Heidi Chapman
South Carolina
Summary
Detail-oriented professional with strong experience in compliance, documentation, and supporting individuals through complex financial processes. Skilled in building trust, resolving issues, and removing barriers so clients can achieve positive outcomes. Adept at managing high-volume workloads, conducting detailed assessments, and maintaining accurate records in multiple systems. Bilingual in English and Spanish with strong communication and customer-focused problem-solving skills.
Overview
6
6
years of professional experience
Work History
Vendor Analyst III
TD Bank, N.A
09.2022 - 03.2024
- Enhanced vendor relationships through collaboration with cross-functional teams.
- Managed documentation and reporting for vendor performance evaluations.
- Conducted regular reviews of supplier information to ensure accuracy.
- Collaborated with stakeholders to evaluate processes, procedures, and vendors.
- Analyzed supplier contracts for compliance with company policies.
- Monitored vendor performance metrics to identify improvement opportunities.
- Created a centralized repository for vendor contracts and related documents.
- Verified vendor invoices against contract terms to confirm accuracy, resolve discrepancies, and ensure compliance before routing payments for approval.
Loss Mitigation II
TD Bank, N.A
04.2020 - 09.2022
- Conducted monthly vendor meetings to assess performance metrics and address escalations.
- Monitored external collection agencies for compliance with standards and collection practices.
- Collaborated with cross-functional stakeholders to resolve financial discrepancies effectively.
- Prepared and analyzed monthly recovery reports to track collections and ensure contractual compliance.
- Trained and mentored new staff to improve departmental productivity and quality.
- Identified customer needs swiftly, ensuring prompt responses.
- Coordinated with teams across functions to achieve organizational objectives.
Banking Specialist II
TD Bank, N.A
03.2018 - 04.2020
- Processed high-volume financial transactions, ensuring compliance with policies and regulations.
- Conducted thorough account reconciliations to identify discrepancies and reduce errors.
- Resolved customer inquiries by researching account histories and correcting data errors.
- Performed compliance checks to uphold adherence to banking regulations.
- Maintained accurate records of client interactions and transaction details for auditing.
- Educated customers on product offerings and available services to improve understanding.
- Collaborated with team members to enhance service delivery standards across departments.
- Investigated discrepancies in customer accounts through detailed analysis for resolution.
Education
Supply Chain Management -
08-2027
Ongoing
Enterprise Resource Planning Certification -
08-2026
Ongoing
Skills
- Data Analysis & Management
- Compliance
- Stakeholder Engagement
- Operational Efficiency
- Risk Assessment
- Process Optimization
- Audits & Reports Generation
- Oracle Dashboard
- SAP
- Excel
- Data-driven Insights
Affiliations
- Passionate diver who loves exploring the world's unspoiled oceans. Known in the family for my world-class chocolate flan. Avid traveler with a special love for visiting national parks.
Accomplishments
- CEO Leadership Award at TD Bank
Timeline
Vendor Analyst III - TD Bank, N.A
09.2022 - 03.2024
Loss Mitigation II - TD Bank, N.A
04.2020 - 09.2022
Banking Specialist II - TD Bank, N.A
03.2018 - 04.2020
Greenville Technical College - Supply Chain Management,
Greenville Technical College - Enterprise Resource Planning Certification,
Languages
- English, Fluency
- Spanish, Fluency