Bryttani Handt
San Antonio,TX
Summary
Detail-oriented Account Specialist with expertise in account administration and document management. Proven ability to streamline processes and enhance team workflow while ensuring compliance with industry regulations.
Overview
17
17
years of professional experience
Work History
Guardianship Review Account Specialist III
JPM Chase
San Antonio, TX
06.2021 - Current
- Evaluated court documents to ascertain requestor's authority for actions in compliance with state legal requirements.
- Facilitated guidance and support for bankers in processing guardianship court documents at branch level.
- Evaluated escalations from various teams to ensure adherence to policies and procedures, safeguarding client interests and bank integrity.
- Oversaw case assignments and escalations within DDT to enhance team workflow. Streamlined paperwork management by directing documents received via Digimail into the guardianship review mailbox for timely processing.
- Collaborated with public guardian offices and guardianship companies to manage account details and statements. Oversaw withdrawal and account closure processes. Coordinated check preparation for requestors.
- Engaged with Chase paralegals and attorneys to resolve escalated issues, ensuring thorough preparation for court proceedings.
- Administered client accounts, ensuring adherence to service timelines and accuracy in service execution; Analyzed account data to identify trends and recommend improvements.
- Developed and implemented training programs for new hires while providing ongoing support to colleagues in diverse situations.
- Completed routine and complex account updates to resolve problems.
- Managed multiple accounts simultaneously, demonstrating exceptional organizational skills and attention to detail.
- Ensured compliance with industry regulations by diligently reviewing account documentation and transactions.
- Collaborated with external teams to provide support for GRT initiatives. Assisted in the development of SWI/LMOS processes. Participated in reviewing and proposing new guidelines for Chase Answers. Conducted side-by-side sessions with business analyst associates to enhance the GRT process.
Senior Specialist III- Telephone Banking
JPM Chase
San Antonio, TX
06.2015 - 06.2021
- Resolved customer issues related to Chase website and mobile app, contributing to enhanced user satisfaction. Supported inquiries regarding business check scanners and account management.
- Chosen to implement new pilot initiative for branch bankers, addressing help requests via SharePoint and direct communication.
- Facilitated onboarding as a peer coach, delivering training and guidance to new specialists on diverse subject matters during call handling.
- Evaluated customer needs and feedback to drive product and service improvements.
- Developed effective improvement plans in alignment with goals and specifications.
Training Manager
Bed, Bath & Beyond/ BuybuyBaby
Frisco, Texas & Seattle, Washington
07.2009 - 03.2015
- Delivered comprehensive training sessions on products to empower employees in improving sales strategies.
- Developed personalized wedding and baby registries in partnership with customers, contributing to improved customer experience and satisfaction.
- Collaborated with furniture vendors to initiate direct orders, enhancing customer satisfaction through efficient fulfillment of cribs, dressers, nursing chairs, and additional furniture- Responsible for placing furniture orders
- Showcased company offerings at wedding and bridal expos, driving awareness of registry options.
Education
Associate of Science - Child Development/ Early Childhood Education
Collin College
Plano, TexasSkills
- Account administration
- Document management
- Research proficiency
- Account investigations & Servicing
- Interpersonal communication- Teamwork and collaboration
- Problem-solving
- Time management
- Attention to detail
Timeline
Guardianship Review Account Specialist III
JPM Chase
06.2021 - Current
Senior Specialist III- Telephone Banking
JPM Chase
06.2015 - 06.2021
Training Manager
Bed, Bath & Beyond/ BuybuyBaby
07.2009 - 03.2015
Associate of Science - Child Development/ Early Childhood Education
Collin College