Shamari Monet Pierce
Charlotte,NC
Summary
Accurate and reliable analyst with expert knowledge of valuation, capitalization, and performance assessments. Confident and articulate in presenting and supporting findings, while maintaining a balanced perspective when comparing risks and benefits of proposed actions. Possesses keen attention to detail and excels in oral and written communication skills. Demonstrates exceptional problem-solving abilities and is self-motivated with a proven ability to multitask. Proficient in advanced Microsoft Office suite and possesses the leadership skills necessary to take initiative. Seeking an opportunity to leverage business software strategies and analytical skills to effectively communicate company goals.
Overview
9
9
years of professional experience
Work History
CUSTOMER CARE REPRESENTATIVE/CCR
ALIGHT SOLUTIONS
CHARLOTTE, NC
05.2024 - Current
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Managed high call volume with exceptional professionalism and efficiency.
- Responded to customer needs through competent customer service and prompt problem-solving.
- Assisted call-in customers with questions and orders.
SYNDICATED LOAN SERVING ACCOUNT MANAGER
JPMORGAN CHASE
CHARLOTTE, NC
10.2023 - 03.2024
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
- Established clear communication channels between clients and internal teams, ensuring seamless project execution.
- Conducted quarterly business reviews with major accounts to assess satisfaction and identify areas for improvement.
- Kept detailed records of daily activities through online customer database.
COMMERCIAL LOANS VALUATION COORDINATOR
Wells Fargo
Charlotte, NC
06.2022 - 10.2023
- Entered data, generated reports, and produced tracking documents.
- Improved team productivity with regular communication and progress updates, fostering a collaborative work environment.
- Enhanced operational workflows by maintaining well-organized documentation systems and updating records accurately as needed.
- Gathered and organized materials to support operations.
- Prioritized and managed multiple projects simultaneously, ensuring all met their deadlines and objectives without compromising quality.
- Optimized organizational systems for payment collections, AP/AR, deposits, and recordkeeping.
OPERATIONS ANALYST III/LOAN PROCESSOR IV
Wells Fargo
Charlotte, NC
08.2020 - 06.2022
- Managed multiple projects simultaneously, delivering results within tight deadlines while maintaining high-quality standards.
- Improved team productivity by implementing effective workflow strategies and time management techniques.
- Assisted in the development of operational policies and procedures that aligned with organizational goals and objectives.
- Designed training programs for new software tools, enhancing team productivity.
- Conducted research and analysis to develop model-based solutions to complex operational problems.
DEVELOPMENT & TEACHING AID
New Hope Children's Home
Charlotte, NC
03.2021 - 09.2021
- Encouraged creative thinking and motivated students by addressing individual strengths and weaknesses based on standardized testing results.
- Supervised learning groups of students in classroom stations.
- Managed classroom behavior effectively by establishing clear expectations and consequences, ensuring a focused learning atmosphere.
- Assessed student progress with regular formative and summative evaluations, providing constructive feedback for growth.
EXECUTIVE OFFICE REMEDIATION ASSOCIATE III
Wells Fargo
Roanoke, VA
07.2018 - 08.2020
- Leveraged advanced analytical tools and techniques to derive meaningful insights from vast datasets, informing strategic decision-making processes.
- Resolved complex issues through in-depth analysis, utilizing strong problem-solving skills and attention to detail.
- Identified areas of improvement within existing research processes, implementing targeted solutions for better outcomes.
- Adhered to strict compliance guidelines during all phases of research operations, mitigating risk and maintaining integrity of findings.
FINANCIAL CRIMES SPECIALIST II
Wells Fargo
Roanoke, VA
04.2017 - 07.2018
- Analyzed financial statements, bank records, and government databases to identify fraud and other instances of financial crimes.
- Identified assets of suspects in order to freeze and seize assets.
- Conducted preliminary investigations to confirm violations that occurred and obtained relevant documents and testimony from involved parties.
CONSUMER BANKING ADVOCATE /PREMIER BANKER
Wells Fargo Bank
Roanoke, VA
08.2015 - 04.2017
- Worked effectively with fellow team members to coordinate effective solutions to any question or concern.
- Delivered friendly service and offered expert support in every interaction.
Education
Diploma -
William Fleming High School
05.2015
Skills
- Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook)
- LoanIQ
- SAS Software
- Multitasking
- Regulation knowledge
- LIQ
- Aurora
- Business Process
- Loan Lifespan
- Requirements Gathering
- Business Analysis
- Data Analyst
- AFS
- Hogan
- Genesis Records
Timeline
CUSTOMER CARE REPRESENTATIVE/CCR
ALIGHT SOLUTIONS
05.2024 - Current
SYNDICATED LOAN SERVING ACCOUNT MANAGER
JPMORGAN CHASE
10.2023 - 03.2024
COMMERCIAL LOANS VALUATION COORDINATOR
Wells Fargo
06.2022 - 10.2023
DEVELOPMENT & TEACHING AID
New Hope Children's Home
03.2021 - 09.2021
OPERATIONS ANALYST III/LOAN PROCESSOR IV
Wells Fargo
08.2020 - 06.2022
EXECUTIVE OFFICE REMEDIATION ASSOCIATE III
Wells Fargo
07.2018 - 08.2020
FINANCIAL CRIMES SPECIALIST II
Wells Fargo
04.2017 - 07.2018
CONSUMER BANKING ADVOCATE /PREMIER BANKER
Wells Fargo Bank
08.2015 - 04.2017
Diploma -
William Fleming High School