Joshlyne Freeman
Indianapolis,Indiana
Summary
Experienced Manager with expert team leadership, planning and organizational skills built during successful career. Smoothly equip employees to independently handle daily functions and meet customer needs. Diligent trainer and mentor with exceptional management abilities and results-driven approach.
Overview
25
25
years of professional experience
Work History
Sr. Research Specialist
JP Morgan Chase
Indianapolis, IN
06.2015 - Current
- Research outstanding items for assigned accounts and process clearing entries to the appropriate general ledgers, reducing over-expenditures and saving $5K+ annually in potential financial loss.
- Perform complex reconciliations to 6+ assigned accounts monthly utilizing accounting knowledge in transit amounts of $1M+, maintaining 100% client retention.
- Correspond daily with departmental leads, business partners, and external vendors to resolve outstanding items, achieving 100% process implementation.
- Identify outstanding problems or escalated issues and trends to clearing standards on assigned accounts on time, engage corrective action plans, maintaining 99% client satisfaction.
- Maintain 100% compliance with corporate accounting and departmental policies and procedures.
- Revitalized 3 different SOPs for cash in transit team and reconciled multiple accounts up to 10 million with 100% accuracy and document implementation.
- Collaborate with different vendors, and departments heads to transit cash in or out of a banking center with 100% accountability measures, preventing any losses that may occur to the bank.
- ∙Complete projects which included investigating, researching, and compiling reports on fraudulent activities on accounts, enhancing financial safety.
- Create and compile data reports regarding account activities and trends identified during the investigative review.
Branch Operations Supervisor
PNC Bank
Indianpolis, IN
10.2006 - 05.2015
- Set expectations for branch representatives by coaching and counseling while communicating performance metric expectations, and administering disciplinary action when necessary
- Led and conducted reviews of branch policies and procedures for compliance.
- Completed financial statements and prepared write-up describing financials for executive management.
- Remained calm and professional in stressful situations.
- Maintained scheduling for main branch to keep shifts appropriately staffed.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Provide technical support, Implement security safeguards, coordinate strategies, and establish procedures necessary for branch representatives to perform their jobs efficiently
Assistant Branch Manager
Fifth Third Bank
Indianapolis, IN
10.1997 - 09.2006
- Developed and managed employee schedules, balancing individual requests and requirements with business needs.
- Perform as the resource for the branch staff, while answering questions, finding solutions to customer issues and ensuring staff is up-to-date on financial institutions policies and procedures
- Facilitated customer satisfaction by executing personal communication and frequent follow-ups.
- Managed branch size of over $20 million in deposits and team of 7 full and part-time employees.
- Interviewed, hired and trained staff associates and equipped to comply with company policies and procedures.
- Recruit, train, and coach staff on client profiling, expanding client relationships, and closing sales .
- Analyzed, reduced and controlled expenses by improving resource allocation.
- Developed sales strategy to meet established sales objectives.
Water Treatment Specialist- 63 Juliet
US Army Reserve
Munster, IN
08.1995 - 01.2002
- Recorded test data and prepared reports, summaries or charts to interpret test results.
- Performed water quality analysis, testing, and verification.
- Disinfected water with chemicals such as ammonia and chlorine in exact concentrations.
- Collected water samples to test alkalinity, hardness and residual levels.
Band Teller
Peoples Bank
Munster, IN
06.1996 - 10.1997
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Educated customers on use of banking website and mobile apps.
- Answered telephone inquiries on checking and savings accounts, loans and lines of credit.
- Processed customer transactions promptly, minimizing wait times.
- Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
Education
MBA - Business Administration And Management
Western Governors University
Salt Lake City, UT03.2015
Bachelor of Science - General Studies
Indiana University - Purdue University Indianapolis
Indianapolis, IN05.2011
Skills
- Team Leadership
- Employee Engagement
- Research implementation
- Report generation
- Training and mentoring
- Team Building
- Risk & Quality Control
- Reporting & Analysis
Timeline
Sr. Research Specialist
JP Morgan Chase
06.2015 - Current
Branch Operations Supervisor
PNC Bank
10.2006 - 05.2015
Assistant Branch Manager
Fifth Third Bank
10.1997 - 09.2006
Band Teller
Peoples Bank
06.1996 - 10.1997
Water Treatment Specialist- 63 Juliet
US Army Reserve
08.1995 - 01.2002
MBA - Business Administration And Management
Western Governors University
Bachelor of Science - General Studies
Indiana University - Purdue University Indianapolis