ASHLEY BROWN

• Analyze complex financial transactions, account histories, and documentation to resolve high volume payment disputes accurately and in compliance with polices and regulations
• Maintained detailed and confidential records of dispute cases, ensuring accuracy and audit readiness
• Managed escalated and time- sensitive cases, determining appropriate resolutions independently.
• Track and prioritize multiple cases to meet deadlines and service exceptions
• Prepare reports on dispute trends and outcomes to support management review and process improvements.
• Ensure Compliance with internal policies and federal regulations when handling financial transactions and account documentation.

IRA Support Responsibilities:

• Process and support retirement account transactions, including traditional and roth ira request.
• Review documentation for accuracy and compliance with federal regulations and internal procedures
• Assist with account distributions, transfers, and general IRA- related inquires.

• Oversaw daily operations and ensured efficient execution of workflows and processes
• Supervised and supported team members, providing guidance and maintaining performance standards.
• Resolved operational issues and escalations, minimizing disruptions to workflow,
• Assisted in improving internal processes by identifying inefficiencies and implementing solutions.
• Ensured compliance with company policies procedure, and operational standards.