• Assist clients in the navigation of the web application supported by the Company• Utilize a consultative approach and ask questions to determine the appropriate action to fulfill customer needs and resolve their concerns• Follow procedures for order placement, order management, client services documentation and responsibilities in a timely manner• Track all interactions with clients (Phone, Email, Mail, Fax) with the use of Sales Force

• Collect data from claimants of class action medical lawsuits• Complete accurate data entry into appropriate database• Manage documents received and transcribing information into database• Manage content of database by eliminating unnecessary/duplicate information

Progressively learning the ARGUS Enterprise software program to attain ASC and on-boarded as support analyst. Providing independent advisory services, software and data solutions for the global commercial real estate industry.

2012-2017 Unclaimed Property Analyst/Client Liaison: Manage the importing of financial records in to unclaimed funds. Interact daily with internal and external customers providing information regarding unclaimed funds and the requirements to collect/retrieve the funds. Responsible for the handling of correspondence, email, fax, or regular mail. Additionally, handle many other miscellaneous request ranging from locating old policies, to various customer complaints. 2004-2012 Financial Analyst/Accounting and Analysis: Prepare daily, monthly, quarterly, and annual financial reports for the department. Process problem accounting. Maintain individual claims department suspense and benefit accounts.Duties:Prepare financial reports, research and process problem accounting, verify policies in claims suspense account, process disability payments and refunds, and various other manual transactions. Heavy use of Excel and SAP.1999-2004 Customer Service/Call Center: Handled customer written and call in request. Request ranged from beneficiary changes, address changes, loan, surrenders etc. Managed anywhere from 90 to 100 calls a day.

 Purpose: To provide “World Class” customer service. Duties: Included promptly greeting all walk-in customers with a warm smile, helping self-serve customers, assisting customers with all aspects incoming and outgoing production work, accurately recording job instructions, effectively communicating with all parties. Additionally was able to provide guidance to the customer to the best imaging solution, acting as a liaison to the production departments, problem solve with creativity and research complicated issues. Handled between 20 to 50 jobs a day.

Performed office staff duties from taking in delivery request to uploading them into the delivery mapping system. Provided assistance in dispatch. Primary role was to insure the timely delivery of 75-100 deliveries a day.

 Responsible for training all staff on job duties andprocedures, maintained compliance of health and safety codes and security measures. Purchased andmaintained inventory. Established high level of customer service and resolved customer complaints. Reviewed sales reports, profit loss statements, accounts payable and receivable. Scheduled staff of 15to 20 employees. Job skills Management, building team enviroment, product forecasting and financialcontrols.