Dynamic Lead Fraud and Claims Specialist focused on risk management and compliance. Excelled in enhancing report quality and implementing process improvements, resulting in consistently high levels of customer satisfaction and effective resolution of complex inquiries.
Overview
9
9
years of professional experience
Work History
Credit Card Representative - Credit Card Services
TD Bank
Greenville, SC
07.2025 - Current
Educated clients on credit card features, benefits, and terms.
Answered inquiries with accurate information about products and services.
Processed payments, balance transfers, and account updates accurately, ensuring timely transaction completion for customers.
Resolved customer complaints by identifying issues and implementing effective solutions to enhance customer satisfaction.
Supported customers with disputed transactions and outlined resolution steps.
Explained fraud protection measures and secure usage practices.
Guided clients in navigating online banking platforms, improving their self-service experience and access to account information.
Lead Fraud And Claims Specialist 4 | Quality Assurance
Wells Fargo
Charlotte, NC
07.2024 - 06.2025
Coordinated internal audits to identify areas for improvement and ensure adherence to quality standards.
Ensured product compliance with industry regulations by implementing necessary changes.
Conducted research and data analysis to enhance accuracy and clarity of reports.
Exceeded performance expectations consistently while completing daily tasks.
Built strong client relationships by addressing concerns effectively, leading to increased loyalty and retention.
Provided coaching and mentoring on policies, procedures, and updates to main queue specialists.
Customer Success Specialist
Wells Fargo Bank
Charlotte, NC
09.2019 - 01.2021
Deliver a best-in-class customer experience while adhering to work guidelines, policies, and regulations.
Engaged with customers to address inquiries and concerns professionally, demonstrating integrity and a high level of professionalism across all customer interactions.
Provided customer service by listening actively, eliciting information effectively, and resolving complex customer issues.
Answered customer inquiries via phone, resolving routine to moderately complex issues while maintaining a friendly and courteous demeanor.
Navigate multiple computer systems, applications, researching and assessing customer needs and offering appropriate solutions.
Influence, educate, and connect customers to technology and share the value of digital banking options.
Excel in a fast paced, collaborative environment that requires accuracy, multitasking and effective communication.
Work independently with minimal supervision in a remote a remote office setting.
Front Desk Receptionist
The Millennium Group (TIAA Financial Services)
Charlotte, NC
09.2017 - 09.2019
Delivered efficient and professional front desk services, enhancing customer satisfaction.
Navigated multiple systems to research, analyze, and resolve customer inquiries effectively.
Adapted to customer demands in high-volume production environments, ensuring continuous service delivery.
Executed administrative functions, including data entry and document preparation, enhancing overall office workflow.
Maintained confidentiality to uphold customer confidence and protect operations.
Adhered to corporate policies and regulatory standards while exceeding service performance metrics.
Classified and entered checks, brokerage, and transfer documents accurately for efficient payment processing.
Sorted and distributed mail correspondence efficiently between departments and personnel.
Education
Associate Degree Of Applied Science - Business Administration
Central Piedmont Community College
Charlotte, NC
05-2022
High School Diploma -
Mallard Creek High School
Charlotte, NC
06-2014
Skills
Credit analysis
Payment processing
Documentation management
Microsoft Office proficiency
Attention to detail
Analytical skills
Time management
Multitasking abilities
Customer service excellence
Team collaboration
Effective communication
Timeline
Credit Card Representative - Credit Card Services
TD Bank
07.2025 - Current
Lead Fraud And Claims Specialist 4 | Quality Assurance
Wells Fargo
07.2024 - 06.2025
Lead Fraud And Claims Specialist 4 | Loss Prevention Call Center
Wells Fargo Bank
05.2022 - 07.2024
Fraud And Claims Operation Specialist 3 | Loss Prevention Call Center
Wells Fargo Bank
01.2021 - 05.2022
Customer Success Specialist
Wells Fargo Bank
09.2019 - 01.2021
Front Desk Receptionist
The Millennium Group (TIAA Financial Services)
09.2017 - 09.2019
Associate Degree Of Applied Science - Business Administration