Client Access Support

Professional Summary

Experienced financial services and IT operations professional with over 17 years of experience supporting major institutions such as Citi, Chase, Wells Fargo, Bank of America, and Capital One. Skilled in payment processing, data integrity, system testing, and client access operations. Known for driving efficiency, ensuring compliance, and providing exceptional client support.

Professional Experience

Wells Fargo Bank – Treasury Operations & Client Access Specialist

May 2025 – September 2025

Manage treasury operations with a focus on security, accuracy, and compliance in high-value commercial transactions.

Perform password and token PIN resets, ensuring uninterrupted client access.

Approve and process commercial checks using Smart View platform in line with governance standards.

Achieved 100% QA score on monitored calls; delivered exceptional service with 10/10 client survey rating.

Partner with IT, security, and compliance teams to resolve client access issues promptly.

Remitco / Deluxe Checks Corp (Formerly First Data) – Monterey Park, CA

December 2008 – February 2025

Test Analyst (Remote: CA / Chicago, IL)

April 2024 – February 2025

Conducted thorough testing of software features across multiple platforms.

Acted as a key QA gatekeeper for software releases; documented and reported bugs for resolution.

Managed onboarding and technical demonstrations for clients.

Improved client satisfaction by 30% through efficient troubleshooting and personalized support.

Lead Operations Processor

January 2015 – April 2024

Maintained accuracy and compliance in financial transaction transmissions.

Resolved transmission errors and collaborated with IT to correct corrupted files.

Served as acting supervisor, ensuring team continuity and operational stability.

Computer Room Transmissions

January 2013 – December 2014

Transmitted client files, ensured quality control, and met tight deadlines.

Produced client-specific data CDs and distributed financial reports for audits.

Data Entry / Transport Operator

December 2009 – December 2012

Processed customer payments using high-speed machines (7780, iTrans).

Maintained accurate records and resolved discrepancies efficiently.

Mailroom Operator

December 2008 – December 2009

Handling up to 25,000 parcels daily, ensuring accurate tracking and timely delivery.

Skills

Microsoft Office Suite

Wausau -banking platform used at First Data, Remitco and Deluxe

Data Transmission & Processing

Quality Assurance & Compliance

Bilingual: Fluent in Spanish

Reporting & Record Keeping

Software Testing & Client Support

Strong Analytical & Troubleshooting Skills

Education

Davis Star Jordan High School, Los Angeles, CA

High School Diploma

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