Joel User
@joeluser8
Customer Operations Specialist specializing in regulated documentation, accurate verification, and high-empathy issue resolution.
United StatesWhat I'm looking for
I’m a Customer Operations Specialist with 10+ years of experience in financial services and healthcare SaaS, where I’ve built trust by handling complex purchase/sale documentation and verifying assets with precision. I’ve worked at Chase and Wells Fargo navigating regulated transactions while strengthening customer loyalty through empathy and clear communication.
In my recent roles, I focused on data integrity and compliance-driven support—performing meticulous record verification and resolving high-priority account issues to ensure documentation met strict regulatory standards. I partner cross-functionally to flag discrepancies quickly and remove bottlenecks, keeping workflows accurate and moving.
I’m especially motivated by improving processes through SOP development and streamlined onboarding, reducing friction for enterprise-level clients. I bring strong ticketing and support habits—managing inquiries via chat and email, using tools like Salesforce and Genesys, and maintaining high NPS through calm, practical problem-solving.
Experience
Work history, roles, and key accomplishments
Performed high-volume background verification with 100% accuracy for sensitive records. Partnered cross-functionally to flag discrepancies and quickly resolve processing bottlenecks.
Resolved high-priority customer/account issues while ensuring documentation met strict regulatory standards. Updated SOPs to streamline onboarding and maintained high NPS through empathetic chat and email support.
Licensed Personal Banker
Chase
Jan 2008 - Nov 2014 (6 years 10 months)
Facilitated complex private-party transactions, including auto loan processing and title documentation. Served as the primary branch contact for non-technical customers and resolved sensitive complaints with empathy to build long-term loyalty.
Facilitated complex private-party transactions, including auto loan processing and title documentation. Acted as the primary branch voice for non-technical customers and handled sensitive complaints with practical solutions to sustain loyalty.
Education
Degrees, certifications, and relevant coursework
Hillsdale High School
High School Diploma, High School
Earned a High School Diploma from Hillsdale High School.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
Interested in hiring Joel?
You can contact Joel and 90k+ other talented remote workers on Himalayas.
Message JoelFind your dream job
Sign up now and join over 100,000 remote workers who receive personalized job alerts, curated job matches, and more for free!
