Overview
Work History
Education
Skills
Timeline
Generic

Jennifer Whitewolf Piña

Lawton,OK

Overview

11
11
years of professional experience

Work History

Disputes Resolution Representative

PSCU
11.2022 - Current
  • Answer incoming calls with friendly greeting creating a positive experience for card holders.
  • Apply critical thinking skills to identify and resolve inquiries originating from members and credit unions.
  • Collect information and resolve cardholder disputes within Visa/MasterCard guidelines and timeframes.
  • Demonstrate department standard methodologies to resolve disputes and recover funds for cardholders and/or Credit Unions while minimizing liability and risk for the company.
  • Educate cardholders on dispute and fraud resolution processes.
  • Process 10-20 dispute chargebacks daily while on project team.
  • Update account information to maintain customer records.

Loan Administration Associate

City National Bank & Trust
02.2020 - 10.2021
  • Uploaded and funded consumer, commercial and real estate loans.
  • Reviewed loan agreements to promote efficiency and accuracy.
  • Filed loan documents and liens on motor vehicles.
  • Balance lending related general ledger accounts.
  • Maintained strict confidentiality of bank records and client information.
  • Offered friendly and efficient service to customers, handled challenging situations with ease.
  • Responded to inbound inquiries regarding loan accounts and payoff requests.
  • Processed payments and updated accounts to reflect new balance.
  • Worked with customer to create debt repayment plan based on current financial condition.
  • Created spreadsheets using Microsoft Excel for daily, weekly and monthly loan reporting.
  • Entered client details and notes into system for interdepartmental access and review.

Teller

Arvest Bank
08.2018 - 02.2020
  • Complied with bank policy, laws and regulations.
  • Maintained friendly and professional customer interactions.
  • Processed customer transactions promptly, minimizing wait times.
  • Answered customer inquiries including account balances, transaction history, service charges, interest rates and loans.
  • Contributed to achievement of branch sales goals by engaging customers in discovery conversations to determine product needs and refer to appropriate product specialist.
  • Educated customers on use of banking website and mobile apps.
  • Organized, stocked and maintained teller window area.
  • Prepared daily settlements of teller cash and proof transactions.

Vault Associate

Comanche Nation Waterpark
05.2016 - 08.2016
  • Balanced staff and vault at end of day and secured monies in accordance with established procedures.
  • Adhered to dual control processes and audited cash drawers to reduce losses due to accounting errors and employee theft.
  • Trained cashiers in processes and procedures, answering questions and providing guidance.
  • Assigned and distributed workflow to support efficient and effective front-line operations.
  • Prepared daily bank deposit and daily accounting paperwork.
  • Filed copies of all closing reports and completed bank deposit slips.

Consumer Affairs Intern

National Credit Union Administration
05.2015 - 08.2015
    • Greeted incoming visitors professionally and provided friendly, knowledgeable assistance.
    • Received and sorted incoming mail and packages to record and distribute to correct recipient.
    • Provided clerical support to company employees by copying, faxing and filing documents
    • Typed reports and correspondence from dictation and handwritten notes.
    • Maintained and updated electronic and paper files.
    • Assisted with all media and public relations inquiries.
    • Assisted in designing financial literacy booklets and scripts for NCUA media.

Grants and Loans Intern

National Credit Union Administration
05.2013 - 08.2013
  • Corresponded with outside credit unions.
  • Greeted customers, answered questions, and responded to requests.
  • Screened grant applications from over 400 credit unions.
  • Reviewed applicant paperwork for completeness and accuracy.
  • Assisted senior-level credit officers with complex loan applications.
  • Performed daily maintenance of loan applicant database.
  • Informed credit unions on grants and loans available through Office of Small Credit Union Initiatives department.
  • Awarded $500,000 in grants based on criteria.

Education

MBA - Strategic Leadership

Amberton University
Garland, TX
05.2019

BBA - Marketing

Cameron University
Lawton, OK
05.2015

Skills

  • Banking Knowledge
  • Customer Service
  • Case Analysis
  • Chargeback Handling
  • Data Entry
  • Dispute Resolution
  • Strong Verbal Communication
  • Strong Problem Solver
  • Microsoft Office: Outlook, Word, Excel

Timeline

Disputes Resolution Representative

PSCU
11.2022 - Current

Loan Administration Associate

City National Bank & Trust
02.2020 - 10.2021

Teller

Arvest Bank
08.2018 - 02.2020

Vault Associate

Comanche Nation Waterpark
05.2016 - 08.2016

Consumer Affairs Intern

National Credit Union Administration
05.2015 - 08.2015

Grants and Loans Intern

National Credit Union Administration
05.2013 - 08.2013

MBA - Strategic Leadership

Amberton University

BBA - Marketing

Cameron University

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Jennifer Whitewolf Piña