Elizabeth Rosado

• Provided executive-level service by researching client concerns, addressing high-stakes issues, and safeguarding the firm from pre-litigation and reputational risks.
• Retained and managed high-risk, challenging clients by collaborating with cross-functional teams across the firm to develop effective, client-centered solutions.
• Responded to CFPB, OCC, and Attorney General inquiries on behalf of clients, advocating for favorable outcomes and upholding the firm's commitment to client service excellence.

· Assess and prioritize departmental reporting needs, functions,and strategies, and debrief findings with management to help strategize.

· Set goals for performance and deadlines to comply with department plans and visions, while ensuring the Executive Specialists meet the goals.

· Formulate operational strategies to increase productivity, as we anticipate business and client’s needs.

· Groom new Executives as we set them for success, to ensure the Executive experience we strive for our clients is evident on every interaction.

· In charge of leading Executive team meetings to communicate business trends and relevant updates.

· Resolve inquiries directly for customers and requests requiring management-level escalation, or as requested by Senior Management/CEO level.

· Researching customer concerns under a specialty team for Account Closure, Merchant Services, PPP loans, Business Banking, DAA and any additional special project.

· Advocate on behalf of consumer/retail, business, merchant services and commercial customers who have complaints, suggestions and feedback concerning chase staff, policies and procedures bank regulations, products, and services.

· Review and respond to complaints, legal officers, federal regulators, and trust organizations.

· Dealing with high-risk challenging and complex complaints and collaborating with business partners across the firm to formulate solutions.

Pier Coach assisted other Executive Specialists in adding suggestions to their skill.