Dawn N

Verifying standard procedures were followed by the line of business regarding the closure of accounts (personal/business) and consumer complaints.

Testing performed by reviewing systems and notes of associates completing the closure.

Systems used FLASH, BASS, DMP, BOSS, INTERACT, ORCIT, NEXIDIA, NICE ENGAGE, NICE ALPHA, NICE OMEGA.

Reviewing unusual transactions and contacting the parties to review and verify if the transactions were made by the parties.

If the transaction(s) in question were not made by the party, taking steps to close credit/debit cards, online party id. Issuing of new cards and assisting the party with setting up new online party id.

Systems used BOSS, CEW/SYNERGY, BOLT.

• Utilized advanced software tools to efficiently manage pipelines, prioritize tasks, track progress, and meet deadlines consistently without sacrificing accuracy or quality of work output.
• Systems used Salesforce, IFulfill, DMP, Interact

Assisting with the onboarding/offboarding of associates. Preparing of daily reports for the team.

Scheduling monthly team meetings.

Assisting in travel arrangements for senior management.

Assisting Mortgage Loan Officers.

Systems used: IFulfill, DMP, SalesForce, Excel, Word, Powerpoint

• Supported team members in their tasks, contributing to overall team success.
• Increased productivity by effectively managing workload and prioritizing tasks.
• Maintained accurate records and ensured timely completion of all necessary paperwork.
• Received and reviewed incoming documents and materials.
• Adhered to strict deadlines for processing applications, ensuring timely approvals and client satisfaction.