PROFESSIONAL SUMMARY
Accomplish and results-driven Professional with intensive 23 years of experience in Operations, Office Administrator, Leadership, Management, and Financial Analysis. Highly skilled in development of potential FT personnel while implementing established standards & procedures. Ability to co-ordinate multiple problems and meet deadlines even under extreme pressure and contribute as a team player and interface with professionals at all management levels.
PROFESSIONAL EXPERIENCES
Senior Reconciler/Collections
Tech Data/TD Synnex – Clearwater, FL November 2018 – June 2023
• Perform account analysis for $350K to $15M credit portfolio’s while identifying trends and root causes of ongoing issue.
• Generates solution plan that guide and direct as well as coordinate other resources within the A/R function.
• Responsible for the collections and research of invoices, invalid deductions and unapplied while tracking and maintaining 90+ aging under 9% quarterly for 100+ accounts, while collecting over 3.5M to 7M in payments monthly.
Credit Card Analyst
Chase, Tampa, FL February 2016 – September 2016
• Qualify customers who applied for a credit card or seeking a credit increase to a Chase specialty credit card.
• Verify financials by using Equifax, TansUnion, Credit Bureau information and Dunn & Bradford reports. Requested Business financials to determine an increase or qualification for a new business care.
HR Onboarding Specialist
Maxim Healthcare, Clearwater, FL November 2014 – November 2015
• Electronically onboard nurse candidates by initiating FDLC, Social Security, and AHCA background checks, submit E-verify, I9, and run the Worknumber to validate work history. Assign required course modules, add appropriate coding in Infomax and schedule HR/Clinical Orientation.
• Conduct HR Orientation and schedule required TB vaccine prior to start date.
• Maintain daily updates in InfoMax for C10, C13 coding to manage and meet annual requirements.
• Assist Payroll with processing weekly payroll.
ATM Monitoring Operations Supervisor
Chase, Westerville, Ohio September 2012 – September 2014
• Supervise team of 8 to 24 employees, manage workforce call center response time and schedule projects. Provide support to employees to respond to difficult calls or defuse irate customers.
• Administer monthly Performance Reviews to discuss growth progress, address team and management issues and resolve disruptive behaviors.
• Develop guidelines and score ratings for the QC Call Review process, recognize areas to flag as a “Red Alert” and implement process changes via the PCC system.
• Implement QC monthly, quarterly and semi-annual rating scorecards to show growth patterns, trending analysis and gap analysis.
Operations Supervisor – Mortgage Banking Default
Chase, Irving, Texas October 2010 – September 2012
• Supervise team of 13 employees in Tx and virtually in Ohio. Assign workflow for direct reports and monitor production timeline to ensure daily deadlines are met.
• Perform monthly Performance Reviews to discuss growth progress, address team and management issues and resolve disruptive behaviors.
• Developed and Implemented the QC Review process for the Centralized Processing Control department.
• Documented, developed, and prepared proper controls and procedures for the 30/15 Day Letter process, to ensure letters generate to meet compliance.
• Interface with Management, Regional Mangers, Job Coaches and RM’s to ensure EMC protocol is being followed
MRO and Military Material Expeditor/Liaison
SYPRIS ELECTRONICS Tampa, FL Nov. 2008 – Sept 2010
• Efficiently compile & maintain material & parts inventory including status information that helps expedite the movement of material & parts between production areas, according to predetermined production schedules & order priorities.
• Exceptional organizational skills. Recognized for cross-discipline talents in needs to analysis, troubleshooting, and problem resolution in fast paced environments. Identify problems/needs and initiate logical, effective solutions. Consider whole problem and focus on real impact of decisions & actions.
• Dynamic communication/interpersonal skills. Maintain exceptional interpersonal and communication skills with proficiency to promote confidence utilizing both English & Spanish languages. Maintain strategic business/client relationships, while interfacing positively with people of diverse backgrounds.
Sr. Financial Analyst and Internal Auditor
JP MORGAN CHASE Tampa, FL Merger 2004 – Sept. 2008
• Internal SOX Auditor where responsibilities include evaluation & preparation of internal SOX Audit and ensuring appropriate approvals were received while maintaining SOX procedures.
• Developed a collective Excel database for Health Reports HPC Metric Reporting wherein the database provided a report of trending activity for the monthly health reports and helped identify possible improvements in processing.
• Project managed small or less complex projects on an ongoing basis including redesigning billing operations in a post-CAP conversion environment as well as Workflow, Resources, Validation, SOX Audit, and policy enforcement.
Sr. Billing and Pricing Specialist
BANK ONE Dallas, TX Aug 1999 – Merger 2004
• Responsible for Accounts Receivable, Exception Pricing, and Quality Control.
• Investigated and responded to customer billing questions including those related to contract terms, Taxation, credit memos, and invoices.
• Identified and communicated trends of issues that required proactive billing support.
• Thrive in a team environment. Initiated action and follow through to conclusion of any commitment. Capably learned new skills. Reacted flexibly to changes in priority and direction, assumed increased responsibilities as needed, and motivated others to achieve business objectives.
Technical Skills: Proficient with MS Office 2016 (Excel, Word,), Lending Portal (Lender Live, MSP, LPS Desktop), Share Point, CCW, DWS, Gasper, NCR Vision/Vantage, Base 24, FSD, People-Pix (Certified), NICE 9.10.7, RTA (Real Time 7.3), Morgan Messenger 4.0 Cogent (Fingerprinting), AHCA, WorkNumber (Equifax), Infomax, iLink (Level 2 backgrounds), eVerify, SAP 4.6 & 6.8, ASM, JPMorgan Access, TD Direct Pay, Krono Cash Pro, JIRA, Tableau Reports.
EDUCATION
Masters in Business Administration Tulane University Tampa, Florida
Bachelor of Business Administration American InterContinental University Hoffman Estates, IL
Associate in Business Administration American InterContinental University Hoffman Estates, IL
References Available Upon Request