Katie Nelson

• Supported daily digital operations by managing workflow processes and ensuring timely execution of tasks.
• Collaborated with team members to troubleshoot technical issues, improving response times for user inquiries.
• Engaged in cross-departmental communication to facilitate project coordination and support strategic initiatives effectively.
• Processed and fulfilled incoming Digital maintenance with accuracy and adherence.
• Delivered exceptional customer service by assisting clients via incoming calls and secure live chat through online banking platforms.
• Performed daily maintenance and reporting for digital such as dormant olb profiles, ACH prenote, bill pay, new online client setups.
• Processed RDC and Positive Pay setups and completed training for new incoming clients.

• Developed guidelines for consistent image formatting and indexing standards.
• Process account research requestss, dormant account maintenance and account reactivations.
• Review and process charge offs and DDA recoveries.
• Verify client documentation for account holds, withdrawals, renewals and maintenance.
• Verify documentation for all account maintenance for errors and send to branches for correction.
• Daily GL balancing and reconciliation.
• Process business and retail account updates such as CIF, TAX ID, CD and DDA maintenance.
• Support branches by researching and resolving complex account issues.
• knowledge with Wires, fraud disputes, mobile deposits, IRA processing, debit cards, customer support, teller balancing and branch support.

Renasant Bank (formerly The First bank)

-Document image specialist/Dep Ops- 2025

The First Bank (formerly Beach Bank)

- Document Imaging Specialist/ Dep Ops- 2024-2025

Beach Bank (formerly Beach Community Bank)

Deposit Operations 2020-2024

Beach Community Bank

Teller/CSR front lines/ Deposit Operations 2018-2020