Wesley Billops
Mesa,AZ
Summary
Dedicated customer service professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
12
12
years of professional experience
Work History
Wealth Management Associate
Bank Of America
Channdler, AZ
07.2019 - Current
- Guided clients through compiling important financial histories and documentation for evaluation.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners.
- Assisted clients with their daily inquires and account maintenance while providing white glove service
Back Office Associate/Bill Pay Representative
Fiserv
Dublin, OH
10.2018 - 07.2019
- Researched claims made by clients on behalf of partnering financial institutions through auditing and gathering information from incomplete fraud claims to process disputes
- Analyzed available information via multiple internal and external tools to identify issue to resolve problems
- Executed record filing system to improve document organization and management.
- Interacted with customers by phone, email or in-person to provide information.
- Certification inn Back Office Operations for Fiserv as of December 2018.
Operations Support Representative
Morgan Stanley
Columbus, OH
11.2016 - 04.2018
- Managed to navigate clients through Morgan Stanley's website with troubleshooting and web support while fostering a positive experience
- Collaborated with operations team to provide excellent customer service and foster positive work environment.
- Performed administrative duties and prepared operational procedures to support Operations Support Representative.
- Created and maintained well-organized electronic and hard copy files to support business processes.
- Analyzed and evaluated operational issues and determined cost-effective solutions.
Facilities Coordinator
Supreme Court Of Ohio
Columbus, OH
06.2016 - 07.2016
- Communicated with general managers and facility teams regarding upcoming repairs and projects.
- Maintained physical condition of facilities, applying available resources and personnel to achieve safe, clean and functional environment.
- Served as point of contact for internal and external customers seeking support and information.
- Directed vendors, facilities staff and service providers as required to create efficient and non-disruptive work environment.
- Assisted with meetings and conference room reservations.
Mail Processing Clerk
Citibank
Columbus, OH
10.2013 - 05.2016
- Loaded letters onto processing equipment, removed non-processable letters and maintained continuous sorting feed.
- Sorted and placed mail into mailboxes and post office boxes with high levels of accuracy.
- Used automated mail processing equipment to sort and collate mail.
- Weighed letters and packages and calculated costs based on classification, weight and destination.
- Proved successful working within tight deadlines and fast-paced atmosphere.
- Distributed mail on foot to residences and businesses, delivering to approximately 400 customers per shift
Senior Loan Processor
Chase Bank
Columbus, OH
03.2009 - 09.2013
- Evaluated approvals against established bank and government lending standards.
- Reviewed financial statements and contacted institutions and customers to clarify details.
- Handled any conditions sent from underwriting departments.
- Set up and completed loan submission packages.
- Reviewed loan files for completeness, identified missing documentation and generated condition lists for applicant
- Issues reports for old and new loans based on field inspections of loan sites
- Provided quick turnaround times to maintain fast-past schedule
- Maintained long-term relationships with customers to provide best-in-class customer service
- Conducted pre-funding and funding activities for over 50 monthly applications
Education
Master of Science - Entertaiment Business
Full Sail University
Winter Park, FL03.2022
Bachelor of Science - Audio Production
Full Sail University
Winter Park, FL03.2020
Skills
- Market Trends Monitoring
- Sage 50
- Chartered Financial Analyst
- Attention to Detail
- Financials Analysis
- Client Engagement
- Customer Complaint Resolution
- Regulatory Requirements Adherence
- Critical Thinking
- Cash Management Strategies
- Verbal and Written Communication
- Service-Oriented
Timeline
Wealth Management Associate
Bank Of America
07.2019 - Current
Back Office Associate/Bill Pay Representative
Fiserv
10.2018 - 07.2019
Operations Support Representative
Morgan Stanley
11.2016 - 04.2018
Facilities Coordinator
Supreme Court Of Ohio
06.2016 - 07.2016
Mail Processing Clerk
Citibank
10.2013 - 05.2016
Senior Loan Processor
Chase Bank
03.2009 - 09.2013
Master of Science - Entertaiment Business
Full Sail University
Bachelor of Science - Audio Production
Full Sail University