Results-driven professional with extensive experience in financial analysis and dispute resolution. Known for attention to detail and problem-solving abilities, contributing to swift resolutions and improved claims processes across departments.
Overview
1
1
Certification
12
12
years of professional experience
Work History
Claims & Disputes Specialist II
U.S. Bank
Denver, Colorado
11.2019 - Current
Conducted thorough research using internal systems and external sources to validate claims, ensuring accurate resolution of discrepancies.
Collaborated with multiple departments to expedite resolution of disputes, enhancing overall claims process efficiency.
Analyzed documentation to assess validity of submitted claims.
Responded promptly to emails, faxes, and phone calls regarding disputes.
Worked closely with team members to efficiently address complex issues.
Processed refund payments for deceased clients to government agencies and financial institutions, ensuring timely and accurate disbursement.
ACH Investigations/Fraud Representative
U.S. Bank
Denver, Colorado
09.2017 - 11.2019
Reviewed customer complaints on suspicious transactions, facilitating swift resolutions to enhance customer satisfaction.
Maintained detailed records of investigations to ensure compliance and facilitate audits.
Assisted in resolving disputes between customers and banks, ensuring accurate account activity verification and maintaining trust.
Tracked changes in customer profiles and account activities to identify potential fraud.
Investigated fraud cases by gathering and analyzing relevant customer data.
Analyzed financial documents, including bank and credit card statements, for discrepancies.
Provided feedback to customers about claim statuses and addressed inquiries on fraud.
Determined eligibility for provisional credit or chargebacks, ensuring compliance with policies and safeguarding customer interests.
Bank Teller
U.S. Bank
Denver, Colorado
07.2014 - 08.2017
Processed deposits, withdrawals, check cashing, and payments efficiently in a busy environment.
Welcomed clients in a high-traffic branch, establishing positive first impressions that encouraged customer loyalty.
Balanced cash drawer daily to ensure precise funds management.
Maintained compliance with bank policies and regulations consistently.
Identified and documented currency transactions exceeding $10,000, escalating abnormal activities.
Cross-marketed bank products by educating customers on tailored options to meet their needs.
Assisted customers with digital banking through mobile app and ATM demonstrations, enhancing user experience.
Completed weekly branch appearance checks and loss prevention meetings.