Zurisaday Perez
San Antonio,TX
Summary
Adaptable administrative and account specialist with 8+ years of experience supporting customers, teams, and daily operations. Recognized for accuracy, troubleshooting, and confidential records management. Committed to efficient service and reliable account support.
Overview
3
3
Languages
1
1
Certification
9
9
years of professional experience
Work History
Account Specialist
JP Morgan Chase
San Antonio, Texas
03.2024 - 02.2025
- Reviewed account documents for accuracy and compliance with bank policies.
- Processed account updates, address changes, and beneficiary requests.
- Assisted with wire, ACH, and payment-related account requests.
- Supported Chase customer accounts through daily service and maintenance tasks.
- Resolved client inquiries using internal systems and clear communication.
- Coordinated with bankers and operations teams on account issues.
- Tracked case notes in CRM and maintained detailed service records.
- Verified customer information during account setup and profile changes.
- Established customer rapport to quickly mitigate problems while complying with established support processes and procedures.
- Increased profitability and revenue by identifying customer needs and determining appropriate offerings.
- Identified customer needs by asking questions and advising on best solutions.
- Listened to customer needs to identify and recommend best products and services.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
- Recognized security risks to properly handle situations.
- Processed and verified transactions, ensuring accuracy and compliance with financial regulations.
- Reviewed and updated account records to ensure accuracy and compliance with legal requirements.
- Processed payments for customers, including credit card transactions, checks, wire transfers, and ACH payments.
Office Manager
all seasons cms
San Antonio, Texas
08.2016 - 03.2024
- Coordinated scheduling, calendars, and meeting logistics across departments
- Maintained confidential records, files, and employee documentation
- Processed invoices, purchase orders, and payment tracking
- Supervised reception tasks and answered client inquiries
- Ordered office supplies and managed vendor communications.
- Supported payroll preparation and timekeeping records
- Maintained filing system for records, correspondence and other documents.
- Answered phone calls, responded to emails, routed mail and coordinated courier services.
- Tracked invoices and payments to ensure accuracy of accounts receivable and payable information.
- Monitored payments due from clients and promptly contacted clients with past due payments.
- Managed front desk operations including greeting visitors, answering questions or directing them to appropriate personnel.
- Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
- Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
- Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
- Created spreadsheets in Excel to track data such as vacation requests, sick days.
- Negotiated contracts with vendors, securing favorable terms and cost savings.
- Maintained confidential records relating to personnel matters.
- Resolved customer complaints or answered customers' questions.
Education
High School Diploma -
Sandra Day Oconner High School
San Antonio, TX05-2014
Skills
- Payment processing
- Invoice tracking
- Account maintenance
- Records management
- Customer relationship development
- Customer service
- Data analysis
- Troubleshooting
- Microsoft office proficiency
- Problem solving
- Multitasking
- Verbal communication
- Relationship building
- Diversity training
Languages
Spanish
Professional
English
Professional
asl
Limited
Certification
- trained in epic
Timeline
Account Specialist
JP Morgan Chase
03.2024 - 02.2025
Office Manager
all seasons cms
08.2016 - 03.2024
High School Diploma -
Sandra Day Oconner High School