Professional Summary
Overview
Work History
Education
Skills
LANGUAGES
Timeline

KATTIA HERNANDEZ

Wells Fargo Financial- Executive Office / ECMO
Clackamas,OR
2
Languages
13
years of professional experience

Experienced with managing intricate case files and providing comprehensive client support. Utilize effective communication techniques to address and resolve client concerns. Knowledge of legal and procedural requirements essential for case management.


Knowledgeable Claim Specialist( Compliance Specialist 1) with strong background in case management. Proven ability to handle complex cases and deliver timely resolutions. Demonstrated expertise in client communication and problem-solving.

Work History

Escalation Case Specialist

4 Years 5 Months
Wells Fargo Financial- Executive Office / ECMO | 01.2020 - 06.2024
  • Resolved complex escalated disputes and complaints to enhance customer satisfaction
  • Communicated resolutions clearly to customers
  • Balanced empathy with policy compliance
  • Identified risk and compliance issues
  • Detected and reported risk and compliance issues to safeguard organizational integrity
  • Articulated clear resolutions to customers, ensuring understanding and compliance
  • Demonstrated empathy while enforcing policy compliance

Dispute-Financial Crimes Specialist

7 Years 5 Months
Wells Fargo Financial- Financial Services | 01.2017 - 06.2024
  • Managed high-volume inbound calls to facilitate timely dispute resolutions
  • Conducted account research to identify discrepancies and support effective resolutions
  • Ensured compliance with Regulation E, Regulation Z, and internal policies
  • Leveraged internal systems to accurately rectify errors and enhance customer satisfaction
  • Submitted claims for disputes to appropriate departments
  • De-escalated customer concerns
  • Handled high-volume inbound calls
  • Provided clear written and verbal communication

Credit Card Specialist/ Phone Banker 2

5 Years 2 Months
Wells Fargo Financial Operational Services | 11.2011 - 01.2017
  • Handled account request processing
  • Ensured accurate processing of regulatory and non-regulatory flags to maintain compliance
  • Provided solution-focused support to resolve customer inquiries effectively

Education

Certificate - Billing and Coding

Clackamas Community College | Oregon City

Certificate - Office Information Systems

Portland Community College | Portland | 06.1999

Skills

Complex Case Management
Dispute processing
Account resolution
Fraud detection
Regulatory compliance
Regulatory Adherence
Banking & Financial Services Operations
Financial systems
Problem solving
Conflict resolution
Conflict management
Written communication
Customer Service Excellence
Active listening

LANGUAGES

English
Spanish

Timeline

Escalation Case Specialist

Wells Fargo Financial- Executive Office / ECMO
01.2020 - 06.2024Read More

Dispute-Financial Crimes Specialist

Wells Fargo Financial- Financial Services
01.2017 - 06.2024Read More

Credit Card Specialist/ Phone Banker 2

Wells Fargo Financial Operational Services
11.2011 - 01.2017Read More

Portland Community College

Certificate from Office Information Systems
Read More

Clackamas Community College

Certificate from Billing and Coding
Read More
KATTIA HERNANDEZ