Chloe Thompson
Richmond,VA
Overview
6
6
years of professional experience
Work History
Deposit Operations Specialist
Truist Bank
10.2022 - Current
- Investigate and resolve complex financial research requests involving deposits, compusafes, ATMs, and change orders, ensuring strict adherence to policy compliance, regulatory standards, and accurate reconciliation.
- Collaborate with cross-functional teams to research and resolve cash flow discrepancies, reconcile accounts, and maintain detailed audit trails in alignment with financial accountability and records management requirements.
- Serve as primary liaison between commercial clients and armored carriers (Brinks, Loomis, Garda), facilitating stakeholder communication, coordinating adjustments and verifications, and escalating issues to ensure service-level compliance.
- Analyze transaction variances and prepare comprehensive documentation and reports to support account balancing, compliance reviews, and decision-making by management and regulatory bodies.
Mortgage Customer Service Representative
Truist Bank
12.2021 - 10.2022
- Provided customer support on mortgage accounts, assisting clients with payments, escrow inquiries, PMI, interest rates, and payoff requests while ensuring compliance with financial policies and regulatory standards.
- Delivered accurate information regarding mortgage notes, deeds, and account terms, maintaining transparency and adherence to federal and state lending regulations.
- Researched and resolved account-related inquiries by analyzing client records, documenting actions, and ensuring data integrity in accordance with records management requirements.
- Educated clients on mortgage processes, escrow accounts, and loan modifications to promote financial literacy and informed decision-making.
Customer Service Representative
Wells Fargo
06.2019 - 12.2021
- Assisted small business clients with account services including business credit cards, checking, and savings accounts, ensuring accuracy and adherence to banking policies.
- Supported clients in filing and tracking fraud claims, researching suspicious transactions, and escalating issues for resolution in compliance with financial regulations.
- Processed service requests and payments while safeguarding sensitive client data and maintaining strict records management standards.
- Collaborated with internal fraud and claims departments to resolve account discrepancies and protect client assets.
Education
Associate of Science - Business Administration
J. Sargeant Reynolds Community College
Richmond, VA12.2023
Timeline
Deposit Operations Specialist
Truist Bank
10.2022 - Current
Mortgage Customer Service Representative
Truist Bank
12.2021 - 10.2022
Customer Service Representative
Wells Fargo
06.2019 - 12.2021
Associate of Science - Business Administration
J. Sargeant Reynolds Community College
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