Chelisa Williams
Virginia Beach,VA
Summary
Proactive and goal-oriented professional recognized for exceptional time management and problem-solving abilities. Reliability and adaptability are key strengths, complemented by a swift capacity to learn and implement new skills effectively. Committed to leveraging these strengths to drive team success and foster organizational growth. A proven track record of resolving complex issues while demonstrating flexibility in dynamic environments underscores a dedication to excellence.
Overview
11
11
years of professional experience
Work History
Deposit Processor II
USI Insurance Services LLC
03.2024 - Current
- Managed quality control procedures to detect flaws and defects.
- Handled and balanced substantial customer deposits efficiently.
- Checked data entries against source documents for accuracy.
- Resolved discrepancies between deposit tickets, cash receipts, and bank statements.
- Maintained accurate records of transactions for assessments.
- Conducted regular balancing activities and cross-referenced related reports.
- Promptly addressed inquiries from multiple departments regarding deposited items.
- Coordinated efficiently with team members, supervisors, and various departments on deposit concerns.
- Tracked issues and provided updates.
- Processed and logged cash transactions.
- Logged financial transactions using spreadsheets and databases.
- Processed foreign items and returned mail.
- Matched purchase orders with invoices and recorded necessary information.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Input financial data and produced reports using Microsoft Excel / v-lookup.
Member Services Rep – (Temp)
Southeast Financial Credit Union
03.2023 - 06.2023
- Assists members with opening and closing all types of accounts including but not limited to savings, checking, money market CDs, IRA and business accounts.
- Processes address changes, stop payments and check holds to ensure they agree with the banks' records.
- Processes deposits and loan payments received in the mail.
- Accepts loan applications and assists with general loan inquiries.
- Accepts deposits and ensures documentation has been completed for new transactions.
- Processed loan applications and account transactions accurately, ensuring compliance with regulatory standards.
- Resolved member inquiries and issues efficiently, enhancing customer satisfaction and retention.
- Collaborated with team members to streamline workflows, reducing processing times for member requests.
- Analyzed member feedback to identify areas for service improvement, implementing actionable solutions.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Consistently demonstrated a strong work ethic, arriving punctually for shifts and maintaining focus on providing top-tier service throughout entire workday.
- Maintained comprehensive knowledge of company products and services, ensuring accurate information was relayed to customers at all times.
- Accepted payments and updated accounts with latest information.
- Operated in dynamic, high-volume environments to provide skilled assistance to more than 80 customers each day.
Remittance Processor
Zwicker & Associates, P.C.
08.2020 - 12.2022
- Processed wire transfers between banks, including initiating and confirming incoming transfers.
- Reconciled accounts to ensure they agree with the bank's records.
- Maintain records of transactions for accounting purposes.
- Processed overpayment/refund checks to debtors through Sage Accounting systems.
- Process manual ACH returns as needed due to stop payments/unauthorized entries.
- Balanced multiple priorities simultaneously while maintaining focus on achieving individual targets as well as contributing towards team goals.
- Managed workload effectively under tight deadlines, ensuring all tasks were completed accurately and on time.
- Reduced error rates in remittance transactions through meticulous data entry and attention to detail.
- Maintained strict compliance with regulatory guidelines and company policies during all phases of remittance processing.
- Handled sensitive customer information with discretion, maintaining confidentiality throughout the payment process.
- Handled day-to-day accounting processes to drive financial accuracy.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Entered figures using 10-key calculator to compute data quickly.
- Tracked financial progress by creating quarterly and yearly balance sheets.
Deposit Operations Representative
Salem Five Savings Bank
02.2020 - 08.2020
- Provided support for customers on bank Cash Management Services, i.e. ACH Origination, Positive Pay, and Remote Deposit Services.
- Provides support for internal and external customers on complex daily online banking services involving bill pay, external transfers, and e-statements.
- Managed customer inquiries regarding deposit accounts, providing timely resolutions and enhancing customer satisfaction.
- Provided backup to 3 other deposit operations specialists.
- Handled ATM service maintenance and disputes.
- Processed and monitored lock box items and new account documents.
- Processed hundreds of chargebacks with 99% accuracy rate.
- Immediately reported discrepancies and assisted in clearing discrepancies.
- Handled PIN reorders, new cards and maintenance for debit cards.
- Maintained confidentiality of bank's customers and adhered to all regulatory requirements.
- Analyzed performance metrics, identifying opportunities for process improvements and enhancing operational efficiency.
- Maintained friendly and professional customer interactions.
- Executed wire transfers, stop payments and account transfers.
- Ensured timely resolution of customer inquiries by working closely with customer service representatives and other departments as needed.
- Conducted thorough investigations into complex issues or discrepancies related to deposits, resolving issues promptly while maintaining high levels of customer satisfaction.
Customer Service Rep 5, Commercial Credit Cards
Citibank Call Center
01.2018 - 02.2020
- Enroll and train cardholders on the bank and/or credit card websites to ensure customer ability to maintain credit and account online.
- Respond to cardholder correspondence concerning changes in authorized users and/or credit line changes.
- Determine if correspondence conforms to local, state, and federal regulations; take appropriate action to gather the required documentation and/or complete the request.
- Assist with providing solutions to inbound customer inquiries through effective problem-solving and decision making.
- Diagnose and resolve ATM Host line error conditions.
Payment Processor I/II
LoanCare, LLC
11.2014 - 01.2018
- Primary responsibilities included processing and reconciling debits and credits, preparing daily forms, and reviewing and researching unacceptable payments.
- Processed consumer loan payments from multiple sources such as mail and electronic wires.
- Record and catalog payments and create reports.
- Entered information into the Customer Information System (CIS) to update, maintain, and correct payment records entered Surepay information and changes of mailing addresses, etc.
Education
High School Diploma - General Studies
Churchland High School
Portsmouth, VAATP Accredited Tax Preparer -
Accreditation Council For Accountancy And Taxation (ACAT)
Bachelor in Finance (BS) - Financial Accounting, Applied Marketing Strategies, Managing/Leading in Business
Southern New Hampshire University
Manchester, NH02.2027
Skills
- Expertise in financial services Proposal analysis Accurate data entry Ten-key proficiency Detailed elaboration skills Records management Payroll administration Quality assurance management Issue resolution skills Collaborative teamwork Microsoft Office Suite proficiency
- Efficient transaction processing
- Financial record keeping
- Cash handling experience
- Deposit verification
- Banking regulations
- Strong organizational skills
- Effective communication
- Strong analytical skills
- Adjustment and research functions
- Balancing daily deposits
- Check processing adjustments
- ATM transaction disputes
- Exceptional attention to detail
- Compliance with security requirements
- Maintaining detailed records
- Preparation of management reports
- Processing deposits
- Teamwork and collaboration
- Problem-solving
- Reliability
- Multitasking Abilities
- Organizational skills
- Bill payment and recordkeeping
- Bank reconciliation
- Proactive and Self-motivated
- Financial records and reporting
- Cash management
Timeline
Deposit Processor II
USI Insurance Services LLC
03.2024 - Current
Member Services Rep – (Temp)
Southeast Financial Credit Union
03.2023 - 06.2023
Remittance Processor
Zwicker & Associates, P.C.
08.2020 - 12.2022
Deposit Operations Representative
Salem Five Savings Bank
02.2020 - 08.2020
Customer Service Rep 5, Commercial Credit Cards
Citibank Call Center
01.2018 - 02.2020
Payment Processor I/II
LoanCare, LLC
11.2014 - 01.2018
Bachelor in Finance (BS) - Financial Accounting, Applied Marketing Strategies, Managing/Leading in Business
Southern New Hampshire University
High School Diploma - General Studies
Churchland High School
ATP Accredited Tax Preparer -
Accreditation Council For Accountancy And Taxation (ACAT)
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