Kendra Holmes
St. Louis,MO
Summary
Results-driven finance and operations professional with a robust background in billing, collections, accounts receivable, and records management. Expertise includes securities transaction processing, financial analysis, regulatory compliance, and risk mitigation, ensuring streamlined operations and adherence to industry standards. Proficient in Microsoft Office, financial systems, CRMs, workflow tools, and digital documentation platforms, facilitating efficient data management and reporting. Recognized for exceptional analytical skills, meticulous attention to detail, and proven ability to rapidly adapt to new software in dynamic environments.
Overview
11
11
years of professional experience
Work History
Securities Operations Representative
Wells Fargo
11.2020 - Current
- Managed daily trade settlements, ensuring accuracy and timely processing of securities transactions.
- Analyzed discrepancies in transaction data, implementing corrective measures to enhance operational efficiency.
- Managed a high volume of daily securities transactions while maintaining strict attention to detail to minimize errors.
- Monitored regulatory changes impacting operations, adapting procedures to maintain compliance and mitigate risk.
Student Loan Counselor
MOHELA
01.2020 - 05.2020
- Guided borrowers through student loan options and repayment plans.
- Provided personalized counseling to improve borrower understanding and satisfaction.
- Developed strong relationships with borrowers through consistent follow-up and genuine concern for their wellbeing.
Billing and Collections Specialist
Synchrony Bank
01.2019 - 12.2019
- Managed billing inquiries and resolved discrepancies to enhance customer satisfaction.
- Processed payments and reconciled accounts to ensure financial accuracy.
- Assisted in audit preparation, providing necessary documentation for thorough review of financial activities.
Retail Help Desk Associate
Verizon
03.2018 - 07.2018
- Provided technical support to customers via phone, chat, and email to resolve issues efficiently.
- Diagnosed hardware and software problems, guiding users through troubleshooting steps effectively.
- Managed high-volume ticket queue, prioritizing urgent issues and providing timely solutions.
Customer Care Coordinator (Help Desk)
Charter/ Spectrum Communications
09.2016 - 01.2018
- Resolve 300+ inquiries daily, improve support using Spectrum systems.
- Managed resolution of complex customer inquiries using CRM software to streamline communication processes.
- Coordinated customer service initiatives to enhance overall client satisfaction and loyalty.
Airline Supervisor
Alaska Airlines
02.2015 - 08.2016
- Oversaw daily operations, ensuring compliance with safety and quality standards.
- Trained and mentored team members on operational procedures and customer service excellence.
- Coordinated scheduling for crew members, optimizing staffing levels to meet demand.
Education
Bachelor of Science (B.S.) - Business Administration
Liberty University
Lynchburg, VA01.2021
High School Diploma - undefined
Charles S. Sumner High School
St. Louis, MO06.2011
Skills
- Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
- Securities transaction processing
- Financial analysis and reporting
- Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint)
- Background in Finance, Operations, Records Management
- Risk assessment and mitigation
- Proficiency with spreadsheets and financial systems
- Experience with DocuSign, digital forms, or workflow tools
- Comfortable working with databases, workflow systems, and CRMs (eg, Salesforce, Smartsheet, etc)
- 3–5 years of experience in billing, collections, or accounts receivable
- Skilled in rapid software acquisition
- Analytical Thinking, Capital Management, Compliance Requirements, Documentations, Due Diligence, Loan Documentation, Regulatory Compliance, Risk Mitigation Strategies
http://linkedin.com/in/kendra-h-4b1583169
Timeline
Securities Operations Representative
Wells Fargo
11.2020 - Current
Student Loan Counselor
MOHELA
01.2020 - 05.2020
Billing and Collections Specialist
Synchrony Bank
01.2019 - 12.2019
Retail Help Desk Associate
Verizon
03.2018 - 07.2018
Customer Care Coordinator (Help Desk)
Charter/ Spectrum Communications
09.2016 - 01.2018
Airline Supervisor
Alaska Airlines
02.2015 - 08.2016
High School Diploma - undefined
Charles S. Sumner High School
Bachelor of Science (B.S.) - Business Administration
Liberty University