Natalie Bourne Email & Phone Number

Served as the primary point of contact for a group of large financial institution clients providing technical support to resolve complex issues in support of the client’s credit card portfolio. Conducted critical change processing and audit functions ensuring risk mitigation and revenue retention for Fiserv. As a senior member of the team, served as an SME.

Lake Mary, Florida, United States

Promoted to take on more complex cases and independently manage all aspects of long-term disability cases through evaluation and analysis of medical and financial information with higher decision-making authority. Given leadership accountabilities for coaching and training staff, signing off on and approving team member work, and assisting managers with.

Examined long-term disability claim information for verification of coverage; reviewed medical history and treatment case records/reports; and conducted detailed interviews to make appropriate approval or denial decisions. Answered customer inquiries regarding plan provisions and managed a caseload in excess of 200 claims. ✔Developed claim management.

Miami, Florida, United States

Provided account services to members at the highest volume branch including deposits and withdrawals, official checks, loan payments, and account information. Maintained detailed record of transactions through computer input and daily balancing.✔Utilized cross-selling and relationship building strategies to offer credit union products to new and existing.