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Customer Service Management

Location:
Chicago, IL, Canada
Posted:
November 23, 2012

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Resume:

John Williams

Chicago ~ IL

773-***-****

***************@*****.***

Recent Career History

Financial Services Representative

BMO Harris Bank (Contract), Chicago, IL February 24, 2012-

November 30, 2012

Providing a quality front-line communications interface for customers and

traders, while managing/validating various bank procedures including

Advances, Payments, Interest Payments, Letters of Credit (LCs), and

processing Libors.

. Supporting accurate transactional records and account maintenance over

the full loan life-cycle, maintaining data consistency between Loan IQ

and legacy loan system

. Facilitating complex problem resolutions and reconciliations between

internal business partners, external customers, and audit teams in

accordance with bank and industry standards

Data Analyst and Proof Adjuster

2000 -- Present

PNC Bank (Formerly National City Bank), Chicago, IL

Employed full-time prior to B.A. degree and then full-time/part-time during

and after college; providing a wide array of banking services to local

consumers and SMB customers while supporting general office administration.

Identified, researched, and resolved technical problems relating to

accounts and transaction systems; escalating issues where appropriate.

. Processed unqualified items representing more than $99MM in value

from multiple departments and sources including ATM, adjustment and

batch items, general ledger entries and bundles

. Reduced processing times for credit/debit documents through effective

collaboration and team work within the reconciliation group; utilizing

a proof machine for accurate MICR coding

. Valued by management for efficiency and quality work; consequently re-

hired twice during and after attending college

Page 1 of 2

Financial Operations and Services Professional

Account Reconciliation ( Customer Service ( Consumer Marketing ( "Loan IQ"

Electronic Records Imaging/Management ( Office Administration (

Project/Team Leadership

Analytical services professional possessing 10 years of experience in

transactional bookkeeping, account reconciliation, records management,

customer service, and business communications in the banking/finance

industry. ~Skilled communicator and facilitator with a customer-centric

focus and consultative; approach to problem solving. Attention to detail;

fast learning; strong work ethic; personal integrity - Seeking an

opportunity to demonstrate leadership and prove value.

Professional Highlights

Chicago District Council Carpenters Pension Fund

. Coordinated a multi-department electronic records-management process

conversion; planning and integrating records-imaging technology that

led to reduced administrative and financial overhead

. Significantly reduced data entry errors by identifying and

implementing bar-coding technology

PNC Bank

. Recognized by management for consistent and superior "production-to-

error" ratio

. Improved customer satisfaction and shortened reconciliation times

Education

Bachelor of Arts in Communications, Northern Illinois University, DeKalb,

IL 2006

Associates Degree in Business Economics, Kennedy King College, Chicago, IL

2003

606**-***** 60611 Customer Deposits, Retail Items, Money Orders, Official

Bank Checks and Savings Bonds, Teller, drafts, proofs, balancing

Career History - Continued

Operations Associate and Records Imaging Project Lead 2009 - 2010

Chicago District Council Carpenters Pension Fund (Contract via The Lasalle

Network), Chicago, IL

Rapidly awarded greater responsibility; started as an operations associate

(records/account verification) and quickly selected to lead electronic

process/work-flow conversion efforts across functional groups.

. Consulted with managers and team members in each department to plan

for technical requirements, work-flows, and implementation schedules

. Managed each conversion within defined budget and according to the

master-schedule timeline

. Audited, corrected, and processed pension account documents to ensure

accurate data entry

Page 2 of 2

John Williams

Chicago ~ IL

773-***-****

***************@*****.***



Contact this candidate