Detail-oriented professional with expertise in financial transaction processing and compliance assurance. Proven ability to streamline workflows and enhance customer relationships, driving accuracy and efficiency in operations.
Overview
30
30
years of professional experience
Work History
Post Issue Processor
Athene Financial
West Des Moines, Ioiowawa
07.2021 - Current
Processed financial transactions efficiently for clients and agents.
Reviewed and validated documentation for accuracy and completeness.
Collaborated with teams to resolve discrepancies in client accounts.
Maintained organized records of processed transactions and communications.
Utilized software systems to track transaction statuses and updates.
Implemented improvements to streamline processing workflows and reduce errors.
Communicated effectively with clients regarding transaction inquiries and status updates.
Ensured compliance with all applicable regulations, laws, and guidelines.
Executed document processing to maintain organized files. to maintain records and files.
Lock Box Clerk II
Wells Fargo
Des Moines , IA
06.2018 - 06.2021
Processed transactions and maintained accurate financial records for customer accounts.
Utilized software tools to manage client information and track service requests efficiently.
Received and processed deposits, withdrawals and loan payments, keeping financial records up-to-date.
Customer Service Representative
Moms Meals
Des Moines, Iowa
04.2016 - 05.2019
Assisted customers with meal selection and dietary preferences.
Handled customer inquiries through phone and email communications.
Resolved complaints and provided effective solutions to enhance satisfaction.
Educated clients on meal plans and nutritional information available.
Provided excellent customer service to resolve customer complaints in a timely manner.
Senior Incentive Adminstrative Assistant
UPS
DesMoines, Washington
03.1996 - 08.2010
Reviewed contracts for compliance with legal and regulatory requirements.
Managed contract lifecycle from initiation to execution.
Maintained accurate records of contract documents and amendments.
Provided training on contract policies and procedures to team members.