EVELYN PEREZ

**** * ******* ****** 727-***-**** (home)

Tampa, Florida 33604 actclb@r.postjobfree.com 727-***-****(cell)

Seasoned Financial Service Professional with proven abilities in all Systems, Management, Operations, Communications, Foreign Currency, and Wire Operations. Equally efficient for working independently or with a team environment. Possessing strong interpersonal skills, problem solving skills and is able to work effectively with Team members on all levels efficiently.

J.P. Morgan Chase, Tampa, Florida

Transaction Processing Specialist-Retail Investigations 2013 to 2015

Contacting Branches/Customer’s/Internal Partner’s etc via phone

Analyze, prioritize respond to, and resolve inquiries accurately and in a timely manner according to departmental standard.

Follow-up on pending cases to ensure they are handled according to departmental standards.

Process Accounting Adjustments accurately by re-effecting funds or return funds to the appropriate party to avoid mitigating risk to the department

Client Services Representative for Pod and Phones 2010-2013

Excellent Customer Service Quality while maximizing efficiency in resolution of Customer inquiries

Exceptional Problem Solving skills for Research

Ability to established Policies and Procedures

Complex Problem-Solving Skills

Perform Complex Maintenance Functions

Exceptional Knowledge of financial aspects of business operations and requirements.

Maintain Client relationships for research and compliance

Assigned Special Projects for completion

Team Mentor for New Hires

Received High Quality scores for Accuracy and Customer Service

Business Analyst & Reporting Specialist, TS Global Billing Dept. 2002-2009

Compiled data, investigate certain transactions of assigned accounts and make

Necessary adjustments.

Responsible for Cross training Staff and maintenance of procedures.

Maintain high level of accuracy and productivity.

Timely processing of requests to meet billing SLA’s.

Monitor/work key health reports and SAR reports for preventative customer level maintenance

Use a Variety of computer skills, such as, spreadsheet, word processing, database, and reporting.

Use strong analytical, communication, and interpersonal skills to process work.

Daily communication with Market Liaisons, Customer service Officers and

Product Manager to understand and implement customer request for changes to pricing and billing.

Bank of America, New York, N.Y 2000 to 2002

Assistant Supervisor of Operations, Wire Transfer Operations

Performed Lead responsibilities including payment releases and daily processing workflow.

Investigated and resolved foreign currency payment instruction problems including SWIFT, CHIPS and FEDWIRE.

Assisted management with testing routing and sending messages.

Performed cross training of staff as required.

Identified miscellaneous credits and investigate items sent to the “Exception Unit”

Managed telephone inquiries concerning same day and future value payments.

Prioritized and processed “Exception Unit” items to conform to daily cut-off times in CHIPS and FEDWIRE.

Responsible for the approval of OFAC items and ensured OFAC payments are released in a timely manner.

Performed follow-ups, execute payments, and generate correspondents and resolve cases for cable backs using the Claims System.

COMPUTER AND PROFESSIONAL DEVELOPMENT

» Windows XP » MS Excel » Stars Cap

» Outlook » AARC/CCA

» Pega View Ace » Montran System » Rumba/CAP

» Oral and Written Communication » Thomas Directory

EDUCATION

Graduated James Monroe High School, Bronx, NY-Diploma

Allen School, Queens, NY-Assistant Nursing Certificate

Drake Business School Staten Island, NY-Computerized Accounting Certificate

Various continuing education training courses via J.P. Morgan Chase Training Central

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