Oceana Morris
Columbus,Georgia
Summary
Successful at minimizing risk, increasing accuracy; maximizing revenue with a hands-on style and extensive knowledge of banking operations. Exceptional financial and business knowledge and experience paired with strong relationship-building and team-management abilities.
Overview
9
9
years of professional experience
Work History
Operations Specialist I
Synovus Corporate
Columbus, GA
01.2020 - Current
- Reviewed existing operations processes for accuracy, timeliness, and adherence to internal guidelines.
- Processes various transactions using proprietary software, including, document imaging, account maintenance, cash and securities settlement
- Performs all assigned functions in accordance with regulations established by FINRA, SEC, and Compliance Department
- Compiles and analyzes reports provided to senior management on a daily/monthly basis, including prospectus delivery.
Tax Professional
Self-employeed
Columbus
09.2022 - Current
- Prepared federal, state, and local tax returns with attention to detail and accuracy.
- Calculated taxable income or losses based on income statements, expense reports, and other financial documents.
- Explained complex topics such as depreciation methods or capital gains calculations in simple terms.
- Maintained knowledge of changes in the industry through continuing education courses.
Customer Service Representative
Anthem Inc.
Midland, GA
01.2019 - 01.2020
- Maintains frequent phone contact with provider representatives, third party customer service representatives, pharmacy staff, and case managers
- Provides exceptional customer service to internal and external customers; resolves any customer requests in a timely and accurate manner; escalates complaints accordingly
- Answered customer inquiries and provided accurate information regarding products and services.
Fraud Analyst
TSYS
Columbus, GA
01.2017 - 01.2019
- Performed detailed analysis of financial transactions to identify suspicious activity.
- Conducted interviews with customers to verify their identity and validate information.
- Answering supervisor call and callbacks requested by cardholders
- Assisting new trainees with account activity, card requests, and account review.
Optician
Precision Optical Eye Care Clinic
Columbus, GA
01.2016 - 01.2017
- Performed initial prescreening test, assisted with frame and lens selection that best suited patients' lifestyle and prescription needs
- Communicate with physician with questions or concerns about prescriptions and other eye-related issues
- Assisted customers with selecting frames and lenses that best suited their needs.
Lead Teacher/ Teacher Aid
Puddle Jumpers Child Enrichment Center
Columbus, GA
01.2015 - 01.2017
- Supervised play and education for up to 12 students at once
- Promote children’s emotional and social development, understanding of others and self-actualization
- Provided instructional guidance and mentorship to teachers in the development of lesson plans, instructional materials, and assessments.
- Maintained an open line of communication with administrators regarding curriculum implementation and program initiatives.
Education
Associate of Science in Business Administration - Financial Development
Colorado Technical University
08.2019
Skills
- Clearing and Settlement
- Effective Communication
- Problem-solving abilities
- Written Communication
- Professionalism
- Honest and Dependable
- Analytical Thinking
- MS Office proficient
Timeline
Tax Professional
Self-employeed
09.2022 - Current
Operations Specialist I
Synovus Corporate
01.2020 - Current
Customer Service Representative
Anthem Inc.
01.2019 - 01.2020
Fraud Analyst
TSYS
01.2017 - 01.2019
Optician
Precision Optical Eye Care Clinic
01.2016 - 01.2017
Lead Teacher/ Teacher Aid
Puddle Jumpers Child Enrichment Center
01.2015 - 01.2017
Associate of Science in Business Administration - Financial Development
Colorado Technical University
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