Summary
Overview
Work History
Education
Skills
Languages
Timeline

Carmen Montalvo

Parlin,NJ

Summary

Dynamic Transaction Processing Manager with a proven track record at Liberty Savings Federal Credit Union. Expert in operational objectives and customer relationship management, enhancing service quality and retention. Recognized for exceptional problem-solving abilities and attention to detail, driving continuous improvement in support services. Committed to delivering quality service and fostering teamwork.

Overview

25
25
years of professional experience

Work History

Transaction Processing Manager

Liberty Savings Federal Credit Union
12.2014 - Current
  • Process ACH, Share Drafts, Wires and Payroll daily to make sure all items have been processed.
  • Account management and Reclamation processing
  • Provisional credit to member account while pending disputes
  • Process court order documents -IE- Levy's, Child Support, IRS Liens, Subpoenas
  • Manually post members payrolls from SEG groups
  • Process the escheat accounts to be sent to the state
  • Process remote deposit checks daily
  • Process any checks that have been returned
  • Process any new online memberships

Sr. Support Services Representative

Aspure Federal Credit Union
10.2000 - 04.2013
  • Enhanced customer satisfaction by efficiently addressing and resolving support issues.
  • Contributed to increased overall support services quality by providing valuable input on operational policies, process enhancements, and team training initiatives.
  • Contributed to increased customer retention rates by providing exceptional service.
  • Ensured proper documentation of customer interactions for accurate record-keeping.

Education

Diploma - Accounting And Finance

Perth Amboy High School, Perth Amboy, NJ
06.1988

Skills

  • Customer follow-up
  • Process documentation
  • Quality service
  • Problem solutions
  • Teamwork
  • Customer service
  • Problem-solving
  • Time management
  • Attention to detail
  • Multitasking
  • Excellent communication
  • Organizational skills
  • Team collaboration
  • Customer relationship
  • Professionalism
  • Time management abilities
  • Fraud prevention
  • Operations management

Languages

Spanish
Native or Bilingual

Timeline

Transaction Processing Manager - Liberty Savings Federal Credit Union
12.2014 - Current
Sr. Support Services Representative - Aspure Federal Credit Union
10.2000 - 04.2013
Perth Amboy High School - Diploma, Accounting And Finance
Carmen Montalvo