Summary
Overview
Work History
Education
Skills
LANGUAGES
Timeline
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JOSE HEREDIA

Dallas

Summary

Dedicated Transactions Specialist with years of hands-on experience at Chase Bank. I thrive in fast-paced environments, bringing adaptability, attention to detail, and a collaborative spirit to every challenge. Known for consistently exceeding service level agreements and streamlining operations, I enjoy working closely with my team to achieve shared goals. Fluent in both English and Spanish, I value clear communication and building strong relationships across the workplace.

Overview

11
11
years of professional experience

Work History

Transaction Specialist 2

CHASE BANK
05.2023 - Current
  • Worked with coworkers to complete tasks.
  • Performed daily bank deposits with accuracy and efficiency.
  • Analyzed discrepancies between expected and actual amounts of money received and created necessary report for management review.
  • Followed all safety protocols while handling money.
  • Shipping/Receiving of incoming bank deposits, checking in for processing for daily work.

Transactions Specialist IV

CHASE BANK
01.2015 - 05.2024
  • Contributing in a leadership capacity in the Texas Card Production Center
  • Proven ability to meet deadlines for Service Level Agreements on a daily and monthly basis
  • Well-versed in reporting, quality control, mail shipment processing, and workflow management.
  • Work Flow management
  • Day-to-day planning, transfer coordination and execution of proper paperwork of daily, monthly and rush files
  • Escalation of problems, concerns to management regarding production floor.
  • Coordinate use of multiple systems to effectively manage all tasks required ADF, Mainframe, Reporting, Syntera
  • Manage vendors and supplies by coordinating with warehouse, vault, print and Pitney Presort in order to maintain all necessary supplies needed for daily production.

Machine Operator

CHASE BANK
01.2015 - 01.2017
  • Operated various types of machinery involved in the manufacturing and mailing of bank cards and banking documentation
  • Functioned with flexibility and agility throughout all job functions
  • Operated high-speed machinery to ensure efficient processing of banking materials.
  • Monitored equipment performance, identifying and resolving issues to minimize downtime.
  • Trained new operators on equipment usage and safety protocols, enhancing team competency.

Education

High School Diploma -

Dallas Can Academy
Dallas, Texas

Skills

  • Microsoft Office Applications
  • Effective Time Management
  • Effective Interpersonal Skills
  • Strong Team Partnership
  • Multitasking
  • Effective Communication
  • Adaptability and Flexibility
  • Reliability
  • Problem-Solving
  • Teamwork and Collaboration
  • Quality Assurance
  • Analytical Skills
  • Quality Assessment

LANGUAGES

English
Spanish

Timeline

Transaction Specialist 2

CHASE BANK
05.2023 - Current

Transactions Specialist IV

CHASE BANK
01.2015 - 05.2024

Machine Operator

CHASE BANK
01.2015 - 01.2017

High School Diploma -

Dallas Can Academy