Customer Service Sales

Trudy Renee’ Bowman

*** ****** ****, **** ******, Louisiana 71292

Cell: 318-***-**** - *********@*****.***

Summary

As an operations specialist; I have years experience in banking, customer service, human resources

management, and sales. Broad skill set includes building relationships with customers, colleagues and

upper management. Excellent verbal and written communication skills; and proven ability to identify,

analyze, and solve problems. Perform effectively despite sudden deadlines and changing priorities. Quick

learner with a drive for excellence.

Experience

JP Morgan Chase - 2010 to 2013

Quality Control - Operations Associate - 2010 to 2013

•Perform units on various departments for accuracies per Line of Business

•Provide feedback for trending and root cause analysis that was communicated to various departments to

improve work performances.

•Investigate, monitor, report and drove solutions to Quality audit issues

•Good working knowledge of Chase Servicing/Production Systems - CheckTracker, Lender Live,

Inforsource, Ivault, Default Workflow

•Utilized my strong knowledge of banking documents

•Communicate effectively with various departments and other support staff on testing timelines,

deliverables, status and other information

•Maintain high meets and exceed status in productivity as well as an exceed in quality

Attorney File Collection - Operations Associate - 2011 to 2012

•Contacted attorney firms and other finance companies to retrieve pertinent documents

•Handled highly sensitive, very critical and highly publicized foreclosure reviews

•Exceed the turnaround requirements set by OCC

•Maintain online database to assist in the tracking of loan documents report, scorecards and Meeting

Agendas/Notes, Supplier Compliance Confirmations, and Vendor Process Docs

•Exceeds average productivity goal of 120%

Chase Client Services - Chase Work Associate - 2010 to 2011

•Worked Internal requests for any documentation requested from credit/collateral files in a timely manner

and always met the SLA requirements

•Supported Default, Customer Care, Legal and other internal business partners as needed

•Utilized by vast knowledge of banking documents

•Operated various required systems like Wincss, MSP, Crest, DFM, Ivault & others systems

•Worked on many projects with a vast sense of urgency like the SCRA file review project

•Received Exceed or High meets in my Quality Rating

•Supported and worked effectively with peers and supervisor

•Detailed knowledge and utilized the department procedures

Oglesby Financial Group

Financial Client Service Associate – 2006 to 2009

•Prepared reports and supporting material for quarterly client review meetings

•Build strong relationships with attorney offices

•Handled incoming calls and walk-in clients of financial requests

•Transcribed dictations after meetings and phone conversation

•Prepared tickets for the liquidation of stocks or funds for check requests

•Maintained detailed records of all tasks & work flow items in our client relationship management

software

•Provided administrative support to financial advisors

•Assisted clients with products such as life insurance, annuities, stocks, mutual funds & bonds

•Trained in NASD Series 6 and 7

Regions Morgan Keegan Bank

Administrative Trust Assistant – 2005 to 2006

•Managed calendars, scheduled meetings & and transcribed notes

•Prepared outgoing mail & correspondence like faxes, email and overnight packages

•Collected data and updated weekly and monthly newsletters

•Maintained an adequate inventory of supplies, forms and manuals

•Prepared many reports on Excel and Outlook

Kelly Services Staffing, Inc.

Sr. Supervisor, On-Site Coordinator & Acct Representative – 1997 to 2005

•Collaborated with hiring manager and recruiters to generate offer letters and individual employee

benefits

•Documented pertinent information on each of the employees using HRIS Systems,

•Processed weekly payroll for over 3000 employee hours

•Handled Benefits Administration using People Soft

•Processed background checks and coordinated drug screenings

•Researched employee issues with regards to payroll and benefits questions by contacting appropriate

departments and reviewing the company handbook and policies

•Created and prepared paperwork for all new hires, tracked attendances, recorded personal and vacation

time and ensured that benefits department was notified of all leaves of absence on a weekly basis

•Supervised, coached and counseled employee staff at various companies

Education

University of Louisiana of Monroe – Completed 2 semesters of General Studies

Ouachita High School - Graduated 1980

Licenses and Certificates

•Held License for Life, Accident and Health for various years

•EEO and ADA Certifications

•COBRA Administration and Worker Compensation Certificates

•Awarded several “Sales Person of the Year” Award

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