CLEONNE WILLIAMS
Augusta,GA
Overview
13
13
years of professional experience
Work History
Universal Banker III
Queensborough National Bank
05.2021 - Current
- Opening new accounts, maintaining existing accounts, cross selling bank products and services, and providing STAR quality customer service
- Demonstrates knowledge and understanding of the new accounts database to manage and maintain customer account information
- Collect and prepare all necessary documentation for the loan package
- Research applicant credit status and current financial position
- Prepare and maintain all paperwork for existing and new loans, including loan disclosures
- Complete loan contracts and ensure clients are kept informed of the rules and requirements
- Work with clients to establish their needs and recommend suitable types of loans
- Submit files to the designated underwriters
- Conduct interviews to assess client eligibility for loans.
Customer Service Advocate II
Palmetto GBA
11.2020 - 05.2021
- Adheres to HIPAA guidelines and documents all activity in accordance with organization and client policies
- Provides prompt, accurate, thorough, and courteous responses to all customer and provider inquiries
- Performs research as needed to resolve inquiries
- Assist providers and members with Medicare questions and medical claims.
Associate OTI (Order to Invoice)
ADP
05.2019 - 07.2020
- Performed recorded/processed of order entry and roll call transactions accurately
- Conform to ADP's standard operating procedures and processes to meet production and client requirements and SLAs
- Thorough documentation of all cases and resolutions and attaching them in Oracle OTC
- Continuous support and timely response to sales, Implementation, and shared services teams for a resolution of the inquiries and escalations
- Assist on systematic and timely resolution of client impacting issues related to billing, order entry and roll call.
Customer Service Advocate
Kelly Services-Blue Cross Blue Shield
02.2018 - 05.2019
- Adheres to HIPAA guidelines and documents all activity in accordance with organization and client policies
- Provides prompt, accurate, thorough, and courteous responses to all customer and provider inquiries
- Performs research as needed to resolve inquiries
- Provide authorizations to providers on patient procedures.
Collector Specialist I
Virtual BOA
01.2017 - 02.2018
- Responsible for collecting and follow-up on appeals
- Ensure that the claims are paid correctly and on time
- Adheres to HIPAA guidelines and documents all activity in accordance with organization and client policies
- Professionally communicate with providers and payers through website, e-mail, telephone, and customer service departments
- Uses available resources and systems (both internal and external) to analyze patient accounting information and take appropriate action for payment resolution.
Loan Specialist
TMX
10.2015 - 12.2016
- Accurately determine loan values based off a comprehensive vehicle appraisal
- Manage customers' accounts, help ensure that payments are made in a timely matter
- Process vehicle liens and comply with company policies and procedures as well as local, state, and federal laws and regulations
- Help increase store profitability through customer relationship development, community involvement and marketing campaigns
- Prepare and review all documentation pertinent to loan(s)
- Pull credit bureaus, lien searches and other miscellaneous tasks to aid in the credit analysis process
- Respond to various inquiries regarding loan and product offerings
- Made collection calls to past due clients and repossession of vehicle documentation.
Customer Service Rep
Check n Go
10.2011 - 10.2015
- Perform data entries to clients and process personal / title loan application(s) using STARS software
- Provide customer service by greeting clients
- Process personal and title loan applications
- Respond to various inquiries regarding loan and product offerings
- Made collection calls to past due clients.
Education
Bachelor of Science - Business/HRM
Strayer University
Columbia, SCSkills
- Over 10 years of customer service experience
- Proficient using MS Office, Ealpro, ACV Tool, TLX, STARS, Cerner, Epic, Sunport, Digiport, RealMed, Availity and OTTR software
- Offers time management, resolution skills, flexibility, verbal, and written communication
- Ability to analyze, prioritize, multi-task, and work well in different environments
- Developed interpersonal skills in team surroundings
- Conforms with all administrative and company policies and regulations
- Branch operations
- Deposit processing
- Loan Origination
- Financial product knowledge
- Transaction Processing
- Payment Processing
- Wire Transfers
- Loan Processing
- Debt management
- Customer Needs Assessment
- Credit analysis
Timeline
Universal Banker III
Queensborough National Bank
05.2021 - Current
Customer Service Advocate II
Palmetto GBA
11.2020 - 05.2021
Associate OTI (Order to Invoice)
ADP
05.2019 - 07.2020
Customer Service Advocate
Kelly Services-Blue Cross Blue Shield
02.2018 - 05.2019
Collector Specialist I
Virtual BOA
01.2017 - 02.2018
Loan Specialist
TMX
10.2015 - 12.2016
Customer Service Rep
Check n Go
10.2011 - 10.2015
Bachelor of Science - Business/HRM
Strayer University
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