Team Leader Operations Specialist
Resume:
Work History Contact
Key Skills
ALAN MILTON
IT/AUDITOR
Professional IT/Audit Specialist with a passion and talent for aligning security architecture, plans, controls, processes, policies and procedures with security standards and operation goals. Project/Team leader with proven experience directing all phases of complex compliance and Financial agendas while managing, motivating and mentoring team members with effective communication and interpersonal Skills. Excels at managing projects by deploying technology to build successful solutions for clients by ensuring the project supports strategic mission and objections that are within scope, budget, and on schedule. LEAD OPERATIONS SPECIALIST
JPMorgan Chase, San Antonio, TX
Running multiple transactions efficiently and
accurately.
Process personal, business, brokerage transactions. Protecting client information.
Verifying legitimate data/identity (system, in
person, on phone).
Following policies/keeping up to date with policies daily.
Operations control (Balancing Vault, Auditing,
Cash Box, Night drop).
Training new tellers and employees on
compliance.
Currency transaction reports
Assisting clients through phone for banking needs. Building rapport.
Handle large cash shipments on daily basis.
Recognizing client by face,name,transaction.
Educate and engage clients on the various
technological tools available.
Understanding client needs and referring over to
appropriate department.
Research transactions and evaluate on need by
basis.
2015-02 -
2017-07
Address
San Antonio, TX, 78260
Phone
Accurateon@protonmail.
com
Business operations
Team management
MS Office
Safety and compliance
Supervision
Project organization
MS Projects
MS Teams
Data analytics
Financial Audit
DevOps
Explaining policies to clients so they are well
informed.
Consistent positive interaction with every client. Setting team goals/attaining them.
Validating identification using tools given.
Referring clients to bankers for potential
personal,business,CPC accounts/Credit cards.
Adjusted original installation plan and reviewed
installations for compliance with local codes and
good operating practices.
Trained employees and managers on machine use
and maintenance.
Documented all changes and actions in
computer-based tracking system.
Managed quality assurance program, including
on-site evaluations, internal audits and client
surveys.
Developed team communications and information
for meetings.
Financial Banker
International Bank of Commerce, San Antonio, TX
Fraud Disputes.
Loan applicants.
Opening Personal, Commercial, and Business
Accounts.
Helping resolve account issues.
Building Rapport.
Validating clients.
Following policies and making sure clients
understand as well.
Creating new opportunities through phone calls
and superior customer service- Verifying Money,
Balancing vaults, and VISA debit cards.
Helping in Teller Operations.
Reaching sales performance goals every month.
Created and implemented business and marketing
plans to drive growth.
Negotiated with finance companies for optimal
financing opportunities for clients.
2014-02 -
2014-10
Agile Project
Management
Education
Targeted accounts at senior and executive levels
and secured funding for future initiatives.
Offered competitive commercial banking solutions
and retail financing options.
Audit Manager
Zarzamora Spirits, San Antonio, TX
Gathered and analyzed financial data to
determine improvement efforts.
Recommended changes to management
regarding financial operations.
Analyzed accounting systems for efficiency and
effectiveness.
Interacted with internal staff and clients to improve operational knowledge of relevant tax issues and
business implications.
Conducted strategic and technical reviews to
verify compliance with quality control standards,
schedule constraints and budget parameters.
Trained and mentored department staff on
policies and procedures to establish strong
foundation for client development and service
activities.
2020-01 -
2020-05
Customer Service Representative
Jersey Mike's, San Antonio, TX
Provided accurate information about promotions,
client programs and products, helping drive high
customer retention.
Helped customers complete purchases, locate
items and join reward programs to promote
loyalty, satisfaction and sales numbers.
2013-11 -
2014-02
High School Diploma
Ronald Reagan - San Antonio, TX
2009-08 -
2013-06
2013-08 - Pre-Physics
Accomplishments & Skills
2016-12 North West Vista College - San Antonio, TX BBA: Computer Information Systems
Texas A&M University
General and Cyber Security concentration
2017-02 -
2019-12
200+ hours in shadowing financial advisor
professionals.
Well organized and knows how to meet
performance goals.
Team leader and can follow policies/change in
policies.
Owning client issues from start till end.
Recognizing client interactions by face and name.
Extensive knowledge of all common business-
related IT functions.
Able to identify potential online security risks.
Adept at preparing detailed training procedures.
Solid understanding of various security software
applications.
Strong work ethic that includes solid attendance
record and frequent overtime.
Managing team performance goals
Coordinated Project in securing new investments
Excellent internal and external communications
skills.
Expert in MS applications/custom programming
devices.
Programming languages (Python,SQL,Java)
45 WPM
Strong foundation in physics and chemistry.
Cyber attacks prevention
Excellent in Problem Solving and Time
management
Emotional Intelligence (Can understand effectively and efficiently.)
Strong Communication and Computer Skills.
Languages
Certifications
Managed project implementing various financial
aspects
Supervised team in financial earnings analytics
Educating clients on tax rules/laws
Procured large cap investment clients
Account reconciliation expertise
Cash management audits
Installation and management of Configuration
Management tools
Ability to work independently and within a
geographically distributed team
Deploying and configuring Services in one or more
host data centers.
English
2020-09
2020-06
2020-08
2020-08
2020-08
CompTIA Security+ IP
CompTIA Network+
DevOps Fundamentals
Agile Project Management
DevOps Bootcamp
Hybrid Agile Project Management
2020-08
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