OCTAVIA LOPEZ
San Antonio,TX
Summary
Talented and professional expert in data analysis and company branding with a marketing and finance background. Well-rounded and energetic approach to work. Seeking a Client Success Manager position to leverage skills in identifying and driving new growth opportunities for the company.
Overview
8
8
years of professional experience
Work History
Client Success Manager
Gannett
07.2022 - 12.2024
- Participated in strategic planning meetings to align department objectives with broader company goals related to client success management efforts.
- Managed existing client renewals, keeping accounts, information and documents in conformance with compliance standards.
- Conducted regular reviews of account performance, identifying opportunities for upselling and expansion of services.
- Streamlined communication between clients and internal teams for smoother project execution.
Jr. Dispute Analyst
Millennium Group, LLC.
10.2019 - 10.2021
- Adhered to department processes, procedures, and goal expectations for case investigations
- Informed parties of relevant laws, regulations, and constraints for cases
- Analyzed, researched, and resolved payment claims within required timeframes
- Kept up to date on industry information, system changes, network rules and compliance issues
Financial Crimes Specialist II
Wells Fargo
05.2019 - 10.2019
- Conducted preliminary investigations to confirm violations that occurred and obtained relevant documents and testimony from involved parties
- Analyzed financial statements, bank records, and government databases to identify fraud and other instances of financial crimes
Debit Prepaid Coordinator
IBC Bank
01.2019 - 04.2019
- Handled escalated customer concerns with speed and knowledgeable support to achieve optimal satisfaction and maintain long-term loyalty
- Provided and maintained monthly reports for management group
- Coordinated operations for debit and credits cards for all bank markets
- Specialized in card limit requests and fraud inquiries
Sales & Service Representative
Burke & Herbert Bank
02.2017 - 12.2017
- Engaged with customers to effectively build rapport and lasting relationships
- Prepared large cash deposits with zero discrepancies
- Solved customer challenges by offering relevant products and services
- Educated associates on market trends and stayed up to date on forecasts
Education
Bachelor of Science - Forensic Accounting W/ Fraud Examination
Southern New Hampshire University
Manchester, NH09.2022
Skills
- Excellent Communication
- Customer Retention
- Client Engagement
- Project Management
- Data Analytics
- Teamwork and Collaboration
Timeline
Client Success Manager
Gannett
07.2022 - 12.2024
Jr. Dispute Analyst
Millennium Group, LLC.
10.2019 - 10.2021
Financial Crimes Specialist II
Wells Fargo
05.2019 - 10.2019
Debit Prepaid Coordinator
IBC Bank
01.2019 - 04.2019
Sales & Service Representative
Burke & Herbert Bank
02.2017 - 12.2017
Bachelor of Science - Forensic Accounting W/ Fraud Examination
Southern New Hampshire University
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