Work:
Physical Therapist Assistant
Anthem BC BS
Customer Service Rep to Claims to Quality Auditor
Assistant Vice President / Banking Center Manager to Small Business Relationship Manager
Education:
University of Indianapolis
B.S. in Business Administration
University of Indianapolis
A.S. in Banking and Finance
Skills:
Generated $6,000,000 in new deposits in six months at a new banking center location. Successfully coached employees on improving customer service, enhancing teamwork, increasing referrals, and setting personal development plans. Managed a portfolio of small business clients with less than $5,000,000 in annual revenue. Originated and closed several commercial loans and lines of credit, the largest being a commercial real estate loan for $1,900,000. Exceeded quarterly banking center goals for deposits, loans, and non-interest income. Surpassed monthly goals for number of claims processed and accuracy of claim payments. Reduced company expenses by locating and correcting errors on health insurance claims.