Financial & Data Analysis
Graduate of Clark Atlanta University with a dual B.A. in Finance and Business Administration. Experienced analyst in small business and the insurance industry, delivering pertinent updates on all files to customers, extensive training on conducting investigations, and reviewing financial and analytical data while relaying the data into a comprehensive format for customers to understand. Attentive to the start-up companies that look to change technological mediums and improve upon existing platforms.
Clark Atlanta University
Finance & Business Administrat , Finance & Business Administrat
May 2005 - May 2005
Customer Service Representative
Aetna Inc. , Fresno
October 2011 - April 2012
Provide updated benefit information to prospective and current members
Review submitted claims for specific calculations and payment information
Follow up with members pertaining to detailed medical treatment
D&S Express , Los Angeles
October 2009 - October 2011
Implement new payment systems utilizing current technology to provide efficiency in tracking payments received
Establish digital copies of all receipts and expenses at the end of each month for stronger organization
Create Word and Excel files with data from additional sales and detailed expenses to view and determine what excess expenses could be cut and how sales could improve
AIG , Alpharetta
August 2005 - August 2009
Manage high cost and priority accounts on a daily basis to establish a fiscally reasonable means to handle the file.
Extract and evaluate data submitted by the employer, claimant and witnesses Prepare detailed correspondence on high cost accounts to executive management Develop cost projections of each file for best estimate of funding needed to handle the file accordingly in a cost effective manner.
Determine through comprehensive review the best way to resolve the case and bring to a resolution.
Outlook Financial , Fresno
May 2004 - August 2004
Analyze and Calculate FHA (Federal Housing Assistance) Re-Finance loan refunds
Addressed customer questions concerning MIP (Mortgage Interest Premium) refunds
Discussed details with customers concerning their FHA loans
Prepared various correspondance concerning clients and their loans
Assisted Mortgage Loan Consultants with preparing detailed files for clients