Strategic and solutions-focused professional with a proven track record in analytical problem-solving, conflict resolution, and team leadership. Known for fostering collaboration, and navigating complex challenges with sound judgment and decisive action. Adept at strengthening customer relationships, driving cross-functional alignment, and delivering impactful results in fast-paced environments. Action-oriented, results-driven, and committed to continuous improvement and organizational success.
Overview
20
20
years of professional experience
Work History
Sr Ops Production Coord. - Payment Invest. (Lend)
Capital One - Resolve Payment Issue (Spec Ops)
03.2025 - Current
Process Incoming Regulation Automated Clearing House (ACH) disputes.
Consistently meets productivity metrics for payment investigation cases handled per hour.
Conducts thorough research across multiple systems to locate and resolve missing payment issues.
Request additional documentation when initial submissions were insufficient to support case resolution.
Exercises sound judgment to align with task requirements and achieve accurate case outcomes.
Follows balancing and settlement procedures in accordance with Automated Clearing House (ACH) regulations.
Submits journal entries to process necessary debit and credit adjustments to customer accounts.
Maintains strong attention to detail when generating and sending time-sensitive regulatory letters to ensure compliance and avoid errors.
Collaborates with cross-functional teams using appropriate slack channels, internal forms, and email to coordinate with partners in banking operations and COAF.
Provided impactful feedback during this lend opportunity by submitting a proposal, to senior leadership, to improve Empath tasks and functionality, aiming to enhance productivity and streamline case workflow through targeted upgrades.
Payment Investigations Coordinator
Capital One Trade Credit
04.2022 - Current
Transitioned from the Fraud Department to provide back-office support in cash applications.
Responsible for processing various customer payments into the accounts receivable system, resolving payment discrepancies, applying credits, and conducting research to ensure accurate financial records.
Acted as a liaison between customers and merchant accounts, ensuring accurate posting, application, and adjustments.
Resolved unapplied cash efficiently and escalated issues to appropriate account contacts as needed.
Monitored and processed requests from various group mailboxes, ensuring timely action.
Maintained accurate data entry with a strong focus on meeting deadlines.
Trained lends, associates and senior coordinators on core payment application tasks and processes from cross-functional departments to enhance operational efficiency.
Engaged in specialized projects, including chargebacks, account clean-ups and Empath task updates, to enhance process effectiveness and accuracy.
Served on the engagement team, leading efforts to boost participation in team meetings, co-organizing a virtual team inning, and managing the creation of the monthly newsletter.
Applied strong judgment and problem-solving skills to resolve complex account issues and support high-level projects.
Co-developed knowledge check quizzes to assess understanding and address gaps in cash application procedures.
Served on the MPX specialized team that involves assessing returned customer check payments and refunds, requiring meticulous research to determine the correct action to be taken.
Maintained clear and effective communication across all levels, from peers to senior leadership, to ensure task alignment and project clarity.
Fraud Account Supervisor Team (FAST)
Capital One
11.2019 - 03.2022
Managed a high volume of incoming calls, addressing potential fraud and security concerns with keen attention to detail.
Strong ability to de-escalate calls and minimize call transfers.
Utilized strong critical thinking skills to assess and resolve customer issues efficiently.
Adapted communication style to match diverse customer personalities, ensuring a positive interaction.
Navigated multiple systems seamlessly to process requests and investigations on each call.
Initiated fraud claims upon verification with cardholders, ensuring swift action on suspicious activity.
Facilitated several team meetings.
Created and maintained multiple trackers to assist with time management adherence goals.
Handled escalated calls involving failed verifications and customer complaints with professionalism.
Maintained strict compliance with data security protocols while handling sensitive information.
Consistently met and exceeded performance metrics in a goal-driven environment.
Annual performance ratings have been strong.
Contact Center Team Lead
Enterprise Holdings
04.2016 - 03.2020
Handled 80-100 incoming calls per day, while maintaining target levels of productivity and performance metrics.
As Team Lead, provided SME assistance for team members and new hires.
Responsible for creating powerpoint presentations to guide team meetings.
Worked closely with direct manager and workforce management teams to coordinate time blocks for compliance training, ensuring the team remained aligned and up to date.
Located and interpreted complex information from a number of databases for Enterprise, National and Alamo brands.
Assisted customers with booking, modifying, and canceling reservations and rental agreements.
Provided technical support to account members, resolving login issues and missing rental inquiries efficiently.
Project Manager
Trotta Associates
01.2014 - 01.2018
Maintained and updated a company database of over 500,000 respondents to ensure data accuracy and accessibility.
Utilized the Research Tracker application to generate customized respondent selections for market research studies.
Led the full cycle of market research studies, which required cross-functional leadership and collaboration with third-party clients.
Recruited, screened, and provided guidelines for phone interviews during the pre-selection process.
Managed a team of 12-14 telephone screeners and hosting staff.
Developed comprehensive project plans with clear timelines, milestones, and budget requirements, ensuring timely delivery of high-quality results.
Collaborated regularly with QA and Legal teams to ensure compliance by implementing and updating mandatory script language at critical points of recorded customer interactions.
Managed risk assessments and implemented mitigation strategies to minimize potential issues during project execution.
Viewer Experience Advocate (Temp, part-time)
HULU
02.2017 - 07.2017
Provided technical support to viewers, troubleshooting software functionality, system configurations, and network settings.
Assisted viewers with account inquiries, including billing issues, promotional notices, site content, and application navigation.
Utilized Chrome, JIRA, and Cornerstone to track, document, and resolve technical and account-related concerns promptly.
Front Office Manager
Wellness for Life
09.2006 - 12.2008
Responsible for heavy scheduling and calendar management.
Planned and executed successful launch of Purigenex skin care launch.
Prepared correspondence, accounting and financial documents for analysis.
Managed professional relationships with various vendors, and suppliers.
Processed payments while maintaining an accurate daily log.
Established company's social media presence on Facebook, Twitter, and LinkedIn.
Provided concierge-level service to high-profile clientele, ensuring a premium experience.
Handled payments via credit/debit cards (POS system), cash, and checks.
Managed collection efforts, securing payments for accounts in delinquent status.
Manager
Futuredontics Inc.
03.2005 - 12.2006
Matched inbound callers with pre-screened dentists based on their specific needs and insurance coverage.
Managed a high volume of inbound calls while maintaining exceptional service standards.
Verified and processed dental insurance coverage efficiently to assist patients with appointment scheduling.
Consistently met and exceeded the company’s weekly performance metrics across five key areas.
Promoted to Training Operator, mentoring new hires and enhancing team performance.
Advanced to Manager, overseeing a team of 11, ensuring operational efficiency and goal attainment.
Represented, marketed, and promoted the 1-800-DENTIST brand at various events to generate new referrals.
Acted as a direct liaison between the CEO, CTO, CFO, CMO, and President, facilitating seamless communication.
Education
Bachelor's - Psychology, Minor: Business Administration
California State University Northridge
Skills
Investigative research
Proficient in Google Suite and MS Office
Project management
Strong written and verbal communications
Timely decision-making
Cross-functional coordination
Strong training and development capabilities for team growth and onboarding
Highly organized with exceptional attention to detail
Effective multitasking and time management skills in high-paced settings
Solution-oriented with strong problem-solving and critical thinking skills
Experienced in risk assessment and conflict resolution
Timeline
Sr Ops Production Coord. - Payment Invest. (Lend)
Capital One - Resolve Payment Issue (Spec Ops)
03.2025 - Current
Payment Investigations Coordinator
Capital One Trade Credit
04.2022 - Current
Fraud Account Supervisor Team (FAST)
Capital One
11.2019 - 03.2022
Viewer Experience Advocate (Temp, part-time)
HULU
02.2017 - 07.2017
Contact Center Team Lead
Enterprise Holdings
04.2016 - 03.2020
Project Manager
Trotta Associates
01.2014 - 01.2018
Front Office Manager
Wellness for Life
09.2006 - 12.2008
Manager
Futuredontics Inc.
03.2005 - 12.2006
Bachelor's - Psychology, Minor: Business Administration