Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
CustomerServiceRepresentative
Christina Sheldon

Christina Sheldon

Bakersfield,CA

Summary

Certified financial payment processor with over 25+ years of professional experience. Analytical thinker with the ability to collect information, analyze data and problem solve Specializes in quality, speed and process optimization. Improved business efficiencies by looking for opportunities in streamlining operational processes. Identified and eliminated issues that saved time and boost efficiency by 35% analyzing restructuring work flow processes. Passionate about promoting lasting customer satisfaction by delivering quality service. Demonstrates consistently strong work ethic. Thrive on a balance of hard and soft skills that support the workplace and affirms a solid rapport with all levels of management, staff, clients and venders.

Overview

20
20
years of professional experience
3
3
Certification

Work History

CSR Operations

Copart Inc
San Martin, CA
07.2021 - 09.2022
  • Call for release: Verbal coordination initiated by making and receiving calls to assist clients, donors, claim adjusters, sellers, collision repair shops and tow yards to arrange pick up for a standard size vehicle or vessel.
  • Work diligently with dispatch to collect additional documents as needed such as: title procurement, police releases, hold harmless letters, and requesting photos of vehicles to determine size and weight.
  • Title processing: Titles from state, edit documents, title sign off process, experienced with salvage titles, original titles and bill of sales.
  • Manage service order menu: Approve, decline and create service orders for seller inspections, third party inspections, removal of personal items, removal of vehicle items, decal removals and request for key quotes.
  • Owner retain processing: Sellers request owner retain for units to be either returned to owners or to be moved to shop for repairs. Contact is made to shop or owner for address verification and acceptance. Facilitate coordination with dispatch and notify yard where unit is located to be made ready for transporter for delivery.
  • Seller change processing: Requested by insurance agents regarding reassigning of assignments and release of liability from one seller to another. New information is validated, created and entered
  • CVR daily inquires: Computerize vehicle registration record inquiries are made daily through DMV Department of Motor vehicles to analyze and pre-screen title ownerships verification regarding qualifications for unit donations, sales and license plate validations.
  • Familiar with the use of DMV forms: Reg256 Statement of Facts, Reg101 Correction of Error, Reg227 Replacement Title, Reg260 POA Power of Attorney and Reg262 Vehicle or Vessel Transfer and reassignment forms.
  • Assist customers and transporters at the counter with inquires, title procurement and payments as needed. Payments are made by cash, credit card, money orders and cashier’s checks.
  • Respond to customer requests for products, services and company information.

Payment Analyst

Star One Credit Union
Sunnyvale, California
04.2019 - 09.2020
  • Ach processing: File acceptance and analysis through FedLine Advantage, Fed statement review, OFAC review, edit files, post file, review reentry file, create and send outgoing file.
  • DBO debit origination file processing, SDA same day ach file processing, New Accounts Origination file processing and Zelle file processing: Pull and analyze files, review for any errors, verify totals and scrutinize any new accounts or suspicious transactions prior to final submissions through FedLine Advantage.
  • Process ACH stop payments, disputes, Fed adjustments, reclamations and Reg E exceptions.
  • Time sensitive tasks are prioritized and completed by appropriate deadlines.
  • Support management to strategize preventative measures to minimize loss by analyzing processes that may have weaknesses.
  • Resourcefully support front line staff, management and customers by phone or email providing information, solving issues and provide quality customer service.
  • Continuous training: BSA Bank Secrecy Act, MLA Anti-Money Laundering, Reg CC, Reg D and Reg E

Central Operations Specialist

Excite Credit Union
San Jose, CA
08.2001 - 04.2019
  • ACH processing: File acceptance and analysis through FedLine Advantage, Fed statement review, OFAC review, pre-balance GL entries, receive files, edit files, post file, review reentry file, re-post, create and send outgoing file.
  • Process ACH stop payments, disputes, return adjustment and reclamations.
  • Check In-clearing processing: File acceptance through FedLine Home, file analysis, edited file, post file, review exceptions, re-post, create and return outgoing file.
  • Fed adjustment processing for: ENC encoding errors, PAID paid items, DUP duplicate payment, LC late claims, request SOR source of receipt and check fraud.
  • DBO processing: Analyze file, match totals and send file through FedLine Advantage.
  • Capable of handling multiple responsibilities and prioritize time sensitive assignments to meet scheduled deadlines.
  • Cash orders processing: cash order request received from branches weekly by email and ordered through Federal Reserve.
  • Promptly provide customer support for any Information, questions or research to front line staff, customers and management.
  • Review of mobile and online payment deposits through Ensenta - EZ Admin
  • BSA training: MLA, BSA Bank Secrecy Act, Reg CC, Reg D and Reg E,

Education

High School Diploma -

San Benito High School
Hollister, CA
06.1988

Skills

  • Comprehensive knowledge of multi facet payment processing: ACH, EFT, Check deposits and loan payments
  • Basic accounting/balancing methods
  • Able to utilize and maintain complex balance spreadsheets, templates, and databases
  • Business Correspondence
  • Administrative Support
  • Title processing
  • Base knowledge of insurance requirements regarding authorizations and billing processes
  • Knowledge of: general clerical and recordkeeping practices and procedures
  • Inbound and outbound calls and able to provide bilingual customer support
  • Calm and Professional Under Pressure
  • Courteous with Strong Service Mindset
  • Fiserv core systems : XP2, DNA, Data Safe and Teller navigator
  • Applications experienced: MS Word, MS Outlook, MS Excel, Internet Outlook and PowerPoint

Certification

NACHA - AAP Accredit ACH Professional

ECCHO - NCP National Check Payment Professional

Wespay- ACH Network Certificate Program

Languages

English
Native or Bilingual
Spanish
Professional Working

Timeline

CSR Operations

Copart Inc
07.2021 - 09.2022

Payment Analyst

Star One Credit Union
04.2019 - 09.2020

Central Operations Specialist

Excite Credit Union
08.2001 - 04.2019

High School Diploma -

San Benito High School

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Christina Sheldon