Livecareer-Resume
Jessica
Claire
resumesample@example.com
(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
:
Professional Summary

Successful at reviewing suspicious activities and uncovering fraud. Experienced in meticulously and methodically assessing merchant portfolio batches each day. Excellent reporting and documentation skills. Detail-oriented [Job Title] bringing [Number] years' experience assessing financial documentation, recommending improvements and maintaining ongoing monitoring. Well-versed in using [Software] and implementing statistical analysis techniques. Desire to bring expertise to dynamic, growth-oriented position. [Job Title] with over [Number] years of successful experience in [Skill] and [Skill]. Recognized consistently for performance excellence and contributions to success in [Industry] industry. Strengths in [Skill] and [Skill] backed by training in [Area of study]. Senior [Job Title] and outstanding performer in [Skill] and [Skill] within [Industry]. Proven success in leadership, operational excellence and organizational development with keen understanding of elements of [Type] business. Recognized for inspiring management team members to excel and encouraging creative work environments. Enthusiastic [Job Title] eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of [Task] and [Task] and training in [Skill]. Motivated to learn, grow and excel in [Industry]. Experienced [Job Title] with over [Number] years of experience in [Industry]. Excellent reputation for resolving problems, improving customer satisfaction, and driving overall operational improvements. Consistently saved costs while increasing profits. Multi-talented [Job Title] consistently rewarded for success in planning and operational improvements. Experience in policy development and staff management procedures positively impacting overall morale and productivity.

Skills
  • Regulatory Compliance
  • Customer Communication
  • Conducting investigations
  • Order reviewing
  • Problem resolution
  • Budgets
  • Relationship development
  • Process improvement
  • Customer service
  • Business operations
  • Project organization
  • Communications
  • Organization
  • Supervision
  • MS Office
  • Team management
  • Operational improvement
  • [Type] equipment
  • Team building
Education
Rutgers, The State University of New Jersey Newark, NJ, Expected in 12/1996 Bachelor of Arts : Economics - GPA :
Work History
Cvs Health - Senior Risk Advisory Associate
Elk Grove, CA, 11/2015 - 08/2020
  • Read and understood [Type], [Type] and [Type] financial documentation.
  • Produced and filed reports every [Timeframe] to inform senior management of current activities and progress with investigations.
  • Developed, deployed and enhanced procedures to reduce institution's exposure to fraud.
  • Completed statistical reviews to uncover trends, patterns and variations.
  • Performed in-depth research and investigations and recommended strategies to resolve problems and prevent further concerns.
  • Worked within [Software] to compile and review information with pivot tables and charts.
  • Saved $[Amount] by implementing cost-saving initiatives that addressed long-standing problems.
  • Drove operational improvements which resulted in savings and improved profit margins.
  • Led [Type] team in delivery of [Type] project, resulting in [Result].
  • Increased customer satisfaction by resolving [Product or Service] issues.
  • Maintained excellent attendance record, consistently arriving to work on time.
  • Worked with [Type] customers to understand needs and provide [Type] service.
  • Resolved [Type] problems, improved operations and provided exceptional client support.
  • Managed quality assurance program, including on-site evaluations, internal audits and customer surveys.
Wells Fargo - Compliance Consultant
Summit, NJ, 09/2019 - 03/2020
  • Confirmed data and licensing information through investigations and notified violators of required changes to bring operations into compliance.
  • Managed quality programs to reduce overdue compliance activities.
  • Reviewed [Area of expertise] laws and updated investigation strategies to reflect current information.
  • Advised clients on compliance fraud and investigations, as well as potential remedies and required actions.
  • Collected detailed notes on investigations and other communication to adhere to legal requirements and enhance recordkeeping.
  • Worked with financial institution customers to understand needs and provide excellent service.
  • Resolved regulatory problems, improved operations and provided exceptional client support.
  • Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
  • Managed quality assurance program, including on-site evaluations, internal audits and customer surveys.
  • Maintained excellent attendance record, consistently arriving to work on time.
Bioventus - Relationship Manager
Sacramento, CA, 01/2013 - 11/2015
  • Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
  • Used effective sales strategies to convince clients to accept proposals, resulting in increase of more than $[Number] in new business per year.
  • Developed [Timeframe] summaries to assess each client's participation level and determine targets for follow-up plans.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Created customer support strategy for team of [Number] to increase [Type] customer retention by [Number]%.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Networked with business leaders and executives to identify clientele within local community.
  • Worked with [Name] and [Name] departments to facilitate communication and deliver personalized solutions to customers.
  • Assisted customers with needs such as opening accounts, depositing or transferring funds, updating account details and signing up for new services.
  • Educated customers about [Product or Service] options and processed purchases.
  • Supported end-to-end credit management process, submitted complete loan documentation and supported credit originations for credit compliance.
  • Managed portfolio of [Number] high net worth (HNW) clients with $[Number] in total assets.
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
  • Supported branch manager using [Skill] and [Skill], resulting in [Number]% increase in new business.
  • Presented clients with [Type] options to meet diverse demands.
  • Operated in self-directed environment with minimal input to solve problems and implement resolutions.
  • Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.
  • Assessed client satisfaction throughout credit management process by soliciting customer feedback and asking [Type] questions.
  • Utilized prospecting techniques to identify potential clients and create opportunities to sell financial services.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Planned portfolio solutions after carefully analyzing clients' financial health and future requirements.
  • Worked with clients to address and respond to client and partnership management issues.
  • Generated new business and referral clients in partnership with financial advisors and branch team.
Cambridge Investment Research Inc. - Compliance Auditor
City, STATE, 06/2008 - 01/2013
  • Collected and graded examinations.
  • Performed over [Number] compliance audits per month for [Client name].
  • Analyzed all audit results and resolved all compliance issues.
  • Participated in various training and development programs, including [Type] and [Type].
  • Managed quality programs to reduce overdue compliance activities.
  • Verified adherence to all internal operations for [Client name].
  • Prepared reports for templates and maintained compliance database.
  • Identified audit risks, prepared budgets and coordinated with management and audit team in preparing related reports.
  • Developed and implemented corrective actions to bring business areas in line with standards.
  • Achieved $[Amount] cost savings by discovering opportunities to amend contract agreement.
  • Facilitated financial and operational audits, working with internal and external managers to communicate recommendations or issues surrounding audits.
  • Determined financial and operational audit areas, providing most economical and efficient use of audit resources.
  • Prepared working papers, reports and supporting documentation for audit findings.
  • Identified management control weaknesses and provided value added suggestions for remediation.
  • Completed audit papers by thoroughly documenting audit tests and findings.
  • Identified control gaps in processes, procedures and systems through in-depth research and assessment and suggested methods for improvement.
  • Evaluated design and operating effectiveness of audit areas using [Technique].
  • Maintained excellent attendance record, consistently arriving to work on time.
  • Resolved conflicts and negotiated mutually beneficial agreements between parties.
  • Drove operational improvements which resulted in savings and improved profit margins.
  • Resolved [Type] problems, improved operations and provided exceptional client support.
  • Managed quality assurance program, including on-site evaluations, internal audits and customer surveys.
  • Handled [Number] calls per [Timeframe] to address customer inquiries and concerns.
  • Worked with [Type] customers to understand needs and provide [Type] service.
  • Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
  • Saved $[Amount] by implementing cost-saving initiatives that addressed long-standing problems.
  • Transported [Product or Service] to customer locations [Timeframe].
  • Developed team communications and information for [Type] meetings.
  • Led [Type] team in delivery of [Type] project, resulting in [Result].
  • Monitored social media and online sources for industry trends.
  • Increased customer satisfaction by resolving [Product or Service] issues.
Accomplishments
  • Documented and resolved [Issue] which led to [Results].
  • Supervised team of [Number] staff members.

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Resume Overview

School Attended

  • Rutgers, The State University of New Jersey

Job Titles Held:

  • Senior Risk Advisory Associate
  • Compliance Consultant
  • Relationship Manager
  • Compliance Auditor

Degrees

  • Bachelor of Arts

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