Alexis Bell
Columbia,SC
Summary
A highly motivated worker with a detail-oriented approach. Consistently achieves the highest standards. Eager to broaden knowledge and contribute skills to the Finance and Banking sector
Overview
15
15
years of professional experience
1
1
Certification
Work History
Deposit Operations Representative IV
TD Bank
02.2020 - Current
- Reduced errors in deposit operations by diligently verifying and correcting transaction data.
- Streamlined workflow for improved efficiency, implementing new procedures for deposit operations tasks
- Ensured accuracy in deposits by meticulously reviewing and reconciling daily transaction reports
- Provided training for new team members on various aspects of the deposit operations role, ensuring smooth onboarding experiences for new hires
Deposit Operations Representative III
TD Bank
04.2017 - 02.2020
- Audited reports received from branches and other units to ensure accuracy and completeness
- Performed routine tasks, exercising judgment and discretion both individually and in a team setting. Trained as an experienced resource for information and know-how, supporting less experienced staff
- Suggested changes or modifications to policies and tracking systems related to paperwork, deposits, and information processing
- Conducted research on suspicious items, collaborated with lead or supervisory staff to review findings, and implemented measures to prevent fraudulent activities, including mirroring fraud accounts
Strategic Account VLM Specialist
United Parcel Services (UPS)
07.2016 - 04.2017
- Applied sound judgement and independent initiative to identify, adapt, and implement effective approaches for problem-solving, as well as interpreting policies
- Oversaw the management of ten multimillion-dollar accounts by ensuring the completion of the clearance process for all shipments through proactive follow-ups via phone and email
- Optimized supply chain management, resulting in reduced delivery times and increased inventory accuracy
- Developed and managed relationships with key clients and partners to drive growth
Custom Brokerage Rep
United Parcel Services (UPS)
05.2016 - 07.2016
- Generated customs entries and facilitated the forwarding of freight to destined locations
- Offered guidance and support to fellow employees within the department
- Classified shipments and merchandise in accordance with the Harmonized Tariff Schedules (HTS), Participating Government Agencies clearances (PGA), code of Federal Regulations (CFR) 19, and Customer Regulations
- Oversaw and followed up on more than sixty shipments daily, ensuring a smooth clearance process for all prepared entries
Customer Service Rep II
Wells Fargo
03.2014 - 05.2016
- Effectively handled a high call volume exceeding 50 calls, maintaining professional composure under pressure to ensure positive customer interactions
- Offered resources to branch employees, enabling them to make informed recommendations on products and services that best suit the needs of the customer
- Established, developed, and maintained positive business relationships with internal and external partners
- In the capacity of a General Queue Expert (GQE) within the department, I provided mentorship to new hires, guiding them on best practices and call center protocols. This contribution facilitated their smooth integration into the team
Relationship Manager/Bankruptcy Customer Assistance Specialist
JPMorgan Chase Bank
01.2011 - 06.2013
- Demonstrated adaptability in managing diverse loan types, including FHA, VA, and conventional mortgage modifications, to effectively address client needs while maintaining rigorous compliance with federal, state, and company regulations throughout all stages of the loan modification process
- Compiled underwriting documents with precision for over seventy-five clients, carefully verifying income, credit reports, and other essential information. Conducted detailed reviews of borrower financial documents, ensuring accuracy and playing a pivotal role in streamlining the loan modification process
- Kept detailed records of contact made with borrowers providing the status of their applications, ensuring timely updates and accurate information
- Assisted in training six new hires on effective loan modification processes and best practices, improving overall team performance
Bankruptcy Operations Specialist
JPMorgan Chase Bank
02.2009 - 01.2011
- Secured all essential documents required for the loan modification process, contributing to enhanced client satisfaction through the timely and accurate processing of bankruptcy cases
- Increased case resolution efficiency by streamlining bankruptcy review processes and documentation management
- Conducted comprehensive reviews of legal documents, including Deed of Trust, Assignment of Mortgage, Title Commitment, and other bankruptcy-related documents
- Proactively followed up with attorneys and bankruptcy trustees to prevent delinquencies, collaborating with legal personnel on comprehensive bankruptcy documentation reviews and making necessary corrections
Education
BBA - Business Administration And Management
Strayer University
Columbia, SC06.2024
Associate of Applied Science - Business Management
Midlands Technical College
Columbia, SC05.2021
Skills
- Organizational skills
- Multitasking skills
- Adaptability and flexibility
- Goal-oriented mindset
- Attention to detail
- Time management
- Written communication
- Problem-solving abilities
- Technical aptitude
- Analytical Skills
- GAAP Knowledge
- Account Reconciliation
- Microsoft Excel, Word, PowerPoint
Certification
- Accounting, Sage, Excel, QuickBooks
- Issued by Midlands Technical College
- Date of Certification: May 2021
- Relevant Courses:
Financial Accounting
Managerial Accounting
Auditing Principles
Timeline
Deposit Operations Representative IV
TD Bank
02.2020 - Current
Deposit Operations Representative III
TD Bank
04.2017 - 02.2020
Strategic Account VLM Specialist
United Parcel Services (UPS)
07.2016 - 04.2017
Custom Brokerage Rep
United Parcel Services (UPS)
05.2016 - 07.2016
Customer Service Rep II
Wells Fargo
03.2014 - 05.2016
Relationship Manager/Bankruptcy Customer Assistance Specialist
JPMorgan Chase Bank
01.2011 - 06.2013
Bankruptcy Operations Specialist
JPMorgan Chase Bank
02.2009 - 01.2011
BBA - Business Administration And Management
Strayer University
Associate of Applied Science - Business Management
Midlands Technical College