Stephanie Taylor-Mack
Converse,TX
Summary
A Honorable discharge Army Veteran, and a seasoned financial professional skilled at Investment, Annuity, Retirement plans applications and withdrawals procedures. Reviewing and reporting fraud transactions on accounts. Knowledgeable about analytical approaches, data modeling and trend forecasting.
Overview
15
15
years of professional experience
Work History
OPERATIONS TREASURY ANALYST
USAA/ Peyton Resource Group
San Antonio, TX
06.2020 - 11.2021
- Using years of knowledge of NACHA,SWACHA operation rules, guidelines and banking regulations to review and process Federal Government ACH Reclamations, Trace Request, Deposit Cash Equivalents, ZELLE Credit Returns, External Proof of Authorizations and Letters of Indemnity in timely manner with high degree of accuracy
- Using PEP+ ACH System, Fidelity DDA System, Enterprise Work List
- Fraud Electronic
Fraud Specialist
JP Morgan Chase
San Antonio, TX
11.2019 - 06.2020
- Analysis Wire, Quick Pay and incoming ACH Credits online transactions for potential fraud, working from home using basic computer functions, launching multiple applications including Eserve, Enterprise, LexisNexis, Data entry and or data verification of ACH transactions to, create tracking report spreadsheets, restricting accounts and Bank initiate account closing, while using many Window based environment applications and ACH Federal regulations.
- Conducted reviews of flagged transactions and reports that showed potential suspicious activity.
- Determined existing fraud trends by analyzing accounts and transaction patterns.
ACH Reclamation Team Lead
JP Morgan Chase
San Antonio, TX
05.2018 - 01.2019
- Delegated daily tasks to team members to optimize group productivity on Government ACH Reclamation funds.
- Delivered positive reinforcement and constructive criticism for employee work efforts.
- Inspected completed work to assess quality and identify skill gaps.
- Determined schedules, sequences and assignments for work activities, based on priority, quantity of equipment and personnel skill
- Prioritized and organized tasks to efficiently accomplish service goals.
Operation Team Leader Customer Fulfillment
JP Morgan Chase
San Antonio, TX
11.2015 - 01.2019
- Trained, mentored and motivated employees to maximize team productivity.
- Developed initiatives for process improvement and reviewed and assessed ongoing operations.
- Cultivated and strengthened relationships with customers, vendors and internal stakeholders.
- Supervised team of 25 employees in office establishment, maintaining positive and productive atmosphere to enhance employee experience.
Investment Support Assoc II
JP Morgan Chase
San Antonio, TX
03.2010 - 11.2015
- An Investment Services Customer Service Representative II, provide support to Investment Managers, Financial Advisors, Private Client Advisors, Branch Managers and Licensed Bankers, using product knowledge on Fixed and Variable Annuities, Life Insurance, 529 College Saving Plans and Retirement products i.e
- Assisted Financial Advisors team by providing administrative support such as submitting applications , tracking commission, withdrawing or adding funds to accounts and submitting trades.
- Evaluated applications and trade documents to check for accuracy and note missing information.
- Consulted via telephone to understand user problems, run through testing scripts and ask probing questions to locate root causes.
- Consistently responded to customer service emails within standard response window.
Client Resolutions Supervisor
Citibank
San Antonio, TX
08.2006 - 01.2010
- Uses multiple tools and systems to assists customers and associates with account level information and provides technical assistance
- Balances customer’s needs and the business requirements by using problem solving and decision making, skills while adhering to strict laws and bank regulations
- View agents check in and out time
- Monitor employee personal time and available time for overtime, for the business needs.
- Collaborated with team members to identify and accomplish agency objectives.
Education
Certificate Combat Lifesaver Certificate Mail Handler -
United States Army
05.1996
Certificate Nursing Assistant -
Bishop State Community College
01.1994
Certificate Monitor (EKG) Technician -
University of South Alabama
01.1993
Certificate Child Care Worker Certificate Child Saver -
University of South Alabama
01.1991
High School Diploma -
Mattie T. Blount
06.1988
Skills
- Compiling data
- PeopleSoft expert
- Analyzing performance
- Due diligence
- SEC proficiency
- Analytical research
- Banking
- Mutual funds understanding
Timeline
OPERATIONS TREASURY ANALYST
USAA/ Peyton Resource Group
06.2020 - 11.2021
Fraud Specialist
JP Morgan Chase
11.2019 - 06.2020
ACH Reclamation Team Lead
JP Morgan Chase
05.2018 - 01.2019
Operation Team Leader Customer Fulfillment
JP Morgan Chase
11.2015 - 01.2019
Investment Support Assoc II
JP Morgan Chase
03.2010 - 11.2015
Client Resolutions Supervisor
Citibank
08.2006 - 01.2010
Certificate Combat Lifesaver Certificate Mail Handler -
United States Army
Certificate Nursing Assistant -
Bishop State Community College
Certificate Monitor (EKG) Technician -
University of South Alabama
Certificate Child Care Worker Certificate Child Saver -
University of South Alabama
High School Diploma -
Mattie T. Blount
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