Results-driven professional with extensive experience in financial services, customer support, and claims analysis. Seeks to leverage diverse skill set and leadership experience to contribute to the success of a dynamic organization.
Overview
20
20
years of professional experience
Work History
Senior Claims Analyst
Bank of America
03.2022 - 12.2024
Resolved complex claims and escalations by conducting in-depth account analysis and relying on policies, procedures, and judgement
Investigate and analyze potentially fraudulent claims by reviewing transaction data, account history, and customer behavior patterns to detect suspicious activity
Ensure strict adherence to regulatory requirements and internal policies while mitigating financial risk to the company
Managed high-volume caseloads, prioritizing tasks to ensure timely completion of all claims.
Selected for special projects such as Consumer Financial Protection Bureau and Office of the Comptroller of Currency audits and Direct Compensation Eligibility reviews
Promoted to Assistant Vice President due to a history of robust performance and leadership, commitment to company values, strong risk management, and contributions to responsible growth
Home Service Specialist
Bank of America
03.2020 - 03.2022
Processed and managed a heavy pipeline of mortgage loans approved by an underwriter
Collaborated with partners, vendors, and other institutions to obtain necessary documents to achieve final loan approval
Utilized scrutiny and attention to detail to thoroughly review documents for accuracy and completion
Ensure all loan documentation is accurate, complete, and meets regulatory and company requirements before approval or denial decisions
Review and interpret appraisal reports, title reports, and other third-party documentation to assess the value of collateral and mitigate risk to the lending institution
Prioritized multiple competing tasks by effectively managing time
Promoted to Home Service Specialist II after passing the Signature Authority Service and Enforcement test
Selected for an Intro to Underwriting course due to my processing prowess
NMLS ID2256614
Financial Center Operations Manager Analyst
Bank of America
01.2018 - 03.2020
Oversee daily operations of a high-volume financial center, ensuring efficient workflow, customer service, and compliance with all banking regulations
Manage a team of 10 employees, including training, coaching, and performance evaluations to optimize productivity and customer satisfaction
Collaborate with senior management to develop and execute strategies to grow customer base, increase sales, and enhance service offerings
Handle complex customer inquiries, resolve issues, and provide guidance on financial products and services to improve customer satisfaction
Promoted to Officer due to a history of robust performance and leadership, commitment to company values, strong risk management, and contributions to responsible growth
Optimized financial center efficiency by conducting regular audits and identifying areas for improvement.
Relationship Manager
Bank of America
06.2005 - 01.2018
Build and maintain strong, long-term relationships with high-net-worth clients, offering personalized financial solutions to meet their needs
Collaborate with team members and other departments to deliver seamless customer experiences and ensure client satisfaction
Consistently achieve or exceed sales targets and performance metrics, contributing to branch growth and profitability
Ensure compliance with regulatory guidelines and internal policies while managing client transactions and sensitive financial information
Consistently recognized as a Top performer
Education
Bachelor of Science - Business Administration, Cybersecurity
William Woods University
05-2026
Business Administration
Anne Arundel Community College
01.2006
Skills
State of MD Notary public
State of MD Title Producer License
Proficient in Microsoft excel
Critical thinking
Communication
Professionalism and integrity
Leadership
Timeline
Senior Claims Analyst
Bank of America
03.2022 - 12.2024
Home Service Specialist
Bank of America
03.2020 - 03.2022
Financial Center Operations Manager Analyst
Bank of America
01.2018 - 03.2020
Relationship Manager
Bank of America
06.2005 - 01.2018
Bachelor of Science - Business Administration, Cybersecurity