Jamie Mathis
Birmingham,AL
Summary
I have been working within the banking industry for 15 years, I started with BBVA Compass Bank, I am currently a Operation Analyst for PNC Bank and have been working from home for two years. I am Honest and Dedicated.
Overview
31
31
years of professional experience
Work History
Operation Analyst
PNC Bank
10.2021 - 12.2023
- Updating and completing account maintenance on deceased customer's accounts.
Operations Specialist II
BBVA Compass Bank
09.2008 - 10.2021
- Served as back office subject matter expert providing support and direction to business partners for process improvement, new product proposals, research, and account maintenance.
- Served as Liaison in day-to-day activities, provide daily guidance , and perform independent audit of maintenance completed by third party vendors.
- Review W-9,W-8Ben, W-8Ben-E to confirm citizenship status of account origination and expiry years, as applicable.
- Complete Verification of Deposits for Commercial entities, State and Governmental agencies and external auditing and accounting firms.
- Receiving customer's request to close accounts and issue cashier check then close account. Mail check to address customer provided in request.
Department Manager
Walmart
11.1992 - 09.2008
- Partnered with merchandising team to plan and execute floor moves, merchandise placement, and overall sales set-up.
- Developed and implemented useful inventory management strategies to maximize sales and reduce costs.
- Prepared detailed reports for management to clarify existing trends, review sales and inventory data and support shrink minimization and safety awareness.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
Education
High School Diploma -
E.B. Erwin High School
Birmingham, ALSkills
- Microsoft Word
- Microsoft Excel
- Power Point
- Auditing
- Account Management
- Customer Service
Timeline
Operation Analyst
PNC Bank
10.2021 - 12.2023
Operations Specialist II
BBVA Compass Bank
09.2008 - 10.2021
Department Manager
Walmart
11.1992 - 09.2008
High School Diploma -
E.B. Erwin High School
Similar Profiles
Tammy BentonTammy Benton
Sr Banker /DMLO at PNC Bank/National City BankSr Banker /DMLO at PNC Bank/National City Bank
Erica HendryErica Hendry
Personal Banker/Loan Officer at PNC Bank/National City BankPersonal Banker/Loan Officer at PNC Bank/National City Bank
Abel Maldonado JrAbel Maldonado Jr
International Trade Specialist at PNC Bank, Pittsburgh National Corporation BankInternational Trade Specialist at PNC Bank, Pittsburgh National Corporation Bank
Courtney KutscherCourtney Kutscher
Bank Teller at PNC Bank/National City BankBank Teller at PNC Bank/National City Bank
BRIANA HOWARDBRIANA HOWARD
Certified Nursing Assistant at Noland Health Services Inc./ Oaks on ParkwoodCertified Nursing Assistant at Noland Health Services Inc./ Oaks on Parkwood