Jake Deppen
DeLand
Summary
Results-driven professional with experience in financial analysis and client management. Skilled in strategic planning and compliance monitoring, contributing to accurate reporting and risk identification. Committed to leveraging analytical skills for enhanced payment processes.
Overview
3
3
years of professional experience
Work History
Financial Payment Analyst
Verizon
03.2025 - Current
- Analyzed payment discrepancies and resolved issues to ensure accurate financial reporting.
- Collaborated with cross-functional teams to streamline payment processes and enhance efficiency.
- Monitored transaction data for compliance and identified potential risks within payment systems.
- Assisted in the development of payment process documentation and training materials for staff.
Account Manager
State Farm
05.2023 - 03.2025
- Developed and maintained strong client relationships to ensure satisfaction and retention.
- Coordinated policy reviews and updates, enhancing client understanding of coverage options.
- Analyzed client needs to recommend appropriate insurance products and services.
- Collaborated with underwriting team to facilitate efficient policy processing and approval.
Education
Bachelor of Science - Finance
University of Central Florida
Orlando, FL05-2024
Skills
- Electronic payments
- Microsoft Excel
- Cash management
- Account management
- Client relations
- Strategic planning
- Customer service
Timeline
Financial Payment Analyst
Verizon
03.2025 - Current
Account Manager
State Farm
05.2023 - 03.2025
Bachelor of Science - Finance
University of Central Florida