Jeffrey Kirk

Experience

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  Community West Mortgage

  May 2002 - Aug 2003

  Assistant

  - Provided administrative assistance.- Obtained a California Real Estate license.- Assisted with loan processing.- Provided customer service as first point of contact for walk-ins.

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  Teleperformance, USA

  Jun 2007 - May 2008

  Sprint Customer Care Representative

  - Maintained an up sell record for several months.- Received two customer satisfaction awards from QA.- Was offered a promotion to be a trainer two weeks after completing my own training.

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  Novell

  Apr 2008 - Apr 2009

  Credit Analyst Intern

  - International experience: Latin America, Asia, Australia, and New Zealand.- Developed the international credit and collections process that became company standard.- Managed an average quarterly account balance of $20 million with a collection rate 5-10% higher than my peers.- Developed client relationships and account management processes that lead to the collection of 80% ($12 million) of past due receivables that were in process to be written off.- Reliability and sophistication lead to me being the only intern invited to converse directly with outside auditors and participate in strategy meetings.- Received outstanding scores on performance reviews. Show less

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  Niftyware LLC

  Nov 2008 - Jun 2011

  Assistant General Manager (Founding Team Member)

  - Conducted industry research, moderated focus groups, developed financial forecasts and budgets, and created communications that lead to two rounds of angel investment.- Created marketing communications, provided product support, and software UI design that lead to 100% of the product alpha and beta testers.- Managed and provided direction to software developers who developed the company's first alpha and beta products.- Managed development of the Alex Digital Secretary application which won fourth place in its category at the Android Developers Competition 2 out of tens of thousands of competitors. Show less

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  Baxa Corporation

  Dec 2011 - Jan 2012

  Accounting Clerk (via Volt Management Corp)

  - Processed general ledger invoices in an efficient manner.- Moved through the position learning curve on an accelerated basis.- Referred to by managers as efficient, effective, fast-learning, and enjoyable to work with.

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  Cigna Healthcare

  Jan 2012 - now

  - Promote up-and-coming banking solutions to the business, with focus on efficiency and quality to achieve process improvements, working capital maximization, controls, and risk mitigation.- Serve as a corporate guide, fostering perspectives and goals among our Treasury partners, vendors, and Cigna business teams.- Work with internal and external stakeholders as an extension of their team to identify solutions for projects and top-line issues.- Provide well-defined requirements, deadlines, and impacts with stakeholders to minimize project delays and misses.- Assist internal partners to refine processes and resolve issues with cash and payment processes to streamline and ensure business continuity.- Assigned business teams include: Cigna's core healthcare products ranging from Small Group to National Clients, Payer Solutions, and Cigna Global Health Benefits America. Show less - Manage daily financial EFT files from claim system through to vendor bank accounts to diagnose and resolve any fallout caused by system or account installation issues.- Reconcile all omnibus and working accounts associated with the claims funding of policies belonging to Administrative Services Only clients.- Identify and lead small business projects to drive process efficiencies and controls for Financial teams.- Currently working to enhance system feeds between Cigna and Vendor banks to reduce operations costs by $200,000 annually.- Designed and coded an automated workflow solution for opening and maintaining ASO banking relationships with clients. Show less - Lead 20 US based analysts with an additional 11 analysts based in Chennai and Manila.- Established business process and best practices surrounding the installation of policy structure, premium rates, and stop loss components for Cigna's domestic new and renewing small employer policies.- Lead the successful platform transition for the system housing Cigna's Individual and Family policies for the 2016 benefit period without installation fallout and 100% readiness by the policy effective date. Show less - Led small teams providing technical and analytical support for two of Cigna's client and customer portals.- Established business process and best practices surrounding direct client support in the use of the Client Resource Portal which provides enrollment and financial, claim, eligibility reporting to small employers.- Established business process and best practices surrounding internal partnerships to deliver high quality customer experiences on MyCignaPlans.com which set the groundwork for the best year-end in recent years.- Managed competing priorities in the resolution of service ticket inventory and turn-around time which reduced turn-around times by 67%.- Coordinated process intersections with matrix partners to find process efficiencies which led to previously unknown process breaks.- Developed reporting which provided unprecedented visibility into day-to-day team efforts. Show less - Service a variety of large client bank accounts: Pixar, Lockheed Martin, Yahoo, Netflix, A&E Networks, Lenovo, Safeway and others.- Received highest possible performance reviews for efficient, effective work that achieves high client satisfaction.- Developed personal processes and tools which became SAS70 controls and standard practice for department.- Referred to as efficient and a miracle worker by management due to and ability to quickly determine fast and effective methods to accomplish projects.- Created VBA macros to improve efficiency of job tasks and consistency and accuracy of reports to upper management. Show less

  • Treasury Consultant (Business Project Senior Advisor)

    Nov 2019 - now

  • Finance Business Technical Support

    Oct 2015 - Nov 2019

  • Facets Structure and Billing Installation Supervisor

    Jun 2014 - Oct 2015

  • Client Resource Portal and MyCignaPlans.com Supervisor

    Dec 2013 - Jun 2014

  • ASO Banking Financial Analyst

    Jan 2012 - Dec 2013