Sara Awad
Minneapolis
Summary
Knowledgeable and dedicated customer service professional with extensive experience in the financial industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
7
7
years of professional experience
Work History
Account Services Coordinator
Allianz Life Insurance Company Of North America
05.2023 - 03.2024
- Enhanced client satisfaction by efficiently addressing and resolving account-related issues.
- Streamlined account management processes for improved efficiency and productivity.
- Collaborated with cross-functional teams to ensure seamless delivery of account services.
- Managed multiple accounts simultaneously, prioritizing tasks for optimal results.
- Managed client accounts, ensuring accurate billing and prompt payment collection.
Title Specialist
Auto Approve
11.2022 - 04.2023
- Enhanced document accuracy by meticulously reviewing and verifying titles for correctness.
- Ensured timely processing of title applications by efficiently managing a high volume of daily tasks.
- Streamlined workflow processes for increased productivity through effective team collaboration and organization.
- Reduced title discrepancies by proactively researching and resolving any potential issues in advance.
- Collaborated with lenders, real estate agents, and clients to facilitate smooth property transactions, ensuring proper title transfer.
Research & Remediation Analyst
Wells Fargo
09.2021 - 11.2022
- Improved efficiency by streamlining research processes and implementing new data analysis methods.
- Conducted thorough investigations for accurate resolution of complex cases, enhancing client satisfaction.
- Collaborated with cross-functional teams to develop strategies for addressing systemic issues and reducing risk exposure.
- Enhanced reporting accuracy by diligently reviewing documentation and ensuring compliance with regulatory requirements.
Sales Remediation Analyst
Wells Fargo
10.2020 - 09.2021
- Enhanced remediation processes by conducting thorough risk assessments and implementing effective mitigation strategies.
- Improved overall data quality by identifying, analyzing, and remediating data discrepancies within the organization.
- Reduced potential risks to the company by proactively identifying vulnerabilities in systems and implementing corrective actions.
- Contributed to successful audits by providing comprehensive documentation of remediation activities and evidence of compliance with regulations.
Fraud Prevention Specialist
TCF Bank
07.2017 - 09.2020
- Enhanced fraud detection by implementing advanced data analytics techniques and tools.
- Reduced fraudulent activities through continuous monitoring of financial transactions and customer behaviors.
- Developed comprehensive fraud prevention strategies to protect company assets and maintain customer trust.
- Conducted thorough investigations of suspected fraud cases, leading to the recovery of lost funds.
Customer Service Specialist
Fairview Health Services
11.2016 - 07.2017
- Enhanced customer satisfaction by resolving issues promptly and professionally.
- Reduced response time for customer inquiries by streamlining communication processes.
- Managed high call volume while maintaining a courteous and professional demeanor.
- Increased customer retention rates by providing exceptional problem-solving skills and personalized solutions.
Education
BBA - Human Resources Management
University of Minnesota - Twin Cities
Minneapolis, MN05.2025
Associate of Arts - Liberal Arts And General Studies
Anoka-Ramsey Community College
Minneapolis, MN05.2021
High School Diploma -
Coon Rapids High School
Coon Rapids, MN06.2018
Skills
- Client Relationship Building
- Research expertise
- Risk Assessment
- Investigative abilities
- AML Compliance
- Case Management
Timeline
Account Services Coordinator
Allianz Life Insurance Company Of North America
05.2023 - 03.2024
Title Specialist
Auto Approve
11.2022 - 04.2023
Research & Remediation Analyst
Wells Fargo
09.2021 - 11.2022
Sales Remediation Analyst
Wells Fargo
10.2020 - 09.2021
Fraud Prevention Specialist
TCF Bank
07.2017 - 09.2020
Customer Service Specialist
Fairview Health Services
11.2016 - 07.2017
BBA - Human Resources Management
University of Minnesota - Twin Cities
Associate of Arts - Liberal Arts And General Studies
Anoka-Ramsey Community College
High School Diploma -
Coon Rapids High School
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