Ceiara Richardson
Philadelphia,PA
Summary
Hard working Professional with proven leadership and organizational skills looking to apply my abilities to the open Transaction Management Associate 2 role available
Overview
10
10
years of professional experience
Work History
Contact Center Associate
Vanguard FAS
02.2022 - Current
- Provide client support of mutual fund inquires and process transactions over the phone
- Create new and adjustment cases for institutional transfer requests processed in error
- Partners with Large trades, Relationship Managers, and Onboarding department to resolve any account or trade discrepancies
- Review Portal reports for accuracy and approval
Accounts Receivable Associate
Brightview
07.2019 - 02.2022
- Post customers payments by recording ACH, wires and checks received from bank corporate lockboxes and entering information in accounting software
- Research check and purchase order copies
- Review checks and Eft’s remittance for client invoice number or customer number
- Verifies validity of account discrepancies by obtaining and investigating information from customer service or contacting client directly
- Adjust or apply partial payments to GL code for discounts, Bad debt write-offs, and refunds
- Forward unapplied cash notices to branches for additional information
Member Service Representative
Trumark Financial Universal
04.2017 - 07.2019
- Able to submit foreign and domestic Wire transfers, Account transfers, open and close certificates of deposit and Membership accounts
- Receive financial documentation from members and forwarding to appropriate department
- Process payments for credit cards, loans, and Lines of Credit into teller payment system in a prompt, efficient, and accurate manner
- Disburse approved credit products and apply loan processing fees to appropriate GL account, waive late fees and monthly services fees
- Research and resolve problems identified by members
Collector
Wells Fargo Dealer Services
05.2016 - 04.2017
- Responsible for monitoring and maintaining assigned accounts
- Processing payments into collections system
- Receive, identify, and document incoming mail, Estate letters, due date changes, and letters of authorization from customers and forwarding to appropriate department
- Resolving complex customer issues using multiple computer systems to review customer financial history
- Meeting monthly delinquency goals
Teller
Wells Fargo Bank
11.2013 - 05.2016
- Documenting customers’ information into teller system creating new customer profiles and complete initial deposit of new direct deposit accounts
- Processed check cashing, customers payments, withdrawals, and deposits into teller system
- Research and resolve problems identified by customers such as missing deposits
- Performs quality check using Exception Process system (EPS) to check for errors in tellers’ transactions and verify accuracy
- Performed settlements and audits on ATMs, Main vault and teller drawers daily
- Received incoming cash shipment from armored carrier, verifying cash shipment received to ordered cash receipts, and documenting shipment into entry log daily
Education
Bachelor Of Business Administration - Business Administration And Management
Peirce College
Philadelphia, PA05.2017
Skills
- System Documentation
- Inbound Phone Call Management
- Call Center Operations
- Quality Assurance Controls
- Problem-Solving Skills
- Account Management
- Database Research
- Call Documentation Skills
- Process Transactions
- Productivity Management
- Policy and Procedure Adherence
- Documentation
Timeline
Contact Center Associate
Vanguard FAS
02.2022 - Current
Accounts Receivable Associate
Brightview
07.2019 - 02.2022
Member Service Representative
Trumark Financial Universal
04.2017 - 07.2019
Collector
Wells Fargo Dealer Services
05.2016 - 04.2017
Teller
Wells Fargo Bank
11.2013 - 05.2016
Bachelor Of Business Administration - Business Administration And Management
Peirce College
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