Overview
Work History
Education
Skills
Timeline
Generic

Savonnah Tesfaye

Phoenix

Overview

6
6
years of professional experience

Work History

Operations Consultant

Workspend
12.2023 - Current
  • Successfully monitor daily activity
  • Process IDA requests for transfers in kind and new account requests for our clients
  • Monitor LOA processing and process as a backup to our team in India
  • Research and troubleshoot issues and discrepancies with requests
  • Monitor and respond to e-mails in the IDA Team mailbox
  • Outbound calling to Advisors to initiate ACAT request to set up funds
  • Monitor and update SDBA tracking log in the system
  • Work accurately within tight daily and weekly deadlines

Operations Specialist

American General Life Insurance
03.2021 - 09.2023
  • Evaluate retirement life paperwork for accuracy from our clients to process daily
  • Distribute funds, update information, process financial transactions
  • Reviewing and analyzing fixed annuity policies to ensure Service Level Agreements (SLA) are met
  • Providing excellent customer service to our clients and branches as New Business team member
  • Analyze policies for suitability review and input information into suit calculator to receive results
  • Reach out via email to team members in regards for any NIGO reasoning
  • Make timely, accurate, and customer focused decisions
  • Input information into the database/system
  • Written and verbal communication directly with agents to obtain information or any missing documents needed
  • Remain compliant with regulatory requirements

Loan Servicing Specialist

Wells Fargo
10.2018 - 02.2021
  • Reviewing auto loan documents to ensure application provided for accuracy before processing
  • Received incoming calls from internal members and customers regarding payment arrangements on their vehicles
  • Identify any fraudulent activity on accounts/applications
  • Review security contracts (SCRA) service members protection program
  • Guarantee review of compliance with banking guidelines and requests
  • Input information provided into excel spreadsheet
  • Perform outbound calls to members to obtain Guaranteed Asset Protection (GAP) information
  • Work as a team to support through flexibility, collaboration, and positive work environment
  • Utilize various software programs to perform daily tasks including Microsoft Word, Excel, Access, and Outlook

Education

Certificate -

GateWay Community College
Phoenix, AZ
08.2016

HS Diploma -

Dobson High School
Mesa, AZ
05.2014

Skills

  • Microsoft
  • Customer Service
  • Problem-solving
  • Written & verbal communication
  • Teamwork
  • Operations

Timeline

Operations Consultant

Workspend
12.2023 - Current

Operations Specialist

American General Life Insurance
03.2021 - 09.2023

Loan Servicing Specialist

Wells Fargo
10.2018 - 02.2021

Certificate -

GateWay Community College

HS Diploma -

Dobson High School

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Savonnah Tesfaye