Jonathan Roman
Vernon-Rockville,CT
Summary
Highly capable Transaction Processor with sound understanding of financial transaction processing and validation. Demonstrated ability to ensure accuracy, security, and compliance in all transactions while also providing top-notch customer service. Strong analytical skills coupled with solid communication abilities contribute to efficiency and problem resolution in previous roles. Known for consistently meeting deadlines, maintaining detailed records, and fostering positive relationships with both clients and team members.
Overview
3
3
years of professional experience
Work History
Lead | Transaction Processor IV
Conduent Inc.
Hartford, CT
06.2024 - Current
- Lead a team of 15 with directives of the team supervisor and filling the role of supervisor when they are absent
- Manages more complex tasks that are escalated due to issues while Ensures quality and volume is met during shifts
- Ensures the turnaround time is met for all volumes assigned to respective shifts through proper planning
- Collaborates with supervisors on key performance measures set by the client
- Tracks and monitors daily and monthly reporting while assigning work
- Participates in progress improvement without impacting the quality of work
- Communicates with teams and managers to provide work status
Transaction Processor III
Conduent Inc.
Hartford, CT
07.2023 - 06.2024
- Process transactions and perform all tasks accurately within the procedural guidelines, without errors.
- Meet the daily productivity standards for each task performed, processing about 50 cases a day.
- Perform verifications of consumers' income, identity, and citizenship for state health insurance.
- Meet performance standards for quality, as defined in the Quality Assurance Plan (QAP), with no errors.
- Exhibit exemplary customer service, internally and externally.
- Consistently exceeding customer needs
- To maintain a strong understanding of the operating systems used to perform work
- Display the knowledge of using state and government procedures when handling customers' information.
- Ensure timely completion of tasks and projects to meet contract guidelines
Sales/Associate District Manager
ADP Inc
Parsippany, NJ
05.2022 - 07.2023
- Prospecting/cold-calling new and existing clients to receive referrals
- Processed and managed multiple business payrolls through payroll systems
- Team with banking and CPA partner's to advertise products to pull referrals to bring in new clients
- Handled all the data entry when switching clients over from competitors
- Maintain existing client relationships & earn client/ business referrals with in zip-code territory
- Create and maintain relationships with ADP Insurance, Retirement & HR partners that focus on clients' annual needs outside of payroll
- Utilize CRM - Salesforce - to mine client/prospect data & effectively target prospects
- Present face to face with business owners and partners
Inventory Specialist
NORTHSIDE IMPORTS
Astoria, NY
10.2021 - 05.2022
- Generate revenue by promoting sales to new and existing company clients on current and future products
- Complete internal documents supporting any transaction (credits, invoices, work order, etc.)
- Analyzed my territory for market potential for growth and tracked sales and status reports
- Supply management with reports on customer needs, problems, interests, competitive activities, and potential for new products and services
Education
BACHELORS OF ARTS - Broadcasting and Mass Communications
STATE UNIVERSITY OF NEW YORK AT OSWEGO
12.2019
Skills
- Microsoft Office (Word, Excel, PowerPoint, Outlook)
- Salesforcecom
- Data entry
- Customer support
- Receptionist duties
- Office Administration
- Scheduling and coordinating
- Training and Development
- Billing and cash collection
- Transaction processing
- Payment processing
- Data confidentiality
- Application review
Extracurricular Activities
January 2016 – December 2019
President of the Seiryuu Chapter of Lambda Sigma Upsilon, Latino Fraternity, Incorporated, State University of New York at Oswego
- Planned and executed over 60 programs and community service events
- Graphic-designed flyers and presented educational programs and events
- Strategically planned recruitment ideas to grow involvement in the organization
June 2015, September 2015
Basketball Camp Assistant - Children's Aid, Dunlevy Milbank Center, NY
- Assisted in organizing the functions of a weekly basketball program for children
- Coached children on weekends from ages 12 to 17 years old
References
References available upon request.
Timeline
Lead | Transaction Processor IV
Conduent Inc.
06.2024 - Current
Transaction Processor III
Conduent Inc.
07.2023 - 06.2024
Sales/Associate District Manager
ADP Inc
05.2022 - 07.2023
Inventory Specialist
NORTHSIDE IMPORTS
10.2021 - 05.2022
BACHELORS OF ARTS - Broadcasting and Mass Communications
STATE UNIVERSITY OF NEW YORK AT OSWEGO
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