BART BATEMAN
Layton,UT
Summary
Knowledgeable and dedicated customer service professional with extensive experience in the financial industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
11
11
years of professional experience
Work History
Prevention and Detection Specialist
SoFi
08.2024 - Current
- Reviewed reports and individual transactions which appeared suspicious to uncover possible fraudulent activity.
- Analyzed large amounts of data to find patterns of fraud and anomalies.
- Collaborated with team members to discuss fraud trends and brainstorm methods to combat this type of crime.
- Contacted customers directly to notify of fraudulent activity and minimize impacts.
Fraud & Risk Agent 4
StubHub
02.2022 - 03.2024
- Evaluated customer data to identify and prevent fraudulent activities.
- Reviewed reports and individual transactions which appeared suspicious to uncover possible fraudulent activity.
- Performed risk assessments to determine level of fraud risk and prioritize investigations.
- Analyzed large amounts of data to find patterns of fraud and anomalies.
Data Review Specialist
Lendio Inc.
05.2020 - 02.2022
- Reviewed loan files for completeness, identified missing documentation and generated condition lists for applicants.
- Submitted loan applications to underwriter for verification and recommendations.
- Worked with customers via email and telephone to answer questions, gather documents, and resolve issues.
- Helped streamline repair processes and update procedures for support action consistency.
- Worked with software development team on reported errors and bugs on newly released software and assisted in deployment of release fixes.
Escalated Complaints Specialist
Wells Fargo Bank
01.2017 - 04.2020
- Effective liaison between customers and internal departments.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Collaborated with cross-functional teams to address complex customer issues, ensuring prompt resolution and maintaining client relationships.
- Trained new employees on company policies and procedures related to complaint resolution, fostering a positive work environment focused on teamwork and collaboration.
Financial Crimes Specialist III
Wells Fargo Bank
07.2013 - 01.2017
- Analyzed financial statements, bank records, and various other databases to identify fraud and other instances of financial crimes.
- Trained team members on company processes, procedures, and investigation strategies.
- Conducted interviews by phone with victims and filed reports of findings.
- Contacted customers directly to notify of fraudulent activity and minimize impacts.
Education
Bachelor of Science - Computer Forensics
Salt Lake Community College
Salt Lake City, UT04.2025
Skills
- Fraud detection
- Regulatory Compliance
- MS Office
- SLA fulfillment
- Training and mentoring
- Dispute Resolution
- Account servicing
- Documentation skills
- Risk mitigation
- Customer Relationship Management
- Consumer Banking
Timeline
Prevention and Detection Specialist
SoFi
08.2024 - Current
Fraud & Risk Agent 4
StubHub
02.2022 - 03.2024
Data Review Specialist
Lendio Inc.
05.2020 - 02.2022
Escalated Complaints Specialist
Wells Fargo Bank
01.2017 - 04.2020
Financial Crimes Specialist III
Wells Fargo Bank
07.2013 - 01.2017
Bachelor of Science - Computer Forensics
Salt Lake Community College
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