Dana Holland
Spencer Printing
Honesdale
1
Certification
10
years of professional experience
Achieved compliance with banking industry practices and regulations, enhancing operational integrity. Elevated placemat business performance through exceptional customer service initiatives. Optimized accounts payable functions and maintained project timelines effectively.
Work History
Inside Sales and Account Manager
4 Years 2 Months- Orchestrated strategic management of advertising accounts, driving client acquisition and retention initiatives. Championed accurate financial record-keeping through advanced QuickBooks utilization, ensuring financial integrity. Cultivated long-standing client partnerships by leveraging exceptional communication skills and reliability.
Fraud Representative
5 Years 5 Months- Monitor real time queues and identify high risk transactions within the business portfolio.
- Observe customer transactions to identify fraudulent activity such as account take over, friendly fraud, theft and similar other risks.
- Identify fraudulent transactions and cancel them from further processing.
- Resolve queued transactions within the service level agreements to reduce potential revenue losses.
- Interact with banks and customers to validate information and to confirm or cancel authorizations.
- Resolve customer issues within the scope of existing service level agreements.
- Monitor constantly customer and transactional records to identify unauthorized transactions and fraudulent accounts.
- Maintain fraud analysis models to improve efficiency and effectiveness of company systems.
- Ensure confidentiality of all information collected during investigation.
- Determine existing fraud trends by analyzing accounts and transaction patterns.
- Identify system improvements to prevent fraudulent activities.
- Recommend anti-fraud processes for changing transaction patterns and trends.
- Recommend new software tools used for fraud detection, prevention and reporting activities.
- Generate suspicious activity reports and risk management reports for Managers.
Branch Sales and Service Associate
10 Years 1 Month- Applies knowledge of banking products and services to meet customer needs and enable them to achieve their financial goals. Identifies prospecting approaches to identify potential customers and create opportunities to sell financial solutions and ideas to customers.
- Knowledge of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions, and ability to leverage that information in creating customized customer solutions.
- Knowledge of and the ability to identify and engage potential opportunities in the market. Build relationships and create opportunities. Plan, strategize and target the right industries. Create value propositions with impact.
- Using the phone, Internet, Microsoft Word and several programs to assist customers in their needs.
Education
Bachelor of Science - Advertising and Marketing Communications
Skills
Accounts payable
Financial management
Data analytics
Upselling
Sales management
Account reconciliation
Financial analysis
Direct sales
Client services
QuickBooks
Lead generation
Business development
Accounts receivable
Financial Services
Print advertising
Data management
Customer relationship building
B2B sales
Project management
Data analysis skills
Data entry
Certification
- Driver's License
- NMLS
Personal Information
- Title: Business Development and Account Management
- Driving License: Driver's License
- Work Permit: Authorized to work in the US for any employer
- Visa Status: Authorized to work in the US for any employer
Timeline
Inside Sales and Account Manager
Spencer Printing
06.2022 - CurrentRead More
Fraud Representative
The Dime Bank
03.2021 - 2022Read More
Branch Sales and Service Associate
PNC Bank
07.2016 - 2021Read More
Webster University
Bachelor of Science from Advertising and Marketing Communications
Read More