Summary
Work History
Education
Skills
Certification
Timeline
ProjectManager

LeAnne Jespersen

Customer Advocacy Professional
St. Petersburg,FL

Summary

Dynamic individual with hands-on experience in Customer Advocacy and talent for navigating challenges. Brings strong problem-solving skills and proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals.

Work History

Commercial Card Escalations and Support

FIS Global
11.2021 - Current
  • Online technical support and commercial card support for business card administrators and their cardholders. Assist cardholders for both consumer and business accounts with credit card inquiries and web support issues. Provide phone and chat support to the team, interpreting and executing technical needs and policy inquiries. Provide escalation phone support for sensitive and urgent customer calls. Identify and communicate to leadership all emergent service issues and potential risk scenarios. Created several Excel spreadsheets to track, organize, and disseminate information regarding the financial institutions, and the unique policies and procedures for each, that are serviced through the organization.
  • Train and mentor new hires. Monitor phone queues for department SL daily and monthly goals, and representative skilling.
  • Proven ability to learn quickly and adapt to new situations.
  • Skilled at working independently and collaboratively in a team environment.
  • Excellent communication skills, both verbal and written.
  • Worked well in a team setting, providing support and guidance.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Passionate about learning and committed to continual improvement.
  • Worked flexible hours across night, weekend, and holiday shifts.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Learned and adapted quickly to new technology and software applications.
  • Proved successful working within tight deadlines and a fast-paced environment.
  • Demonstrated strong organizational and time management skills while managing multiple projects.
  • Worked effectively in fast-paced environments.
  • Self-motivated, with a strong sense of personal responsibility.

Customer Service Supervisor

Capital One Bank
07.2019 - 09.2021
  • Resolve escalated customer concerns, including online access, mobile apps, billing issues, and service-related complaints. Provide quality customer support to internal customers with help desk assistance for various Capital One staff members and call center groups across the globe.

Finance Specialist

Multnomah County-Dept of County Assets Facilities Finance & Budget
06.2014 - 06.2019
  • Created county fleet physical asset management and accounts payable programs in Workday, and provided quality customer service to vendors in the investigation of payments and billing issues. Transitioned management from SAP to Workday. Reconciled county travel expenses and employee reimbursements. Distributed, analyzed, and paid vendor invoices. Tracked monthly county vehicle fleet mileage and fuel usage for budget and statistical analysis. Entered and managed data for multiple systems, including Fleet Focus and Petrocard fuel purchase credit cards for vehicle activity and fuel usage. Created an improved county-wide tracking system for fleet mileage to reduce reporting errors, entry time, and redundancies. Created a loss prevention program to review fuel purchase card transactions for potential misuse and physical card security processes to manage card issuance and retrieval from separated staff. Nominated for the Multnomah County Innovation Award for creating the new data gathering and statistical analysis methods via Google Sheets. Special assignments include Interim Executive Assistant to the DCA CIO.
  • Analyzed financial data to support budgeting processes and informed decision-making.
  • Developed comprehensive reports on asset management for departmental use and compliance.
  • Implemented process improvements to enhance efficiency in finance operations and budget allocation.
  • Collaborated with cross-functional teams to ensure accuracy in financial reporting and forecasting.
  • Oversaw implementation of new financial systems, improving data integrity and user accessibility.
  • Prepared and submitted responses to requests and requirements of auditors, regulators and investors.
  • Provided accurate financial forecasts for management, aiding in strategic decisionmaking.
  • Identified process issues and made recommendations for improvement or correction.
  • Formulated financial data and analysis to support risk management and made recommendations to management.

Human Resources Analyst 2/Recruiter

Multnomah County-DCA
03.2017 - 10.2017
  • Provided recruiting and onboarding services to the Department of County Assets (DCA) and Non-Departmental Offices. Created and posted job openings for the county, reviewed applicants, worked with program managers to narrow the group of applicants, invited candidates for interviews, created interview panels, managed scoring for interview panels, and made job offers to successful candidates. Onboarded new employees.
  • Limited Duration Assignment.

Leadership Academy Nominee

Multnomah County Leadership Academy
01.2017 - 06.2017
  • Created and documented a customer service “Train the Trainer” module that complimented the Multnomah County Library’s “Think Yes” initiative for the DCS leadership team. Highlights of the academy’s six month training included studying several new approaches to customer service such as Human Centered Design as a tool for implementing quality customer service initiatives.
  • Limited Duration Assignment

Executive Assistant/Recruiter

Dept of Human Services - Aging and People with Disabilities (DHS APD)
07.2013 - 07.2014
  • Executive Assistant to Dept of Human Services - Aging and People with Disabilities (DHS APD) District General Manager. Prepare communications, attend meetings and take notes on behalf of GM for county wide Vulnerable Citizens Council attended by other support organizations including law enforcement, government agencies and elected officials. Point of contact for concerned citizens; process and distribute mail; facilities and vendor management; cash payment processing; managed receptions and reception area; schedule meeting rooms for citizen use and training.
  • Assist district managers with hiring and recruiting objectives. Travel district wide to conduct interview panels, train panelists and provide hiring insight. On board new employees.
  • Created and implemented a district wide hiring process to achieve aggressive hiring objectives to increase staff for Cover Oregon and National Health Care initiatives. Conduct all interview panels and enhanced recruitment and onboarding processes which have resulted in improving overall candidate quality and 98% retention. Created metrics of hiring process to identify key areas of improvement and opportunities for additional focus.

Senior Manager, Dispute Resolutions

INTUIT - Bankcard Division
09.1999 - 09.2012
  • Monitored customer satisfaction and service levels through escalated customer complaints, and led process improvement with internal and external stakeholders. Established robust risk management practices through collaboration with an international network of teams. Represented the risk perspective for division and company-wide projects, demonstrating consideration for company reputation by driving compliance with applicable laws, rules, and regulations, adhering to company policy, and applying sound judgment regarding business practices.
  • Responsible for all written customer interaction, including marketing, websites, sales literature, form letters, and monthly statement announcements, to ensure end-to-end cohesive messaging and compliance with laws and industry regulations.
  • Provide quality customer service with exceptional verbal and written communication skills to both internal and external stakeholders. Respond to rapidly changing organizational needs by performing ad hoc duties in a wide variety of operational capacities. Work successfully in collaboration with internal and external resources.
  • Gather, track, and analyze data from multiple collection points and systems to identify organizational trends in service and potential credit card fraud schemes to implement process improvements, safeguard measures, and create new policies/procedures where appropriate. Databases included both proprietary systems and off-the-shelf solutions. Worked with Program Managers to improve daily business operations based on data analytics and allow PMs to develop additional procedures and policies in support of their individual strategic planning efforts. Develop, deliver, and maintain custom reports for program and end users.
  • Worked with the Fraud Department's Special Investigations to prevent organizational losses, and explain Visa/MC rules and regulations to impacted customers. I was the point of contact for all escalated calls from customers, attorneys, and law enforcement for ongoing cases.
  • Departmental budget oversight and reporting to the CEO; worked with managers in budget forecasting, cost allocation.
  • Present, develop, and deliver presentations to internal stakeholders, executives, and PMs.
  • Resolved time-sensitive issues on behalf of the CEO, taking the initiative in the execution of decision-making responsibilities for both internal and external customers.
  • Attend local meetings and conferences for professional organizations to stay abreast of industry trends and technologies.
  • Managed receptionist staff, maintaining high standards for greeting visitors and answering all incoming customer service calls professionally and within SLAs.
  • Order and maintain all office supplies, including break room supplies for coffee, snacks, paper goods, etc. Manage vendor relationships for suppliers, routinely reviewing overall staff satisfaction and cost-effectiveness, and accepting bids and samples from potential new vendors. Manage departmental ordering of special supply orders and negotiate the best pricing from vendors on a recurring basis.
  • Reconcile complex financial transaction disputes and inquiries as a function of the Office of the President by researching, analyzing, and documenting customers’ financial transactions. Drove process improvement initiatives based on outcomes.
  • Successfully represented the legal point of view in organizational projects requiring changes to customer experience, including troubleshooting potential customer complaint dispute triggers and call drivers, mitigating toward a positive outcome. Prepared internal and external customer and stakeholder communications regarding policy and procedural changes.
  • I represented the organization in small claims court. In larger cases, I prepared outside counsel to better understand defense strategy, as well as coaching on merchant agreements and case details.
  • Led cross-functional teams to implement process improvements, enhancing operational efficiency.
  • Developed and executed strategic plans for resource allocation, optimizing budget utilization.
  • Mentored junior managers, promoting professional growth and fostering a collaborative work environment.
  • Analyzed performance metrics to identify areas for improvement, driving continuous advancement initiatives.
  • Facilitated regular training sessions on best practices, ensuring team alignment with organizational goals.
  • Cultivated relationships with stakeholders to enhance project support and resource availability.
  • Oversaw compliance with company policies and industry regulations, mitigating risks effectively.
  • Spearheaded innovation initiatives, leveraging technology to streamline operations and improve service delivery.
  • Managed and motivated employees to be productive and engaged in work.
  • Accomplished multiple tasks within established timeframes.
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
  • Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
  • Maximized performance by monitoring daily activities and mentoring team members.
  • Controlled costs to keep business operating within budget and increase profits.
  • Reduced operational costs through comprehensive process improvement initiatives and resource management.
  • Mentored junior team members for career advancement, fostering a pipeline of future leaders within the organization.
  • Streamlined workflows by identifying bottlenecks in existing systems and implementing appropriate solutions.
  • Boosted employee morale and reduced turnover through development and implementation of comprehensive rewards and recognition program.
  • Enhanced product quality by instituting rigorous quality control procedures, resulting in fewer customer complaints.
  • Led cross-functional teams to achieve project goals, fostering collaboration and innovation.
  • Achieved significant cost savings by renegotiating contracts with key vendors, without compromising service quality.
  • Streamlined project delivery processes, significantly reducing time to market for new product launches.
  • Organized professional development programs for staff, leading to improved performance and skill sets.
  • Developed comprehensive risk management plan, minimizing potential disruptions to business operations.
  • Fostered partnerships with industry leaders, enhancing company's reputation and creating new business opportunities.
  • Improved customer satisfaction scores by overhauling customer service protocols and training staff in customer engagement techniques.
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
  • Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
  • Defined clear targets and objectives and communicated to other team members.
  • Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
  • Developed and implemented strategic initiatives to enhance operational efficiency across multiple departments.
  • Led cross-functional teams in identifying process improvements, resulting in streamlined workflows and increased productivity.

Manager - Fraud Investigations

SUPERIOR BANKCARD SERVICE
01.1994 - 01.1999
  • Managed a team of investigators with routine daily reviews of merchant transactions and investigations into contractual and Visa/MC regulatory breaches to prevent organizational losses. Followed through with criminal prosecution for larger cases, working with the Secret Service, FBI, Postal Inspectors, and local law enforcement.
  • Led operational strategy to enhance customer service and satisfaction levels.
  • Developed training programs to improve staff performance and service delivery.
  • Streamlined workflow processes, increasing efficiency across departments.

Supervisor - Risk Management

CARDSERVICE INTERNATIONAL
01.1991 - 01.1994
  • Supervised a team of investigators with a routine daily review of merchant transactions and investigations into contractual and Visa/MC regulatory breaches to prevent organizational losses.
  • Oversaw daily operations to ensure compliance with industry standards and company policies.
  • Led team in implementing process improvements that enhanced workflow efficiency.
  • Trained and mentored staff on operational best practices and system usage.
  • Collaborated with cross-functional teams to align departmental goals and initiatives.

Manager - Fraud Investigations

SECURITY PACIFIC BANK
01.1990 - 01.1991
  • Managed a team of investigators with a routine daily review of cardholder transactions to prevent organizational losses.
  • Implemented new technology solutions to optimize transaction processing times.
  • Monitored industry trends to adjust business strategies and remain competitive.

Manager - Risk Management

KAY JEWELERS
01.1987 - 01.1990
  • Managed a team of investigators with routine daily reviews of transactions and investigated customer claims of fraud. Reviewed fraud activity in relation to company processes to make appropriate changes and updates to prevent organizational losses.
  • Developed and implemented risk assessment frameworks to enhance operational efficiency.
  • Coordinated compliance initiatives to mitigate financial and regulatory risks across business units.

Education

Associate's Degree - Business Administration

L.A. Pierce College
Woodland Hills, CA

Skills

  • Internal & External Communication
  • Maximizing Customer Satisfaction
  • Legal / Business Acumen
  • Optimizing Administrative Efficiency
  • Process Improvement
  • Project Management
  • Cross-Functional Leadership
  • Issue Resolution / Support
  • Executive support
  • Strong
  • Administrative support
  • Office management
  • Strong problem solver
  • Customer Service-oriented
  • Excel spreadsheets
  • Database management
  • Advanced MS office suite
  • Business administration
  • Conflict management
  • Project oversight
  • Performance improvement

Certification

  • Multnomah County Leadership Academy 2017
  • U.S. Army - Administrative Specialist (Honorable Discharge)

Timeline

Commercial Card Escalations and Support

FIS Global
11.2021 - Current

Customer Service Supervisor

Capital One Bank
07.2019 - 09.2021

Human Resources Analyst 2/Recruiter

Multnomah County-DCA
03.2017 - 10.2017

Leadership Academy Nominee

Multnomah County Leadership Academy
01.2017 - 06.2017

Finance Specialist

Multnomah County-Dept of County Assets Facilities Finance & Budget
06.2014 - 06.2019

Executive Assistant/Recruiter

Dept of Human Services - Aging and People with Disabilities (DHS APD)
07.2013 - 07.2014

Senior Manager, Dispute Resolutions

INTUIT - Bankcard Division
09.1999 - 09.2012

Manager - Fraud Investigations

SUPERIOR BANKCARD SERVICE
01.1994 - 01.1999

Supervisor - Risk Management

CARDSERVICE INTERNATIONAL
01.1991 - 01.1994

Manager - Fraud Investigations

SECURITY PACIFIC BANK
01.1990 - 01.1991

Manager - Risk Management

KAY JEWELERS
01.1987 - 01.1990

Associate's Degree - Business Administration

L.A. Pierce College
LeAnne JespersenCustomer Advocacy Professional