Results-driven Specialist with expertise in problem-solving, data analysis, and client service. Highly adaptable, with a proven ability to quickly master new technologies and processes to drive success. Demonstrated success in managing multiple projects and delivering innovative, impactful solutions
Overview
11
11
years of professional experience
Work History
Senior Client Operations Specialist
JP Morgan Chase
04.2023 - Current
Enhanced team collaboration by introducing and leading regular strategy meetings, fostering a culture of continuous improvement and alignment.
Created comprehensive training materials aimed at increasing staff proficiency and boosting overall productivity, ensuring a high standard of performance across the team.
Collaborated in the development of a strategic plan that aligned training initiatives with the company's long-term goals, driving sustained growth and organizational success.
Developed training materials to enhance staff proficiency and productivity.
Transactions Specialist
JPMorgan Chase
05.2021 - 04.2023
Demonstrated versatility by handling multiple responsibilities simultaneously without compromising on quality or timeliness of deliverables.
Safeguarded sensitive information by adhering to strict confidentiality protocols in all transactions.
Consistently ensure the accurate and timely completion of all tasks in strict accordance with departmental procedures and policies, maintaining operational efficiency and compliance.
Conducted thorough research to resolve discrepancies and prevent potential losses or delays in transaction completion.
Adapted quickly to changes in policy or procedure, maintaining consistent performance levels despite evolving guidelines.
Fraud Specialist - Claims/SME
JPMorgan Chase
06.2018 - 05.2021
Worked productively in fast-moving work environment to process large volumes of claims.
Improved customer satisfaction by providing timely and accurate information on claim status and resolution.
Maintained compliance with industry regulations by adhering to established procedures and guidelines in claims handling.
Secured a Subject Matter Expert position, playing a key role in facilitating and mentoring new hire training classes, while ensuring a comprehensive understanding of fraud detection and prevention protocols
Conducted in-depth analysis of agent calls, providing targeted coaching and feedback to help agents meet and exceed performance expectations
HR Representative
Alight Solutions (Aon Hewitt)
08.2016 - 05.2018
Demonstrated ability to deliver exceptional service by effectively managing inbound and outbound communications, consistently providing compassion, empathy, and support to enhance employee satisfaction.
Expertly guide and educate clients on available benefits, ensuring connection to essential resources that support a overall healthcare journey and well-being.
Skillfully engage in active listening and utilize strategic questioning techniques to thoroughly understand and address the needs of employees.
Take full ownership of all employee interactions, managing communications through phone, appointments, and virtual platforms to ensure a seamless and responsive experience.
Customer Service Representative - Team Lead
IRT (Iqor)
10.2013 - 08.2016
Managed escalated customer issues, ensuring swift resolution and maintaining positive relationships with clients.
Handled technical support inquiries across multiple channels, including phone, chat, and email, delivering timely and effective solutions to complex issues.
Exhibited exceptional customer service expertise by proactively managing, investigating, and resolving complex customer issues, ensuring high levels of satisfaction and resolution ownership.
Appointed Team Lead, responsible for mentoring and guiding new agents through their 2-week probationary period, ensuring successful transition and performance optimization.
Delivered coaching and feedback based on call evaluations, offering support and guidance as needed.
Client Services Specialist & Associate Banker at JP Morgan Chase & Chase BankClient Services Specialist & Associate Banker at JP Morgan Chase & Chase Bank