Nick B. Email & Phone Number

Lake Oswego, Oregon, United States

Portland, Oregon Metropolitan Area

Portland, Oregon Area

Portland, Oregon Area

• Responsible for membership on-boarding through e-commerce channels including membership underwriting, funding, and relationship building.• Responsible for all digital written correspondence with our membership of 90K plus members.• Act as an internal resource for Support Specialist regarding procedural questions and monetary overrides.• Maintain all responsibilities of support staff including the initiation/verification of Domestic and International wires, submitting fraud disputes, and maintaining a thorough knowledge of Credit Union policies and procedures.

Portland, Oregon Area

•Monitor, process, report and document a variety of transactions including but not limited to suspense, adjustments, premium receipt, invoicing, deduction requests, reversals, reposts and delinquencies. Coordinate with other business areas to ensure accurate premium processing, reporting, billing and fee disclosure. Perform research as needed in support of reconciliations and adjustments. Prepare and create monthly bills for alternately billed groups. Act as a resource for external and internal business areas on process, procedure and systems.•Implement billing and delinquency operations to maximize effectiveness and accuracy. Audit the accuracy of billing and delinquency information entered in the system and monitor operation of the billing system. Develop solutions to billing and delinquency issues and work with systems design to implement system and process enhancements. Work on special projects with management.•Proactively communicate sensitive and /or confidential policy and billing information, as well as providing solutions in a clear and effective manner to policyholders, producers, third party administrators, field force and home office staff based on Generally Accepted Accounting Principles (GAAP), federal regulations, contractual provisions and other related policy information.

Portland, Or

• Responsible for personalizing and relaying accurate plan specific information to participants. Facilitate the participant's experience with SRS services and advance their understanding of their company's 401(k), 403(b) and/or 457 savings plan. Knowledgeable in the operational and procedural processes for both our Group Annuity (GA) and Trust plans.• Deliver personalized service and responding to a variety of plan and policy-related questions which impacts the participant and, ultimately, the plan as a whole. Provide clear and concise communication of plan information, policies, and procedures via telephone or by using a variety of computer and telecommunications technologies/software/systems. Problem solve, perform initial research, and follow-up with individual participant related issues, as needed. Monitor status of requested work and prepare customized correspondence as necessary and make outbound calls as requested. • Support division projects as assigned, especially those involving customer-focused activities and secondary activities that support the administrative and servicing functions of the Internal Admin/Ops and legal departments; website enhancements - IVR and user acceptance testing.

Portland, Or

• Accept membership applications and underwrite eligibility through Equifax credit reports and ChexSystems checking account records. • Assist in Visa debit card disputes and frauds on member accounts• Handle IRA withdrawals and deposits ensuring paperwork and tax penalties are processed accurately. • Generate end of day reports, ensuring all daily transactions balance.

Portland, Or

• Accurately processed all types of monetary/non-monetary transactions.• Individually contributed to branch and organizational sales goals/campaigns as well as supported credit union partnerships that provided service to members.• Researched member inquiries, requests or challenges and followed through to resolution.• Performed lending functions gathering needed information from credit applicants for loan officers. • Commissioned Notary Public for the State of Oregon. Performed notaries for members and assist in completion of legal documents. • Balanced assigned cash drawer daily and maintains strict adherence to security procedures and assigned cash limits. • Responsible for performing transactions within established limits to prevent against fraud and losses.

Bachelor'S Degree, Social Science

Concentrations in History and Anthropology. I completed my Senior Capstone through the Museum of the City by creating several web based.

Associate Of Arts (A.A.)

Activities and Societies: Dean's List