Brittany Simmons
Jacksonville
Summary
Proven leader in operations management and strategic planning, with a track record of exceeding goals. Skilled in fostering partnerships and improving internal communications. I excel in driving project delivery and enhancing client relationships. My approach ensures compliance and operational excellence, leveraging both analytical and interpersonal skills.
Overview
13
13
years of professional experience
Work History
Case Processor
US Bank
12.2024 - Current
- Responsible for case support, financial transactions, records, investigation, disposition, and/or recovery scenarios involving unauthorized, disputed, or erroneous account activity
- Cross trained among Reconciliation, ATM Mis-Dispense and Merchant Disputes.
- Process transactions and conduct research on discrepancies while making necessary corrections and reconciling accounts to ensure accuracy and timeliness
- Maintaining various accounts and ledgers, including accounts payable and receivable.
- Primary scope may include credit/debit/pre-paid card, digital, ACH, or checking transactions
- Inputs ATM Disputes into the Dispute Advantage systems from Message Tickets received from Call Centers
- Reviews and resolves Cardholder disputes within US Bank policy and applicable ensuring compliance with federal regulations/guidelines
- Analytical research, four wall investigations, validations, general transaction processing, issuing provisional/final credit, reversing fees and interest, sending customer facing communications, and/or recovering funds through merchants and other financial institutions
Banking Funding Specialist
EverBank
08.2021 - 08.2024
- Reviews outgoing wire requests in warehouse system and verifies data matches supporting documents.
- Key, approve and disburse wires in the warehouse system for processing with Fed Reference number while monitoring incoming wires
- Prepares and delivers Allonge, Note (with executive management signature), Power of Attorney copy, Bailee Letter and any other documentation provided with Note to investor.
- Support the funding process, including managing cash balances, cash forecasts and closing wire transfer.
- Continual prevention of fraud produced by various fraud monitoring software to include ACH, wire, checks, online banking activity and identity theft.
- Managed client relationships, providing timely updates on funding status and addressing inquiries effectively.
Senior Funds Transfer Processor
EverBank
08.2018 - 07.2021
- Processed and verified high volumes of transactions with accuracy and efficiency.
- Validate and verify wire transfer forms for accuracy, completeness, authenticity, and compliance with domestic and foreign guidelines, rules, and regulations.
- Collaborated with team members to streamline workflow and improve processing times.
- Ensure all institutions receive the wire or a receipt of the transfer using automated transfer systems, while inputting and recording wire transfer data while also using IBS.
- Managed our SLA Reports on daily operational wire transmittals according to State and Federal Guidelines
- Facilitated OFAC, KYC, and BSA Reports collaborating with Treasury Management, Departmental AVPs and VPs on Risk Assessment and best practices.
Client Solutions and Sales Leader III
EverBank
11.2016 - 08.2018
- Led sales team to exceed quarterly targets through strategic planning and execution.
- Fostered relationships with key clients, resulting in increased customer loyalty and repeat business.
- Raise service request tickets, responds to client and partner requests received by email, phone, chat or workflow system
- Evaluates customers concerns and needs to provide them with bank services and products that facilitate the attainment of their financial goals
- Ensured departmental goals were met by managing One-On-Ones with my teams that included efficiency standards, innovative ideas, and provided performance reviews based on outcome
- Guaranteed accuracy in a challenging environment, using logic, multi-tasking, toggling between systems, and communicating resolutions while delivering a great client experience
Lead Branch Teller Supervisor
Wells Fargo
11.2012 - 01.2016
- Processed customer transactions efficiently, ensuring accuracy in cash handling and account management.
- Assisted customers with inquiries, providing exceptional service and resolving issues promptly.
- Collaborated with team members to streamline operations and enhance workflow efficiency.
- Managed resources effectively to assess and develop each employee’s performance in order to assure the success of the department
- Support partners in Wells Fargo Quality Assurance Acquisition Team, Business Bankers as well as Business clients including provision of Treasury Management products and services such as ACH origination, Wire origination and Remote Check Deposits;
- Ensure tellers are successful consistently while balancing their cash daily, counterfeit currency identification, count and roll coins, balance ATM, and adequate supplies in teller station while maintaining ethics, integrity, and embracing diversity.
Education
High School Diploma -
Samuel L. Wolfson Senior High School
Jacksonville, FLAssociate of Arts -
Florida State College of Jacksonville
Jacksonville, FLSkills
- Operations Management
- Corporate Communications
- Partnership Development
- Strategic Planning
- Operations Oversight
- Technologically Proficient
Timeline
Case Processor
US Bank
12.2024 - Current
Banking Funding Specialist
EverBank
08.2021 - 08.2024
Senior Funds Transfer Processor
EverBank
08.2018 - 07.2021
Client Solutions and Sales Leader III
EverBank
11.2016 - 08.2018
Lead Branch Teller Supervisor
Wells Fargo
11.2012 - 01.2016
High School Diploma -
Samuel L. Wolfson Senior High School
Associate of Arts -
Florida State College of Jacksonville