Assess credit risk and establish/recommend credit limits in accordance with established limits of authority matrix.Negotiate customer discrepancies or disputes to resolution and document root cause.Analyze customer financial statements.Provide financial order management support to control credit exposure, effect timely payment, and minimize risk of customer disputes.Develop relationships with internal and external customers and suppliers and provide customer service support.Follow up with internal and external customers to ensure prompt payment of receivables.Maintain accurate credit files and collection files. Maintain electronic collection notes for each customer account.May be responsible for training new credit team members and others as needed.Document root causes of issues that cause receivable aging.  Report findings to management and suggest possible courses of action to remedy.Develop and implement process improvements to reduce or eliminate internal and external errors.  Will need to communicate effectively with all internal and external stakeholders.Ensure orders are reviewed and approved in a timely fashion.  Obtain approval for release in accordance with the established limit of authority matrix.Support deduction resolution efforts of deduction analyst(s) assigned to portfolios.Participate in major department projects and take an active role in cross-functional teams to assist in driving quality improvements, processes, and initiatives.Abide by Robinson-Pattman Act, Fair Debt Collection Practices Act, Cannons of Business Credit Ethics, and Eaton Ethics Policy at all times.

Create training schedules for all prep team on the disbursement side, track and create schedule to maintain training records for the department.Train new hires on adding and reviewing wires on all banks and completing the checklists for prep before disburse.Gather and evaluate information from employees and management on previous training to identify weaknesses and areas that need additional training.Delegate training on tasks and send out emails to disbursement group on where employees are to start their day to make certain all tasks have been completed for the day.Meet with the manager to go over and review employee training and evaluate performance.Inform employees on scheduled training and track their progress.Recommend training materials and methods, order and maintain in-house training equipment and facilities and manage the budget set for training.

Responsible for pre-closing matters. S/He works all parties to acquire, analyze, and organize all necessary documents needed to process the closing.Opens escrows within 24 hours and ensures customers receive copies the same dayAssists in processing files with a high degree of quality, including funding/balancing, figuring, clearing prelims, and signing clientsOrders all necessary documents to close files escrows in a timely manner (i.e., demands, loan documents, and insurance)Maintains electronic records, via Operating system, of communication with all partners involved in transactionsFollows company standards and practices, assuring compliance with the TA Way, when processing transactions, as well as applicable state laws and guidelinesProactively informs escrow officers of any missing items or problems relevant to closingDeposits any funds required by buyers and sellers of each escrow within 24 hours of receiptReturns all calls, voicemails, and emails in a timely mannerPerforms other duties as assigned by supervisorAdheres to company policies and guidelines

Responsible for reviewing and updating claims/adjustments or corrections to processed claims through researching, investigating issues and making a determination to pay or reject claim. Use multiple platforms to assist with pricing, authorizations, benefits and coding. Provide timely processing and adjudication of claims. Take responsibility of payment of all claims in compliance with rules. Respond to inquiries and resolve errors/issues pertaining to claim. Apply adjustments to claims to ensure the proper benefits are applied by using the appropriate processes and procedures (e.g. Medicare/Medicaid  policies and procedures, state mandates, CMS/Medicare guidelines) Learn and leverage new systems and training resources to help apply claims processes/procedures

• Receive Buyer/Seller Signed contract from Seller• Review documents for accuracy and proper execution• Ensure title requirements have been met for the issuance of the policy• Identify/obtain all payoffs that are required for the closing• Confirm closing dates/location with the customer• Prepare/Coordinate the preparation of the Alta Settlement Statement• Secure lender, seller and/or broker approval of loan closing• Review the deed to confirm insurability• Prepare the file for disbursement• Resolve any rejects related to recordable documents• Partner with the disbursement team to ensure timely, and accurate disbursement of funds• Follow-up on any outstanding checks/trials balance issues• Prepare file for final policy issuance• Communicate with the Seller/Buyer/Real Estate Agents/Auction companies to ensure all parties are updated with the most recent status• Document the notepad throughout the process• Complete events related to the closing process within the operating system• Review daily reports to ensure completion of assigned duties

• Verifies, compiles, and types application information for mortgage loans: Review 30 - 40 residential loan application files to verify that the application data is complete and meets establishment standards, including type and amount of mortgage, borrower assets, liabilities, and length of employment.• Recommends that loan not meeting standards be denied.• Verifies accuracy of information through credit bureau and employer.• Types in notes of all communication from borrower, loan officer, underwriter, closer and title company, using computer.• Verifies property abstract, survey, and appraisal.• Informs supervisor of discrepancies in title or survey.• Submits mortgage loan application file for underwriting approval.• Types, mails and call borrowers for approval and denial.• Submits approved mortgage loan file to MORTGAGE LOAN CLOSER for settlement.• Records data on status of loans, including number of new applications and loans approved, canceled, or denied, using computer.

Network with both the customer and their physician to medically manage the claim from the initial medicalrequests to the review and evaluation of on-going medical information.• Work directly with employers to facilitate a return to work either on a full-time or modified duty basis.• Provide consistent customer service to both our customers and claimants through timely responses to allinquiries, telephone calls and e-mails while delivering on service commitments.• Pay all covered claims accurately• Understand and interpret contractual language and responsibilities• Manage both new claims daily as well as open claims equally.• Manage all claims according to published Quality and Compliance standards.

Serve specific clients for both mandatory and voluntary corporate action events.• Deal directly with clients and with other custodian banks, in addition to BNY Mellon, where clients hold/custody their assets.• Administer and control high levels of risk and liability inherent within various functions.• Process both mandatory and voluntary specific corporate actions related to international and US securitiesheld (regardless of custodian).• Accurate with handling basic to moderately intricate corporate action events for multiple back office clients.• Manage responsibilities include the receipt of custodian announcements, the scrubbing/comparison of data,and the notification of corporate action events to a specific client.• Resolve client positions with multiple custodians and monitors appropriate posting of accruals andentitlements to client accounts.

• Enter inspection results and nonconformance information into the database for analysis.• Generate roll certificates, packaging sheets, and roll inspection cards for in-process and finish inspection.• Research and compete information/chemistry for roll notice cutdown and remakes into database.• Compute, record, proofread data records and reports, prepare spreadsheets from data, and train manufacturing technicians on database systems.• Maintain and update filing, inventory, and database systems.• Evaluate files, records, and other documents to obtain information to respond to departmental requests to ensure all files are accurate for shipping completion.• Provide necessary communication to meet customer requirements.• Accomplished new system to improve workflow production.• Input all employee trainings for mill into system.• As backup assist with gathering and entering timesheets into system.

• Input files, proofread records and reports for loan process following audit.• Cleared mailings and paperwork for loan process to progress quickly.• Provide essential communication, via telephone or fax, to customers for the remaining requirements of their loan application.• Transmitted documents for file transfer to wiring department in a timely manner for completion.

• Communicated with members of the health plan to present the asthma management program through telephone calls or mailings.• Researched and answered questions and transfer calls about program of potential members to nurse.• Recorded information into the database for the nurse’s retrieval and review.• Arranged nurse schedule for call backs or mailings of the members.

• Answered, called and transferred using the multi-line switchboard to appropriate personnel.• Re-organized front desk to increase productivity and create a user-friendly environment.• Prepared and arranged schedules with the entry and cancellation of appointments.• Supported floor manager, psychiatrist and counselors with patient care and appointments.• Short hand and entered meeting minutes to save on network for distribution.• Purchased and assembled office supplies along with filing, copying and faxing documents.