Steven Swaim Email & Phone Number

Richardson, Texas, United States

• Receive provider information as an AI-generated Excel document through OMNI into SalesForce.
• Analyze the AI-generated information to verify that all necessary data is present and correct.
• Reject rosters if all pertinent information is not submitted.
• If the AI-generated information is correct, graduate the roster to the next level for preparation.
• After the roster is prepared, continue to verify specific account information.
• Research information that AI brings to question.

Dallas/Fort Worth Area

Wrote the book "Walking Faith: Journey from Then to Now through James"

North Texas

• Temporary pastor for various churches while they looked for a permanent pastor. Length of time was anywhere from three months to one year. Duties of an interim pastor include:
• Organize worship services, special events, and any community-focused efforts the church may be involved in.
• Speak (preach) in the Sunday morning and evening services as well as Wednesday night services.
• Make sure that all Bible Study Classes have teachers and needed materials.
• Oversee and moderate monthly Business Meetings.
• Attend local, state and national denominational meetings if necessary.

Remote

Garland, Texas, United States

• Answer phones helping clients with billing questions
• Training for residential and auto insurance licensing
• Research through "knowledge" system to help clients with questions
• Trained in HR procedures
• Licensed P&C (Property and Casualty)

Rockwall, Texas, United States

• Guided those who were unemployed by:
• Teaching resume writing
• Networking skills
• Interview techniques
• Trained others to understand HR related issues in interviewing

Fate, Texas

• Promote and raise money for the church plant
• Promote and raise money for other church plants and missions
• Organize worship services, special events, and any community-focused efforts the church may be involved in.
• Speak (preach) in the Sunday morning and evening services as well as Wednesday night services.
• Make sure that all Bible Study Classes have teachers and needed materials.
• Attend local, state and national denominational meetings if necessary.

Dallas, Texas

• Responsible for receiving, controlling, and managing forms by analyzing usage reports and projection factors.
• Helped save GuideStone thousands of dollars a year by implementing an inventory system that ended hundreds of hours of overtime.
• Helped departments determine their form usage and procure the idea of printing on demand (POD) rather than printing large quantities that are destroyed later. This was achieved by turning 600 printed forms which were.
• Instrumental in leading a team to prepare steps during a move to keep the forms and inventory orderly during the transition.
• Worked with auditors handling the financial demands of the forms.
• Wrote procedures on how the inventory should work, how the relationships between GuideStone and auditors should be handled, how the department should run structurally, as well as prepared PowerPoints for presentation.

Addison, Texas

• Monitored the transfer of incoming and outgoing accounts saving two accounts over $1,000,000.
• Kept records of all transactions in both paper and digital format.
• During the transfer from Northstar/Dominion to Rushmore, supervised the back office to minimize the impact of the loss of information and transfer of accounts.
• Wrote procedures on how the back-office would run best and how mail should be handled to meet federal and regulatory standards.

Dallas/Fort Worth Area

• Responsible for managing the physical records for the attorneys’ clients. This required the tracking of those records, making sure that all pertinent documents were in the needed files, researching cases, and preparing.
• Wrote procedures for the operations of the Records Department and the keeping of records. These procedures became instrumental during the dismantling of the law firm.

Richardson, TX

• Filed and researched applications for clients.
• Was very influential in finding the original applications from BCBS history which had been misplaced 20 years earlier.

• Responsible for managing the physical records for the attorneys’ clients. This required monitoring those records, making sure that all pertinent documents were in the needed files and preparing the files for court.
• Filed documents in Federal, District, and County Courts while also researching cases for the law firm.
• Wrote procedures for all internal couriers, especially the courthouse couriers. Also assisted in writing procedures for the Records Department.