Summary
Overview
Work History
Education
Skills
Timeline
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Jennifer Saavedra

Miami,FL

Summary

Successful at excelling in fast-paced competitive banking environments. Great communication skills and multitasking. Detail-oriented professional brings proven experience in defect identification, documentation, and reporting. Not shy about raising concerns or advocating for customers' needs. Experience in writing scripts. Dedicated in providing skills to prioritize and multi-task in fast-paced working environment. Successfully works as part of team to reach personal and business goals.

Overview

16
16
years of professional experience

Work History

Quality Assurance Analyst

FirstBank Florida
Miami, FL
03.2023 - Current
  • Assisted other members of the QA team in identifying areas for improvement in procedures.
  • Provided support for internal customers by troubleshooting reported issues quickly and accurately.
  • Analyzed existing application functionality against customer requirements ensuring compliance.
  • Prepared reports detailing overall project progress according to established timelines.
  • Assisted in writing procedures, work instructions, and exhibits for quality and continuous improvement.

Document Collection Specialist

Knight Capital Funding
Ft Lauderdale , FL
07.2022 - 03.2023
  • Evaluated various forms of documentation and reports for accuracy and completeness, to improve information details or processes.
  • Identified errors and suggested appropriate edits.
  • Examined and verified information in loan application and closing documents.
  • Communicated with customers by email and via telephone to answer questions, process documents and resolve issues.
  • Maintained fast-paced schedule by consistently providing satisfactory application approval turnaround times.
  • Managed conditions sent from underwriting departments.
  • Maintained complete confidentiality of submitted information

Universal Banker

Truist Financial Corporation
Miami, FL
11.2016 - 01.2022
  • Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
  • Opened checking, savings, money market and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
  • Identified customer financial needs through in-person efforts, referrals and marketing while providing strong product knowledge and quality service.
  • Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers.
  • Displayed knowledge and proficiency in explaining, selling and administering products and referred customers to appropriate resources for enhanced services.
  • Documented transactions and moved, deposited or withdrew money accurately to prevent errors.
  • Helped clients protect assets through variety of strategies.
  • Encouraged employee development
  • Opened, closed and updated accounts for customers.
  • Trained and mentored junior banking staff to maximize performance, efficiency and compliance.

Teller

Truist Bank
Miami, FL
11.2016 - 01.2018
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Trained employees on cash drawer operation.
  • Adhered to financial services security and audit procedures.
  • Maintained confidentiality of bank records and client information.

Broker

U.S Insurance Brokers
Miami, FL
04.2008 - 11.2013
  • Calculated quotes and educated potential clients on insurance options.
  • Handled approximately 15 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
  • Tracked progress of all outstanding insurance claims.
  • Underwriting: Quotes, Binders/Invoices, Policies, Marketing calls and Claim reports
  • Filing/Scanning

Education

High School Diploma -

Robert Morgan Educational Center
Miami, FL
06.2007

Skills

  • QA reporting
  • Customer Service
  • Honest and Ethical
  • Reliable and Responsible
  • Analytical Thinking
  • Team Leadership
  • Quality processes
  • Product Knowledge
  • Inbound and Outbound Calling
  • Active Listening
  • High-energy attitude
  • Professional telephone demeanor
  • Documentation
  • Team Development

Timeline

Quality Assurance Analyst

FirstBank Florida
03.2023 - Current

Document Collection Specialist

Knight Capital Funding
07.2022 - 03.2023

Universal Banker

Truist Financial Corporation
11.2016 - 01.2022

Teller

Truist Bank
11.2016 - 01.2018

Broker

U.S Insurance Brokers
04.2008 - 11.2013

High School Diploma -

Robert Morgan Educational Center

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Jennifer Saavedra