Keandra Wright
Summary
Result-driven Financial Service Specialist with strong background in customer service, financial planning and regulations. Agile with excellent communication and analytical skills and in-depth understanding of financial products and services.
Overview
7
7
years of professional experience
Work History
Financial Services Specialist
Nordstrom
04.2022 - 12.2022
- Seasonal position
- Answer complex inbound account inquiries by applying advanced knowledge of Visa, Retail, Debit, Loyalty Program and Gift Card products, including escalated customer, store and helpline calls
- Troubleshoot customer inquiries regarding online enrollment, password, signon issues and other online related questions
- Enter and review new account applications from multiple channels: stores, online and/or customers responding to promotional invitations
- Process and review register referrals, Nordstrom.com transactions, and credit line increase requests and payments
- Assist in resolving customer concerns.
Remittance Processing Specialist
JP Morgan/Chase
12.2019 - 01.2020
- Operate Imaging/Extraction Equipment (iTRAN, IBML, OPEX 7200, OPEX 150)
- Prepare batches of work by extracting checks and remittances from envelopes
- Input data into the system while following standard operating procedures and customer-specific instructions for processing
- Verify negotiability of checks through customer specific instructions for processing
- Re-associate check images to corresponding material while validating quality of images
- Balance/reconcile electronic and paper documentation
- Analyze information to determine accuracy and completeness of work
- Assuring records and documents meets customers requirements.
- Demonstrate proficiency in all complexities, processing modes, and department equipment
- Maintain site productivity and quality standards
- Contribute to meeting team goals in addition to individual responsibilities
- Ensure that all customer and bank guidelines are followed as related to operations, internal audit and security, and general practices.
Claims Specialist III
JP Morgan/Chase
06.2018 - 12.2019
- Actively listen and identify the client's needs via e-mail and or phone while tactically executing solutions on their behalf
- Act as a consultant, guide them through the process each step of the way and educate them on the self-serve opportunities that exist
- Prioritize daily workload to maximize productivity utilizing time management.
- made claim decisions that lines with banking regulations and policies.
Technical Support
ADT
06.2016 - 01.2018
- Efficiently and accurately enters and maintains all customer account data and activity in appropriate systems
- Effectively utilize customer service skills and technical abilities
- Provides answers to questions from customers regarding use and troubleshooting of equipment, usually over the phone
- Diagnose and resolve technical hardware and software issues involving internet connectivity, email clients, IPTV, VOIP and more.
Emergency Dispatch Operator
ADT
01.2016 - 06.2016
- Record details of calls, dispatches, and messages
- Maintain access to, and security of, highly sensitive materials
- Respond to all monitoring, customer service, data entry, billing, technical/trouble-shooting issues as related to the alarm system
- Respond to inbound calls from customers to cancel emergency authority.
Education
Leadership 101 -
Troy University
Troy, ALHigh School Diploma -
Can Academy
2014
Skills
- Account Documentation
- Financial Services
- Account Retention
- Regulatory Compliance
- Customer Relationship Management
References
Available on Request
Timeline
Financial Services Specialist
Nordstrom
04.2022 - 12.2022
Remittance Processing Specialist
JP Morgan/Chase
12.2019 - 01.2020
Claims Specialist III
JP Morgan/Chase
06.2018 - 12.2019
Technical Support
ADT
06.2016 - 01.2018
Emergency Dispatch Operator
ADT
01.2016 - 06.2016
Leadership 101 -
Troy University
High School Diploma -
Can Academy