Business Accountability Specialist – Enterprise Complaints Management Office
Wells Fargo
Salt Lake City, Utah
05.2020 - 05.2025
Oversee the operations of a business or organization as they relate to regulatory and legal compliance.
Provide subject matter expertise on documentation and data sources and expertise independent judgment to guide moderate to high risk deliverables.
Collaborate and consult with peers, colleagues, managers. Internal and external customers to resolve issues and achieve goals.
Business Analyst – Metered and Revenue Data Analytics
US Tech Solutions
Jersey City, New Jersey
04.2019 - 12.2019
Company Overview: Contract for PacifiCorp
Audit of residential meters to ensure the setup of the meter is correct and billing data is available.
Daily billing report to ensure data was available to complete monthly billing.
Opening work orders if the profile or read data are missing that should be passed to the system.
Completed annual cycle day maintenance with 100% accuracy.
Contract for PacifiCorp
Fraud Specialist
MoneyLion
Sandy, Utah
11.2018 - 02.2019
Review accounts for suspicious activity. Verify transactions with customers.
Decreased time in file preparation for my manager by using my excel experience.
Business Systems Analyst - Remediation
American Express
Salt Lake City, Utah
01.2012 - 06.2017
Provided production testing and validation of compliance and regulatory issues on tight timelines.
Cost avoidance of $21,868,004 in 2017.
Created remediation procedures for the validation process of acquisition correction actions.
Analyzing and providing input into project requirements.
Leveraging and Creating automation to gather data from various screens and systems.
Used BI Tools.
Analyzing large sets of data and calculations.
Ensuring validation activities are actioned to meet non-negotiable timelines.
Letter Development
American Express
Salt Lake City, Utah
01.2008 - 01.2012
Liaised with 'Communications Utility' and created new letters or changed the verbiage on letters generated by the New Accounts, Balance Transfer or Line Increase systems.
Validated letter changes during testing and released into production.
Ensured letters were compliance approved.
Chosen to ensure letter procedures and Specialized Correspondence Team (SCT) processes were updated and complied with company protocols.
Automated new reports that provided timely access and more credible information.
Used BI Tools to retrieve data to validate verbiage within letters.
Team Leader
American Express
Salt Lake City, Utah
01.2007 - 01.2008
Acting Team Leader for the Specialized Correspondence Team (SCT).
Transitioned the SCT process to offshore resources, which saved the company significant dollars in operations costs.
Ensured amount of documents received were imaged into Document System.
Implemented changes to letters and procedures to improve the customer experience.
Underwriting of New Accounts.
New Accounts Servicing Portal (NASP) Team
American Express
Salt Lake City, Utah
01.2005 - 01.2007
Tested for quality, identified and resolved incidents (coordinating with American Express Technology (AET) and new accounts.
Subject Matter Expert with NASP Conversion Training.
Chosen to implement BNRFs to update tables for the NASP, which assured compliance with Federal regulations and potential fines.
Published the Problem Log Workarounds, and sent weekly Best Practices newsletter to all of New Accounts Operations, which improved awareness of issues and resolutions.
Coached others on computer skills, submitting problem logs, NASP training and the processing of SCT.
New Accounts Fraud/Credit Analyst
American Express
Salt Lake City, Utah
01.1993 - 01.2005
Analyst for different processes and card products: Small Business, Fraud, Specialized Correspondence, Additional and Student Card.
Implemented the use of Internet statements for the SCT process, which had a savings of $15,212,530.
Created and Maintained Excel tracking spreadsheets, which tracked aging and daily report in the SCT team.
Designed new training material for Take One Personal Card applications.
Timeline
Business Accountability Specialist – Enterprise Complaints Management Office
Wells Fargo
05.2020 - 05.2025
Business Analyst – Metered and Revenue Data Analytics
Collateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NACollateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NA
Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)