Results-driven Operations Specialist with a proven track record in streamlining processes and enhancing workflow efficiency. Expertise in time management, transaction monitoring, and enhanced due diligence.
Overview
11
11
years of professional experience
Work History
Senior Operations Specialist
Citibank
San Antonio, TX
06.2025 - Current
Streamlined operational processes to enhance workflow efficiency and accuracy.
Analyzed performance metrics to identify areas for process improvement and implement solutions.
Developed training materials to onboard new team members effectively and increase productivity.
Conducted thorough investigations of suspicious activity reports to ensure regulatory compliance.
Analyzed transaction patterns to identify potential money laundering activities and mitigate risks.
Senior Escalation Specialist
Ranstad Staffing
San Antonio, TX
05.2024 - 05.2025
Resolved complex client issues by coordinating with internal teams for timely solutions.
Documented escalation processes and created knowledge base articles for team reference.
Analyzed recurring problems to identify root causes and improve service delivery.
Managed customer expectations through effective communication during escalation procedures.
Deposit Operations Specialist
Robert Half
Dallas, TX
04.2023 - 11.2023
Processed daily deposit transactions with accuracy and attention to detail.
Managed account reconciliations and identified discrepancies promptly.
Collaborated with team members to streamline operational workflows.
Assisted in implementing system upgrades for enhanced efficiency.
Senior Mortgage Closer
Polunsky Belitel and Green
Dallas, TX
10.2021 - 04.2022
Oversaw final review and approval of mortgage documents for compliance and accuracy.
Coordinated communication between lenders, borrowers, and real estate agents to facilitate smooth closings.
Managed timelines and ensured all closing documentation was prepared in accordance with regulatory requirements.
Mentored junior staff on closing processes and best practices to enhance team performance.
Tax Analyst
Duff & Phelps
Dallas, TX
10.2016 - 10.2019
Led tax compliance initiatives ensuring adherence to federal and state regulations.
Analyzed complex tax situations, providing strategic recommendations to clients.
Mentored junior analysts in tax research methodologies and reporting standards.
Streamlined data collection processes, enhancing accuracy in tax return preparation.
Analyst
JPMorgan Chase
Lewisville, TX
01.2015 - 10.2016
Analyzed financial data to identify trends and inform strategic decisions.
Developed comprehensive reports for senior management to enhance operational efficiency.
Collaborated with cross-functional teams to streamline processes and improve service delivery.
Implemented data visualization tools to present complex information clearly and effectively.
Conducted thorough investigations of suspicious activity reports to ensure regulatory compliance.
Analyzed transaction patterns to identify potential money laundering activities and mitigate risks.
Education
Bachelor of Science - Business Administration And Management
Texas A&M San Antonio
York, PA
07-2027
Skills
Operational excellence
Business process improvement
Workflow management
Production planning
Time management
Transaction monitoring
Enhanced due diligence
Financial crime investigation
Timeline
Senior Operations Specialist
Citibank
06.2025 - Current
Senior Escalation Specialist
Ranstad Staffing
05.2024 - 05.2025
Deposit Operations Specialist
Robert Half
04.2023 - 11.2023
Senior Mortgage Closer
Polunsky Belitel and Green
10.2021 - 04.2022
Tax Analyst
Duff & Phelps
10.2016 - 10.2019
Analyst
JPMorgan Chase
01.2015 - 10.2016
Bachelor of Science - Business Administration And Management