Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Languages
Timeline
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Karen De Jesus

Summary

I am a results-driven Seasoned Business, Sales, Recruiting, Financial, and Project Management professional with over 26 years of experience across Fortune 500 companies. I have extensive experience in project management, financial oversight, and cross-functional leadership. I excel at leading large-scale projects, ensuring they stay on time and within budget while driving operational efficiency. I've successfully managed stakeholder relationships, optimized business processes, trained, and mentored high-performing teams. With a strong background in risk management, contract compliance, business development, Human Resources, and finance. I am eager to bring my expertise to a company where I can lead complex projects, drive financial success, and foster team growth.

Overview

27
27
years of professional experience

Work History

Financial Analyst / Project Manager

AT&T
05.2008 - 03.2025
  • Revenue stimulation.
  • Working with customers for customer account inquiry and service calls for installation, removal or changes to network service plans, quotation of rates and service intervals and discussion of pending orders and sales opportunities.
  • Qualifying aftermarket requests from customers and account teams for term plans, contract tariff, product specific promotions and other customer/account requirements customer sales support:
  • Negotiating and implementing with customer as needed
  • Answers and explains questions/inquires
  • Investigates billing claims/disputes
  • Calculating and issuing adjustments
  • Analyzing customer accounts
  • Arranging special billing arrangements
  • Performing maintenance functions for switched services
  • Call receipts, auto test, service assurance, and escalation
  • Creating tickets
  • Coordinating activities of suppliers
  • Processing customer payments
  • System access through terminals, pcs and other electronic devices
  • Preparing, changing customer records
  • Receiving calls to resolve problems, furnish information
  • Customer Billing Administration:
  • Documenting and reporting daily activity
  • Performing various administrative functions, such as filing
  • Reviewing, interpreting, and applying company policies and practices
  • Oversee performance of Dispute Resolution Team
  • Implement Behavioral Coaching
  • Auditing Disputes ensuring both quality and processes are met
  • Call Center Training

Assistant Vice President / SBRM

JP Morgan Chase
03.2005 - 05.2008
  • Managed a portfolio of high-net-worth clients and a team of 12 bankers across multiple branches.
  • Recruited and trained fresh staff, ensured FDIC compliance, and led regional sales initiatives.
  • Directed branch operations, achieving YoY growth and managing financial reporting and payroll.
  • Supervised staffing teams, implemented orientation programs, and reconciled invoicing for accuracy

Customer Service and Sales Manager / Recruiter

AT&T
08.1998 - 03.2005
  • Provided customer service to 50+ clients daily and used consultative selling to resolve concerns.
  • Surpassed sales quotas and implemented strategies to increase customer satisfaction.
  • Responsible for checking the Availability of Vanity Toll Free Numbers and implementing the services sold to the customers

Education

High School Diploma -

Solvay High School
Solvay, NY
01.1994

Skills

  • Technical: Microsoft Excel, PowerPoint, Word, Access, SAP, NetSuite, Salesforce, CRM Software, VoIP, HTML, Google Forms, Smartsheet, Microsoft Teams, Zoom, Microsoft Office, Microsoft BI, Infor, ServiceNow, Salesforce, Workday, CRM Databases, Big Data Analytics
  • Management: Project Management, Financial Analysis, Recruiting, Payroll, Billing, Asset Recovery
  • Communication: Customer Service, Policy Analysis, Documentation, Online Research, Training , Scheduling, Meeting Leadership , Customer Service Management, Executive Coaching, Customer Support Management, Contract Negotiation, Persuasive Coaching, High Level Dispute Resolution, Collaborative Leadership, Performance Appraisal, Quality Auditing , Training and Development, Curriculum Development
  • Professional: Project Delivery, Organizational Effectiveness, Special Events , Non-Profit Fund Development, Corporate Events, Written Communication, Logistics Management, Data Analytics, Organizational Skills, Scheduling, Strategy, Event Planning, Team Management, Event Management, Time Management, Business Decision Making, Project Planning, Cross-Functional Coordination, Decision Support, Project Coordination, Fundraising, Program Coordination, Business Analysis, Decisiveness, Collaborative Problem Solving, Presentation Skills , Project Estimation, Special Events Coordination, Data Analysis, Financial Services, Financial Resolution, Presentations, Auditing , Time Management, Multitasking

Accomplishments

  • Recipient of AT&T President's Club Award (4x)
  • Ranked in top 5% of national sales performers
  • Revived a $127K profit deficit in under one year through process optimization
  • Chosen to take part in AT&T's and Chase Manhattan Bank's Leadership Development Program
  • Surpassed 100% sales quota across four product lines for over 26 years

Languages

English
Native or Bilingual

Timeline

Financial Analyst / Project Manager

AT&T
05.2008 - 03.2025

Assistant Vice President / SBRM

JP Morgan Chase
03.2005 - 05.2008

Customer Service and Sales Manager / Recruiter

AT&T
08.1998 - 03.2005

High School Diploma -

Solvay High School

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Karen De Jesus