Investment Operations Specialist, Community Development Finance at First Citizens Bank (2025-12 – 2026-05)
- Managed 2–5 Community Development Finance investment transactions per month through full transaction lifecycle, including closing, servicing, documentation control, due diligence, and cross-functional workflow coordination.
- Reviewed KYC/AML documentation and due diligence packages for completeness, accuracy, and regulatory alignment, ensuring transaction readiness and supporting operational risk controls.
- Resolved transaction exceptions and documentation issues by coordinating with legal, compliance, underwriting, relationship management, servicing, and operations teams.
- Maintained accurate investment lifecycle records and audit-ready transaction files, supporting data integrity, recordkeeping standards, and internal controls.
- Identified recurring documentation discrepancies and workflow gaps, improving process consistency and reducing avoidable rework.
Loan Documentation Processor at Wells Fargo Auto (2021-04 – 2025-12)
- Processed approximately 100 loan accounts per day with 95%+ accuracy, supporting documentation review, verification, exception resolution, and transaction processing across high-volume queues.
- Reviewed customer, financial, and loan documentation for completeness and regulatory compliance, protecting funding readiness and maintaining quality control standards.
- Resolved documentation discrepancies and exceptions by coordinating with customers, dealerships, lenders, and internal business partners to keep transactions moving through the enterprise workflow.
- Managed multiple enterprise work queues simultaneously while maintaining accurate electronic loan records across document management and workflow systems.
- Supported quality assurance and audit readiness by identifying documentation deficiencies and maintaining established operational controls and compliance standards.
Patient Service Representative at Affordable Dentures & Implants (2019-04 – 2020-01)
- Managed daily inbound and outbound communications, coordinating scheduling, insurance verification, and billing support to keep operational workflows moving.
- Maintained accurate, confidential records while supporting efficient front-office operations and documentation requirements.
- Coordinated across clinical and administrative teams to resolve service issues and prevent workflow delays.
Inside Sales Representative at Charter Communications / Time Warner (2018-05 – 2019-04)
- Handled 50+ customer sales calls daily, identifying needs and recommending solutions to support new-account acquisition.
- Managed 40+ customer interactions per day, maintaining accurate account information and solution-focused communication.
Account Manager at UMC Direct (2016-08 – 2018-05)
- Managed 20+ client accounts monthly, coordinating relationships, documentation, onboarding, and ongoing service needs.
- Contacted hundreds of customers weekly against a production target of 12 accounts per week, balancing engagement with account-management responsibilities.
- Onboarded and trained new employees on account-management and operational processes.
Shift Supervisor at Sheetz (2012-04 – 2016-08)
- Supervised 3–6 employees per shift while overseeing daily operations and serving 50+ customers per day.
- Maintained financial accountability by opening and closing the store, handling money, and completing safe deposits per operational procedures.
- Managed inventory and trained new employees on service, safety, cash-handling, and operational procedures.
Deli Clerk / Cashier at Kroger (2007-04 – 2012-01)
- Served hundreds of customers and processed transactions per shift in a high-volume retail environment.
- Trained new hires on customer service, cash handling, food preparation, and operational procedures.
