Operations Specialist Problem Solving
Resume:
Carlos Gaona / Belton, MO
*********@*****.***
Hard working and motivated team player, with leadership, oral, written and listening skills, pairing with a quick learning aptitude and problem solving. I am willing to attend any courses or training for the required position as needed. Proven to possess the skills needed to thrive in any work environment with leadership positions.
Experience with General Ledgers, Bank Account and Bank Statement Reconciliation, Month, Quarter, Year End closing procedures, Banking Operations, Regulations, and Infrastructure. Employment History
Operations Specialist (Contractual with UMB)
December 2024 - Current
● Identify potential process improvements and implement documented solutions along with developing new or updating procedures
● Ability to utilize technical aptitude that allows for quick learning of company systems, platforms, and products
● Perform other duties as assigned
● Process exception or escalated tasks for time critical or high-
● profile issues to ensure satisfactory resolution
● Communicate timely and effectively with all clients (including high profile clients) and/or internal and external business partners
● Maintain knowledge, understanding, and follow all bank policies and procedures
● Investigate exceptions and/or errors to identify cause and corrective action
● Assist manager with daily workflow assignment, monitoring productivity, training, maintaining quality metrics and resolving incidents. Payments Processor/ Electronic Payments Lead Bank
July 2022 - October 2024
-Accurately prepare/process all wires (domestic / international / incoming / outgoing) requests within Lead Bank appointed time frame.
-Complete additional payment related duties including processing chargebacks, exception items, foreign items.
-Monitor systems for unusual/unexplained online and mobile banking activity
-Assist with audits and daily/monthly reports and other reconciliations.
-Process RDC, Mobile RDC, X9 and ATM deposits and place holds when necessary Treasury Accountant II Americas Car-Mart January 2022 - July 22
-Reconcile company bank accounts, research general ledger variances, process charge backs, open and close bank accounts as needed.
-Attention to detail and the ability to follow a company's specific guidelines.
-Responsible for tracking, maintaining, and overseeing the daily movement of money in and out of banking accounts.
-Communication with banks and Cash/Deposit management with our car lots every night.
-Undertake all treasury operations and responsibilities under the supervision of the cash supervisor and analyst.
Project Specialist, Treasury Management Division - Arvest Bank- Bentonville Arkansas July 2021 - January 2022
-Work with corporate clients to understand their specific needs in establishing, eliminating, or changing some elements of their Treasury Management product usage and execute the needed changes in various systems (at Arvest and with outside vendors).
-Ask questions to understand the customer’s operational environment and make business process improvement suggestions to the customer so they are more likely to realize the full benefit of the solutions.
-Oversee, monitor, and manage the financial planning of a business or financial institution. Including working with Accounts Payable and and Accounts Recivables to ensure proper payment and billing cycles for each client.
-Manage the delivery of the projects for Treasury solutions and lead continuous improvement initiatives, by translating Business requirements into build configuration, end-to-end testing, Training, Documentation, Preparation to Go live.
CSR / Vault Teller, Central Bank - Bentonville,Arkansas March 2021 - July 2021
-Account and service origination and maintenance, as well as responding to customer inquiries by telephone and in person.
-Answer client queries and identify new business opportunities among existing customers.
-Generate sales among client accounts, including upsetting and cross-selling. Operates as the point of contact for assigned customers. Develops and maintains long-term relationships with accounts. Makes sure clients receive requested products and services in a timely fashion
Personal Banker Mid-Missouri Bank – Webb city Missouri June 2019 – March 2021
-Help clients manage their money in order to balance their rates of risk and return, as well as open and manage personal and business accounts while informing clients on the optimum account and product types.
-Accurately processed and documented loan payments and wire transfers along with monitor Debit cards and disputes with fraudulent activities
-Reach out to prospective customers to sell our products and services and bring in new customers.
References Professional
Cade Higginbotham, Vice President (Mid-Missouri Bank) 417-***-**** Travis Cook Payments Processor (Lead Bank)
Brittney Anderson, Accountant (BKD, LLP Accounting) 620-***-**** Personal (Known longer than 10+ Years)
Thomas Hawkins, Owner (Studio VII Salon) 816-***-**** Jonathan Bender, U.S. Airforce Airman 405-***-****
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