Overview
Work History
Education
Skills
Timeline
Generic

Jamacia Walton

Tampa,FL

Overview

8
8
years of professional experience

Work History

Small Business Client Manager

Bank of America
10.2023 - Current


10.2024 - present

  • Collaborated with cross-functional teams to ensure seamless loan servicing operations and compliance with regulatory requirements.
  • Enhanced loan servicing efficiency by accurately reviewing and processing loan documents.
  • Reduced fraud instances by implementing advanced data analysis techniques and monitoring patterns.

Small Business Preferred Client Services III

7.2024 - 10.2024

  • Contributed to fraud prevention efforts by diligently monitoring accounts for suspicious activity and promptly taking appropriate actions when necessary.
  • Implemented credit card account maintenance procedures to determine accuracy of customer information and compliance with federal regulations.
  • Resolved complex disputes involving credit card transactions, merchant errors and deposit discrepancies through investigative claims.

Small Business Client Services

10.2023 - 7.2024

  • Managed client relationships and provided customer support current clients
  • Delivered outstanding customer service while managing high call volume and maintaining accuracy in data entry.
  • Assisted with everyday banking such as deposits and check holds
  • Enhanced customer satisfaction by effectively resolving complex banking issues and inquiries.



Risk Coordinator

Capital One
12.2021 - 10.2023
  • Assisted card holders with settling their debt with the company, provided payment plans and other options to all card holders that have been affected by adversities in life.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Gathered evidence for examination, including recorded and written statements, financial documents, to file disputes and prevent fraud.
  • Developed team communications and information for weekly team meetings where we discussed attendance, customer service and made recommendations to resolve issues and prevent future concerns.

Graduate Success Coordinator

Ultimate Medical Academy
07.2020 - 07.2021
  • Assisted graduates with post employment resources by helping them transportation, housing and providing career coaching on maintaining their new position.
  • Partnered with Career Advisors to maintain relationships with all graduates to keep open communication.
  • Made excel spreadsheets and PowerPoints for weekly progress reports on how graduates are maintaining in their new roles.
  • Consistently meet department daily, weekly, monthly and quarterly Key Performance Indicators, including but not limited to dials, talk time, potential placements, placements and pending placement approval.
  • Able to assist management with hitting Placement Approval Rate of 95% or higher by overseeing systems put in place to identify employment opportunities for students and graduates.

Career Service Advisor

Ultimate Medical Academy
05.2018 - 01.2020
  • Prepared graduates to launch their post-education careers by assisting them with resume writing and providing coaching and feedback for interview preparation.
  • Maintained a constant pipeline of job opportunities and relationships with employers to help graduates get their foot in the door in the medical field.
  • Partnered with the CS management team to identify areas of opportunity in productivity throughout the day, and reporting visibility into their staff.
  • Consistently meet department daily, weekly, monthly and quarterly Key Performance Indicators, including but not limited to; dials, talk time, interviews, hires, placements and pending placement approval.

Sales Agent

OneTouch Direct
09.2017 - 04.2018
  • Suggested solutions when a product malfunctioned.
  • Assisted with placement and cancellation of orders, refunds, or exchanges. Advise on company information.
  • Resolved customer complaints via phone, email, mail, or social media.
  • Worked with customer service manager to ensure proper customer service is being delivered.
  • Compiled reports on overall customer satisfaction, attempted to persuade customer to reconsider cancellation.

Education

High School Diploma - Criminal Justice

Richard C Spoto High School
05-2017

High School Diploma -

Hillsborough Community College
Tampa, FL
05-2026

Skills

  • Client services
  • Financial acumen
  • Team oversight
  • Strategy development
  • Problem solving
  • Risk Mitigation
  • Payments and Invoicing
  • Reporting
  • Attention to detail
  • De-escalation
  • Mentor
  • Quality assurance

Timeline

Small Business Client Manager

Bank of America
10.2023 - Current

Risk Coordinator

Capital One
12.2021 - 10.2023

Graduate Success Coordinator

Ultimate Medical Academy
07.2020 - 07.2021

Career Service Advisor

Ultimate Medical Academy
05.2018 - 01.2020

Sales Agent

OneTouch Direct
09.2017 - 04.2018

High School Diploma - Criminal Justice

Richard C Spoto High School

High School Diploma -

Hillsborough Community College
Jamacia Walton