Maxine Jackson
Mesquite
Summary
Results-driven Financial Operations and Banking Professional with over 15 years of experience supporting financial institutions, government agencies, and corporate organizations. Expertise in lockbox processing, account reconciliation, payment processing, data analysis, and customer service within high-volume environments. Proven ability to resolve discrepancies, improve operational workflows, and maintain compliance with regulatory requirements. Recognized for accuracy, attention to detail, and delivering exceptional customer experiences while managing sensitive financial data.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Contact Service Representative (Remote)
Internal Revenue Service (IRS)
12.2024 - 10.2025
- Provided high-volume inbound customer service support to taxpayers regarding tax accounts, balances, notices, and payment options
- Researched complex taxpayer accounts and resolved discrepancies while adhering to federal tax regulations and confidentiality requirements
- Reviewed taxpayer records, processed account updates, and documented detailed case notes within IRS systems
- Educated taxpayers on payment plans, account balances, and available resolution options
- Handled sensitive financial information while maintaining professionalism and compliance standards
- Met performance metrics for quality, productivity, and customer satisfaction
- Collaborated with internal departments to resolve escalated and complex taxpayer inquiries
Lockbox Technician (Management)
BNY Mellon Bank
Richardson
09.2021 - 08.2024
- Processed high-volume lockbox transactions including checks, remittances, and deposits in accordance with strict client instructions
- Monitored and balanced complex data files to ensure accurate financial reporting and deposit reconciliation
- Investigated processing discrepancies and resolved errors to maintain operational accuracy
- Prioritized workflow assignments to meet production deadlines and service level agreements
- Performed account research and issued appropriate debit and credit adjustments
- Implemented process improvements that reduced processing errors and improved turnaround times
- Maintained compliance with banking regulations and internal control procedures
Seasonal Fulfillment Associate
Amazon
Dallas
11.2019 - 06.2021
- Performed end-to-end order fulfillment including picking, packing, and sorting in high-volume distribution center
- Conducted quality checks to ensure accuracy and reduce order returns
- Utilized warehouse management systems to track and update order statuses
- Collaborated with team members to resolve fulfillment discrepancies
- Maintained productivity targets and operational standards
Operations Associate
PNC Bank
01.2019 - 06.2019
- Processed medical claims accurately and efficiently within established timelines
- Entered and maintained patient information while ensuring confidentiality compliance
- Posted medical codes and verified insurance payer information
- Assisted customers with claims inquiries and resolution
- Delivered strong customer service and problem resolution
Contract Data Entry Specialist
Bank of America
10.2018 - 01.2019
- Processed high-volume lockbox payments and ATM deposits, ensuring timely and accurate financial transactions
- Entered detailed financial information, including invoices and payment amounts, to maintain precise financial records
- Completed check keying and MICR data validation
- Resolved processing discrepancies and data errors, enhancing data integrity and reliability
- Maintained high accuracy in a fast-paced environment
Accounting Specialist
Transfer Solutions
03.2015 - 02.2018
- Managed accounts payable and accounts receivable functions
- Maintained vendor database and processed vendor requests
- Generated daily billing and invoicing
- Reviewed billing reports and resolved discrepancies
- Prepared monthly journal entries and financial reports
- Ensured accounting accuracy and compliance
Contract Financial Analyst
JP Morgan Chase
05.2011 - 07.2014
- Conducted final reviews of defaulted loans and calculated gains and losses
- Reviewed expense documentation for investor reimbursement
- Managed corporate advance and escrow accounts
- Validated fund applications and expense entries
- Resolved complex financial discrepancies and account issues
- Maintained compliance with regulatory requirements
Financial Coordinator
North Texas Behavioral Health Authority
03.2007 - 01.2009
- Managed accounts payable for multiple departments
- Maintained vendor accounts and processed invoices
- Assisted with journal entries and reconciliations
- Resolved invoice discrepancies and vendor inquiries
- Supported financial reporting
Contract Administrative Assistant
Bank of America
01.2006 - 02.2007
- Processed lockbox deposits and financial documents
- Verified deposit information and account data
- Prepared and keyed deposit batches
- Maintained compliance and accuracy standards
- Oil & Gas Asset Management
Payment Reconciliation Specialist
TXU Energy (CapGemini Energy)
01.1998 - 11.2004
- Reconciled high-volume payment transactions
- Investigated exceptions and unidentified payments to resolve discrepancies
- Maintained utility billing accounts
- Processed account transfers and credited balances to ensure accurate account records
- Oversaw bank draft account management to maintain compliance and accuracy in transactions
- Supported financial reporting and reconciliation
Education
Business Accounting -
CCI Training Center
Dallas, Texas01-2010
Skills
- Customer Service
- Data Entry
- Microsoft Excel
- Microsoft Word
- Microsoft Outlook
- Data reconciliation
- Account Reconciliation
- Financial Reporting
- Lockbox Processing
- Compliance
- SAP
- AS/400
- Peachtree
- Siebel
- Atlas CIS
- CorDaptix
Certification
Certified Business Accountant, 12/01/24, 10/01/25
Timeline
Contact Service Representative (Remote)
Internal Revenue Service (IRS)
12.2024 - 10.2025
Lockbox Technician (Management)
BNY Mellon Bank
09.2021 - 08.2024
Seasonal Fulfillment Associate
Amazon
11.2019 - 06.2021
Operations Associate
PNC Bank
01.2019 - 06.2019
Contract Data Entry Specialist
Bank of America
10.2018 - 01.2019
Accounting Specialist
Transfer Solutions
03.2015 - 02.2018
Contract Financial Analyst
JP Morgan Chase
05.2011 - 07.2014
Financial Coordinator
North Texas Behavioral Health Authority
03.2007 - 01.2009
Contract Administrative Assistant
Bank of America
01.2006 - 02.2007
Payment Reconciliation Specialist
TXU Energy (CapGemini Energy)
01.1998 - 11.2004
Business Accounting -
CCI Training Center