Manage multiple surveys and provided customer feedback to the Program Manager for further analysis and follow up to ensure valid needs are being met and customers find value in AER services. - Manage the payment of invoices from fellow military aid societies weekly and follows up to ensure the record of funds disbursed is correct. - Train AER Officers in correct CRM processing and troubleshooting at Biannual World-Wide Training Symposium and when traveling to local AER Sections. Show less