Montreall Balton
Milwaukee,WI
Summary
Creative Operations Specialist skillful in executing effective operating rhythms and management systems structures. Expertise in analyzing, articulating and solving various problems. Analytical and organized professional comfortable working independently or as part of team.
Overview
12
12
years of professional experience
Work History
Bankcard Operations Specialist
First Citizens Bank
09.2019 - Current
- Collected, arranged, and input information into database system.
- Enforced regulatory and company policy compliance
- Resolved disputes by processing refunds and debits to cardholders or merchants.
- Investigated disputed credit or debit card transactions.
- Managed and responded to correspondence and inquiries from customers and vendors.
Business Analyst
FIS
07.2017 - 09.2019
- Interacted with internal customers to understand business needs and translate into requirements and project scope.
- Performed gap analysis to identify areas of improvement.
- Improved business direction by prioritizing customers and implementing changes based on collected feedback.
- Analyzed data to identify root causes of problems and recommend corrective actions.
Mortgage Banker
BMO Harris Bank
06.2016 - 05.2017
- Worked with underwriters to fix application problems and resolve issues.
- Evaluated client financial positions and identified most appropriate banking products.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Negotiated loan terms and conditions with clients to maximize profitability.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Checked loan documents for accuracy prior to closing.
Assistant Branch Manager
Guaranty Bank
02.2012 - 06.2016
- Trained and developed new team members in alignment with branch service standards and objectives.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
- Developed and managed employee schedules, balancing individual requests and requirements with business needs.
- Conducted weekly staff meetings to motivate staff members, address concerns, and questions, plan improvements and evaluate progress toward goals.
- Developed sales strategy to meet established sales objectives.
- Collaborated with tellers, universal bankers and personal bankers to exceed sales goals.
Skills
- Annual Evaluations
- Performance Goals
- Cross-Functional Communication
- Loan Inquiry Response
- Customer Transactions
- Case Management
- Operations Understanding
Timeline
Bankcard Operations Specialist
First Citizens Bank
09.2019 - Current
Business Analyst
FIS
07.2017 - 09.2019
Mortgage Banker
BMO Harris Bank
06.2016 - 05.2017
Assistant Branch Manager
Guaranty Bank
02.2012 - 06.2016
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