• Analyze and Review Direct Bill workflows and processes, proposing and spearheading changes to improve accuracy and efficiency.• Assist other functions within the Operational Excellence Team with projects pertaining to automation, including VBA Macros for reporting and correspondence.• Support Direct Bill accounting teams reconciling statements with automation, imports, and IVANS downloads.

• Assist Specialists in the Operational Excellence Team with projects pertaining to Direct Bill Automation and Direct Bill processes in Applied Epic AMS.• Support the Direct Bill Service Center with reconciling statements with automation, imports, and IVANS downloads.• Create tools to help streamline Direct Bill processes for the Direct Bill Service Center.

• Process Direct Bill business for Agency Partners using Applied Epic AMS and Kofax Automation.• Record and verify cash postings for agency partners.• Build strong working relationships with Agency Partners, insurance carriers, and otherdepartments and collaborate to address opportunities.• Communicate with teams to share information and problem-solving with Direct Bill processes.

• Analyzed credit, income, compliance, title documents, and appraisals to determine loan suitability.• Utilized Waterfall automation to determine refinancing options for borrowers.• Evaluated pay stubs, credit history, tax information and bank statements for financial status.• Prepared reports for clients and underwriters regarding property loss features and recommendations for improvement and future needs.

• Collected, validated, and distributed information to employees regarding the deathcare industry.• Maintained records of sales, burials, grave markers, and flowers for over 20,000 burials since 1951.• Lead a team to streamline conversion of property rights information from paper records to digital entries for all business conducted prior to the cemetery's acquisition in 2010.• Processed the legal paperwork for burials, triple-verified ownership of burial rights and plot location, ensured approvals by next of kin, and contacted life insurance companies and the Department of Veterans Affairs, as needed.