BRITTANY SIMMONS
Jacksonville,Fl
Summary
Dynamic operations leader with a strong track record in exceeding organizational goals. Expertise in streamlining processes, managing financial transactions, and ensuring compliance with regulations. Proven ability to enhance client relationships and foster partnerships through effective communication and analytical skills.
Overview
10
10
years of professional experience
Work History
Case Processor
US Bank
Jacksonville, Fl
12.2024 - Current
- Provided case support for financial transactions, records, investigations, dispositions, and recovery scenarios involving unauthorized, disputed, or erroneous account activity.
- Process transactions and conduct research on discrepancies while making necessary corrections and reconciling accounts to ensure accuracy and timeliness
- Resolved cardholder disputes in accordance with US Bank policy and federal guidelines.
- Conducted analytical research, four wall investigations, validations, and transaction processing, issuing provisional/final credit, reversing fees, communicating with customers, and recovering funds from merchants and financial institutions.
- Managed financial transactions related to credit, debit, and prepaid cards. may include credit/debit/pre-paid card, digital, ACH, or checking transactions
- Entered ATM dispute information into Dispute Advantage systems from message tickets received from call centers, ensuring accuracy and compliance.
- Enhanced skills by learning functions across multiple teams, including reconciliation, ATM mis-dispense, and merchant disputes.
- Managed various accounts and ledgers, such as accounts payable and receivable.
Funding Specialist
EverBank
Jacksonville, Fl
08.2021 - 08.2024
- Executed all activities related to individual loan funding, including wire requests, monitoring closing agents, balancing lines, managing collateral traffic, processing payoffs, and reconciling accounts.
- Key, approve and disburse wires in the warehouse system for processing with Fed Reference number while monitoring incoming wires
- Reviews outgoing wire requests in warehouse system and verifies data matches supporting documents.
- Prepared and delivered Allonge, Note (with executive management signature), Power of Attorney copy, and Bailee Letter to investors, ensuring all documentation was accurately provided.
- Managed client relationships by providing timely updates on funding status and effectively addressing inquiries to enhance client satisfaction.
- Continual prevention of fraud produced by various fraud monitoring software to include ACH, wire, checks, online banking activity and identity theft.
Client Solutions and Sales Leader III
EverBank
Jacksonville, Fl
08.2018 - 08.2021
- 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.
- Evaluates customers' concerns and needs to provide them with bank services and products that facilitate the attainment of their financial goals
- Managed one-on-ones with teams to meet departmental goals, incorporating efficiency standards, innovative ideas, and performance reviews based on outcomes
- Ensured accuracy in a challenging environment by applying logic, multi-tasking, toggling between systems, and communicating resolutions to deliver a great client experience
- Documented and tracked service requests to ensure timely client support and responded to client and partner inquiries via email, phone, chat, and workflow system
Funds Transfer Processor
EverBank
Jacksonville, Fl
11.2016 - 08.2018
- Validate and verify wire transfer forms for accuracy, completeness, authenticity, and compliance with domestic and foreign guidelines, rules, and regulations
- Processed and verified high volumes of transactions with accuracy and efficiency
- Ensure all institutions receive the wire or a receipt of the transfer using automated transfer systems, while inputting and recording wire transfer data
- Managed SLA reports on daily operational wire transmittals, ensuring compliance with State and Federal guidelines
- Collaborated with team members to streamline workflows, reducing processing times for wire transfers
- Facilitated OFAC, KYC, and BSA reports in collaboration with Treasury Management and departmental leadership, enhancing risk assessment practices
- Maintained up-to-date knowledge of industry regulations and best practices related to processing operations.
Education
Associate in Arts (A.A.) -
Florida State College of Jacksonville
Jacksonville, FlSkills
- Transaction Processing
- Fraud Prevention
- Operational Efficiency
- Data Management
- Operational management
- Vendor Management
- Client Communication
Timeline
Case Processor
US Bank
12.2024 - Current
Funding Specialist
EverBank
08.2021 - 08.2024
Client Solutions and Sales Leader III
EverBank
08.2018 - 08.2021
Funds Transfer Processor
EverBank
11.2016 - 08.2018
Associate in Arts (A.A.) -
Florida State College of Jacksonville