Debra Lee

Experienced banking professional with 18 years of financial-services experience at Bank of America and HSBC.

Background includes collections, bill-payment services, credit-card accounts, account research, consumer and small-business banking, digital banking, lending support, wire transfers, and customer service in office and work-from-home environments.

Banking Operations / Client Services - Bank of America - Brea, CA & Work From Home

(2011-01 - 2024-01)

• Supported customers in collections and bill-payment services, including payments, balances, past-due accounts, and payment inquiries.
• Researched account activity and resolved payment and account-servicing issues while documenting customer interactions accurately.
• Assisted with personal and small-business checking, personal and business credit cards, online account linking, Zelle, ATM issues, and check orders.
• Supported customer requests involving auto loans, mortgage accounts, and domestic and international wire transfers.
• Provided professional customer service and sales support in both the Brea office and a work-from-home environment.

Credit Department - HSBC - Pomona, CA

(2006-01 - 2011-01)

• Assisted customers with personal and business credit-card accounts, collections-related accounts, and bill-payment inquiries.
• Reviewed balances, payment histories, and account details to research and explain account status and available next steps.
• Maintained accurate records, handled confidential financial information, and escalated complex credit matters appropriately.
• Delivered professional customer service in a high-volume financial-services environment.