Eliazar Valdez

• Tracked and analyzed reports to determine needed improvements with mutual funds productivity with set deadlines.
• Motivated and trained employees to maximize team productivity.
• Collected, arranged, and input information into database system.

• Responsible for the investigation and resolution of EFT claims on business & consumer accounts
• Followed up with customers on unresolved issues.
• Involved in the high dollar claims team ($5K-$50K) where more involved research was required and analysis of account activity to assess levels of risk and fraud type
• Prioritized claims by complexity and liability while adhering to Regulation E and company's policies

• Initiate client's debit card & ACH transactions disputes via Text Chat and telephone in a timely manner while providing top customer service
• Coordinate research activities and recommend solutions to increase efficiency while reducing liability

Premier Customer Service & Sales

• Resolved complex inquiries for premier clients and conducted thorough research as needed via several avenues within the company.
• Maintained strict confidentiality with all personal data as per company guidelines.