Experience

CRS

• United States
• Financial Services
• 1 - 100 Employee

• Customer Vetting and Onboarding Specialist

  • Feb 2022 - Present

  CRS is the single platform for all credit, fraud, and compliance needs, helping companies make powerful, accurate data-driven decisions. CRS is the single platform for all credit, fraud, and compliance needs, helping companies make powerful, accurate data-driven decisions.



Coinbase

• United States
• Internet Publishing
• 700 & Above Employee

• Onboarding Specialist

  • May 2021 - Oct 2021

  -Assisted our institutional and business clients through the rigorous Application Process -Collaborated with external partners to support Coinbase’s Compliance program through Salesforce -Directed Onboarding customer communication, fostering effective customer communication skills. -Worked cross-functionally with various teams (Compliance, Legal, Tax, QA, Tooling teams, etc) to ensure our workflows are consistently meeting expectations. -Reinforced our values by remaining detail-oriented with no sacrifice to quality during periods of high volume -Established a trusted advisor relationship to ensure customer satisfaction Show less



Azlo

• United States
• Financial Services
• 1 - 100 Employee

• Onboarding Team Lead

  • Aug 2018 - Apr 2021

  - Led and developed a team of 8 onboarding agents as well as supported a team of 32 total agents - Facilitated the training of employees and provided regular feedback to establish clear goals - Ensured SLA and KPI expectations are met while consistently balancing quality and efficiency - Acted as the subject matter expert regarding high-risk applications and recommend operational and service improvements - Created and maintained resources related to high-risk onboarding - Developed and maintained relationships with partners through clear communication and customer service - Received recognition for outstanding service, teamwork, and impact to the business Show less