LaBrea Wilkerson
Wimauma,FL
Overview
9
9
years of professional experience
1
1
Certification
Work History
Investment Client Associate
Northwestern Mutual
03.2023 - Current
- Resolves inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions
- Researches and evaluates possible solutions to semi-complex problems that requires identifying root cause and some deviations from procedures
- Takes calls and begins to anticipate future issues to avoid repeat calls and unnecessary call transfers
- Run over 10 daily reports and data entry.
- Home Office support for Financial Reps
Mutual Funds Specialist
Us Bank
06.2022 - 02.2023
- Responsible for analyzing and processing various complex mutual fund transaction requests for companies and their shareholders, ensuring all documents sent to the department via mail and email are appropriately routed for processing
- Revolved research requests for our clients and financial advisors regarding accounts
- Accurately sorted incoming mail and processed outgoing mail daily.
Fraud Analyst
BMO Harris
08.2019 - 12.2020
- Responsible for investigating 10+ reports or suspicious accounts daily to identify the root cause of their status
- Conducted in-depth investigations of suspicious financial activity, such as suspected money-laundering efforts, deposit/check fraud, online banking fraud, and electronic transfer/wire fraud
- Resolved escalated issues by providing an actionable solution to bring the bank account back to current; I also created and maintained logs, records, and databases of information about fraudulent activity
- Independently prepared and accurately filed all written/ electronic reports of all confirmed fraud cases on time.
Customer Service Banker
11.2014 - 08.2019
- Answered an average of 50+ high-volume daily calls and ensured maximum protection of customer account information through secure verification methods
- Interacting with customers, recording their calls, asking probing questions to solve their issues efficiently, adhering to procedures, and aiding in following banking regulations.
Education
Associate of Arts -
Milwaukee Area Technical College
Milwaukee, WI12.2024
Certification
200-Hour Certification - Yoga Therapy And Teacher Training • Yama Yoga Milwaukee • June 2021
Timeline
Investment Client Associate
Northwestern Mutual
03.2023 - Current
Mutual Funds Specialist
Us Bank
06.2022 - 02.2023
Fraud Analyst
BMO Harris
08.2019 - 12.2020
Customer Service Banker
11.2014 - 08.2019
Associate of Arts -
Milwaukee Area Technical College
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