Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

De'Quan A. Shurn

Huntersville,NC

Summary

Detail-oriented compliance and operations professional with extensive financial services experience supporting investigations, audits, and complaint management. Skilled in preparing inspection materials, maintaining documentation for regulatory reviews, and assisting with fiduciary oversight processes. Recognized for strong organizational skills, clear communication, and ability to manage competing deadlines with accuracy and discretion. Adept at fostering compliance alignment across teams while ensuring policies, regulations, and procedures are followed.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Senior Implementation Coordinator

Wells Fargo
07.2022 - Current
  • - Coordinated complex administrative and compliance support tasks, including preparation and review of legal documents for accuracy and adherence to regulatory standards.
  • - Collaborated with compliance and operational teams to implement new processes, ensuring alignment with risk management and audit expectations.
  • - Provided documentation and reporting to support issue tracking, audits, and regulatory reviews.
  • - Developed client training and communication materials, improving adoption of compliance-driven processes.
  • - Monitored resolution of escalated issues, reducing compliance risks and supporting operational effectiveness.

NBBC Customer Success Team Lead

Wells Fargo Bank
09.2019 - 07.2022
  • - Led complaint resolution efforts, ensuring proper documentation, escalation, and resolution in line with compliance standards.
  • - Designed procedures to track, log, and report service issues, creating a clear audit trail for compliance and risk purposes.
  • - Trained and mentored team members on compliance-related policies and escalation procedures.
  • - Collaborated with product teams to incorporate customer and regulatory feedback into service improvements.

Phone Banker

Wells Fargo Bank
03.2018 - 09.2019
  • - Applied compliance protocols for fraud detection and account monitoring, reducing risk of suspicious transactions.
  • - Maintained detailed client records and ensured security procedures aligned with banking regulations.
  • - Educated clients on financial tools and resources, supporting transparency and proper record-keeping.

Universal Customer Support

Huntington National Bank
10.2015 - 01.2018
  • - Evaluated client financial activity, ensuring transactions complied with policy, regulatory, and fiduciary standards.
  • - Assisted clients with financial plans and investment documentation, maintaining thorough compliance records.
  • - Supported audits by preparing account information and client documentation for review.

Customer Account Specialist Team Lead

Comcast
11.2012 - 10.2015
  • - Oversaw account activity, ensuring compliance with financial and service requirements.
  • - Managed documentation and reporting of client issues to meet audit and retention standards.
  • - Implemented process improvements to enhance compliance and service quality.

Education

Dental Assistant Certification - undefined

Everest Institute
Dearborn, MI

Skills

  • Compliance & Risk Monitoring
  • Audit & Inspection Support
  • Complaint & Investigation Documentation
  • Regulatory Reporting
  • Issue Resolution & Escalations
  • Operations & Process Improvement
  • Client Communication & Training
  • Microsoft Office Suite
  • Administrative management
  • Customer service
  • Problem-solving
  • Attention to detail
  • Multitasking
  • Organizational skills
  • Effective communication

Certification

  • OSHA & HIPAA Certifications
  • CPR Certification
  • Customer Service Excellence Award
  • KDM Champion, Diversity & Inclusion
  • DANB Radiation Safety Certificate

Timeline

Senior Implementation Coordinator

Wells Fargo
07.2022 - Current

NBBC Customer Success Team Lead

Wells Fargo Bank
09.2019 - 07.2022

Phone Banker

Wells Fargo Bank
03.2018 - 09.2019

Universal Customer Support

Huntington National Bank
10.2015 - 01.2018

Customer Account Specialist Team Lead

Comcast
11.2012 - 10.2015

Dental Assistant Certification - undefined

Everest Institute

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