Results-driven finance professional with proven track record in managing client accounts and optimizing financial processes. Skilled in financial analysis, customer service, and problem-solving. Strong focus on team collaboration and driving outcomes. Reliable and adaptable to changing business needs.
Overview
8
8
years of professional experience
Work History
Account Specialist IV
JP Morgan Chase & Company
06.2024 - Current
Process and approve Wire Transfers
Assist with participation in Wire Pilot
Achieved high levels of client satisfaction through timely resolution of billing disputes or other account-related concerns.
Completed routine and complex account updates to resolve problems.
Enhanced client satisfaction by promptly resolving account issues and providing exceptional customer service.
Account Specialist /JPMC Consultant
JP Morgan Chase/First Republic Bank
10.2022 - 05.2024
Take ownership of customer interactions and treating customers with respect and empathy.
Navigate multiple technologies.
Completes incoming customer request and assigns cases in accordance with developmental standards while meeting specific quality expectations
Demonstrate resiliency and extreme adaptability in a fast-paced environment
Cross Train transition for merger
Completed routine and complex account updates to resolve problems.
Managed multiple accounts simultaneously, demonstrating exceptional organizational skills and attention to detail.
Patient Scheduling Specialist
Matrix Medical Network
08.2021 - 07.2022
Managed patient appointments, scheduled follow-up visits, and maintained accurate patient records.
Collaborated with other healthcare professionals to coordinate patient care and ensure continuity of care.
Researched and evaluated new hearing aid technology to ensure best practices for patient care.
Made 50-100 outbound calls
Quality Control Admin
Specialty Welding and Turnarounds
06.2020 - 08.2021
Developed and implemented a process to identify and document quality control issues to ensure all products met company standards.
Ensured compliance with all safety and health regulations
Reviewed drafts of new and updated manuals for conformance
Verify documentation is compliant and full traceability is present to meet data integrity.
Collections Specialist
PFS Group
09.2017 - 03.2020
Promptly handled payment applications to avoid any future issues
Attended seminars to sharpen knowledge of the collection field
Delivered exceptional customer service on collection calls and maintained a calm and professional demeanor
Experienced in Account Receivable transaction activity to secure the interest of trusted clients
Documented essential emails
Education
Associate of Applied Science - Business Administration And Management
Lone Star College System
The Woodlands, TX
12-2026
Certificate - Administrative Medical Assistant
Unitech Training Academy
Lafayette, LA
11.2005
High School Diploma - undefined
Beau Chene High School
Arnaudville, LA
05.2003
Skills
Organizational Skills
Document management
Leadership Skills
Microsoft Office
Support Services
Administrative
Account updating
Customer engagement
Client engagement
Timeline
Account Specialist IV
JP Morgan Chase & Company
06.2024 - Current
Account Specialist /JPMC Consultant
JP Morgan Chase/First Republic Bank
10.2022 - 05.2024
Patient Scheduling Specialist
Matrix Medical Network
08.2021 - 07.2022
Quality Control Admin
Specialty Welding and Turnarounds
06.2020 - 08.2021
Collections Specialist
PFS Group
09.2017 - 03.2020
Certificate - Administrative Medical Assistant
Unitech Training Academy
High School Diploma - undefined
Beau Chene High School
Associate of Applied Science - Business Administration And Management