Experience

Deel

• United States
• Human Resources Services
• 700 & Above Employee

• Onboarding Specialist

  • Mar 2023 - Present



Manulife

• Canada
• Insurance
• 700 & Above Employee

• Client Account Representative

  • Mar 2022 - Mar 2023



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Executive Office Case Specialist

  • Jun 2021 - Mar 2022

  Independently logs, researches, routes or responds to escalated or urgent requests regarding Life Events or complaints that are high visibility, high risk and/or regulatory in nature. Duties include: exception processing of acknowledgement letters conducting investigative steps to identify issues and working with internal partners to resolve; identifying trends and providing feedback/reporting to appropriate party; uploading of Wells Fargo response to a customer facing Regulatory Portal which requires special handling and/or imaging/uploading documentation to other repositories as required; reviewing new correspondence and existing cases to identify related issues; establishing case files or redirecting requests to the applicable business group; mitigating risk by identifying key information and ensuring compliance guidelines are met; logging requests or complaints; reviewing incoming correspondence from customers, attorneys, third parties or regulatory/governmental representatives and other agencies; performing intake to determine appropriate course of action; performing research and reviewing existing cases to identify related issues. Show less



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Fraud Analyst

  • Feb 2016 - Sep 2019

  Investigates forgery and theft within customers' accounts and transactions on behalf of a bank. Track and monitor the bank's transactions and activity that comes through the customers' accounts. Review reports of suspected fraud to determine need for further investigation. Negotiate with responsible parties to arrange for recovery of losses due to fraud. Gather financial documents related to investigations. Analyze financial data to detect irregularities in areas such as billing trends, financial relationships, and regulatory compliance. Show less



VXI Global Solutions, LLC

• United States
• Outsourcing and Offshoring Consulting
• 700 & Above Employee

• Technical Support Specialist

  • Jul 2014 - Feb 2016

  Interact with customers to provide and process information in response to inquiries, concerns, and requests about products and services. Gather customer’s information and determine the issue by evaluating and analyzing the symptoms; Research required information using available resources; Follow standard processes and procedures; Offer alternative solutions where appropriate with the objective of retaining customers’ and clients’ business; Organize ideas and communicate oral messages appropriate to listeners and situations; Follow up and make scheduled call backs to customers when necessary. Show less



Sitel Group

• Outsourcing and Offshoring Consulting
• 700 & Above Employee

• Collections Specialist

  • Feb 2012 - May 2014

  Resolve clients enquiries in a professional and business like manner and on a superior level to competitors to minimize loss provision. Negotiation with clients to determine the best course of action and gaining agreement for both short and long term solutions. Providing solutions to the clients to help them bring their account into normal status. Resolve clients enquiries in a professional and business like manner and on a superior level to competitors to minimize loss provision. Negotiation with clients to determine the best course of action and gaining agreement for both short and long term solutions. Providing solutions to the clients to help them bring their account into normal status.