Sheyli Sanchez
18823 Cherrytree Grove Dr, Houston,TX
Summary
I am a positive, self-motivated individual with over 9 years of experience in banking, finance, and customer service. I am eager to learn, open to feedback, and always looking for opportunities to expand my knowledge, develop new skills, and grow professionally.
Overview
8
8
years of professional experience
Work History
Accounts Payable & Treasury Specialist
Academy Headquarters
04.2024 - Current
- As an Accounts Payable & Treasury Specialist, I manage daily reconciliations for Visa, MasterCard, Academy credit cards, gift cards, and E-Commerce transactions using Trintech systems
- I prepare monthly journal entries, resolve discrepancies, and ensure accurate financial reporting for month-end close
- I also analyze financial data using advanced Excel functions, generate weekly reports, and address issues related to invoices, third-party funding, and payment discrepancies
- My role requires strong reconciliation, problem-solving, daily duties, and data analysis skills to maintain accurate financial records
MSC Representative
Houston Texas Fire Fighters Federal Credit Union
08.2021 - 04.2024
- At the Member Service Center, I handle 40-50 calls daily, providing assistance to Houston Firefighter members with a variety of services, including account transfers, reviewing account activity, releasing payoff quotes, wires and processing ECM/Cash advances
- I also troubleshoot online banking issues such as password resets, setting up external accounts, auto payments, and bill pay
- For confidential matters like stop payments, auto transfers, and ACH disputes, I use DocuSign for electronic documentation
- Additionally, I assist members with submitting loan applications for personal, auto, and credit card loans over the phone
Visa/MC Dispute Specialist
Jack Henry & Associates
01.2020 - 07.2021
- I managed Visa/MasterCard dispute caseloads for credit unions and merchants, handling both non-fraud and fraud disputes for U.S
- Financial institutions
- This includes chargebacks, pre-arbitration monitoring, and tracking case statuses
- I ensure all cases are resolved within service level standards by monitoring incoming cases, following up via email, and collaborating with support teams, web developers, and other departments to manage confidential information and perform daily tasks
Teller
Wells Fargo
12.2018 - 12.2019
- I assisted customers with various banking services, including processing deposits, withdrawals, cashier's checks, overnight business deposits, foreign exchanges, and wire transfers
- I ensured proper identification was verified before conducting transactions and informed customers about new online services and features
- At the end of each shift, I performed cash drawer audits to ensure accuracy and compliance
Specialist II Representative (Bilingual)
Chase Bank
07.2016 - 11.2018
- I answered 90-100 bilingual incoming calls daily from customers worldwide, verifying their identities and ensuring proper authentication before releasing any confidential information
- I reviewed accounts, reissued debit cards, placed stop payments, and processed claims for unauthorized charges
- Additionally, I provided tech support for online banking, assisted with bill pay, and handled various customer service inquiries
Education
Bachelor's - Business Administration/Accounting
University of Houston Downtown
12-2026
Associate of Arts - Business
Lone Star College
05-2021
High School Diploma -
Jersey Village High School
05-2014
Skills
- Bilingual (read, write, speak)
- Typing speed: 60 WPM
- Proficient in Microsoft Word, Excel, Outlook, Teams, Powerpoint
Timeline
Accounts Payable & Treasury Specialist
Academy Headquarters
04.2024 - Current
MSC Representative
Houston Texas Fire Fighters Federal Credit Union
08.2021 - 04.2024
Visa/MC Dispute Specialist
Jack Henry & Associates
01.2020 - 07.2021
Teller
Wells Fargo
12.2018 - 12.2019
Specialist II Representative (Bilingual)
Chase Bank
07.2016 - 11.2018
Bachelor's - Business Administration/Accounting
University of Houston Downtown
Associate of Arts - Business
Lone Star College
High School Diploma -
Jersey Village High School
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