Client Service Financial Services

Erin Chambers-Shaw

*******@*******.*** 407-***-**** Clayton, NC Linkedin

Professional Summary:

Detail-oriented, proactive, and results-driven financial services professional with comprehensive experience in accounts receivable, payment processing, fraud mitigation, and compliance. Adept at managing multiple AR systems, collaborating with cross-functional teams, and consistently delivering high-quality, accurate work in fast-paced environments. Seeking a position where I can leverage my strong analytical skills, critical thinking abilities, and leadership potential to drive operational efficiency, contribute to team success, and enhance organizational outcomes.

Work Experience:

Duke Credit Union Durham, NC

Financial Services Specialist 07/2024 – Present

· Executed end-to-end reconciliations of ACH, Visa, payroll, and EFT transactions to maintain accuracy in client and internal accounts.

· Ensured 100% compliance with internal audit and regulatory requirements through diligent financial tracking.

· Responded to and resolved fraud disputes, ensuring minimal financial loss and improved member trust.

· Maintained accurate and compliant financial documentation aligned with NCUA regulations.

Paylocity Lake Mary, FL

Account Manager I 01/2024 –06/ 2024

· Resolved payroll and HR system issues, ensuring seamless processing and high client satisfaction.

·Applied problem-solving and critical thinking skills to address complex client inquiries and system issues.

· Collaborated with internal teams to improve client service delivery and streamline payroll and HR processing workflows.

· Ensured compliance with financial and regulatory standards during payroll and tax processing.

Addition Financial Lake Mary, FL -Hybrid

Fraud Specialist 11/2020 – 11/2023

· Led investigations into transaction anomalies, mitigating potential losses and preserving financial integrity.

· Designed fraud detection procedures and provided training across teams to enhance prevention strategies.

Real Estate Coordinator:

· Managed real estate lending documents, including income, tax, and credit verification.

· Ensured regulatory compliance with TRID and RESPA standards in mortgage loan origination.

· Reduced loan processing errors by implementing robust data verification protocols.

BNY Mellon Remote

Client Processing - Mutual Fund 01/2018 – 10/2020

· Conducted daily reconciliations for mutual fund transactions, identifying variances and executing corrections to uphold accuracy.

· Interfaced with institutional clients and back-office teams to ensure timely resolution of processing issues.

·Ensured adherence to SEC and FINRA guidelines throughout fund processing workflows.

Digital Risk Lake Mary, FL

Verification Analyst I 01/2013 – 01/2018

· Verified borrower documentation for residential mortgages, ensuring data integrity and compliance with federal regulations.

· Performed income, employment, and credit verification for high-volume loan portfolios.

· Flagged inconsistencies and prevented fraudulent loan processing through meticulous document review.

Education:

Stratford Career Institute Accounting

Diploma

Pennsbury High School General Studies

High School Diploma

Certifications:

Certified Notary Public, National Notary Association Expires 2026

NMLS, Nationwide Multistate Licensing System #2135155- Inactive

Key Skills & Core Competencies:

Accounting & Financial Operations: Bank Reconciliation & General Ledger• GAAP Compliance• Financial Reporting & Budget Preparation Cost Analysis & Variance Analysis• Credit & Collections• Financial Analysis & Credit Analysis• Accounting Records & Documentation• QuickBooks Microsoft Office Suite (Excel, Word, Outlook)

Risk Management & Compliance: Fraud Detection & Prevention• Risk Assessment & Claim Investigation• Regulatory Compliance (OFAC, NACHA, FHA, GAAP, Reg B) Dispute Resolution & Account Reviews• Compliance Documentation & Statistical Reporting• Customer Research & Data Verification•

Loan & Mortgage Processing: Loan Processing & Documentation• FHA Loans Credit Reports Income Verification• Mortgage Software: OpenClose, Mortgagebot• Real Estate & Pipeline Management• TRID/RESPA Compliance

Customer & Client Service: Customer Service Excellence• Telephone & Email Etiquette• Stakeholder Communication• Verbal & Written Communication• Problem-Solving & Conflict Resolution• Effective Communication & Team Collaboration•

Tools & Systems Proficiency: Salesforce / Service Cloud •Zendesk • Five9•Fiserv•Jack Henry • Symitar •Microsoft Office Suite (Excel, Word, Outlook, PowerPoint)

Business & Process Optimization: Operational Efficiency• Data Analysis & Reporting• Process Improvement• Time Management & Multitasking• Attention to Detail & Critical Thinking• Detail Orientation & Organization

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