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Latonya Taylor

Latonya Taylor

Administrator with over 19 years of experience in financial services and customer account management

Talent
MemphisMember since May 23, 2026
AnalyticsCommunicationCustomer ServiceStrategic ThinkingCustomer AccountsRecords ManagementPaychexCitrixFidelityKronosMicrosoft OfficeLoan ProcessingStaff ManagementFinancial ServiceCollections
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AnalyticsCommunicationCustomer ServiceStrategic ThinkingCustomer Accounts

About

Administrator with over 19 years of experience in financial services and customer account management, demonstrating proficiency in analytics, clerical support, loan processing, collections, and strategic thinking. Skilled in optimizing branch operations and enhancing team collaboration, resulting in improved customer satisfaction and operational efficiency. Adept at utilizing tools like Kronos, Symitar, New Solutions, Citrix, and Microsoft Office to streamline processes and maintain accurate and efficient records.

Experience

Branch Operations Leader at Cadence Bank (2026 – Present)

Responsible for overseeing the daily operations of the branch.

  • Supervise staff while handling daily transactions.
  • Enforce compliance with policies and regulations, submit daily reports, memos, etc.

Teller-Member Service Rep at Memphis City Employees Credit Union (2025 – Present)

Process transactions, deposits, loan payments, transfers, cashier's checks, wires, cash/check withdrawals developing/maintaining working relationships with members.

  • Verify transactions, examine documents for negotiability, perform account maintenance, cross sell/promote products and services.
  • Balance daily transactions including check/cash totals/receive and direct call center calls as well.

Tax Examining Technician for Collections at Internal Revenue Service (2024-01 – 2025-12)

  • Reviewed tax returns for accuracy ensuring compliance with IRS regulations.
  • Conducted audits, investigated and resolved issues to collect delinquent taxes and secure payments.
  • Utilized data entry skills to maintain precise records, forms, memos, etc.
  • Managed high volume in house/phone case reviews, ensuring timely responses and issue resolution.
  • Applied active listening and problem solving to address taxpayer concerns and aided.

Customer Accounts and Records Specialist at Resource Management (2023-01 – 2024-12)

  • Managed customer accounts ensuring data accuracy and resolving issues promptly.
  • Streamlined billing processes, leading to measurable improvements in efficiency computing/calculating.
  • Resolved customer inquiries and disputes through detailed investigation and data analysis.
  • Prepared and updated detailed records, logs, and reports for internal use.

Member Service Supervisor at Southern Security Federal Credit Union (2016-01 – 2023-12)

  • Processed incoming/outgoing wires, internal/external transfers, verified atm check/mobile deposits.
  • Handled internal/external employee/customer complaints, concerns, inquiries, requests, etc.
  • Reviewed and printed nsf reports/overdraft notices.
  • Posted ach batches, stop payments, returned checks.

Education

M.S in Human Resource Management – Strayer University (2014)

B.P.S in Organizational Leadership – The University of Memphis (2007)

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