Chantel McFadden
Summary
Experienced account maintenance specialist with a focus on communication and collaboration, driving process improvements for efficiency and quality. Demonstrated proficiency in managing workflows and multitasking in high-pressure environments, ensuring timely completion of tasks. Notable for quick adaptability and problem-solving skills that enhance customer satisfaction. Competent in safeguarding sensitive financial data with strict confidentiality.
Overview
5
5
years of professional experience
Work History
Premier Wealth Senior Specialist
Charles Schwab
11.2025 - Current
- Subject Matter Expert (SME) in CST and RS-Insight cases.
- Processed high-volume account maintenance and money movement requests with strong accuracy, attention to detail, and adherence to compliance standards.
- Analyzed operational workflows and identified opportunities to improve efficiency, accuracy, and overall team productivity.
- Resolved complex operational issues by evaluating problems, identifying solutions, and collaborating with internal teams to ensure timely resolution.
- Participated in New Hire training and supporting onboarding.
- Assisted coworkers with operational procedures, system navigation, and workflow processes to improve team performance and knowledge retention.
- Participated in cross-trainings.
Premier Wealth Specialist
Charles Schwab
11.2024 - Current
- Delivered quality work by following all company policies and procedures.
- Worked collaboratively with cross-functional teams to optimize workflow case management.
- Contributed to new hire training sessions, enhancing onboarding experience.
- Performed account maintenance activities and managed money movement transactions.
- Guided associates on account maintenance processes to strengthen team capabilities.
- Facilitated knowledge sharing among colleagues to promote continuous learning.
- Showcased proper usage of tools required for specific tasks.
- Acted as subject matter expert for CST and RS-INSIGHT.
- Assisted in cross training with move money associates on other teams.
Workflow Solutions Associate
Charles Schwab
08.2022 - 11.2024
- Conducted thorough review and research on operational work submitted by Financial Advisors on the end client(s) behalf.
- Conducted Account Maintenance and Account Updates for Clients.
- Placing outbound calls to end client(s) verifying unusual account updates.
- Performing Client Data Vulnerability Reports if their information has been exposed.
- Performing end client signature verifications on newly submitted documents and paperwork.
- SME for CST Legal cases
- Providing thorough research to help others in different departments find proper solutions on assignments.
- Providing additional information to Investment Advisors to ensure that they are fully aware of all of the tools Charles Schwab has to offer and how to use them properly.
- Assisted in New Hire Trainings.
- Assisted with Charles Schwab and TD Bank Company Merger.
Claims Representative
Humana
06.2021 - 08.2022
- Commitment to HIPPA LAW Compliance.
- Resolving escalated Healthcare Claims calls.
- Reviewed Healthcare and billing documents to make sure Claims were paid out properly.
- Maintained 90% of productivity and quality standards while working under strict deadlines.
- Handling Inbound and Outbound calls.
- Responsible for Daily Monitoring of the IMS & Teams queue to help with time-sensitive information or processing urgent requests
- Assisted members on filing Grievances and Appeals on denied claims.
- Assisted with New Hire Training.
- Shared learned skills and knowledge with teammates.
- Conducted daily research and collected information to provide the best results.
- Provided high level of customer service to each member by engaging and using active listening, effective interpersonal skills.
Education
High School Diploma -
Apopka High School
Apopka, FLGeneral Studies
Florida A&M University
Tallahassee, FLCyber Security Bootcamp Program - Cybersecurity
UNIVERSITY OF CENTRAL FLORIDA Continuing Education
Orlando, FLSkills
- Daily task execution with autonomy
- Workload prioritization and self-management
- Complex issue documentation and escalation
- Proactive solution finding across tasks
- Team cross-training and new hire onboarding
- Efficient error detection and resolution
- Communication proficiency in various mediums
- Subject matter expertise in CST and RS-Insight
- Innovative thinking skills
- Commitment to continuous learning
- Practice of ethical standards
References
- Aliyah Baity -Supervisor (Humana) +1 (863) 242-8425
- Kaylynn Horton - Manager ( Sams Club ) - 321-527-4153
Timeline
Premier Wealth Senior Specialist
Charles Schwab
11.2025 - Current
Premier Wealth Specialist
Charles Schwab
11.2024 - Current
Workflow Solutions Associate
Charles Schwab
08.2022 - 11.2024
Claims Representative
Humana
06.2021 - 08.2022
High School Diploma -
Apopka High School
General Studies
Florida A&M University
Cyber Security Bootcamp Program - Cybersecurity
UNIVERSITY OF CENTRAL FLORIDA Continuing Education