Shefali Shah
Streamwood,IL
Summary
- To secure a position with a well established organization with a stable environment that will lead to a lasting relationship in the field of Finance. Seasoned finance professional with 14 years of diversified experience in Accounting and Financial roles within the marketing and professional services industries. Superior communication skills and the ability to work across functions with all levels of staff.
- Accuracy…double checks assignments to ensure accuracy of calculations and procedures.
- Organization…meticulous and attentive to details; follows tasks through to completion.
- Productive…utilizes excellent time management skills to complete workload on time.
- Inquisitive…quick and eager to learn new concepts; willingly accepts new challenges.
- Innovative…demonstrates creativity in developing improved methods for increasing productivity.
- Dedication…loyal employee with a strong work ethic and commitment to employer's success.
- Computer skills…MS Office Suite; VBA; WorkPerfect; Netscape Communicator; Internet Explorer
Overview
23
23
years of professional experience
Work History
Payment Operations Advisor
JP Morgan Chase
Elgin, IL
03.2014 - Current
- Manages workload by inputting items into databases for tracking, printing and/or filing documents related to daily work, and reviewing items in shared mailboxes for follow-up and distribution
- Post payments and debit/credit transactions to support 5000+ clients
- Strong knowledge of tools used team to support these processes
- Ensures timely and accurate investigation of client and internal business partner inquiries while aggressively assisting with issue resolution.
Account Data Reference Specialist
JP Morgan Chase
Elgin, IL
03.2009 - 03.2014
- Entered requests to add, change, or delete ARP products or services into application or database
- Reviewed on-line applications to determine if requests may be fulfilled or requires further escalation
- Functions include setting up services on multiple applications including reconciliation application, payee name application, web-based application and database
- Complete customer account on boarding and maintenance activities independently.
Media Alignment Specialist
FLW International / Sears Roebuck & Company
Hoffman Estates, IL
01.2004 - 01.2009
- Allocated space for Sears' print media advertisements
- Developed and maintain spreadsheets for accurate record keeping and tracking purposes
- Prepared layouts with scanned and downloaded images
- Calculated icon percentages to place images on documents.
Balancing Clerk
M&I Support Services
Elk Grove, IL
01.2003 - 01.2004
- Recorded and tracked check adjustment cases in PROOF system
- Organized pending and float cases for easy retrieval of critical data
- Performed debit and credit adjustments of pending checks
- Researched encoding and listing errors
- Maintained departmental guidelines on pending cases.
Clerical Administrator
Elgin Community College
Elgin, IL
01.2001 - 01.2002
- Scanned student records, entered academic information into the computer system, and maintained the department's filing system
- Performed quality control of all documents in the database
- Researched demographic data for department managers
- Trained new hires on departmental and institution procedures as well as regulatory compliance.
Education
Skills
- Operational risk management
- Communication abilities
- Electronic Payments
- Cash Management
- Payment Processing
- Dispute Resolution
- Card Operations
- Customer service support
- Claims Processing
Timeline
Payment Operations Advisor
JP Morgan Chase
03.2014 - Current
Account Data Reference Specialist
JP Morgan Chase
03.2009 - 03.2014
Media Alignment Specialist
FLW International / Sears Roebuck & Company
01.2004 - 01.2009
Balancing Clerk
M&I Support Services
01.2003 - 01.2004
Clerical Administrator
Elgin Community College
01.2001 - 01.2002