Detail-oriented professional with experience in compliance analysis and operational streamlining. Skilled in problem-solving and collaboration, consistently driving improvements in service delivery and achieving high client satisfaction.
Overview
7
7
years of professional experience
Work History
Specialist
Charles Schwab
Westlake, TX
07.2024 - Current
Analyzed client accounts to ensure compliance with regulatory standards and internal policies.
Developed and implemented process improvements to enhance operational efficiency and client satisfaction.
Collaborated with cross-functional teams to streamline communication and project execution.
Assisted in the preparation of financial reports, ensuring accuracy and timely submission.
Approved and processed up to 60 transactions a day via ACH, Wire Transfers, and Checks.
Senior Specialist
Bank of America
Fort Worth, TX
10.2021 - 06.2024
Led cross-functional teams to streamline processes and enhance operational efficiency.
Developed training materials to improve team performance and knowledge retention.
Analyzed customer feedback to drive improvements in service delivery and satisfaction.
Assisted clients with a multitude of inquires
Recommended bank products based on clients profile and needs
Account Manager - B2B Business Development
Airgas, an Air Liquide
Grand Prairie, TX
11.2019 - 10.2021
Developed strategic account plans to drive business growth and client retention.
Cultivated strong relationships with key stakeholders to enhance customer satisfaction and loyalty.
Identified new market opportunities to expand product offerings and increase revenue streams.