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Tajinder
Analyst III
Contacto
Competencias
Specialized in identifying overpayments and claims recovery through detailed transaction analysis.
Proficient in analyzing contracts, vendor agreements, and financial data to identify opportunities.
Experienced in handling client inquiries, resolving issues, and maintaining high satisfaction levels.
Implemented process improvements to enhance audit efficiency and accuracy.
Skilled in managing communications with vendors and stakeholders to facilitate audits and recoveries.
Educación
Idiomas
Resumen
Tajinder is a dedicated professional with extensive experience in recovery auditing, client support, and financial data analysis. Proven track record in identifying overpayments, streamlining processes, and delivering exceptional service. Adept at leveraging analytical skills to maximize revenue recovery and improve operational workflows.
Logros Clave
- Led complex audits resulting in the recovery of overpayments and increased revenue for clients.
- Streamlined audit processes through detailed data analysis, improving accuracy and efficiency.
- Provided exceptional client support, resolving inquiries and strengthening customer relationships.
- Developed root cause analysis methodologies to prevent future discrepancies and enhance workflow.
Experiencia
Analyst III
Conduct complex audits of client accounts to identify overpayments and recover funds, Analyze contracts, vendor agreements, and transaction data to validate claim opportunities, Prepare and submit audit claims, manage claim tracking systems, and communicate with vendors, Provide audit findings and documentation to internal teams and clients, Achieve performance targets on both claim volume and value
Client Service Representative
Acted as primary point of contact for client account and product inquiries, Delivered resolution to customer concerns with a focus on quality service, Maintained thorough knowledge of investment products and internal policies
Staff Auditor
Recovered lost revenue through detailed analysis of client A/P data and vendor transactions, Produced accurate audit claims and managed supporting documentation, Conducted root cause analysis to improve internal processes and client operations, Supported senior auditors and collaborated with clients on documentation requests
Financial Services Representative
Advised clients on financial planning including credit, investments, and cash flow, Managed client relationships through proactive outreach and personalized service, Promoted use of digital banking channels and participated in sales development activities
Tax Services & Support Representative
Assisted customers with tax software and return preparation, Resolved both product and tax-related issues with a focus on customer empowerment, Created and updated knowledge base content for internal support teams
Tax Professional (Seasonal)
Prepared accurate personal income tax returns and advised clients on tax matters, Cross-promoted H&R Block services based on customer needs