Experienced Data Entry & Transaction Processor

Lisa Aymond

Lawrenceville, GA ***** 859-***-**** ************@*****.***

Professional Summary

Dynamic professional with extensive experience at Fidelity Investments, excelling in transaction processing and customer communication. Proven ability to meet service delivery benchmarks while ensuring data confidentiality. Adept at multitasking and enhancing customer satisfaction through effective account reviews and application verification. Committed to delivering exceptional service and fostering strong client relationships.

SKILLS

Transaction processing

Banking

Customer communication

Follow-up procedures

Customer account review

Teamwork

Financial information monitoring

Personal data collection

Application review

Data confidentiality

Multi-tasking

Payment processing

EXPERIENCE

Fidelity Investments Covington, KY February 2011 – March 2025

Transaction Processor

Accurately and efficiently processed a wide range of financial transactions, including data entry, document verification, and research.

Ensured all transactions were processed in accordance with internal policies, regulatory requirements, and legal deadlines.

Provided excellent customer service by addressing inquiries, resolving issues, and ensuring a positive transaction experience.

Collaborated with team members to ensure efficient workflow and timely completion of tasks.

Prioritized tasks, managed multiple deadlines, and maintained organized records.

Analyzed issues, identified solutions, and implemented corrective actions.

JP Morgan Chase Monroe, LA March 2004 – June 2009

Customer Service Representative

Answered incoming calls in a fast-paced call center environment assisting customers with their home mortgages and home equity line of credit.

Assisted in accepting payments, reviewing their loan documents, as well as going over their loan history.

Cross selling other products through the company that would benefit the customer's needs.

US Bank Home Mortgage Cincinnati, OH February 2002 – February 2004

Customer Service Representative

Assisted homeowners with routine or complex issues and requests, in a high-volume call center environment - ranging from 50 to 100 calls per day.

Explained mortgage-based process information.

Made decisions to resolve customer issues.

Handled inbound/outbound calls from/to customers in a fast-paced environment while maintaining established performance metrics expectations and delivering quality service.

Accurately tracked/documented all communications with customers to provide a detailed history of contact.

Directed requests and unresolved issues to the designated resource.

EDUCATION

Hughes High School for the Computer Professions Cincinnati, OH

High School Diploma

I am adapted to being trained and understanding the processes rather quickly!

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