Dedicated, adaptable and results-driven individual with a solid track record in delivering quality work. Known for excellent communication and teamwork abilities, with a commitment to achieving company goals and delivering exceptional service. Passionate about continuous learning and professional development. Eager to contribute to a dynamic team and support organizational goals.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Financial Operations
SS&C
Kansas City, MO
12.2023 - Current
Processing financial operation transactions
Review financial request to ensure guidelines/requirements are meant
Establish new accounts/lines of business
Verify funding methods and apply appropriate allocation
Analyze legal documentation
Preform account maintenance
Collaborate with financial advisors and investors
Collaborate with other departments
Ensure quality and accuracy of all transactions/maintenance
Review transactions for accuracy
Analyze and document trends
Business Process Analyst
T-Mobile/Sprint
Overland Park, KS
04.2020 - 06.2023
Conducting reviews with process owners to identify any potential gaps and implement controls
Collect and analyze data to find deficiencies in controls, efforts, fraud, compliance, and polices
Reviewed and compare accounting, invoicing and other financial records from different sources to ensure accuracy and compliance
Examine procedures and controls to ensure they are up to date and efficient
Worked with the project team to implement new systems, enhancements, and other processes
Process mapping using Visio and Excel
Data Analysis, comparison and visualization using Excel
Conducted monthly assessment of current controls to make sure they are working properly
Worked with process owners regarding any failed control assessments
Created SharePoint site for KPI tracking
Sprint Fraud Investigator
Customer Resolution Specialist II
PIONEER SERVICES
Kansas City, MO
10.2011 - 10.2019
Responsible for assisting customers with Debt Protection benefits, Credit Reporting (investigating and responding to consumer disputes received through e-OSCAR and completing manual updates for accounts that are not correctly reported), Fraud Investigation (investigating applications and accounts for suspicious activity to ensure timely and accurate resolution), Customer Correspondence (logging dispute letters in SharePoint), responding to Credit Verifications and processing customer feedback and resolving customer complaints
Special Projects: BSA (bank secrecy act) team, CIT (customer insight team), the Volunteer Committee, V-Committee Boot Camp Presentation, New Hire Buddy Program, Training/assisting new hires, ELITE Ambassador
Collector3/military Account Specialist
WELLS FARGO AUTO FINANCE
Kansas City, MO
01.2007 - 04.2011
Responsible for handling all Wells Fargo regular Military Accounts from0-90days delinquent, and all SCRA covered accounts from0-210 days delinquent
Duties include manual and dialer for customer contact
Help customers with setting up payment arrangements resolve the delinquency
Updating account information, verifying military status to make sure all military accounts are coded properly
Assist customers with setting up military allotments direct or MAC, and resolve any issues regarding allotments
Helping customers who qualify with SCRA coverage
Skip tracing higher stage delinquent accounts, using company approved web-sites, Accurint, Fast Data, Experian, XPM, Regulus, DOD and MAC
Special Projects: Worked on the LEAN Process for USML, Training new hires, also created and held Level4 training on how to handle91+ military accounts
Account Manager
GE Commercial/Consumer Finance
Merriam, KS
01.2002 - 12.2007
Responsible for managing commercial accounts
Types of accounts vary from government entities, construction, Fortune500, insurance, property management and non profit
Including the opening and closing of accounts, and general maintenance
Applying and posting payments, issuing refunds, creating Excel spreadsheets, reconciling accounts, and handling any dispute issues
Assisting with customers with E-Commerce accounts
Working directly with company accounts payables, vice presidents, presidents, store credit coordinators, commercial sales clerks, sales managers, administrators, underwriters and fraud investigators
Customer Service, soft collections, and negotiation skills
Time management, meeting and maintaining stats, professional tone and attitude at all times
Typing, faxing, and both incoming and outgoing telephone calls
Manager/Corporate Account Manager/AR/AP
QC Financial Services
Kansas City, KS
01.1996 - 12.2001
Responsible for all maintaining all loan records, filing state titles, liens/waivers
Accounts payables/receivables store and corporate level, Interviewed/hired new employees, assisted regional manager in other store locations, trained new store managers/employees, created schedules, payroll, customer service, store audits, signer on bank accounts, open/closed and ran day to day store functions, reconciling store and bank accounts, making deposits, processing personal/auto loans, check cashing
Customer Service Representative
United Missouri Bank
Kansas City, MO
01.2001 - 05.2001
Customer Service for all UMB customers, including lines of credit, credit cards, checking and saving accounts
Answering incoming customer service calls, problem-solving, transferring and directing calls to proper departments (dispute, fraud, investments)
Maintaining company stats, and cross training in other department functions