Detail-oriented Payment Processor recognized for outstanding productivity and precision in task execution. Expertise in financial data analysis, transaction reconciliation, and fraud detection enhances accuracy and reliability in payment systems. Proven ability to manage time effectively, solve complex problems, and adapt to dynamic environments while ensuring high customer satisfaction levels.
Overview
10
10
years of professional experience
Work History
Patient Access Intake Specialist
AstraZeneca
Wilmington, DE
07.2022 - 10.2024
Managed multi-channel support inquiries, ensuring detailed case documentation for approximately 50 patient and healthcare provider queries daily
Collaborated with cross-functional teams to direct patient enrollment forms to product queues, and report adverse events, and compliance issues
Performed accurate intake of patient cases, capturing essential information to facilitate efficient processing
Maintained and updated patient demographic data to support accurate reporting and record-keeping
Collaborated with subject matter experts to ensure accuracy of content being delivered to trainees
Recommended changes or improvements in existing training processes as needed
Securities Services Sr. Analyst
Wells Fargo - Computershare
Wilmington, DE
11.2020 - 06.2022
Oversaw accounts payable functions such as invoice processing, vendor payments and reconciliation of supplier accounts
Managed the collection and remittance of principal and interest payments, facilitating monthly distributions through various payment methods, including wires, ACH, and checks
Conducted end-user computing tool (EUCT) testing for system improvements
Interpreted legal documents to resolve issues related to waterfall payments, ensuring compliance and accuracy in financial processing
Drafted documents that outlined processes, procedures, and best practices related to analytics projects
Precisely calculated LIBOR rates for quarterly financial statements
Banking Services Operations Associate
M&T Bank-Trust & Investment Services
Wilmington, DE
08.2017 - 08.2019
Conducted a comprehensive reconciliation of alternative asset statements, including partnerships and hedge funds, ensuring an accurate reflection of account activities and trade postings
Managed the accurate manual posting of dividend and interest payments, and executed end-of-month pricing updates and adjustments for security assets
Maintained and processed a consistent, non-reconciled work queue, addressing an average of 50 statements monthly, and collaborated effectively with cross-functional teams to ensure timely account reconciliation
Performed data analysis to identify trends in the financial statements
Documented procedures for internal control compliance purposes
Benefits Payment Specialist
JP Morgan -Benefits Payment Services
Wilmington, DE
02.2016 - 02.2017
Managed financial transactions by posting checks for various purposes and processing daily automated clearing house (ACH) and electronic funds transfer (EFT) reports, ensuring accurate reimbursement and tax handling
Enhanced operational efficiency by creating standard operating procedures (SOPs) and documenting workflows, while collaborating with the Client Service Team to address and rectify account discrepancies, and improve service delivery
Ensured compliance with internal policies and procedures related to payments
Created reports on payment activity for management review
Assisted with month-end and year-end closing processes
Account Resolution Specialist
BNY MELLON - Asset Services
Wilmington, DE
01.2015 - 02.2016
Efficiently executed financial transactions, including posting accrued interest, dividend payments, processing of manual adjustments, wire transfers, and redemption checks.
Improved account discrepancy resolution and inquiry response times by updating quality control standards and compliance procedures.
Validated client documentation for accuracy
Investigated discrepancies in accounts to identify solutions