Sekai Barnes
Summary
Motivational leader and organizational problem-solver with advanced supervisory, team building and customer service skills. Experience stepping into roles and quickly making positive changes to drive company success. Focused on using training, monitoring and morale-building techniques to maximize employee engagement and performance.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Client Service Coordinator
Solomon Financial Service, Inc.
New York, NY
09.2018 - 08.2024
- Provided excellent customer service to clients by responding promptly to inquiries and resolving any issues in a timely manner.
- Setup and maintained client management system used to compile client appointment information.
- Facilitated onboarding sessions for new clients, introducing them to our products and services.
- Resolved contract and billing system inconsistencies, identifying discrepancies and requesting corrections.
- Conducted client interviews to gather necessary documentation and information.
- Provided technical assistance to other professionals in the organization as needed.
Compliance Analyst
Bank of the West
San Francisco, CA
09.2015 - 08.2017
- Assisted in preparing regulatory filings related to Anti-Money Laundering.
- Reviewed customer transactions to identify suspicious activities and money laundering risks.
- Monitored customer accounts for unusual activity or changes in account behavior which could indicate potential money laundering activity.
- Reported any identified noncompliance incidents or suspicious activities according to established procedures.
- Prepared reports, metrics and research to support fraud initiatives and projects.
- Conducted customer due diligence reviews including KYC and CDD processes to assess customer risk profiles.
Investigative Analyst
JPMorgan Chase
Brooklyn, NY
04.2012 - 03.2013
- Compiled information into comprehensive reports for review by management team members.
- Prepared detailed investigative reports and presentations, summarizing findings and recommending actionable steps.
- Reviewed financial statements and other documents to identify discrepancies or irregularities.
- Analyzed issues and recommended corrective actions to improve final results.
- Identified quality problems and recommended solutions.
- Documented investigation results including root cause analysis and corrective action recommendations.
- Provided advice on regulatory requirements, compliance issues, risk assessments and best practices.
Education
Bachelor of Science - Business Administration And Management
Post University
Waterbury, CT08-2027
Skills
- Client management
- Regulatory compliance
- Billing resolution
- Customer onboarding
- Technical assistance
- Data analysis
Certification
- Certfied Notary
- Certified Loan Signing Agent
Timeline
Client Service Coordinator
Solomon Financial Service, Inc.
09.2018 - 08.2024
Compliance Analyst
Bank of the West
09.2015 - 08.2017
Investigative Analyst
JPMorgan Chase
04.2012 - 03.2013
Bachelor of Science - Business Administration And Management
Post University