Experience

Sun Federal Credit Union

• United States
• Banking
• 1 - 100 Employee

• Wealth Management Specialist

  • Jun 2022 - Present



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Collections Specialist II

  • Mar 2020 - May 2021

  Made outbound collection calls on overdrawn checking and saving accounts. Negotiated applicable fee waivers and settlements on post charged off accounts. 5 Bilingual Spanish collections. Trained new specialists on inbound authentication and discussion procedures for compliance purposes. Averaged about 200-300 accounts worked daily. Averaged top 10 percent of specialists in kept to due ratio, amount collected, and promise rate. Recorded daily, weekly, and monthly team collection data in excel spreadsheets to generate reports of historical team collection verticals. Analyzed individual collection data and produced confidence intervals of expected monthly collections amounts for the basis of monthly goal setting. Determined probabilities of meeting expected monthly collection amounts by applying a normal probability distribution model.



Community Choice Financial, Inc.

• United States
• Financial Services
• 200 - 300 Employee

• Collections Specialist

  • Oct 2018 - Feb 2020

  Utilized in-house skip tracing and open source software to obtain location information of customers with outstanding debts. Made outbound calls to communicate with customers in order to collect on overdue Title, Line of Credit, and PRA accounts. Negotiated with customers to make suitable arrangements in the interest of both the client and the customer. Provided high volume inbound call customer service to describe loan products and explain underwriting decisions to prospective customers. Scanned, recorded, and updated arrangements in the collection resource information system throughout operating month.