Experience

First Tech Federal Credit Union

• United States
• Financial Services
• 700 & Above Employee

• Digital Fraud & Fulfillment

  • Mar 2022 - Present

  Assist members with their accounts that had fraudulent activities assisting with Account Takeover (ATO). Review new account applications via online for validation, ID Theft and fraud. Reinstate member access to online products, account title changes, and account information updates based on member requests. Review additional services (bill pay, credit cards, loans, descriptive deposits and withdrawals) for fraudulent activity and partner with Payment Services and other business units to resolve any issues. Identify and offer appropriate products and services that meet the member's financial needs. Assist members with completing applicable affidavit and dispute forms and offer appropriate products and services that meet the member's financial needs-such as credit monitoring and card lock outs, educating members on products and behaviors to prevent future fraud exposure. Show less



Summit Funding, Inc.

• United States
• Financial Services
• 700 & Above Employee

• Mortgage Loan Coordinator

  • May 2021 - Mar 2022

  Tax policy analysis, scrubbing reports, analyze and summarize results of complex reports, preparing delinquent reports and performing collection calls on mortgage payments Tax policy analysis, scrubbing reports, analyze and summarize results of complex reports, preparing delinquent reports and performing collection calls on mortgage payments



Citi

• United States
• Financial Services
• 700 & Above Employee

• Concierge Banker

  • 2019 - May 2021

  Managed client bank accounts, including opening and closing accounts, and overseeing transactions, processed daily client transactions including deposits, withdrawals, money transfers, loan payments, and cashier checks. Assisted clients with various questions and concerns related to their accounts and bank products. Ranked highest sales referrals for bank accounts, credit cards, mortgages, and promotions. Trained new employees including traveling to other branches to help management. Managed client bank accounts, including opening and closing accounts, and overseeing transactions, processed daily client transactions including deposits, withdrawals, money transfers, loan payments, and cashier checks. Assisted clients with various questions and concerns related to their accounts and bank products. Ranked highest sales referrals for bank accounts, credit cards, mortgages, and promotions. Trained new employees including traveling to other branches to help management.