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, AZ08.2016
HS Diploma -
Dobson High School
Mesa, AZ05.2014
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