IAC

INSPIRATION

James Allen

Dream lofty dreams, and as you dream, so shall you become. Your vision is the promise of what you shall one day be; your ideal is the prophecy of what you shall at last unveil.

SKILLS

Tying speed (45-50wpm).

twenty plus years in Data Entry (10,000 keystrokes).

Microsoft Office (Word, Outlook, Excel, basic PowerPoint, and Access), and Lotus office.

Over thirty years’ experience in Customer Service.

Five years as a Supervisor in the Financial Industry.

Broad experience as an Assistant Manager/Manager in a retail store environment.

Ten years as an Administrative Assistant/Receptionist in Corporate environment.

INGRID ANNETTE COLEBROOK

CUSTOMER SERVICE MANAGEMENT P.O.BOX N-8955

HIGHLIGHTS OF QUALICATIONS

Expert knowledge and abilities in written communication.

A patient and active listener who fully focuses on the speaker.

Organized and detail-oriented, knack for understanding procedures and logistics.

Strong skills in time management, prioritizing task, and meeting deadlines.

Excellent problem solver with strong sales analysis and report skills.

EDUCATION

Jonesboro, Arkansas (Online)

B.S. DIGITAL TECHNOLOGY & WED DESIGN - (9/2022 to Present)

BIFS

CREDIT & COLLECTION I – (4/2022)

INTERMEDIATE AML & COMPLIANCE – (3/2021)

INTRODUCTION AML & COMPLIANCE SYSTEM – (2/2020)

Trenton, NJ

ASSOCIATE OF SCIENCE IN BUSINESS ADMINISTRATION - (5/2000)

06/2022 – Present Sharkeez Department Store Nassau, Bahamas

Store Manager

As Retail Store Manager I am responsible for managing a retail store, which includes overseeing sales, staff, and inventory. The following duties and responsibilities:

Supervise, train, and assist employees like Sales Representatives and Retail Store Clerks in customer service, store maintenance and product promotions.

Develop and maintain a schedule for employees and promotions centered on holiday sales and other cycles.

Seek ways to better promote the store, the product line and service within the store.

Maintain proper inventory levels, ensure stocking, implement purchasing plans, and maintain contact with suppliers to ensure maximum efficiency in meeting sales goals.

Manage all controllable costs with a view to maintaining profitability.

Ensure the store always remains clean and presentable.

Hire and train as needed to ensure adequate personnel is on hand to provide outstanding customer service.

05/2019 – 03/31/2022 Commonwealth Bank Nassau, Bahamas

Assistant Credit Officer

As an ACO. Responsibilities required me to prepare, maintain loan, control of deeds, and perform lending activities efficiently and accurately.

Ensures all loan applications are thoroughly completed and supported by proper documentation.

Maintains account numbers to all loans (new and present)

Ensures that all loans are properly authorized prior to disbursement.

Assists with the preparation of payment schedules.

Disburses all loans through Teller for Signature including balance of workstation daily.

Maintains the Cashiers Cheque Log and acts as custodian for those cheques.

Prepares the following reports as assigned by management:

REPORTS.

Registration of Chattel Mortgage.

Notarization fees on Chattels/Equitable/Stamp Tax and Equitable Mortgage documents.

General Ledger Reconciliation/Auto financing/ Gain & Loss reports.

Weekly lending, Monthly production, and Business Development reports.

Assisted customers with online banking queries, resets, set-up accounts, and password reset.

OTHER DUTIES.

Prepares and delivers checks monthly to Public Treasury for Registration, Stamp Tax and Notarization fees.

Ensures all documents are filed: Promissory Notes Chattels and Equitable Mortgages Insurance Encashment etc.

Monitoring and Reconciliation several General Ledgers.

Relieving the CSC at the Front Desk during lunch breaks.

08/2015 – 4/2019 Commonwealth Bank Nassau, Bahamas

Embossying Associate

As an Embossing Associate. Responsibilities includes sorting and packaging of MasterCard Classics, Golds, Prepaid and BTC. Also, Suncard MasterCard Regular and Gold, ATM, Gift, and Visa Debit Cards. Other duties were destroying invalid cards, maintaining the card inventory, card tracking sheets, and card outgoing MasterCard file.

Maintained dual custody of the Embossing room.

Reviewed and update tracking system for all Credit Cards, Prepaid, Gift, ATM, BTC, and Visa Debit.

Accurately emboss all MasterCard Prepaid, Credit, ATM, BTC, Visa Debit (Checking & Savings account) and/or Gift cards upon request and verified.

Prepared mailing list for cards return after five business days and updated the MasterCard tracking Excel spread sheet.

1/2013 – 8/2015 Bank of the Bahamas Nassau, Bahamas

Customer Service Officer /Fraud and Chargeback Associate

Interacted with customers to provide and process information in response to inquiries, concerns and requests about products and services. After a year as a Call Centre Staff Representative was promoted as an Embossing Associate. Responsibilities included sorting and packaging of Prepaid, Credit and ATM cards for pick-up and delivery. Other duties were destroying invalid cards, maintaining the card inventory, card tracking sheets, and card outgoing MasterCard file. Shortly thereafter a little over eight months in the Embossing position was promoted as a Fraud and Chargeback Associate.

Analyzes, investigates, and monitors all Fraud Alert receive through “Visa Online (VRM)” daily as well as follow-up with all pending items.

Liaises with the Accounting Department, Card Centre, and Merchant Services in reconciling the Fraud general ledger.

Processes all chargeback using “Discover Online,” “AS400,” “EPX,” and “Visa Resolve Online (VROL),” and copy requests received from Supervisor within 48 hours of receipt.

Prepared items for write-off in a timely manner ensuring that supporting documentation is attached and presented to the Supervisor for verification. Kept detailed records of all account activities for the “Fraud Department.

2005 – 2010 Axa-Financial Services Weehawken, New Jersey

Accumulator Customer Service Representative(Team Leader)-Licensing/Payment Department

Worked as a licensing & payment representative handling claims processing for a leading insurance and financial service provider. Completed monetary transaction, and resolved customer concerns in collaboration with brokers, respective agency, and other departments. Coached and mentored new employees within the payment, licensing, and CSR department. Within one year promoted to Team Lead in the Customer Service Department.

As a Team Leader, motivated and supervised an outbound/inbound call center staff of 10 within my unit. Answered 75+ calls per day from Brokers/Clients. Conducted group training sessions on financial products and services. Developed a system and call scripts to facilitate the efficient management of call volume.

Ensured strict adherence to company policies and procedural guidelines. Monitor interaction between staff and callers to ensure quality assurance standards. Reviewed call center statistics to measure staff performance and the need for improvement.

Allocated all monies in sub-pays, sub exchange, and exchange match. Responsibilities included compliance to procedures for applying payments and verifications. Reviewed all documents for quality control.

Rectify discrepancies and correct system errors relating to address, license, commission option and NASD effective dates. Performed standard and non-standard processing within 1035-transfer unit.

ADDITIONAL TRAINING

MICROSOFT OFFICE

CERTIFIED ASSOCIATE PROJECT MANAGEMENT (CAPM) EXAM DATE: SEP 11TH 2023

BUSINESS ANALYSIS – ECBA CERTIFICATION EXAM DATE: NOV 11TH, 2023

CERTIFIED CRYPTO CURRENY EXPERT (CCE) EXAM DATE: DEC 9TH 2023

SECURTIES INDUSTRY ESSENTIALS (SIE) EXAM DATE: JAN 11TH 2024

BANKING CREDIT ANALYSIS PROCESS (FOR BANKERS) BUSINESS ANALYSIS FUNDAMENTALS - 2023

THE COMPLETE FINANCIAL ANALYST COURSE 2023 THE BUSINESS ANALYSIS CERTIFICATION PROGRAM (IIBA - ECBA)

FINANCIAL STATEMENT ANALYSIS – RATIO ANALYSIS THE COMPLETE 2023 WEB DEVELOPMENT BOOTCAMP

GRAPHIC DESIGN MASTERCLASS DIGITAL MARKETING MASTERCLASS

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