Wanda C. Email & Phone Number

Burbank, California, United States

Greater Los Angeles Area

National General insurance, Van Nuys, CA• Maintain, analyze and reconcile daily premium with cash reports; reports any out-of-balance or system errors to appropriate personnel. • Process Escheat for stale dated checks; write off amounts to be escheated, prepare a journal entry for transfer to Escheat.• Process monthly commission statements; approve and prepare check/transfer commission for agents.• Process cash transfers; reallocate payments to the policies and issue refund checks when necessary• Process NSF and stop payment checks.• Process voids checks; process refund as appropriate.• Process bank adjustment memo for deposited amount discrepancies.• Process collateral protection policies and real estate forced-place payments into cash posting system and prepare deposit.• Prepare JE for payments received files. • Apply payments to policies and prepare daily deposit. • Back up for Supervisor and data entry

Greater Los Angeles Area

• Supervised Tellers as they processed customer transactions and referred products/services. • Provided a high level of customer service by responding to customer inquiries, processing customer requests, resolving difficult/complex customer issues.• Reviewed and researched Customer inquiries to resolve customer concerns.• Vault and Merchant Teller• Responsible for ordering the branch cash and preparing the cash shipment to maintain the monthly branch cash average.• Responsible for processing customer cash/check transactions.• Responsible for daily reconciliation of multiple bank accounts/transactions, processed accurate transactions for high volume.• Assisted in the Tellers monthly schedules.• Lead the Teller Meetings to educate in upcoming changes to products/services and policy and procedure.