Micaela Lomax
Tampa,FL
Summary
KEY SKILLS: Leadership, Integrated Marketing, Problem Solving, Account Management, Active Listening, Data storytelling, Risk and Control Evaluation, Pro-active thinker with strong organizational and follow-up skills TECHNICAL / NON-TECHNICAL SKILLS: Microsoft Word, Excel, PowerPoint, Outlook, Salesforce, Inview, WINS, Tableau Software
Overview
6
6
years of professional experience
1
1
Certification
Work History
Cash and Trade Analyst
Citibank
04.2022 - 07.2024
- Monitored and ensure transactions processes are executed correctly and are compliant with internal policies and controls
- Resolve inquiries, assist in the investigation, documentation and corrective action implementation of all required issues directed
- Establishes and oversees the application of operational risk policies, technology tools, and governance processes to create lasting solutions for minimizing losses from failed internal processes, inadequate controls, and emerging risks
- Independently assess’ risks and drive actions to address the root causes that persistently lead to operational risk losses within the wire transfer system
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding Citigroup, It’s clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgement regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
- Assists with organizing team events, social gatherings, active member on Black Heritage Network
- Founded a working woman “Black Women Analyst Meet,” program for minority women working at Citi to engage with one another
- Meetings are designed to spark relatable conversations among a similar group at the company
- Designed as a safe space for women of color.
Account Specialist III
J.P. Morgan
07.2021 - 04.2022
- Responsible for effectively communicating insights from business datasets and creating data story’s using visuals and narratives
- Assisted Merchant businesses of all sizes process and track virtually every form of payments including credit and debit cards, and digital technology
- Prospected for new customers in target areas or demographics to bring in new business
- Identified issues, analyzed information and provided solutions to client’s problems within merchant services
- Analyze transactions, deposits, statements and account information to resolve and provide solutions to merchants
- Responsible for monitoring various procedure, policy, and business documents to ensure documents are align with governance regulations
- Developed and implemented strict stakeholder management strategies to ensure successful audit deliveries.
Account Management Specialist II
J.P Morgan Chase
08.2019 - 07.2021
- Developed and maintained strategic operational processes, streamlining customer experience and adding value to company
- Effectively handled all aspects of billing tracking, researching, and collecting through persuasive methods
- Provided account oversight, validating practices and verifying contract compliance
- Gained Customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
Branch Manager Assistant II
Hertz Rent a car
10.2018 - 08.2019
- Maintained highly rated sales and service revenue ranking throughout the southeast Atlanta Region
- Second in command, responsible for multiple Hertz Retail branches (profit and losses.) Managed fleet: tracked depreciation, ensured demand is met on daily basis
- Assessed expansion plans and presented costs to forecast trends and recommend changes
- Developed and managed employee schedules, balancing individual requests and requirements with business needs
- Assessed expansion plans and presented costs to forecast trends and recommend changes
- Maximized efficiency through effective resource allocation and employee management
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings
- Implemented process improvements to increase productivity.
Education
Bachelor of Science – Business Administration/ Management -
Bethune-Cookman University
Daytona, BeachSkills
- Leadership
- Integrated Marketing
- Problem Solving
- Account Management
- Active Listening
- Data storytelling
- Risk and Control Evaluation
- Pro-active thinker with strong organizational and follow-up skills
- Microsoft Word
- Excel
- PowerPoint
- Outlook
- Salesforce
- Inview
- WINS
- Tableau Software
Certification
Project Management Certificate (PMP), 2022
Timeline
Cash and Trade Analyst
Citibank
04.2022 - 07.2024
Account Specialist III
J.P. Morgan
07.2021 - 04.2022
Account Management Specialist II
J.P Morgan Chase
08.2019 - 07.2021
Branch Manager Assistant II
Hertz Rent a car
10.2018 - 08.2019
Bachelor of Science – Business Administration/ Management -
Bethune-Cookman University