Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jamaal Pendergrass

Huntersville,NC

Summary

Dedicated professional with a strong work ethic and effective communication skills. Proven ability to plan and execute innovative strategies that enhance workplace performance. Results-driven with a focus on continuous learning and problem-solving in fast-paced environments. Eager to contribute to team success and support organizational objectives.

Overview

15
15
years of professional experience

Work History

Fraud & Claims Operations Associate

Wells Fargo
Charlotte, North Carolina
06.2022 - 12.2025

Investigated suspicious financial activity and analyzed complex transactions for fraud and policy violations.
Mitigated losses by making decisions on low-to-high risk cases and collaborating with partners.
Conducted research on suspicious referrals and detected patterns to ensure compliance.
Utilized investigative techniques to determine case liability and protect accounts.
Communicated with customers through calls to verify account activity and resolve issues.

  • Facilitated team meetings to enhance communication and collaboration among members.
  • Provided feedback on coaching performance to promote continuous improvement.

Transition Coach/ Trainer

Wells Fargo
Charlotte, North Carolina
03.2022 - 06.2022
  • Collaborated with team members to enhance program delivery and client engagement.
  • Provided one-on-one coaching sessions to address specific client challenges and objectives.
  • Created resources such as handouts, worksheets, and videos to assist with the transition process.
  • Mentored new hires, providing guidance on company policies and procedures.
  • Collaborated with management to identify areas for improvement in training processes.
  • Monitored progress of trainees to ensure they were meeting goals and objectives set forth by management.

Fraud & claims Operations Specialist

Wells Fargo
Charlotte, North Carolina
08.2018 - 03.2022
  • Identifies, researches and analyzes complex financial crimes transactions and referrals policy violations and/or suspicious activities.
  • Conducts and investigative research using appropriate investigating techniques to determine liability and impact of cases and mitigates financial losses and/or business interruptions.
  • Performs detailed analysis to detect transactional and relationship patterns trends and anomalies.
  • Performs risk analysis and modeling to add input and recommendations for financial crime strategies and models.
  • Prepares documentation for identity theft, refers cases for suspicious activity and financial abuse.

Assisant manager

T-Mobile
Concord, North Carolina
09.2016 - 05.2018

Resolved customer complaints and implemented effective solutions to enhance satisfaction.

Managed daily store operations, including customer service, inventory management, and staff scheduling.

Trained and supervised team members to uphold customer service standards.

Addressed customer conflicts while meeting sales quotas for phones, tablets, and smartwatches.

Implemented promotional displays to increase product visibility and drive sales.

Coached and mentored team members to improve performance and achieve sales goals.

Assisted with daily store operations to ensure smooth workflow and efficiency.

Performed troubleshooting for customer devices to provide timely assistance.

Benefits Service Specialist (BSS)

ADP (Automated Data Processing)
Charlotte, NC
08.2014 - 08.2016
  • Account manager that processed evidence of insurability, Qualified Medical Support Court Orders, time off, new hire, life, termination events and enrollment/eligibility audits for 30 plus clients.
  • Filed paperwork.
  • Faxed important documents to clients.
  • Communicated effectively with clients via phone, fax, email, and video chat.

Customer Care Specialist

Windstream
Charlotte, NC
10.2013 - 08.2014
  • Provided sales service to incoming and outbound customers by building a rapport and determining customers’ need by taking relevant questions; and recommending solutions based on customers need.
  • Completed administrative tasks by conducting order follow-ups; reviewing credit fulfillment an issued account transfer.
  • Assisted customers with inquiries about services and billing issues.
  • Resolved technical problems for customers using internal support systems.

Product Specialist

Toyota of North Carolina
Huntersville, NC
04.2013 - 08.2013
  • Greeted customers, identifying desired vehicle make, type, and quality.
  • Explained vehicle features and demonstrated operation both in showroom and on-road.
  • Researched model availability and optional equipment for customer inquiries.
  • Collaborated with sales team to enhance inventory management processes.
  • Analyzed customer feedback to refine product offerings and services.
  • Maintained current knowledge of automotive industry trends and innovations.

Customer Service Representative

Randstad (Aon Hewitt)
Charlotte, NC
09.2012 - 04.2013
  • Assisted customers by phones, webchat or electronic correspondence.
  • Sorted out issues related to health care benefits, 401k savings, life benefits, EOI, retirement plans, PTO, payroll, death benefits, accidental death benefits and insurance package.
  • Verified patient benefits and eligibility for various insurance plans.
  • Utilized electronic health record systems for accurate data entry.
  • Assisted team members with complex benefit verification cases.
  • Adhered to HIPAA regulations when handling confidential patient information.

Customer Service Rep

Convergys
Charlotte, NC
04.2011 - 08.2012
  • Answered inbound calls to support customers need.
  • Demonstrated empathy.
  • Answered an average of 300 calls a day through the call center queue.
  • Sold ONSTAR services/minutes.
  • Gave turn by turn directions via Advance GPS systems.
  • Served as Concierge and appointment setter.

Education

Associate of General Studies - General Studies

JCSU Metropolitan
Charlotte, NC
12-2018

Central Piedmont College -

Central Piedmont College
Charlotte, NC
01.2009

Diploma -

Zebulon B. Vance High School
Charlotte, NC
01.2006

Lees-McRae College - Business Communication

Lees-McRae College
Banner Elk, NC

Skills

  • Customer Service Support
  • Process improvement
  • Fraud investigation
  • Risk assessment
  • Task Management
  • Deadline Management
  • Organizational Skills
  • Detail-oriented
  • Procedures Understanding
  • Logistics Knowledge
  • Reg E
  • Bank Secrecy Act (BSA)
  • Policy Violations
  • Anti Money Laundering
  • Suspicious Activity Reports (SARS)
  • Independent Judgment
  • Decision-making
  • Problem-solving
  • Time Management
  • Project Management
  • Administrative Skills
  • Clerical Skills

Timeline

Fraud & Claims Operations Associate

Wells Fargo
06.2022 - 12.2025

Transition Coach/ Trainer

Wells Fargo
03.2022 - 06.2022

Fraud & claims Operations Specialist

Wells Fargo
08.2018 - 03.2022

Assisant manager

T-Mobile
09.2016 - 05.2018

Benefits Service Specialist (BSS)

ADP (Automated Data Processing)
08.2014 - 08.2016

Customer Care Specialist

Windstream
10.2013 - 08.2014

Product Specialist

Toyota of North Carolina
04.2013 - 08.2013

Customer Service Representative

Randstad (Aon Hewitt)
09.2012 - 04.2013

Customer Service Rep

Convergys
04.2011 - 08.2012

Associate of General Studies - General Studies

JCSU Metropolitan

Central Piedmont College -

Central Piedmont College

Diploma -

Zebulon B. Vance High School

Lees-McRae College - Business Communication

Lees-McRae College
Jamaal Pendergrass