Highly motivated with a desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
20
20
years of professional experience
Work History
Underwriter
Priorty
Alpharetta, Georgia
05.2022 - Current
Underwrite prospective merchant's application in accordance with policy, review business Financials, prior processing statements, bank statements, and tax returns as required to understand how the merchant was processing, pull business investigative report using LexisNexis, MATCH and OFAC, reviewe requested processing limits to determine if consistent with type of business, flag and notify Risk Department of high risk accounts, review legal documents to verify business entity name and ownership, ensure validity of banking information provided, make account changes and adjustments as needed.
Resolve discrepancies between customer documentation and internal records
Maintain up to date knowledge of industry trends, regulations, and compliance requirements through company training tools.
Client Service Representative III
Priority Payment Systems Holdings
Alpharetta, Georgia
07.2021 - 05.2022
Managed client inquiries and provided timely resolutions for service issues.
Assisted clients in navigating payment processing systems and tools effectively.
Collaborated with internal teams to enhance client service delivery processes.
Documented client interactions and maintained accurate service records.
Monitored feedback to identify areas for service improvement opportunities.
Reviewed and resolved client concerns and issues, researching relevant details and clearly communicating solutions.
Provided customer service support to clients in a timely and efficient manner.
Followed up with customers through calls and emails to proactively resolve issues and maintain satisfaction.
Underwrote prospective merchant application in accordance with policy, review credit reports, business Financials and tax returns as required, pulled investigative report using LexisNexis, MATCH, MAC Alerts and OFAC, reviewed requested processing limits to determine if consistent with type of business, flagged and notify Risk Department of high risk accounts, reviewed legal documents to verify business entity name and ownership, reviewed previous processing merchant statements and bank statements to evaluate prior processing history, ensure validity of banking information provided, input and created accounts for new merchants, made account changes and adjustments when needed.
Sales Assistant
Company.com
Miami Beach, FL
07.2013 - 06.2016
Responsible for administrative sales support, multitasked, prepared written communications such as letters, memos, and emails, handled incoming calls from merchants and sales representatives daily, filed, photocopied, and distributed mail, operated various office equipment, reviewed merchant applications and requested documents necessary to complete files in order to submit them to the underwriting department, determined what type of credit card equipment was needed for merchants for proper processing, and put together sales incentives and marketing tools when needed.
Compiled training materials for newly hired sales representatives.
Account Implementation Specialist
Company.com
Miami Beach, FL
10.2011 - 06.2013
Reviewed sales application for accuracy, underwrote each application to make sure identity matches signed merchant documents, ran credit check through Transunion software, data entry in company’s software system, verified that merchants’ legal name matches with the IRS data base, setup each potential client with American Express when requested, conducted and completed background checks when required, and built each file to ensure merchant will be able to process credit card transactions daily.
Client Relations Specialist
First Data Merchant Services
Coral Springs, FL
02.2006 - 12.2010
Processed chargebacks and retrieval requests for Limited Brands: Victoria's Secret, Express, and Limited; completed monthly reports for BMG; assisted account executives with monthly reports for merchant services; responded to inquiries via e-mail regarding escalated chargeback issues from customer service representatives; answered e-mails sent from merchants in reference to their daily batch details; assisted the organization with chargeback seminars; participated in focus groups; and trained new hires.
Education
Bachelor of Arts - Sociology
Florida Atlantic University
Boca Raton, FL
08-2025
Associate of Arts - General Studies
Broward College
Fort Lauderdale, FL
07-2023
Skills
Application review
Professionalism
LexisNexis
MATCH
Account management
Problem resolution
Underwriting guidelines
Documentation review
Sales support
Data evaluation
Relationship management
Accomplishments
Graduated college with honors distinction; Cum Laude