Jeanna Griffin
Columbus,OH
Summary
Dynamic Cash Management Representative with proven expertise at Morgan Stanley, adept at optimizing account management and ensuring compliance. Skilled in Salesforce and Microsoft Excel, I excel in delivering exceptional customer support while achieving operational efficiency. Recognized for my ability to adapt and collaborate effectively, driving successful outcomes in high-pressure environments.
Overview
5
5
years of professional experience
Work History
Cash Management Representative
Morgan Stanley
10.2024 - Current
- Help process incoming payments, including checks, wire transfers, and ACH transactions.
- Responded promptly to customer inquiries regarding suspected or confirmed debit card fraud incidents.
- Handled customer inquiries regarding loan status, payments, terms.
- Performed daily cash reconciliations, monitored account balances, and identified discrepancies.
Cash Management Representative
PrideOne/Russell Tobin contract to Morgan Stanley
05.2022 - 10.2024
- Receive calls from four different departments: Digital, Cash Management, Debit Card, and Bank & Lending.
- Coordinated with internal teams to ensure timely and successful delivery of solutions according to client needs.
- Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
- Monitored compliance with internal control procedures related to cash management activities.
Job Title
MRS
02.2021 - 05.2022
- Maintained accurate records all customer contact attempts and account updates in the database system.
- Prepared reports summarizing collection activity for management review.
- Performed reconciliation of accounts to ensure accurate billing and collections records.
- Ensured compliance with federal and state collections laws and regulations.
Census Enumerator
Census Emunerator, U S Census Bureau
08.2020 - 10.2020
- Adapted quickly to changing conditions in order to meet tight deadlines.
- Read maps and located addresses to complete assigned forms via personal interview.
- Collaborated with team members to ensure that all areas were properly surveyed during enumeration period.
- Compiled statistical data from completed survey forms into a database system for analysis purposes.
Education
Some College (No Degree) -
Columbus State Community College
Columbus, OHSkills
- Account Management
- Salesforce
- Microsoft Excel
- Microsoft Word
- Data Entry
- Lexus Nexus
- FDR
- 3D
- 3DR
- WFD
- Risk assessment capabilities
Education and Training
other
References
References available upon request.
Timeline
Cash Management Representative
Morgan Stanley
10.2024 - Current
Cash Management Representative
PrideOne/Russell Tobin contract to Morgan Stanley
05.2022 - 10.2024
Job Title
MRS
02.2021 - 05.2022
Census Enumerator
Census Emunerator, U S Census Bureau
08.2020 - 10.2020
Some College (No Degree) -
Columbus State Community College