Operations Specialist
Aspiration Financial – Remote
October 2021 to January 2023
- Perform day-to-day operational processes that support business, partners and customers.
- Diligently review customer disputes and meet daily SLAs.
- Process and decision Regulation E fraud claims and merchant disputes.
- Communicate with customers via email regarding ongoing claims.
- Review incoming reports from our partners.
- Partner with our Customer Engagement team to provide clarity if/when customer issues arise regarding a dispute.
- Collaborate with Operations team members to help optimize tools for improved efficiency.
- Act at all times in a manner that is ethical and aligned with the regulatory obligations of the firm, and our partners.
Lead Teller/ Service Manager:
Wells Fargo: Hamilton, AL February 2017- September 2021
Responsibilities
- Providing prompt customer service
- Maintaining excellent written and verbal communication skills
- Executing transactions
- Reviewing transactions
- Approving Transactions
- Colleague/staff training
- Maintaining a positive work environment for team members
- Ensuring a pleasant banking experience for customers
- Informing customers of new products and educating both colleagues and customers regarding new services and product.
Photographer/Small Business Owner:
Gypsy Blue Photography: Guin, AL March 2021-Present
Responsibilities
- Maintaining positive client communication
- Session Scheduling
- Maintaining and managing photography equipment
- Coordinating and managing photography sessions
- Photo editing utilizing high-quality software
- Marketing
- Small business financial management
Marketing/ Community Outreach Coordinator
Rocket City Chiropractic- Huntsville, AL November 2016 to February 2017
Responsibilities
- Coordinated clinic-hosted events (i.e., educational workshops, dinners, patient appreciation
- events, etc.
- Worked remotely to organize various meetings, community dinners, and lunches
- Managed clinic related social media content
- Maintained cleanliness and organization within the clinic
- Scheduled and assisted with spinal screenings
- Served as a personal assistant for practitioners
- Attended business meetings such as BNI and Chamber of Commerce meetings.
- Expanded and developed marketing platforms.
- Managed the productivity of marketing plans and projects.
Personal Banker/Customer Service and Sales Representative/Loan Originator:
Wells Fargo - Madison, AL December 2014 to September 2016
Responsibilities
- Provided prompt customer service
- Educated customers about credit and efficient financial planning
- Document preparation
- Account maintenance
- Account reconciliation
- Executed demographic information changes
- Executed stop payments
- Reviewed checks
- Executed Account closings
- Executed transfers
- Served as a notary
- Processed check orders
- Submitted credit applications
- Serviced credit applications
- Preformed conflict resolution
- Opened new accounts
- Maintained positive one-on-one interactions with new and existing customers
- Preformed risk management tasks in adherence to company and Federal policies, procedures,
standards, and regulations
- Attended community outreach events
- Attended meetings with city officials, school staff and administration, and business owners to develop and maintain professional relationships.
- Completed call blocks to reach out to customers to ensure satisfaction
Accomplishments
I have been within the top three Customer Sales Service Representatives (CSSRs) in the district since the start of my employment with Wells Fargo and continue to progress each quarter.
Skills
- Active listening
- Service and sales orientated
- Excellent written and verbal communication
- Negotiation
- Independent judgment and decision making
- Goal driven
- Leadership
- Personnel management
- Organization
- Process improvement
- Policy & Procedure compliance
- Statistical/Data Reporting
- Data processing
- Team Building
- Conflict resolution
- Relationship development
- MS Office
- Excel
- Wells Fargo Systems: Store Vision Platform, Store Vision Teller, HOGAN
