Account Manager Technical

Aneko Jackson

Park Forest, IL ***** 847-***-**** ************@******.***

Objective

Experienced Customer Success Lead with a demonstrated history working in the financial services industry. Skilled in areas such as: customer relationship management, client retention, and people management.

Education

ASSOCIATES DEGREE JUNE 2014 DEVRY UNIVERSITY

· Web Graphic Design

Skills & Abilities

● Training & Development

● Negotiation

● Relationship Management

● Technical Aptitude

● Analytical Thinking

● Leadership

● Forecasting & Road Mapping

● Financial Services

● Auditing

● Change Management

● Onboarding

● Enforcing Regulatory Compliance

● Executive Project Oversight

● Financial Compliance Regulation

● Managing Communication Pipelines

● SalesForce

Experience

Technical Account Manager DebtPayGateway APRIL 2022 - PRESENT

● Prepare financial reporting for executive leadership as it pertains to business requests.

● Serve as a consultant between DebtpayGateway and its clients regarding the technical launch of their business.

● Prioritizes multiple technical projects simultaneously to completion to address each business needs.

● Owns the relationship dynamic across all stakeholders and executive leadership to establish business needs.

● Implement all technical aspects within business - establishing & streamlining workflows, providing software training, and delivering complex solutions.

● Assist businesses with their change management processes within their organization.

● Provides technical & business road-maps to executive leadership to ensure timely completion of projects.

● Performs all systems administrator duties across multiple businesses. Client Success Lead OPPFI APRIL 2020 - APRIL 2022

● Partnered with senior leadership to develop, monitor and report on daily KPIs for the business. ·

● Facilitated training and onboarding to new hires to support productivity.

● Performed account audits to ensure OppFi was within compliance with collection laws.

● Developed and implemented policies department wide to ensure protection of clients and business. ·

● Partnered with senior leadership in strategic, business, and operational planning.

● Utilized feedback from internal & external stakeholders to provide a roadmap on ways to drive measurable solutions.

● Enforced compliance regulations throughout multiple departments regarding financial transactions to ensure protection of business and consumers.

Client Account Manager OPPFI AUGUST 2018 -APRIL 2020

● Maintained accurate and current customer account data with manual forms processing and digital information updates.

● Lead well thought out investigations required to substantiate balances owed including interfacing with POA, creditors, and other authorized

● Identified applicable parties then coordinated then coordinated payment and corresponding due dates then monitored payment activity & status updates until account reconciliation.

● Completes quarterly compliance testing to stay abreast on federal financial regulations - this includes SOX regulation, FDCPA, money laundering and credit reporting.

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