Taneka Jackson Operations Specialist
Perk
Chicago ,IL
8
years of professional experience
Detail-oriented operations specialist with six years of experience supporting financial services, customer operations, and account management in high volume environments. Experienced in account onboarding, document verification, data entry, fraud monitoring, and regulatory compliance (AML/KYC/CIP). Proven ability to manage sensitive information, resolve complex customer issues, and maintain accuracy while meeting productivity goals and support operational efficiency across fast-paced teams.
Work History
Payment & Refund Specialist
- Contact hotels to obtain folios, receipts, and other required documentation.
- Follow up with travelers and travel administrators to collect updated payment information when needed.
- Create and distribute pre-authorization forms, including prepaid payment forms and virtual credit cards.
- Coordinate directly with hotels to resolve payment issues and assist with credit card reversals.
- Maintain accurate records and provide timely updates to ensure a seamless traveler experience.
Operations Specialist
4 Years 2 Months- Reviewed and processed 50+ new accounts applications daily, ensuring 100% compliance with KYC and AML standards.
- Contributed to reduced onboarding delays by resolving documentation exceptions within 48 hours.
- Entered sensitive customer data into internal systems with high attention to detail and accuracy.
- Managed 40-60 daily client inquiries through phone, email, and workflow queues while maintaining service-level.
- Identified and escalated high-risk or unusual account activity to fraud and risk management teams to support regulatory compliance and risk mitigation.
- Served as a resource for team members by providing guidance on operational procedures, account onboarding requirements, and compliance-related questions.
Customer Service Representative
6 Months- Addressed and resolved clients' identity theft issues effectively.
- Reviewed and assessed credit alerts to identify potential fraud.
- Conducted account maintenance tasks.
- Responded to billing inquiries and managed outbound/inbound communications efficiently.
- Maintained accurate records of customer interactions and account updates.
Customer Service Representative
1 Year 6 Months- Delivered personalized support to customers, matching products to needs through discovery questions.
- Processed payments, resolved technical and billing concerns, and opened new customer accounts.
- Handled high call volumes while maintaining satisfaction metrics.
Customer Service Representative
5 Months- Resolved toll violations, billing discrepancies, and account issues in a fast-paced call center.
- Assisted customers with technical troubleshooting and violation disputes.
- Handled 50+ calls per day while maintaining accurate documentation and professionalism.
Education
High School Diploma
Skills
Account onboarding
AML/KYC/CIP compliance
Analytical thinking
Banking operations
Communication skills
Customer service
Data entry & data validation
Document review
Fraud
MS word
excel
and outlook
Problem resolution
Process improvement
Salesforce
Time management
Banking & Compliance Training
- Cybersecurity & Information Protection Training
- Fraud Prevention & Detection Training
Awards & Recognition
- Silver Award Recipient – Bank of America (September 2025)
- Bronze Award Recipient – Bank of America (November 2025)
Timeline
Payment & Refund Specialist
Perk
08.2026 - CurrentRead More
Operations Specialist
Bank of America Merrill Lynch
06.2022 - 08.2026Read More
Customer Service Representative
InfoArmor
12.2021 - 06.2022Read More
Customer Service Representative
AT&T
07.2019 - 01.2021Read More
Customer Service Representative
Illinois Tollway
01.2019 - 06.2019Read More
Foreman High School
High School Diploma
Read More