Customer Service Financial Operations

Anna D (ANN DEE) Hardegree

Dacula, GA ***** 470-***-**** **********@*********.***

Financial Operations

Experienced financial operations professional with expertise in researching and resolving complex issues within financial centers, ensuring compliance and accuracy, reviewing and identifying fraudulent transactions. Extensive background in loan system development, customer service, client service, and transaction verification across various banking functions. Proven ability to analyze documentation, identify errors, and collaborate with clients and teams to achieve resolutions efficiently and effectively.

Skills include:

Financial Operations Error Resolution Client Communication Documentation Review Transaction Verification Loan Processing Compliance Assurance Attention to Detail Problem-Solving Team Collaboration Analytical Critical Thinking Strong math skills Extensive customer service experience Phone communication Written communication

Employment History

Bank of America

Research And Adjustment Analyst Teller Cash Exceptions 1/2023 – 10/2024

Research and resolve customer account adjustments and errors caused by issues in the financial centers. Research and resolve teller outages in the financial centers. Research and review the documentation sent by the financial centers for the teller proof work to confirm that it substantiates the transactions.

Ensure details of all transactions are correct.

Review documents for any possible fraudulent transactions.

Make entries to eLedger as needed.

Continually received meets or exceeds on performance reviews

Operations Representative - PPP Forgiveness and Remediation 6/2020 – 1/2023

Reviewed all documentation submitted by clients to qualify for forgiveness for PPP loans. Reviewed for correctness under government requirements and for totals of the amounts. Contacted and worked with clients to obtain any missing documentation. Approved and submitted for approval once documentation was verified.

Performed second review of documentation for clients that had not been approved for forgiveness.

Contacted clients to obtain additional documentation needed.

If unable to obtain correct or complete documentation, informed clients of the decision and need to repay unapproved amount of the loan.

Worked with difficult clients as needed.

Consistently scored 9 or 10 out of 10 for client reviews of interactions.

Client Services Representative – Multiple Financial Centers 6/2005 – 6/2020

Identified client needs when performing transactions. Processed transactions and balance teller cash box and vault of the financial center daily.

Reviewed and ensured all documentation prepared from the teller line in the financial center is prepared and processed accurately on a daily basis.

Paid close attention to detail to ensure accuracy of customer transactions.

Rarely received negative feedback from customers.

Education

Bachelor of Arts (BA), History

Mercer University, Macon GA

Membership and Affiliations

IGEN - Ambassador

Contact this candidate