Chelsie Risk
Cedar Rapids
Summary
Dependable and efficient professional with a strong focus on teamwork and communication, excelling in both collaborative and independent settings. Proven problem-solving abilities and meticulous attention to detail ensure high-quality and accurate results. A continuous learner with a strong drive for adaptability, thriving in fast-paced environments while consistently contributing to team success and project excellence. Committed to fostering positive relationships and driving initiatives that enhance productivity and innovation.
Overview
22
22
years of professional experience
Work History
Senior Operations Processor
Wells Fargo
Cedar Rapids, IA
10.2019 - Current
- Support Cash Refunds and Balancing Team in processing refund requests.
- Manage and resolve time sensitive requests from internal and external customers such as wire and ACH requests.
- Apply technical knowledge and expertise to perform work and action requests.
- Participate in audits by collecting examples and demonstrating processes to internal and external clients.
- Assist in testing of systems to ensure business functions are able to be completed.
- Perform daily work duties in systems such as Outlook, Excel, Siebel, Lease Connect, InfoLease, and Fund-It.
- Provide feedback and present ideas for improving or implementing processes and customer support.
- Assist colleagues and provide guidance and interpretation of policies and procedures.
Cash Receivables Specialist
BMO Transportation Finance
Cedar Rapids, IA
11.2018 - 10.2019
- Assist Cash Receivables Team in processing with loan and lease contracts.
- Apply funds received via check, wire, and ACH per customer intent via communication or remittance details.
- Establish direct contact with customers to ensure full understanding of request.
- Manage and resolve time sensitive requests from internal and external customers.
- Research Cash Application requests and reverse and/or re-apply as necessary.
- Perform daily work duties in systems such as Siebel Row, Portfolio Maintenance System, and Business Intelligence Reporting.
Lead Service Representative
Transamerica (Tata Consultancy Services)
Cedar Rapids, IA
04.2011 - 11.2018
- Lead a team in processing with annuities, life insurance, and annuity and life insurance applications.
- Established direct contact with agents, insured, and/or groups to ensure complete understanding of request.
- Managed and resolved time sensitive requests from internal and external customers.
- Assisted with questions from the Customer Care group who have incoming calls from clients.
- Continually maintained and updated processing procedures.
- Created a monthly calendar to assign duties to team members.
- Assisted in projects by testing new systems, automations and providing feedback.
Data Entry Specialist
Remedy Intelligent Staffing
Cedar Rapids, IA
08.2009 - 01.2011
- Entered customer data with high accuracy and proficiency for the company Hibu (formally Yellowbook).
- Assisted in updating and maintaining processing procedures.
- Maintained contact between the sales departments to ensure the accuracy of the customer request.
Telephone Sales Representative
PRC
Cedar Rapids, IA
04.2008 - 08.2009
- Operated an inbound phone campaign with high volume.
- Identified and resolved any issues, questions, or concerns for customers.
- Promoted services to potential clients by determining cases that the additional services could benefit.
Surveyor
Frank N. Magid Associates
Marion, IA
02.2006 - 08.2007
- Managed outbound call attempts to collect client driven analytics.
- Imported collected data for surveying purposes.
- Maintained high quality and efficiency with imported data.
- Assisted in updating and maintaining data input procedures.
Sales Associate
Off Campus Apparel and Novelties
Cedar Rapids, IA
06.2004 - 01.2006
- Maintained inventory, processed freight, and assisted in loss prevention management.
- Demonstrated excellent customer service and sales skills by assisting customers in store and over the phone.
- Processed cash, credit card, and payment transactions daily.
- Ensured end of day balances were correct by comparing total sales to payment receipts.
Education
Associate - Liberal Arts Degree
Kirkwood Community College
Cedar Rapids, IA01.2010
Skills
- Experience in Microsoft Office tools and software (Outlook, Word, FS Pro, Excel, PowerPoint, One Note, & Visio)
- Internal systems management (Automated Work Distributor, Oracle, Mainframe, Repetitive Payment System, Automations, Web-based Software, Siebel, Lease Connect, InfoLease, CEO, & Share Point)
- Ongoing education in fraud prevention, customer relations, information security, confidential supervisory information, handling material nonpublic information, and financial crimes risk management
- Experience in customer billing systems
- Experience in accounts receivable and cash application
Timeline
Senior Operations Processor
Wells Fargo
10.2019 - Current
Cash Receivables Specialist
BMO Transportation Finance
11.2018 - 10.2019
Lead Service Representative
Transamerica (Tata Consultancy Services)
04.2011 - 11.2018
Data Entry Specialist
Remedy Intelligent Staffing
08.2009 - 01.2011
Telephone Sales Representative
PRC
04.2008 - 08.2009
Surveyor
Frank N. Magid Associates
02.2006 - 08.2007
Sales Associate
Off Campus Apparel and Novelties
06.2004 - 01.2006
Associate - Liberal Arts Degree
Kirkwood Community College