Experience

• 

  Sutton Payments Division

  • Financial Operations Manager

    • Oct 2022 - Present

    Responsible for coordinating activities to improve and automate the delivery of financial services as they relate to payments/prepaid products. Coordinates systems and methods with various internal and external contributors, to include IT, Accounting, Implementation, Account Management, and Partners, to streamline service delivery and ensure funds flow processes are functioning correctly and timely.

• 

  Catalyst Corporate Federal Credit Union

  • Plano, Texas, United States

  • Ach Specialist

    • Nov 2020 - Oct 2022
    • Plano, Texas, United States

    • Process incoming and outgoing ACH transactions, stop payment/revocation requests, reclamations, DNE notifications, and return files, in compliance with NACHA and FRB rules and regulation and within Credit Union established policies and procedures.• Perform transaction settlement processes (FRB adjustments)• Process ACH and Share Drafts for members and internal departments• Maintain current knowledge of rules and regulations and Credit Union established policies and procedures, recommending changes as appropriate

• 

  Fidelity Investments

  • Financial Services Professional

    • Mar 2020 - Dec 2021

    Answering customer queries with a professional attitude and manner while adhering to measurable departmental goals.• Processing transactions accurately.• Effectively utilizing and navigating internal resources to arrive at the right solution for the client e.g., computer systems, online resources, and business partner relationships.• Actively participating in Quality Improvement Process• Demonstrating excellent call handling skills, patience, and respect with complex and non-complex calls• Establishing rapport with customers, making them feel unique and valued.• Completing Defined Contribution (401K) Plan Training and ongoing education and learning.• Defining a problem clearly and raising concerns appropriately when necessary.• Multi-tasking with answer phones and performing research.

• 

  Southwest Airlines Federal Credit Union

  • United States
  • Banking
  • 1 - 100 Employee

  • Compliance Officer

    • 2019 - May 2020

    -Accurate and timely completion of CTR’s, SAR’sReview a variety of data and reports, including:-BSA report of Rolling cash report-Account transaction report-Loan due date change report -Collections charge off report-Assist with internal branch audits and branch loan reviews-Monitor vendor relationships and review contracts-Act as liaison between the credit union and external auditors-Maintain the confidentiality of all information processed

  • Member service officer

    • May 2018 - May 2020

• 

  LegacyTexas Bank

  • Addison, Texas

  • Teller II

    • Aug 2016 - Apr 2018
    • Addison, Texas

    Provide quality service to customers and assist with financial transactions Attempt to resolve issues and problems with customer accountsPrepare error free daily settlement of vault and teller cash

• 

  Sun National Bank

  • Vineland, NJ

  • Bank Teller

    • Sep 2014 - Jul 2016
    • Vineland, NJ

    -Process financial transactions for banking customers with an emphasis on personalized quality service. Ensure minimum teller difference and controllable loss performance standards are achieved. -Achieve performance standards for referrals of current and prospective customers to Banking Center Personal Bankers.-Apply an understanding of applicable banking regulations in the conduct of transaction processing. Escalate matters requiring further attention.-Responsible for managing cash drawer, always ensuring an appropriate level of cash on hand.-Prepare error free daily settlements of teller cash and proof transactions in accordance with established procedures.-Maintain accurate records of all transactions and prepare all required paperwork in accordance with established procedures.-May be required to balance vault and perform other duties as instructed in order to ensure smooth Banking Center operation.-Occasional travel within an assigned region may be required to ensure adequate Banking Center coverage.-If operating in a “floater” capacity, travel within an assigned region is required; and may occasionally require travel outside the assigned region to ensure adequate Banking Center coverage.

• 

  Lane Bryant

  • Part time sales lead

    • May 2013 - Nov 2014

    One on one personal shoppingSupervise and train associates Delegate and oversee projectsBalance cash registers and store funds

• 

  Five Below

  • Millville, New Jersey

  • Part time manager

    • Jul 2011 - Aug 2013
    • Millville, New Jersey

    Analyze projected daily sales goalTrain and supervise new associates Payroll Assist with and solve customer needs