Summary
Overview
Work History
Education
Skills
Timeline
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Chanel Romo

Summary

Adaptable professional with a quick-learning ability and a talent for adjusting to new environments.strong problem-solving abilities and expertise in compliance risk. Proven track record in data entry and exceptional verbal communication skills, effectively resolving discrepancies, and enhancing customer satisfaction. Committed to leveraging analytical insights to drive business success and improve operational efficiency.

Overview

7
7
years of professional experience

Work History

Credit Card Fraud and Claims Analyst

JP Morgan Chase
09.2023 - Current
  • Performs oversight of risk through verbal communication and documentation, applies a good foundation of understanding the assessed data, and the procedures of analytical insights to understand business needs.
  • While working, I also ensure to provide great customer service while being proficient in my work, in addition to reviewing documents, letters, etc.
  • Making decisions on the validity of the claim, with the investigation and research done to conclude the outcome of the case.
  • Proficient in data entry, ensure compliance to have accurate records of data activity.
  • Identify, report, and resolve any discrepancies or issues found in the data of the customer and their case.

Fraud and Claims Lead Specialist II/Mortgage Support Assistant

Wells Fargo
01.2020 - 08.2023
  • Perform moderately complex claims, such as wires, ACH, and debit/credit cards.
  • Performing knowledge of risk management ethics, tools, and applicable systems.
  • Determining chargeback rights, compliance rights, and/or liability claim rights available for each disputed transaction.
  • Bookkeeping, overseeing multiple account types, and cash handling cases to investigate fraud or non-fraud.
  • Providing a timeframe, setting expectations, and referring to additional options while providing the best customer service.
  • Reviewing and explaining escrow statements, discussing and responding to inquiries regarding specific loan types, emailing, noting, taking mortgage payments, and opening or completing follow-ups or additional research on behalf of our customers.
  • Collaborating with department leadership, underwriting, and reviewing policies and requirements to process mortgage assistance.
  • To assist our customers with their mortgage accounts, as well as offering products that may benefit their mortgage.

Medical Receptionist

QTC Management
03.2019 - 01.2020
  • Help service members stay mission-ready, and ensure veterans receive the care they've earned.
  • Responsible for monitoring and evaluating agent inbound and outbound customer calls to promote productivity, quality, and workflow compliance with professionalism.
  • Including claims, inputting data information, and reaching out to doctors' offices/practices for additional research/information.
  • Maintained confidentiality of patient information according to HIPAA regulations.

Sales Associate

IBC Bank
07.2018 - 02.2019
  • Responsible for opening, monitoring, and managing business and personal accounts.
  • Learns products, services, and procedures quickly and accurately, and delivers solutions.
  • Ensuring all required documentation is present, accurate, signed, and sent off to quality control.
  • Worked with partnership specialists, such as business relations, financial advisors, etc. To connect members/customers to those who are specialized in providing options and solutions for the needs of our customers.
  • Developed trusting relationships with customers by making personal connections.

Education

HS - Diploma

William Howard Taft High School

Skills

  • Computer skills
  • Organizational and clerical skills
  • Problem solving
  • Verbal and written communication
  • Bookkeeping
  • Microsoft
  • Word
  • Excel
  • Outlook
  • PowerPoint
  • Compliance risk
  • Data entry

Timeline

Credit Card Fraud and Claims Analyst

JP Morgan Chase
09.2023 - Current

Fraud and Claims Lead Specialist II/Mortgage Support Assistant

Wells Fargo
01.2020 - 08.2023

Medical Receptionist

QTC Management
03.2019 - 01.2020

Sales Associate

IBC Bank
07.2018 - 02.2019

HS - Diploma

William Howard Taft High School

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Chanel Romo