Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Taurean Purvis

League City,TX

Summary

Driven professional with expertise in IT operations, technical support, and software testing, combined with knowledge of financial operations and real estate services. Licensed in real estate (since Nov 2025) and skilled at troubleshooting complex systems, optimizing processes, and collaborating across teams to deliver efficient, client-focused solutions. Passionate about leveraging technical and industry knowledge to grow in fintech, financial operations, or technology-driven real estate roles.

Overview

10
10
years of professional experience
4
4
years of post-secondary education
1
1
Certification

Work History

Financial Services Operations Representative II

SS&C Technologies, Inc
Windsor, CT
12.2024 - Current
  • Facilitated timely money movement for institutional clients by processing and releasing outgoing wires across multiple banking platforms.
  • Reconciled client bank accounts and performed share/cash reporting, researching exceptions for multiple fund companies.
  • Conducted quality control reviews of manual wires to ensure compliance with internal controls and client standards.
  • Acted as an escalation point for complex transactions and reconciliation issues, supporting issue resolution and team guidance.

TECHNICAL SUPPORT ASSOCIATE LEVEL II

Zions Bancorporation
Salt Lake City, Utah
03.2016 - 02.2024
  • Resolved complex technical issues, including online banking troubleshooting and client account discrepancies.
  • Served as primary escalation point for customer inquiries, ensuring accurate and timely resolutions.
  • Implemented process improvements and conducted root-cause analysis to minimize recurring issues.
  • Provided professional support across multiple channels (phone, email, chat), maintaining high customer satisfaction and compliance.

FINANCIAL INSTITUTION SUPPORT SPECIALIST

TruStage
Madison, Wisconsin
02.2023 - 01.2024
  • Communicated issue resolutions to internal teams and TruStage customers, ensuring clarity and timely resolution within a fintech environment.
  • Documented and tested technical issues thoroughly, maintaining detailed records for tracking, analysis, and compliance.
  • Managed daily incidents by tracking, updating, and closing issues (IRs) using internal compliance and support tools.
  • Developed and executed troubleshooting plans to resolve system issues efficiently and minimize operational impact.

Software Tester

UTest
Coppell, Texas
01.2023 - 01.2024
  • Performed exploratory testing on web and mobile applications to ensure functionality and user experience.
  • Identified, analyzed, and documented software issues, contributing to overall product quality.
  • Assisted in developing test strategies, including regression, usability, and database impact testing.
  • Reviewed requirements and specifications to ensure clear understanding before executing tests.

Education

Bachelor of Science - Bachelor’s Degree in Cloud Computing (in Progress)

Western Governors University
Salt Lake City, UT
02.2023 - 12.2025

Associate of Applied Science - Real Estate

San Jacinto College
Pasadena, Texas, TX
08.2022 - 03.2024

Skills

  • Networking & IT: Network Administration, System Maintenance, Troubleshooting, Hardware & Software Optimization, Security & Antivirus Software
  • Software & Tools: Confluence, Jira, GitHub, TestRail, Postman, SQL, Agile & Scrum Methodology, Configuration Management
  • Testing & QA: Manual Test Case Preparation, Defect Investigation, Bug Tracking & Resolution, Security Testing, Cross-Browser Compatibility, iOS & Android Testing
  • Professional Skills: Administrative Support, Documentation Reviews, Time Management, Adaptability, Team Mentoring, Cross-Functional Collaboration, Best Practices & Tools

Certification

  • Real Estate License – Texas, Obtained Nov 2025
  • A+ CompTIA
  • NETWORK+ CompTIA
  • IT OPERATIONS SPECIALIST CompTIA
  • SECURITY+ CompTIA
  • SECURE INFRASTRUCTURE SPECIALIST CompTIA
  • BASIC PERSONAL LINES INSPECTOR COURSE Vita
  • SOFTWARE TESTING MASTERCLASS FROM NOVICE-EXPERT Udemy

Timeline

Financial Services Operations Representative II

SS&C Technologies, Inc
12.2024 - Current

FINANCIAL INSTITUTION SUPPORT SPECIALIST

TruStage
02.2023 - 01.2024

Bachelor of Science - Bachelor’s Degree in Cloud Computing (in Progress)

Western Governors University
02.2023 - 12.2025

Software Tester

UTest
01.2023 - 01.2024

Associate of Applied Science - Real Estate

San Jacinto College
08.2022 - 03.2024

TECHNICAL SUPPORT ASSOCIATE LEVEL II

Zions Bancorporation
03.2016 - 02.2024
Taurean Purvis