Stefani Harding
Sykesville
Summary
Customer service and financial services professional with 10+ years of experience in banking, mortgage servicing, and healthcare support. Proven ability to resolve complex customer issues, manage high-volume workflows, and build strong client relationships. Skilled in fraud investigation, account management, and cross-functional collaboration.
Overview
13
13
years of professional experience
Work History
Grant Enrollment Specialist
Healthwell Foundation
Frederick
2023.08 - Current
- Collaborated with healthcare providers to verify patient eligibility, facilitating appropriate enrollment.
- Reviewed applications for compliance with program guidelines, ensuring completeness and accuracy.
- Communicated with clients to gather documentation for timely enrollment.
- Processed high volumes of data entries accurately and efficiently.
- Prioritized and organized tasks to efficiently accomplish service goals.
Virtual Premier Banker
Wells Fargo Bank, N.A.
Frederick
2022.01 - 2022.11
- Managed high-value client relationships
- Educated clients on banking services and digital tools available.
- Conducted regular follow-ups to strengthen client relationships.
- Maintained compliance with bank policies and regulatory guidelines.
- Researched and rectified account discrepancies.
Senior Customer Care Executive
Wells Fargo Home Mortgage
Frederick
2013.10 - 2022.01
- Researched and applied advanced technical skills to resolve complex problems, enhancing customer satisfaction.
- Collaborated with team members and internal departments to meet project deadlines, ensuring timely delivery of services.
- Maintained patient records according to HIPAA regulations and ensured compliance with applicable regulations and laws.
- Consistently exceeded monthly quotas through effective pipeline management.
- Leveraged various software and tools to streamline processes, contributing to improved operational efficiency.
Education
Damascus High School
Damascus , MDSkills
- CRM systems
- Fraud investigation
- Cross-functional collaboration
- Customer engagement
- Data entry accuracy
- Attention to detail
- Problem solving
- Time management
Timeline
Grant Enrollment Specialist
Healthwell Foundation
2023.08 - Current
Virtual Premier Banker
Wells Fargo Bank, N.A.
2022.01 - 2022.11
Senior Customer Care Executive
Wells Fargo Home Mortgage
2013.10 - 2022.01
Damascus High School