Kayla Blackman
Euless,Texas
Summary
Back Office Savings Solutions Specialist with comprehensive experience in financial services and client management. Skilled in complex banking transactions, stakeholder communication, and regulatory compliance. I am frequently recognized for strategic collaboration and creative solutions for high-priority escalated issues. Known for adaptability and reliability, with a keen eye for detail and strong interpersonal skills.
Overview
6
6
years of professional experience
Work History
Back Office Specialist
Goldman Sachs
Richardson, TX
09.2023 - Current
- Collaborated with other departments such as Fraud, Complaints, Legal and OGM to improve interdepartmental communication and overall efficiency.
- Maintained up-to-date knowledge of industry regulations and compliance requirements relevant to back-office functions; implemented necessary updates accordingly.
- Developed detailed reports, analyzing trends and presenting findings to management for strategic planning purposes.
- Maintained a high level of confidentiality within the official document review team, safeguarding sensitive information about case administration and client transactions, such as death certificates, Power of Attorney documents, Probate records, etc.
- Assisted in training new hires, sharing best practices for successful integration into the team.
- Utilized office management software to record and track customer information.
- Supported staff on special reports and ad hoc projects.
- Answered and managed incoming and outgoing calls while recording accurate messages for case management.
Business Office Associate
CarMax
Irving, Tx
02.2022 - Current
- Reviewed invoices, payment requests, advance requests, expense reimbursements, and proper coding, prior to approval for Finance Reports/Retail Installment contracts, Inventory Arbitration Requests, and Auto Loan pay offs).
- Developed correspondence letters, memos, and emails.
- Taking in cash, check and ACH payments for vehicle purchases, car notes and completing reimbursements for customers and employees.
- Enhanced customer experience while conducting appraisals and vehicle purchase agreements.
- Engaged with customers to build business relationships.
- Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.
- Cultivated positive relationships with vendors to deliver timely and cost-effective supply of services and materials.
- Collected, arranged, and input information into database system.
- Developed and updated tracking spreadsheets for process monitoring and reporting.
- Developed knowledge of company products and services to make suggestions according to customer needs.
- Prepared mail and packages for shipment, pickup, and courier services to expedite delivery.
- Helped meet changing demands by recommending improvements to business systems or procedures.
- Provided clerical support to company employees by copying, faxing, and filing documents.
- Responded to inquiries from callers seeking information.
- Generated reports detailing findings and recommendations. (i.e. prioritized title reports)
Data Entry Clerk
Faneuil
Remote
02.2021 - 09.2021
- Created and maintained data entry logs to track data entry activities.
- Completed data entry tasks with accuracy and efficiency.
- Entered data into various computer systems accurately using Microsoft Office Suite.
- Utilized techniques for increasing data entry speed.
- Secured and protected data from unauthorized access by complying with security protocols.
- Compared transcribed data with source document to detect and correct errors.
- Resolved discrepancies in data entry activities for accurate, complete jobs.
- Communicated with supervisors and colleagues to process data quickly and resolve discrepancies.
Call Center Customer Service Representative
Army Air Force Exchange Service, AAFES
Dallas, TX
10.2020 - 12.2020
- Documented and detailed calls and complaints using call center's CRM database.
- Educated customers about billing, payment processing and support policies and procedures.
- Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
- Investigated and resolved customer inquiries and complaints quickly.
- Maintained and managed customer files and databases.
- Investigated and resolved accounting, service and delivery concerns.
- Approved and terminated customer contracts upon request.
- Detailed payment options and explained price, receipt and billing details to customers.
- Escalated complicated customer account issues to supervisors and help desk workers.
Census Enumerator
United States Census
Red Oak, TX
07.2020 - 10.2020
- Explained the objectives of our surveys and census procedures. Assisted citizens in interpreting and answering interview questions accurately.
- Assessing information on survey pads and interviews for accuracy and authenticity.
- Identify and report complications while attempting to obtain citizen data.
- Record and code information obtained by surveys and forms into the census database.
- Effective communication with supervisor regarding interviews, goals and any difficulties while on assignments.
- Following GPS navigation and neighborhood guidelines while conducting door-to-door interviews.
- Exemplary written and verbal communication skills.
- Efficient management of confidential records and data.
Education
Bachelor of Science - Business Administration And Management
Texas A&M University - Commerce
Commerce, TX05.2020
Associate of Arts - Business Administration
Cedar Valley College
Lancaster, TX05.2017
Skills
- Legal Document Review and Verification
- Expense Reimbursements Tracking
- Microsoft Excel/ Financial Software
- Cash Reconciliation
- Business administration
- Attention to detail
- CRM software
- Estate and Fiduciary Knowledge
- Regulatory compliance
- Sales skills
- Case Administration
- Contract drafting
- Proposal preparation
- Microsoft Office expertise
- Proficiency in SAP
- Adobe acrobat
- Account reconciliation
- Administrative and office support
- De-escalation techniques
- Customer data confidentiality
- Filing and data archiving
- Compliance, banking laws, and regulations
- Social media promotion
- Project management
- Performance planning
- Choreography creation
Timeline
Back Office Specialist
Goldman Sachs
09.2023 - Current
Business Office Associate
CarMax
02.2022 - Current
Data Entry Clerk
Faneuil
02.2021 - 09.2021
Call Center Customer Service Representative
Army Air Force Exchange Service, AAFES
10.2020 - 12.2020
Census Enumerator
United States Census
07.2020 - 10.2020
Bachelor of Science - Business Administration And Management
Texas A&M University - Commerce
Associate of Arts - Business Administration
Cedar Valley College