Operations Specialist resume example with 20+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
Achievement-oriented Banking professional with over 12 years of experience in leadership, project management and customer satisfaction; excellent managerial experience and subject matter expert (SME) in various departmental functions with a proven record of demonstrating strong business acumen, problem-solving skills with a concentration of applying strong technical and analytical skills.
Microsoft Excel, Word and PowerPoint Skilled with various programs such as On Base, TSYS, Fidelity/SHAW and eTreasury, Maestro/Provenir, Check View/Net Query, CMOD, Portico, Stucky, JESS, Monarch, SharePoint, HP Quality Center, IBM FileNet Workplace XT, D3000, Encore, Real Time Management (RTM)
Operations Specialist, 01/2014 to Present
Kord TechnologiesHuntsville, AL,
  • Manage loan portfolio to insure that monthly collateral packages, customer address listing and credit insurance requirements are received timely.
  • Analyze monthly collateral packages to identify receivables, payables, inventory and ineligibles to insure accurate line availability.
  • Update collateral, AR/AP Aging, high concentration and ineligibles in STUCKY program to adjust credit line availability.
  • Liaison between borrower and Shared Services to coordinate funding, advances and payments.
  • Gain approval from Relationship Manager and/or Credit Officer to process advances/payments on loans delinquent in monthly reporting.
  • Prepare monthly analysis on collateral packages and forward results to Relationship Manager, Credit Officer and borrower.
  • Participate in Field Exam Calls with Relationship Manager, Credit Officers and Field Examiners.
Loan Ops Specialist V - Workout/ Trainer, 01/2004 to 01/2014
  • Subject Matter Expert in all policy and procedures related to department and operations.
  • Planned and delegated responsibilities among team members ensuring compliance with interdepartmental service level agreements (SLA).
  • Facilitated numerous training programs on systems and improved overall efficiency and effectiveness of existing processes in both home (NJ) and satellite offices (SC).
  • Participated in meetings with departmental managers on special project assignments.
  • Lead role on special projects to insure timely execution and desired results.
  • Revised department procedures for process improvements and compliance with the Bank's policies, accounting and federal banking principles.
  • Created and maintained training manuals for ongoing departmental development.
  • Managed syndicated loans - posted incoming payments to loans insuring proper pro-rata shares and wired out participating investor shares.
  • Daily monitored general ledgers utilized by the department to post payments made by customers and/or other financial institutions.
  • Researched transactions posted incorrectly to insure proper general ledger and/or loan allocation.
  • Reconcile back office general ledgers: work-in-process, un-posted payments, wires, etc.
  • Oversee training on Loan Modification/Renewal/Extension and Boarding, Review, and Maintenance of Loan documentation to insure compliance with institution policy and agreement parameters.
  • Analyzed and provided feedback to Line of Business (LOB) on complex commercial and small business loan issues to assess loan structure and system capability.
  • Liaison for Line of Business (LOB) providing support on loan restructuring, boarding and servicing efforts.
  • Processed non-accrual and charge-off of commercial and small business loan accounts.
  • Prepared 1099Cs in accordance with tax reporting guidelines.
  • Provided legendary customer service trademark for internal customers.
  • Managed supplies and purchase orders within departmental budget.
Consumer Loan Specialist / Trainer, 01/2001 to 01/2004
  • Obtained Proxy Designation and effectively handled escalated call issues.
  • Oversee all aspects of training classes relevant to banking products, policies and procedures for new hires and seasoned employees.
  • Created training manuals for use in related training courses and ongoing development.
  • Provided legendary customer service trademark for both internal and external customers, along with prospective customers.
  • Owned and advanced customer account issues providing resolution within a timely manner.
  • Subject Matter Expert in departmental and operational policy and procedures.
  • Serviced incoming calls in Call-Center environment related to loans, credit cards and deposit accounts.
  • Participated in Peer Shadowing Programs - providing assistance to new hires.
B.S: Business Administration - Finance, Expected in
GPA: Cum Laude), October 2012
Business Administration - Finance Cum Laude), October 2012
accounting, accrual, AP, AR, banking, budget, Call-Center, SC, Credit, customer service, FileNet, financial, general ledger, HP, IBM, insurance, inventory, Loan documentation, Maestro, meetings, Microsoft Excel, office, PowerPoint, SharePoint, Word, Monarch, payables, policies, processes, Proxy, Quality, Real Time, reporting, service level agreements, SLA, tax, training manuals, training programs, View

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Job Titles Held:

  • Operations Specialist
  • Loan Ops Specialist V - Workout/ Trainer
  • Consumer Loan Specialist / Trainer


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