Support Analyst District Sales
Resume:
Professional Résumé
Freddie Johnson Jr.
Current Location:Charlotte, NC
Work Location Preferred:Charlotte, NC
Work Authorization:US Citizen
PROFESSIONAL SUMMARY:
●More than 5 years in HVAC industry and 21 years in financial industry
●Advance knowledge and understanding of operational policies and procedures.
●Warranty Support Registration & Claiming
●Procurement Support:
●Parts orders
●Purchase Orders creation
●Executing Credit memo, Invoice Cancellation and/or Cost Transfers
●Experience/working knowledge of Operation system
●Proven ability to lead effective teams.
●Able to learn and apply quickly and effectively.
●Outstanding troubleshooting and resolution skills. PROFESSIONAL EXPERIENCE
CARRIER CORPORATION, CHARLOTTE, NC MARCH 2020 - April 2024Commercial Claims Operations Field Support Analyst Roles and Responsibilities:
● Maintain adherence to schedule, accessibility and quality standards as it pertains to assigned work via the dashboard and report files.
● Focus on first pass resolution and continuous follow up on open issues.
● Provided statistical data references for Carrier warranties claims from the 30-120 days threshold.
Calculate Sales contract revenue including discounts on claim parts and labor.
● Responsible for participating in all levels of operational support as it relates to warranties from prospective clients. Maintained and tracked monthly warranties claims to ensure processing meets expectations and all deadlines and processing dates are met.
● Analyzed Salesforce report data on a weekly basis and generated statistical reports needed by the district sales managers for weekly review.
● Organized / Coordinated weekly meetings with district sales teams to follow up on any warranty claims or discrepancies.
WELLS FARGO, CHARLOTTE, NC APRIL 2015 - FEBRUARY 2019 Roles and Responsibilities:Wholesale Financial Crimes Operations Business Risk & Controls Analyst
● Provided statical data and Periodic Reviews for Cash Vault Clients
● Provided risk management consulting to support the business processes and controls that mitigate risk and address regulatory requirements
● Responsible for preliminary investigative research root cause analysis and consultation regarding financial crimes transactions, policy violations, and /or suspicious situations with moderate high risk.
● Acts as a liaison with Legal and audit and external reviews.
● Partners closely with senior leadership and management on day-to-day activities and initiatives Familiar with the following systems: Tableau, Cornerstone, Bloomberg, SVP, Hogan, WCIS, Salesforce, FDR, Calypso Quartz Credit, RCSS OPICS, Integral Credit systems, CMR. WELLS FARGO, CHARLOTTE, NC JUNE 2011 – APRIL 2015Documentand Client Onboarding
(DoCO)/ Sr. Operations Analyst Roles and Responsibilities:
● Ability to analyze and document complex business processes.
● Relevant experience within compliance, AML/KYC, and Operational risk teams such as but not limited to Derivatives, Risk Management, and Credit.
● Provided onboarding guidelines for multiple products such as Forwards and Swaps.
● Experience reviewing legal documentation such as ISDA’s Due Diligence, Tax forms, and FX Agreements. Financial experience in the compliance, BSA/AML, or Sanctions Screening (OFAC) disciplines, including Comprehensive understanding of AML/BSA/OFAC regulations
● Advance knowledge of the regulatory implications of FACTA, Dodd-Frank OFAC, and Patriot Act guidelines
● Teamwork and interaction with trade desk, specialist, middle office, within Wells Fargo and other financial institutions Trained team members on how to input payment instructions in Calypso, OPICS, Bloomberg, and multiple trading platforms. Effectively lead and cross-trained teams on all operational duties with-in Static Data.
● Collaborate with other operations partners to enforce the processes to minimize operational risks and customer impact. Provide prompt and accurate responses to any inquiries for all Financial Center personnel
● Familiar with the following systems: Hogan, WCIS, Salesforce, FDR, Calypso, Quartz Credit, SVP, RCSS, OPICS, Integral Credit System, CMR, File net, Bloomberg, MT300 wire Box Confirmations
● Experience working in a demanding fast-paced financial institution, strong interpersonal skills, and the ability to build and maintain strong relationships. WACHOVIA, CHARLOTTE, NC JUNE 2005 - APRIL 2011 ConsumerBank Support (CBS) Roles and Responsibilities:
● Provide guidelines on all bank policies and procedures, as well as any Financial Center operational issues. Excellent verbal, written, and interpersonal communication skills.
● Experience reviewing legal and Trust documentation for accuracy.
● Assisted bankers by providing operating procedures and compliance relating to Mortgage loans. WACHOVIA, WINSTON- SALEM, NC MARCH 2003 – JUNE 2005 CreditBureau Dispute Resolution Unit Roles and Responsibilities:
● Research and resolve consumer credit bureau disputes using internal systems and web-based OSCAR systems to comply with Wachovia policies, the FCRA, and FACT Act.
● Process documents requiring knowledge of procedures. Maintain records or documents and compile reports. Compile data from documents or files, performing calculations and checking for accuracy.
● Deliver quality customer service by researching and responding to all internal and external clients efficiently and professionally.
WACHOVIA, CHARLOTTE, NC MAY 2002 - MARCH 2003 AnnuitiesOperations Analyst Roles and Responsibilities:
Processed Annuity Accounts for Various Banking firms: American General, Evergreen, Hartford Annuities, etc. FIRST UNION NATIONAL BANK, BOONE,NC 1999–2002 RiskReduction Specialist Roles and Responsibilities:
● Collected delinquent mortgage payments, home improvement loans, ranging from 60 days past due.● Assisted training departments with new training classes.
● Resolve customer accounts.
● Assisted customers in a variety of financial situations. EDUCATION:
Appalachian State University, Boone, NC
B.S. in Political Science, minor in Business Administration (2002)
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