
Detail-oriented Operations Specialist recognized for leadership in training initiatives and process improvement. Expertise in data administration and strategic planning, contributing to enhanced operational workflows and reduced risk.
Supported stakeholders by implementing banking services and products to meet client needs and reduce losses. Collaborated with Wells Fargo Bank in roles such as analytical specialist and returns specialist. Addressed critical inquiries, including international payment updates and relationship management tasks. Focused on cyber requests and facilitated team training sessions. Strengths include data administration, strategic planning, data warehousing, and team development.
Oversaw research of system profiles to enhance operational efficiency. Analyzed standardized messages to improve communication effectiveness. Managed request processing and conducted peer reviews to ensure quality. Maintained and optimized payment-related and customized client account profile databases. Revised and updated procedures to streamline workflows. Led training initiatives for new and old team members. Coordinated dissemination of paythru updates. Handled RMA processes to ensure customer satisfaction.
Implemented and verified account/product profile updates in multiple systems and related forms for international client accounts. Inputted general ledger (GL) entries in Microsoft (MS) Excel spreadsheets.
Helped rewrite procedures and answer departmental mailbox inquiries. Responded to business partners critical requests and led team training sessions.
Participated in procedure rewriting over a 1-year period for 3+ processes including Paythru updates, Statement and Advisings and RMA. Provided team members with resources to complete more tasks independently.
Collaborated with business partners to fulfill critical requests such as paythru updates by researching, analyzing and updating systems or by launching workflow requests for team processing. Provided timely system updates, proper handling of client’s payments and reduced risk.
Trained over 6 Offshore and Charlotte team members over 12 months in 4 processes including Fed ABA
(American Bankers Association) updates, Customer Care Unit (CCU) requests, Relationship Management Application (RMA) requests. Provided greater flexibility for management in assigning requests.
Served as Subject Matter Expert (SME) on Relationship Management Application (RMA).
Led several walkthroughs with audit and business partners on updates in Central Portal to show documentation captured.
Participated in procedure rewriting over a 1-year period for 10+ processes including broadcast messages, monthly Overdraft (OD) rates and Universal Identifier (UID) updates. Provided team members with resources to complete more tasks independently.