TEGAN SHOCK
Hebron,OH
Summary
Self-motivated professional offering strong communication and quick thinking skills. Effectively manages team to ensure goals are met. Quick and accurate, with mathematical skills and analytical thinking. Organized and detail-oriented with 15 years of cash handling and customer service experience. Combined 10 years supervisor experience. Strong interpersonal skills. Strong training and problem solving skills.
Overview
10
10
years of professional experience
Work History
Transactions Manager I
Payment Exceptions Solutions, JPMorgan Chase
Westerville, OH
09.2021 - Current
- Subject matter Expert for all processes in Payment Exceptions Solutions (PES)
- Helps with GL recons and clearing
- Works with several lines of business to improve processes
- Meet monthly with senior leaders to deliver monthly business reviews
- Highly involved with reviewing and updating of existing controls and control testing
- Lead on process map creation and updating
- Updates and assists in writing procedures
- Managed 18 person team of Transaction Processing specialist as well as Controls tester and Workflow Leads
- Increased employee morale while decreasing overtime.
- Improved current processes for efficiency.
- Demonstrated leadership skills in managing projects from concept to completion
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations
- Excellent communication skills, both verbal and written.
- Subject matter expert for all team processes.
Operations Team Leader
National Bank by Mail
03.2021 - 09.2021
- Manages team of 8 employees
- Improve processes and insure controls are followed
- Spoke for Bank by Mail on calls with upper level management
- Complete knowledge of functions and procedures
- Owned retention and letter process
- Helped create performance scorecard
- Helped draft Controls language in CORE
- Completed successful audit in 2021.
- Adhered to applicable guidelines and requirements, and assisted team in doing same
- Set schedules and oversaw daily workflow
- Interviewed and selected new hires
- Trained, coached and managed 8 person team of Transactions Processing and workflow lead professionals
- Encouraged and promoted ideas aligned to business needs and benefits
- Analyzed department metrics and performance and reported findings to management
Operations Senior specialist III
National Bank by, PES
10.2019 - 03.2021
- Helped establish NBBM department in Ohio
- Updated procedures and controls
- Trained new processors
- Reconciled several GL's for Payment Exceptions Solutions
- Learned basic knowledge of most PES functions
- Identified and documented errors
- Worked several projects to help prevent and recover losses.
Senior Specialist II - Teller Reconciliation
Chase Bank
03.2017 - 10.2019
- Helped with training
- Point of contact for questions
- Uses multiple systems concurrently
- Utilized SAP for research
- Received Customer obsession award May of 2018
- Assist team members with questions
- Member of Q-Board since February 2018
- Personal Banker
Personal Banker
Chase Bank
Zanesville, OH
01.2016 - 03.2017
- Adhered to security and audit procedures
- Researched and resolved customer issues
- Maintained confidentiality of bank records and client information
- Had supervisor override authority.
Lead Teller Operations Specialist
Chase Bank
Granville, OH
12.2012 - 12.2015
- Maintained Current and accurate branch operations procedures
- Kept employees up-to-date on changes in policies or procedures
- Maintained branch internal controls
- Created branch audit schedule and performed audits regularly on branch entities
- Ran teller transactions and maintained cash controls
- System Knowledge: Customer Assist, Teller Express, Mainframe SAR and BTL Reporting, SAP, I-Vault, Recovery One, CMT, Microsoft of
Education
Bachelor of Science - Consumer and Family Finance
Ashford University
2019
Skills
- Exceptional customer service
- MS Office proficient
- Strong grasp of new skills
- Performance Improvements
- Excellent communication skills
- Organized
- Strong work ethic
- Supervisor experience
- Detail-oriented
- Analytical
- Verbal And Written Communication
- Management Experience
Timeline
Transactions Manager I
Payment Exceptions Solutions, JPMorgan Chase
09.2021 - Current
Operations Team Leader
National Bank by Mail
03.2021 - 09.2021
Operations Senior specialist III
National Bank by, PES
10.2019 - 03.2021
Senior Specialist II - Teller Reconciliation
Chase Bank
03.2017 - 10.2019
Personal Banker
Chase Bank
01.2016 - 03.2017
Lead Teller Operations Specialist
Chase Bank
12.2012 - 12.2015
Bachelor of Science - Consumer and Family Finance
Ashford University
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