Jade Correa
Cudahy,WI
Summary
Dynamic and organized professional with extensive experience at First Federal Bank of Wisconsin, excelling in account maintenance and IRS reporting. Proven ability to train and develop staff while enhancing procedures. A self-motivated team player with strong problem-solving skills, dedicated to delivering exceptional service and support.
Forward-thinking team leader skilled at operating departments efficiently to meet goals. Successful background matching employees with roles for maximum performance. Proactive and hardworking individual focused on continuous operational improvement.
Overview
9
9
years of professional experience
Work History
Deposit Operations Team Lead
First Federal Bank of Wisconsin
Milwaukee, USA
06.2019 - Current
- Reviewing, approving, and indexing new account docs via Teslar
- Account Maintenance including name, address, and contact information changes, product and rate changes, interest recalculations, check charge backs and adjustments, profile maintenance, refunds, waivers
- Assisted retail team with IRA/HSA back end support and conducted end of year maintenance.
- Completing RIM and ACH exceptions and returns, along with daily ach reports review and GL balancing.
- Processed RIM and ACH exceptions and returns, conducted daily ACH reports review and GL balancing.
- Debit card instant issuing and balancing
- IRA/HSA back end support to retail team, with end of year maintenance as needed
- End of year decedent IRS reporting for consumer personal, IRA, and HSA accounts.
- Setting up Directos to Mexico via Bankers Bank
- Training new staff member, with interim leadership roles as needed
- Rewriting/ Creating Procedures for new & current staff members
- Documented service interactions clearly to support continuity, audit readiness, and issue resolution.
- Escalated complex concerns promptly and followed through until final resolution.
- Participated in training program to enhance skills and knowledge
- Resolved customer inquiries regarding accounts, transactions, and online banking with accurate, timely support.
- Processed routine banking requests while maintaining compliance with internal policies and regulatory requirements.
- Supported BSA reviews by organizing case files, documentation, and exception records for compliance workflows.
- Prepared reports and supporting documents for audits, examinations, and regulatory requests.
- Coordinated follow-up on missing KYC details, ensuring timely completion of required files.
- Analyzed transaction data using various software tools to detect potential instances of fraud or financial crime.
- Collaborated with various departments to develop and implement effective BSA/AML policies and procedures.
- Developed metrics for tracking progress on key performance indicators related to BSA/AML compliance efforts, ensuring continuous improvement.
Dress Specialist
David’s Bridal
01.2019 - 04.2019
- Assisted bridal parties in selecting dresses that matched their vision and style
- Promoted additional accessories to customers during sales interactions
Teller/ITM Agent
Educators Credit Union
Racine, USA
06.2017 - 11.2018
- Processed customer transactions efficiently
- Handling Coin Vault
- Managed coin vault operations, ensuring accurate inventory and secure handling of funds
- Welcomed customers upon entry
- Trained new employees on procedures and best practices to ensure smooth onboarding and effective performance
- Greeting
Education
Cosmetology - Milwaukee, WI
Vici Capilli Aveda Beauty School
Milwaukee, WI04-2015
High school Diploma - Milwaukee, WI
Veritas High School
Milwaukee, WI06-2013
Skills
- Account management
- Tax compliance
- Operational management
- Operational excellence
- Performance tracking
- Process documentation
- Risk assessment
- Onboarding coordination
- Staff supervision
- Staff training
- Microsoft office
- Problem solving
- Organized
Timeline
Deposit Operations Team Lead
First Federal Bank of Wisconsin
06.2019 - Current
Dress Specialist
David’s Bridal
01.2019 - 04.2019
Teller/ITM Agent
Educators Credit Union
06.2017 - 11.2018
High school Diploma - Milwaukee, WI
Veritas High School
Cosmetology - Milwaukee, WI
Vici Capilli Aveda Beauty School