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
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