Summary
Overview
Work History
Education
Skills
Timeline
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Veronica Bouie

Houston,TX

Summary

Dedicated and detail-oriented Financial Banking Professional with over two years of experience in the banking industry. Proficient in processing incoming and outgoing wire transfers accurately and efficiently, while ensuring compliance and regulatory requirements and company policies. Skilled in conducting thorough reviews of wire transfer documentation to detect and prevent fraudulent activity.

Overview

7
7
years of professional experience

Work History

Account Specialist III

JPMorgan Chase
06.2024 - Current
  • Serve as a primary point of contact for customers regarding their accounts, including inquiries, problem resolution, and service requests
  • Handle escalated and complex account issues with accuracy and efficiency
  • Maintain up-to-date knowledge of Chase products, services, and policies

Preferred Banking Client Services

First Republic Bank
02.2024 - 06.2024
  • Process incoming and outgoing wires in accordance with established procedures and guidelines.
  • Verify the accuracy of transaction requests, ensuring that all necessary documentation and information are complete and compliant with regulatory standards.

Account Specialist

JPMorgan Chase
09.2023 - 02.2024
  • Proactively communicate with clients via phone to provide information, address inquiries, and resolve issues in a timely and professional manner.
  • Conduct root cause analysis on recurring problems and develop long-term solutions that prevented future occurrences.

Claims Specialist

National General Insurance Company
04.2021 - 09.2023
  • Established positive and trusting relationships with injured clients, administering efficient customer service.
  • Processed claim payments accurately and efficiently, coordinating with internal departments and external partners as needed.

Loan Document Specialist

First Citizens Bank
09.2020 - 04.2021
  • Conduct due diligence checks, such as title searches, property appraisals, and insurance verifications, to assess risk and ensure collateral protection.
  • Monitored due dates and deadlines and worked to submit all documents on time or early.

Share Draft Specialist

Premier Federal Credit Union
09.2018 - 09.2020
  • Enhanced wire transfer efficiency by streamlining processes and implementing new software solutions.
  • Prepared bank deposits by compiling data from cashiers, verifying and balancing receipts.
  • Investigated and resolved inquiries with billing and invoicing.

Education

Bachelor of Arts -

University of North Carolina At Greensboro
Greensboro, NC
12.2022

Skills

  • Excellent Communication Skills
  • Excellent Customer Service
  • Problem-solving
  • Analytical Skills
  • Detailed-oriented

Timeline

Account Specialist III

JPMorgan Chase
06.2024 - Current

Preferred Banking Client Services

First Republic Bank
02.2024 - 06.2024

Account Specialist

JPMorgan Chase
09.2023 - 02.2024

Claims Specialist

National General Insurance Company
04.2021 - 09.2023

Loan Document Specialist

First Citizens Bank
09.2020 - 04.2021

Share Draft Specialist

Premier Federal Credit Union
09.2018 - 09.2020

Bachelor of Arts -

University of North Carolina At Greensboro
Veronica Bouie