Detail-oriented professional with experience in financial services and healthcare. Specializes in compliance with federal and state regulations while enhancing customer experiences through effective communication and relationship management. Skilled in executing financial transactions and promoting products that meet customer needs.
Overview
20
20
years of professional experience
Work History
Member Service Specialist
USAlliance Financial
Rye, New York
06.2021 - 06.2026
Resolved member complaints regarding account inquiries and transaction-related concerns, ensuring member satisfaction.
Informed clients about financial products and services via phone calls, emails, and chat support, improving client understanding and engagement.
Collaborated with team to create strategies that enhanced member service delivery.
Conducted training sessions for new staff on advanced system usage and customer service protocols.
Senior Member Services Representative
Aspire Federal Credit Union
Clark, NJ
02.2019 - 06.2021
Resolved customer inquiries and issues related to account services, enhancing member satisfaction.
Collaborated with management to enhance ID theft response procedures for improved member assistance.
Ensured compliance with BSA and OFAC regulations while maintaining internal policy adherence.
Managed record updates and completed reports to align with operational objectives.
Conducted monthly audits to verify transaction accuracy across financial assets.
Oversaw vault operations as teller, ensuring proper cash handling and accountability measures were met.
Medical Compliance Specialist
Stafford Communications
New Providence, NJ
09.2018 - 01.2019
Performed safety quality assurance and compliance reviews for pharmaceutical company, ensuring adherence to regulations and best practices.
Ensured accuracy in reporting by thoroughly reviewing all documentation. in reporting adverse effects by reviewing documentation rigorously.
Utilized online tools for reporting adverse events, maintaining compliance with strict SOPs to safeguard patient safety.
Ensured HIPAA compliance to protect the privacy of medical records.
Researched and identified client drugs associated with reportable events, contributing to accurate and timely reporting.
Demonstrated comprehensive knowledge of drug indications and PIS.
Office Supervisor
64 Springdale Apartments, LLC
East Orange, NJ
05.2006 - 12.2018
Supervised office workflows and delegated assignments to maximize operational efficiency across the team.
Interfaced with tenants to collect rents, showcase available units, and process applications, ensuring timely transactions and tenant satisfaction.
Oversaw maintenance of multiple units, ensuring compliance with property standards and enhancing tenant satisfaction.
Responded promptly to inquiries from tenants, applicants, and other parties with professionalism.
Submitted deposits to bank, ensuring accurate financial reporting.
Cultivated strong customer relationships at Bank of New York and U-Haul.
Sales Associate Supervisor
Valley National Bank
Maplewood & Florham Park, NJ
10.2010 - 06.2018
Supervised and trained team members in bank operations and regulatory compliance, ensuring adherence to standards.
Collaborated on product sales, enhancing customer satisfaction by effectively addressing needs.
Delivered high-quality service to bank customers, addressing account inquiries and processing transactions.
Resolved customer issues through timely transaction overrides, improving overall service quality.
Executed branch opening and closing procedures, ensuring accurate daily cash proof reporting for operational integrity.
Medical Assistant
Dr. Toliver (OB-GYN)
East Orange, NJ
04.2009 - 01.2016
Accurately recorded vital signs and conducted phlebotomy procedures.
Collected and labeled specimens for lab pickup while ensuring accuracy of updated patient records.
Streamlined routine examinations by assisting physicians with patient assessments and preparations.
Managed front and back office functions, including efficient appointment scheduling and effective phone management.
Member Service Representative II / Customer Solutions Specialist at All In Credit UnionMember Service Representative II / Customer Solutions Specialist at All In Credit Union