Monika Kunwar
Omaha,NE
Summary
Detail-oriented Senior Reconciliation Specialist with proven expertise in financial reconciliation, workflow streamlining, and team leadership. Committed to enhancing accuracy and customer satisfaction through effective decision-making and training development.
Overview
11
11
years of professional experience
Work History
Senior Reconciliation Specialist
Fiserv
Omaha, NE
12.2023 - 03.2026
- Managed daily account reconciliation processes to ensure accuracy and compliance with policies.
- Led initiatives to streamline reconciliation workflows, enhancing efficiency and reducing errors.
- Mentored junior staff on best practices for reconciliation techniques and system usage.
- Collaborated with cross-functional teams to resolve discrepancies and improve service delivery.
- Developed training materials for new hires, facilitating quicker onboarding and knowledge transfer.
- Analyzed financial reports to identify trends and recommend process improvements for greater accuracy.
- Implemented quality control measures that improved reconciliation timelines across multiple accounts.
Wage Enforcement Processor
Bank of the West
Omaha, NE
12.2022 - 12.2023
- Processed customer transactions efficiently to ensure accuracy and compliance with banking regulations.
- Reviewed and verified documentation for loan applications, enhancing approval workflow.
- Collaborated with team members to develop streamlined processing methods, improving overall productivity.
- Trained new staff on operational procedures and system navigation, fostering a knowledgeable work environment.
- Analyzed garnishment requests for accuracy and compliance with legal regulations.
- Coordinated with payroll departments to ensure proper deductions and timely submissions.
- Developed and maintained comprehensive tracking systems for garnishment cases.
Data Entry Clerk,
TD Ameritrade
Omaha, NE
03.2021 - 11.2022
- Processed high volumes of data entries with accuracy and attention to detail.
- Managed database updates and maintained data integrity across multiple systems.
- Collaborated with team members to streamline data entry workflows and improve efficiency.
- Conducted quality assurance checks to ensure compliance with company standards.
Insurance Service Representative
Assurance
Omaha, NE
12.2020 - 03.2021
- Assisted clients in understanding policy details and coverage options.
- Processed claims efficiently, ensuring timely resolution for customer inquiries.
- Responded to customer service requests via phone and email, enhancing satisfaction rates.
- Maintained accurate records of client interactions and transactions using CRM software.
Financial Services Representative
TD Ameritrade
Omaha, NE
08.2020 - 12.2020
- Assisted clients with account inquiries and transaction processing to enhance customer satisfaction.
- Analyzed financial data to provide tailored investment solutions aligned with client goals.
- Educated clients on market trends and product offerings to promote informed decision-making.
- Collaborated with team members to streamline communication processes, improving service efficiency.
Senior Sales Associate
Dillard's
Omaha, NE
09.2015 - 01.2020
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Developed and maintained strong client relationships to foster loyalty and repeat business.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Managed time efficiently in order to complete all tasks within deadlines.
- Processed customer transactions efficiently using point-of-sale systems.
- Managed cash register operations, ensuring accurate cash handling and reconciliation.
- Provided exceptional customer service, addressing inquiries and resolving issues promptly.
- Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
Education
Bachelor of Science - Business Economics
Banaras Hindu University
India Uttar Pradesh 08.2011
Skills
- Accounting expertise
- Financial reconciliation
- Transaction monitoring
- Cash flow management
- Accuracy and precision
- Time management
- Team leadership
- Tools - Trips FraudGuard, client360, Feline, Viewpointe, QuickBace, Workday, Outlook, Excelsheet, Worddoc, Adobe app, Fras, BugBass, CWS, Salesforce, Screening tools, Thinkorswim, SMS, Query Builder Microsoft Team, State Street Desktop
- Decision-making
- Technical writing
- Tool maintenance
- Critical thinking
Timeline
Senior Reconciliation Specialist
Fiserv
12.2023 - 03.2026
Wage Enforcement Processor
Bank of the West
12.2022 - 12.2023
Data Entry Clerk,
TD Ameritrade
03.2021 - 11.2022
Insurance Service Representative
Assurance
12.2020 - 03.2021
Financial Services Representative
TD Ameritrade
08.2020 - 12.2020
Senior Sales Associate
Dillard's
09.2015 - 01.2020
Bachelor of Science - Business Economics
Banaras Hindu University