Elvira D.

Experience

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  Citizens Bank

  Oct 2004 - Feb 2007

  Teller Manager

  Promoted at a continually growing financial institution where supervisory skills flourished. Worked in retail-banking branch centered around customer service.Motivated and supervised staff.Ensured the functionality of operations.Conducted quarterly and monthly audits.Coached regularly to promote sales.Built rapport with customersExceeded quarterly sales goals repeatedly.

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  Self

  Jan 2008 - Jan 2013

  Tutor

  Tutored individuals struggling in the concepts of math ranging from grade 1 to college.; Developed and organized student council for intermediate grades to empower students’ ideas and virtues in school and in the community.

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  National City Bank

  Apr 2008 - Oct 2008

  Customer Service Representative

  Worked in retail banking branch that centered around customer's needs. Built immediate relationships with customers.Handled monetary transactions.Balanced ATM and drawer daily.Cross-sold banking products and services.

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  Fifth Third Bank

  Aug 2010 - Dec 2014

  Oversee and own day-to-day client service Charitable Management Services, Escrows and/or other Global Security Services clients. Administering Defined Benefit and Defined Contribution Plans along with Escrows, Foundations, Endowments and Custody.Client interaction via, phone email and in person.Account conversionsAccount openingsAccount administrationAccounts Payable - GEACAdministrative ReviewsCash disbursements to participants via wire implementation or transfersAttain and maintain up to date documentationMaintain certification in compliance and training Built immediate relationships with customers.Handled monetary transactions.Balanced ATM and drawer daily.Cross-sold banking products and services.Constantly exceeded sales and performance goals.Trained new employees on processes and procedures within the financial center.Organized team building projects and contests.

  • Client Services Manager

    Dec 2012 - Dec 2014

  • Administrative Assistant/Client Service Manager

    May 2012 - Dec 2012

  • Senior Customer Service Representative

    Aug 2010 - May 2012
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  Jones-Hamilton Co. Agricultural Division

  Feb 2015 - Oct 2016

  Customer Service Representative

  Liaison between customer and Jones-Hamilton Co. Handle emergency after hours (evenings and weekends) calls or orders received by the plant or through direct contact with the customer or supplier by rotating responsibility for carrying an after hour’s sales phone. Maintain accurate and thorough documentation of customer problems and complaints, Provide customers with shipment weights and proof of delivery as requested. Maintains customer information files Maintains customer ship-to pricing documents supplied by sales both by paper and for electronic filing and is responsible for appropriate entries into MAPICS computer system Responsible for compliance with customers request for SPC, certificate of analysis and other requested data. Maintain terminal and warehouse inventory records. Processes customer orders Process all necessary paperwork for customer and supplier specifications for each scheduled shipment. Maintains customer and warehouse telemetry reading/inventory logs and places orders as indicated by agreements and guidelines. Schedule daily outbound shipments with carriers and supply locations. Prepares paperwork for shipments including but not limited to; Bill of Lading, loading order, certificates of analysis or compliance, packing list, and customs documentation as required Communicates promptly with Transportation & Logistics personnel all service issues relating to carriers and loading facilities. Perform daily invoicing audit for accuracy prior to release of invoices to customers. Complete and provide Accounting Department with all documents necessary for preparing monthly reports. Prepares weekly/monthly statement billings for appropriate customers. Act as back up and assist in processing orders of all sales territories. Vacation or sick time relief for other Customer Service Representatives. Assist in writing or editing of ISO and training documents. Show less

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  United States Postal Service

  Oct 2016 - Apr 2020

  City Carrier Assistant
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  NOIC Home Mortgage Lender

  Aug 2017 - Aug 2018

  Claims Specialist

  Responsible for the submission of claims within the timeframe of the investor/insurer.Responsible for submitting all supporting documentation for claims submission to the appropriate parties pursuant to requirements.Submit rebuttals for claim denials when necessary.Monitor, track and coordinate communication on claim filing status to ensure maximum payments and timelines are met.Respond to investor/insurer inquiries and requests.Cross-train with servicing risk staff.

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  Union Home Mortgage Corp.

  Sept 2018 - Apr 2019

  Claims Specialist

  Responsible for submitting claims for reimbursement to Freddie Mac, Fannie Mae, HUD and Mortgage Insurance companies for delinquent and disposed property.Daily run Claims Payment Report and update payment data to individual spreadsheets for every loan.Loan reconciliation after any event (i.e. reinstatement, modification, payoff and disposition).Remit funds back to investors after loan reconciliation if applicable.Review all incoming invoices related to delinquencies and dispositions from attorneys and vendors for accuracy then submit for payment. Show less

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  Schindler Elevator Corporation (U.S.)

  May 2019 - Oct 2020

  Invoicing Specialist

  Responsible for billing for new construction and modification elevator projects for 11 districts. Manual billing on Excel worksheets for special handled jobs.Reconciliation of billing between internal and external billing systems.Examination of contract terms to ensure accurate billing.Monthly district calls to ensure billing is up to date versus work performed on job.Fulfill any special request by local office and/or customer to ensure payment.Work closely with DAS(District Account Specialist) to make sure payments are collected and applied correctly. Show less

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  ONEHOPE Wine

  Sept 2020 - May 2022

  Cause Entrepenuer
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  Ransom & Randolph

  Jan 2021 - Apr 2021

  Accounting Clerk
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  Toledo Alliance for the Performing Arts

  May 2021 - Aug 2022

  Executive Assistant
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  Non captive

  Mar 2022 - May 2022

  Licensed Insurance Broker
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  Elvira Davis Insurance Agency LLC

  May 2022 - now

  Managing Owner | Insurance Broker