Cora Phillips

Experience

• 

  Aon Hewitt Investment Consulting, Inc.

  Jan 2006 - Apr 2008

  Family Medical Leave of Absence

  - (2008 2012 Complete studies. attain my degree0• Provide counseling to employees and managers on disability and leave of absence policies and recordkeeping • Determining eligibility and assisting with leaves of absence initiations • Educated employees on the types of leaves of absence available and discussed their medical plan Researched and resolved complex issues such as claim and payroll issues with an employee and third-party administrator Instrumental in educating employees on the importance of meeting the expectations/deadlines set forth by the client.Documenting files and updating various systems with relevant information while providing clients with insurance products and plans during enrollment Determining eligibility, quoting premiums, and assisting with claim initiationCollaborate with the employee's management and the district manager concerning the cases and coordinate the return to work of the employee Show less

• 

  Saks Fifth Avenue

  May 2008 - Sept 2010

  Retail Sales Specialist

  Provides exceptional customer experience, is sales-driven, and achieves profitability Fosters repeat business by building relationships with customers for the future by selling Saks World Elite MasterCard Responsible for greeting customers in a timely fashion while quickly determining their needs Keep up to date on current sales and promotions, policies regarding payment and exchanges, and security practices.

• 

  Bank of America

  Sept 2010 - Apr 2012

  Quality Control Analyst

  Ensure mortgage loans are processed correctly for closing maintain a checklist utilizing various systems to guarantee accurate information is reflected in the order and on loan, closing documents, and other paper review and examine closed mortgage loans to facilitate a consistent and high level of quality standard Perform audit for accuracy of mortgage loans, file data using electronic, problematic file information following Standard Process Flow policies and procedures., Tracking and reporting of service standards performance, and scanning 50% of forms into underwriting queuResponsibility includes adhering to all federal and state compliance guidelines relative to retail mortgage lending. Show less

• 

  Randstad, Vanguard Group

  Nov 2014 - Apr 2015

  Processing Agent

  2015-2020 • Exceed upsells by 10% as it relates to mutual funds accounts• Communicated both verbally and in written format with clients to clarify incomplete or invalid paperwork• Established strong client relationship management skills during interactions with both internal and external clients• Abide by Vanguard's internal policies and procedures as they relate to client contact.• Provided members with optimum sales and service experience to enhance member affinity with to company• Completed coverage by delivering policies, planning future follow-up conversations, and evaluating needs Show less

• 

  Randstad, Remote Vanguard Group

  Jan 2020 - Apr 2020

  Client Relationship Associate

  Contract ended because of covid• Responds to incoming service-related calls concerning account information, legal requirements,• Processing procedures Identifies and resolve shareholder needs/problems with urgency, empathy, tact, and composure• Determines alternative solutions to solve problems utilizing current workflow procedures• Provides shareholders with realistic time frames for problem resolution based on current workflow procedures• Develops and maintains thorough knowledge of current administrative and procedural aspects of client funds• Attends training sessions and departmental meetings as requiredMaintains a balance between productivity and quality performance within. departmental guidelines.• Prepares forms to be forwarded to other departments for problem resolution and monitors for timely and accurate completion• Maintains professionalism with co-workers and clients• Responds independently to call volumes• Completes any other duties or tasks as needed Show less

• 

  Home Care (Family Medical Leave)

  Aug 2020 - Dec 2023

  Home Care Specialist (Family Medical Leave)

  As a Primary Care Assistant and a level-headed professional, I observed, monitored, and reported on patient status, Clean and organized living quarters, and provided a sense of companionship