Palais B. Email & Phone Number

Phoenix, Az, Us

United States

At DriveTime the Indirect Funding Specialist is responsible for: Ability to complete reviews with a high sense of urgency while maintaining an emphasis on accuracy. Provide feedback through notes and touchpoints. Professional communication with dealership partners. Ownership/involvement in specialized department processes and projects as needed. Appropriately address dealer questions and educate dealer partners on our funding policy as opportunities arise. Foster internal relationships and thrive by partnering with Dealer Specialists and other departments.

Arizona, United States

Personal Lines Auto Production – Primary responsibility is processing applications and policy transactions electronically for new and existing business.Very production driven and fast paced.Standard work process listing all items that should be in a policy and making sure the policy is complete.Critical thinking, attention to detail, and detective type research work is required.Must be able to stay focused and be resourceful.Engage with customers to identify and address adverse situations.Review and process applications and/or policy changes according to established guidelines.Perform premium breakdowns, electronically and/or manually calculate rates based on selected coverages.Prepare/type a variety of reports, endorsements, filings, form letters and cancellation letters.Guide customers through navigating existing resources such as Rate Manuals, Underwriting Guidelines, Auto Answers, etc.Provide Remarkable customer service

Tempe, Arizona, United States

Responsible for monitoring live or recorded calls and chats between colleagues and customers, ensuring colleagues are meeting service expectations; access databases to retrieve and listen to recorded calls; evaluate monitored calls and provide accurate assessment in written and verbal formats; monitor and accurately respond to chats with partner leads; access and review Tableau dashboards and other key performance metrics; provide readouts on key performance metrics on a daily, weekly and monthly cadence; performing other duties as assignedEssential Functions:Monitor live and recorded calls and chats and provide feedback, dailyAssess and document monitored calls according to planAccess, review and report on key performance metrics, dailyAbility to work independentlyRegular, dependable attendance and punctuality.Required prolonged periods of sitting and constant communication with managers I have outstanding analytical skills; ability to provide outstanding customer service to external and internal customers on a consistent basis; ability to adapt quickly to changing expectations and needs; good decision-making abilities; good communication skills; ability to navigate multiple computer applications and work from a dual monitor setup; strong attention to detail; Microsoft experience.Ability to work a flexible schedule based on department and Company needs.

Business Administration And Management, General

Activities and Societies: Tutoring K-5th Grade

Education record

Westwood High School Bridge program allowed me to obtain 20+ college credits at MCC and ASU at no cost during the summer and weekends.