Jasmine Wilson
Exceptions Specialist
Irving,TX
Summary
Resourceful Specialist offering expertise in problem-solving, data analysis and customer service. Adept at quickly learning new technologies and processes for driving success. Proven track record of successfully managing multiple projects and developing innovative solutions.
Overview
12
12
years of professional experience
1
1
Language
Work History
Exceptions Specialist
Plains Capital Bank
Dallas, TX
10.2018 - Current
- Reviewed and analyzed checks with a risk score of 73 or higher to prevent fraudulent activity on the customer’s account to save a loss.
- Coached and led team members on how to notify officers to contact customers of checks for $2,500 and over, which were returned from the other bank for various reasons, allowing a chance of re-deposit.
- Processed day-2 exception items on Checking and Savings accounts by reviewing and verifying decisions depending on the type of restriction placed.
- Compared reports to Excel spreadsheets of daily returned or paid items processed the day before to balance general ledgers to $0.
- Reconciled and cleared daily general ledger entries to ensure accuracy and compliance with accounting standards
Lead Teller
Wells Fargo Bank
Irving, TX
02.2016 - 10.2018
- Coached the service team on de-escalation tactics, leading to a 50% surge in successful customer resolutions.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Recognized and prevented fraudulent activities and suspicious transactions.
- Managed daily bank operations by processing customer transactions and providing exceptional customer service with minimal errors.
Shift Manager
McDonald’s Restaurant
Irving, TX
12.2013 - 02.2016
- Supervised employees and oversaw quality compliance with company standards for food and services.
- Handled escalated customer issues effectively, demonstrating strong problem-solving skills while upholding company values and standards.
- Trained employees on providing 100% excellent customer service with a fast, accurate, and friendly experience.
- Monitored inventory levels closely, maintaining optimal stock availability while minimizing waste and costs.
Education
Bachelor of Accounting - Accounting and Finance, Minor: Business Management
The University of Texas At Dallas
Richardson, TX05.2027
Associate of Science - Accounting And Finance, Minor: Business Management
Dallas College
Irving, TX05.2020
Skills
- MS Word
- MS Outlook
- MS Excel
- Oracle
- DSSTRIPS
- FIS
- Verafin
- SQN
- PeopleSoft
- Team collaboration
- Analytical thinking
- Quality assurance
- Customer relations
- Decision-making
- Team leadership
Timeline
Exceptions Specialist
Plains Capital Bank
10.2018 - Current
Lead Teller
Wells Fargo Bank
02.2016 - 10.2018
Shift Manager
McDonald’s Restaurant
12.2013 - 02.2016
Bachelor of Accounting - Accounting and Finance, Minor: Business Management
The University of Texas At Dallas
Associate of Science - Accounting And Finance, Minor: Business Management
Dallas College
ADDITIONAL INFORMATION
Eligibility: US Citizen, Eligible to work in the US for internships and full-time with no restrictions