EFS
Earn-Nette Freeman-Smith
Cranston, RI 02910
Phone: 401-***-****
adyfsg@r.postjobfree.com
Skills and Expertise
Ability to work in face paced environment
Excellent time management skills
Business Controls and Operations
Excel, PowerPoint
Self-motivated and delivery focused
Management and Coaching
Conflict Resolution and Leadership
Presenting to Executives
Project Management
PROFESSIONAL EXPERIENCE:
Bank of America Jacksonville, Florida/Providence, RI February 2001 – Present
January 2020-Present: Senior Operations Consultant (Leasing)
Responsible for the day-to-day resolution of complex problems and the execution of complex transactions for multiple sites or larger business unit(s), including research
Document and close US and international corporate/commercial aircraft finance transactions
prepared and properly executed documents to accurately reflect credit terms and risk mitigates for leasing and loan transactions; interacting with legal (outside and in-house)
resolved lien and title perfection issues; UCC searches, filings and terminations; reconciling expenses and liaison among all internal disciplines, clients, sellers, brokers, escrow agents, and legal counsel
October 2017-January 2020 Officer; Sales Support Associate
Handle all inbound product and sales calls
Communicate with business professionals via calls and email
Running analytics and historical illustrations
Operational excellence-ensure execution and compliance of Deposit Management, overdraft management, fraud management and exception wire process
Follow up with sales development managers and leads generated
Resolve problems with little guidance
Strong communication skills
2015-2017 Claims Analyst
Maintained an above average quality and production score
Trained associates in a new line of business process
Became experienced in ACH and Visa claims
Senior operations associate- Merrill Edge October 2014-August 2015
Responsible for distributing incoming documents
Making corrections for incoming trades
Updating corrected information on excel spreadsheets
Senior Fraud Analyst- March 2013-July 2014
Detect fraud at the initial fraudulent login to online banking to mitigate the losses before fraud transactions occur.
Work in an inbound and outbound call environment and are responsible for taking action across the entire customer relationship including Online Banking, Deposit, ATM/Debit and Credit Card accounts.
Research and accurately decision account opening
Solve and resolve complex issues in a timely manner
Responsible for educating the customer on phishing and malware and communicating with banking centers to assist with the setup of new accounts.
Dedicated Service Consultant March 2007- March 2013
Managed a portfolio of 35 or more commercial clients, maintaining yearly revenues of $50,000,000.00
Establish new products for client accounts, provide information for existing products.
Process high dollar financial transactions utilizing over 20 various Operating Systems daily.
Exceed in required objectives to achieve above satisfactory employee rating.
Interacts and deepens relationships with internal business partners and personal portfolio clients
Received Bank of America Global Recognition for Customer Service
Liaison between Client and Sales Team with special attention to escalation items/issues.
Responsible for resolving and processing client requests including handling escalations of more complex issues by managing the coordination of workflow to business partners and ensuring timely resolution.
Senior Fraud Analyst August 2006- March 2007
Review and appropriately decision, with a sense of urgency, risk accounts in East Coast Model states.
Monitor various operational reports with an emphasis on controlling risk and exposure.
Escalate issues to appropriate levels.
PRC New Account Response Team
Open new personal and business accounts according to Policy and Procedure.
Collect and input CIP and KYC prior to account opening.
Provide fulfillment and follow-up support for New to Company Clients
Market calls to ensure that Client Managers/Market Managers are aware of CIP requirements.
Kept up to date with latest compliance rules.
PRC Specialist - September 2003 –August 2006
Ensured complete and efficient customer interactions
Responsible for maintaining service levels in a inbound call center unit
Supportive of departmental strategies, policies and structure.
Demonstrated ability to creatively plan and carry out business strategy and achieve team goals.
Demonstrated leadership among peers.
Spent 5 weeks in RI to train Fleet associates
Senior Teller –February 2001-September 2003
Completed daily customer service tasks
Responsible for balancing and filling Teller Cash Dispenser
Responsible for ordering cash for branch and balancing branch vault
Trained new tellers
System Proficiency – SRS, ALS, AFS, ACE,, PRO, Interact, KYC, FDES, LPS, MSP, TSYS, VECTOR, Navigator, Excel, ARAS, IMAGEVIEW, XNET CS&S, ASR, BOSS/FAST, ACH VIEW, TPX (ALLTEL), OUTLOOK, windows, Excel
Education:
Associates Degree in Paralegal Studies, Mt. Ida College