Jeffrey Carlton Jackson
Lancaster,CA
Summary
Results-driven professional with 25+ years of experience in banking and legal financial services. Demonstrated flexibility, reliability, and strong time management skills. Enthusiastic, self-motivated individual with a proven track record of responsibility and hard work. Mature team player who excels in challenging situations and can thrive both within a team environment and independently.
Overview
35
35
years of professional experience
Work History
Court Appearance Operations Analyst
Bank of America
Los Angeles, CA
01.2010 - Current
- Represented the Bank as the court-appointed expert in legal proceedings
- Ensured compliance with legal standards during attendance of depositions, mediations, and small claims matters
- Collaborated effectively with in-house attorneys and external counsel to review legal documentation for investigation purposes.
- Demonstrated strong communication skills in liaising with supportive units to gather and convey pertinent information for comprehensive case management.
- Manages travel planning and expenses efficiently.
Sr. Operation Analyst
Bank of America
01.2005 - 01.2010
- Efficiently analyzed and researched diverse operational issues on a daily basis.
- Engaged in continuous communication with Banking Centers and Legal Counsel to improve the efficiency of support units.
- Provided guidance to associates on procedural and technical changes.
- Handled escalated legal calls from the National Helpline for California, Texas, and the Southwest.
- Maintained adherence to Federal and Bank Regulations
- Conducted thorough investigations into restricted accounts due to Bank compliance issues and efficiently booked losses in the designated region.
- Worked effectively under pressure and time constraints.
PRC Specialist - MO
Bank of America
Pasadena, CA
01.2004 - 01.2005
- Managed a variety of service requests to support Premier Client Managers in handling Premier Cliental accounts.
- Managed maintenance tasks for various types of accounts including Checking, Savings, Time Deposits, and IRA's.
- Successfully resolved various issues pertaining to consumer loans, credit cards, mortgages, and other business products through meticulous research and prompt problem resolution.
- Maintained active correspondence with Premier Client Managers to ensure seamless communication.
Customer Service Specialist
Bank of America
Davis, CA
01.2003 - 01.2004
- Addressed customer inquiries efficiently.
- Managed a substantial volume of daily transactions, adhering to banking regulations to ensure the utmost accuracy.
- Identified cross-selling opportunities to meet customer needs and drive growth of the banking center.
- Resolved customer complaints and concerns showcasing exceptional problem-solving abilities.
Assistant Financial Center Manager
Bank of America
St. Petersburg, FL
01.2002 - 01.2003
- Manages client traffic, engaging and appropriately routing clients, and fostering client retention.
- Actively engaged employees in business strategies to drive operational excellence.
- Achieves business objectives through structured management routines and delivering effective coaching.
- Oversees implementation of market-level programs directed by senior management.
Customer Service Specialist
Bank of America
St. Petersburg, FL
01.2000 - 01.2002
- Addressed customer inquiries efficiently.
- Managed a substantial volume of daily transactions, adhering to banking regulations to ensure the utmost accuracy.
- Identified cross-selling opportunities to meet customer needs and drive growth of the banking center.
- Resolved customer complaints and concerns showcasing exceptional problem-solving abilities.
Telephone Banking
NationsBank
Tampa, FL
01.1999 - 01.2000
- Consistently addressed incoming calls promptly and accurately within the loan specialty gate
- Assisted clients in managing their loans, mortgages, payments, payoffs, satisfactions and liens.
Teller Coordinator
Seafirst Bank
Seattle, WA
01.1997 - 01.1999
- Provided support in various areas of Branch Banking as required by the Assistant Manager
- Conducted training and supervised newly hired teller staff.
Teller
Seafirst Bank
Seattle, WA
01.1996 - 01.1997
- Ensured banking procedure compliance and accuracy by processing checking and savings account deposits.
- Handled check cashing tasks and expedited the sales of money orders, savings bonds, and cashier's checks
- Ensured compliance with daily cash on hand requirements while meeting stringent balancing standards.
- Achieved excellent results in cross-selling strategies, increasing customer engagement
Customer Service Representative
Seafirst Bank
Seattle, WA
01.1994 - 01.1995
- Managed high-volume customer call queues with prompt and efficient responses
- Corrected discrepancies
- Effectively resolved errors through active listening and showcasing extensive knowledge of banking products
- Demonstrated commitment to maintaining strict confidentiality while achieving high accuracy in data entry for address changes, fund transfers, and personal check orders.
Production Coordinator
United Stationers
Des Plaines, IL
01.1990 - 01.1995
- Established streamlined workflows for catalog production within the department.
- Supervised and delegated tasks for temporary staff, ensuring projects were completed accurately and on time.
- Ensured precise assignment of catalog page layouts through careful review.
- Utilized strong communication skills to correspond with clients and schedule meetings for catalog production.
Education
Completed 51 Credit Hours Towards AA - in Child Development /Legal Administration
Triton College
River Grove, ILBanking Courses -
Bank of America
Los Angeles, CASkills
- Analytical Problem-Solving
- Team Collaboration
- Consistent Professional Integrity
- Responsive to New Challenges
- Strong Interpersonal Communication
- Focused Customer Engagement
- Detail-Oriented
- Logical Reasoning Skills
- Engaged Listening
- Information Gathering
Technicalforte
MS office programs (Excel, PowerPoint, Word, WebEx, SharePoint and Skpe). IBM CRT, COIN, Merlin, Boss/Fast, XPTR, 10-key by touch, Spreadsheets, Multiple phone lines, Image View, EZREC, Ariba/eRequest, Concur-Corporate travel.
Timeline
Court Appearance Operations Analyst
Bank of America
01.2010 - Current
Sr. Operation Analyst
Bank of America
01.2005 - 01.2010
PRC Specialist - MO
Bank of America
01.2004 - 01.2005
Customer Service Specialist
Bank of America
01.2003 - 01.2004
Assistant Financial Center Manager
Bank of America
01.2002 - 01.2003
Customer Service Specialist
Bank of America
01.2000 - 01.2002
Telephone Banking
NationsBank
01.1999 - 01.2000
Teller Coordinator
Seafirst Bank
01.1997 - 01.1999
Teller
Seafirst Bank
01.1996 - 01.1997
Customer Service Representative
Seafirst Bank
01.1994 - 01.1995
Production Coordinator
United Stationers
01.1990 - 01.1995
Completed 51 Credit Hours Towards AA - in Child Development /Legal Administration
Triton College
Banking Courses -
Bank of America
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