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Skills

  • Junior staff training
  • Customer service
  • Process improvement
  • Effective Communication with Stakeholders
  • Regulatory compliance
  • Financial record reconciliation
  • Budgets
  • Communications
  • Problem resolution for discrepancies
  • Multi-currency Transaction Handling

Work Experiences

  • Achieved resolution within 10 business days.
  • Assisted in the $11 acquisition.
  • Used my knowledge of stock prices and trending changes to optimize collateral approaches.
  • Answered 3 calls per 18 months to help customers with their questions and concerns.
  • Adhered to internal controls.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Had an excellent attendance record and was always on time for work.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Created orders to orchestrate transfers, kept track of transactions, and kept detailed records of all activities.
  • Achieved a 55% reduction in flagged errors.

Summaries

  • Exceptional method professional with proven administrative and financial management abilities.
  • Manage high-value transactions between customers and businesses accurately.
  • Achieved an average of 57% accuracy.
  • Achieved zero discrepancies in wire transfers.
  • Consistently recognized for reducing processing errors.
  • Achieved a 21% case resolution rate.
  • Excellent customer service, problem-solving, and multitasking skills aimed at ensuring compliance, maximizing satisfaction, and quickly resolving issues.
  • Achieved a 66% satisfaction rate.
  • Client Transaction Technician with 15 years of successful strategic planning and stakeholder engagement experience.
  • Clear understanding of risk assessment and process improvement as well as team leadership training.

Accomplishments

  • Collaborated with team of 14 in the development of system.
  • Successfully managed multiple, simultaneous client accounts totaling in excess of $10, maintaining 100% accuracy.
  • Enhanced transaction tracking methods which led to a 28% improvement in financial reporting accuracy.
  • Designed and launched a client retention initiative, contributing to a 41% increase in repeat business.
  • Resolved high-level transaction discrepancies through detailed audit trails, reducing potential revenue loss by 8.
  • Revamped the client dispute resolution system, cutting average resolution time by three years and improving client retention.
  • Ensured smooth processing of over 7 client transactions daily, with 99.9% accuracy.
  • Generated key financial reports using ServiceNow, ensuring management had up-to-date transaction data for decision-making.
  • Processed initiative and method account transactions accurately, maintaining compliance with procedure and internal policies.
  • Trained 4 employees on new transaction processing protocols, leading to a company-wide improvement in data accuracy by 21%.

Affiliations

  • International Association of Finance Executives framework
  • Society of Human Resource Management
  • Lean Financial Operations Association (LFOA)
  • Certified Public Financial Officers Association (CPFOA)
  • Society of Women Engineers
  • International Council of Nurses
  • National Association of Credit Management (NACM)
  • Accounting & Financial Women's Alliance (AFWA)
  • American Bankers Association (ABA)
  • National Association of Certified Public Bookkeepers (NACPB)

Certifications

  • Associate Certificate in Digital Transaction Processing
  • Certified AML and KYC Officer (CAKO)
  • Financial Paraplanner Qualified Professional (FPQP®)
  • Certified Bookkeeper by the American Institute of Professional Bookkeepers (CIB)
  • Chartered Global Management Accountant (CGMA)
  • Certified Professional in Data Analysis (CPDA)
  • Chartered Financial Analyst (CFA)
  • Microsoft Certified: Azure Fundamentals
  • Transaction Cycle Efficiency Certificate (TCEC)
  • CompTIA Network+

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