Shantell Herrera
Elmwood Park,IL
Overview
14
14
years of professional experience
Work History
Operations- Transaction Services Specialist
Inspira Financial Trust
Oakbrook, IL
06.2023 - Current
- 3 years of experience in payment operations, treasury operations, banking operations, and financial services.
- Skills, with a focus on delivering efficient, client-centered service.
- Key Responsibilities:
- Monitor account activity to identify and resolve discrepancies or irregularities.
- Collaborate with internal departments (finance, compliance, operations) to ensure seamless transaction workflows.
- Maintain detailed and organized records for auditing and reporting purposes.
- Respond to internal and external client inquiries regarding payments, settlements, and transaction status.
- Demonstrate strong attention to detail, analytical thinking and a commitment to delivering exceptional client service.
- Managed end to end document execution workflows, Including routing for signatures, tracking status and ensuring timely completion.
- Foundational knowledge of wire transfers, Fedwire, SWIFT, ACH (NACHA), and internal transfer processes, including exception handling and returns.
- Perform daily processing of wires , ACH, and book transfers in accordance with regulatory and internal compliance standards.
- Ensure adhere to applicable rules and guidelines including NACHA , OFAC , Fedwire Operating Circulars and internal policies.
- Review verify and maintain member documentation to support transaction integrity and audit readiness.
- Provide member support related to transaction processing, inquiries and issue resolution.
- Assist with payment exceptions , returns , confirmations and reconciliations.
- Support operational accuracy , risk mitigation, and regulatory compliance across transaction workflows.
- Conducted systematic recording and analysis of quantitative and qualitative risk-return factors, translating findings into actionable insights to enhance decision-making, product development, performance metrics, and training support.
- Managed high-volume workloads, prioritizing tasks to ensure timely completion and quality results.
Bilingual Relationship Manager Business Owner Specialist
Bank of America
Chicago, IL
06.2017 - 06.2023
- Recruited small businesses from different institutions, resulting in $600,000 in new revenue for the year
- Leader at offsite marketing events, responsible for cultivating written agreements generating new prospects for the company
- Demonstrate problem solving skills when suggesting solutions for customer account issues
- Draft contract documents for revision and execution
- Present new and existing customers with information about active promotions, offers and incentives generating new leads and evolving current clients to new offerings
- Collaboratively worked with team members to meet quarter goals
- Respond to customer request for requests for products, services and company information with accurate knowledge
- Communicate with sales managers and finance managers in order to close deals and maintain a loyal customer base
- Provide financial advice by presenting programs, services and account options to customers
- Orchestrate a minimum of three meetings a week, gathering partners to present promotions and offers.
- Background in utilizing Salesforce software to track pipeline and report revenue
Bilingual Customer Service Representative (Teller)
04.2014 - 06.2017
- Assisted customers in completing transactions
- High attention to detail in regards to customer transactions
- Processed transactions/invoice payments
- Managed cash handling and use of mathematics on a daily basis
- Demonstrated excellent written and verbal communication
Sales Leader
Cricket Wireless
Chicago, IL
09.2011 - 04.2014
- Strategic thinking and verbal communication during negotiations
- Handled inventory for business needs
- Demonstrated ability to manage time efficiently
- Responsible for producing goals and maintaining them
Education
Finance
Northeastern Illinois University
Chicago, ILSkills
- Customer service & communication
- Attention to detail & accuracy
- Compliance and regulatory awareness
- Self-management
- Team Building & Training
- Excellent Multitasking in a fast-paced environment
- Leadership & Organized
- Strategic thinking and verbal communication
- Communication and Adaptability
- Skillful in using MS applications such as Word, Power Point, Excel, Outlook, Sales Force I360 , Innovest , Laserfiche , Control IQ , IMAP , DocuSign , Adobe and other applications such as Zoom, and Gmail
Timeline
Operations- Transaction Services Specialist
Inspira Financial Trust
06.2023 - Current
Bilingual Relationship Manager Business Owner Specialist
Bank of America
06.2017 - 06.2023
Bilingual Customer Service Representative (Teller)
04.2014 - 06.2017
Sales Leader
Cricket Wireless
09.2011 - 04.2014
Finance
Northeastern Illinois University