At Reach Financial, I process loan servicing transactions, payment adjustments, and account updates while reviewing KYC/CIP documentation for audit readiness. I also manage Salesforce workflows and case documentation for compliance tracking.
I led a quality assurance review of 200+ servicing cases, identified 18% of process gaps, and implemented 12 documentation updates that reduced compliance exceptions by 22%.
At Flagstar Bank, I processed more than 100 daily financial transactions with 99.9% accuracy and audited over 1,000 transaction records. I also automated Excel workflows, reducing processing time by 30%.
Earlier, at JPMorgan Chase & Co., I supported backend account servicing and improved workflow documentation. At CVS Health, I conducted audits and reconciliation and trained team members on system processes.
