Professional Summary

Skills

Experience

Lee Jackson

***- ***-**** ad2rlf@r.postjobfree.com Dallas, Texas

Experienced professional with 20+ years of expertise in customer relations, corporate trust, client management, and reconciliation analysis. Proficient in identifying and resolving client issues. Strong problem-solving abilities. Ready to tackle challenges with proficiency..

• Cisco Jabber • Relationship Management • Oracle PeopleSoft

• Process Improvement • Staff Development and Training • Strong Analytical Skills

• Reconciliation • Accounts Payable • Quality Assurance Accounts Payable & Receivable Specialist P/T January 1997 - Current Supreme Council of the House of Jacob, Dallas, Texas

• Conceived methods for streamlining processes, improving tracking, and cleaning up records.

• Handled physical check payments with impeccable accuracy.

• Resolved most issues by collaborating with internal team members to research and address AP problems.

• Conducted month-end transactions, reconciled bank statements, and daily sales. Client Service Analyst May 2014 - October 2023

Bank of New York, Dallas, Texas

Created and maintained comprehensive records to document procedures, methodologies, and information sources used during analytical tasks for 1600 accounts annually.

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Demonstrated adeptness in resolving escalated customer issues by consistently maintaining a professional demeanor. Utilized comprehensive knowledge of loan products, bank policies, and customer service strategies to effectively, address and resolve concerns.

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• Implemented standardized policies and procedures to promote operational consistency and efficiency.

• Reduced dissatisfaction by promptly resolving client complaints or concerns.

• Collaborated with the executive team to ensure program alignment with key organizational objectives. Performed comprehensive reviews of billing processes to guarantee accuracy and compliance with established standards, handling a monthly workload of over 3,000 invoices.

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Senior Analyst November 2013 - May 2014

Bank of America/Randstad (Contractor), Dallas, Texas

• Researched the existing portfolio of loans for changes in financial condition or risk profile and took appropriate action as needed.

• Pioneered special projects as assigned by senior management and completed assignments within specified deadlines. Uncovered discrepancies between loan applications and supporting documentation, and worked closely with applicants to resolve issues quickly.

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Education

Certifications

Program Manager January 2010 - October 2013

J P Morgan Chase/Randstad (Contractor), Lewisville, Texas Coordinated and managed multiple reconciliation programs concurrently, ensuring all deliverables were met on time and within budget.

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• Reconciled missing payments and corrected incorrect information through a proactive approach to reviewing documentation.

• Conducted regular meetings with team members to review progress and address any issues or concerns. Managed end-to-end employee lifecycle processes, including recruitment, training, promotions, and onboarding, with a focus on fostering a high-performing and engaged team of 16 employees.

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Senior Investigator August 2008 - December 2010

FDIC/Stone Advisor (Contractor), Dallas, Texas

Conducted complex investigations into loan fraud with a focus on monitoring for evidence of maleficence, policies, and procedures.

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Coordinated unbiased investigations into ethical and compliance violations and allegations of misconduct. documented investigation findings, and prepared reports for department records.

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Evaluated complex information, carefully weighed evidence, and assessed witness credibility to systematically develop logical conclusions.

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Bachelor of Science (B.S.): Business Administration/Management - Southern University, Baton Rouge, LA Realtors License

Claims Adjuster License

Notary Public

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