Professional Bio
I am an experienced financial professional with over 18 years of expertise in financial management, compliance, and process improvement. Throughout my career, I have developed strong skills in fraud detection, AML/KYC compliance, and operational efficiency, while also excelling in cross-functional collaboration and technical support. In my current role as a Billing Clerk at ITG Communications, I manage complex billing processes, implement new systems to improve accuracy, and provide support across departments to resolve financial and operational issues. I have gained advanced experience working with systems such as Workday, Salesforce, Oracle, and Fuse, which has allowed me to streamline workflows and contribute to team success. Previously, I have held roles with Kelly Services, Regions Bank, CitiBank, and Chase Bank, where I focused on financial integrity, compliance, and customer service. I successfully trained staff on AML/KYC procedures, managed large-scale cash operations, improved audit performance, and built strong client relationships. My ability to identify process improvements and deliver results has consistently led to greater efficiency and customer satisfaction. I am bilingual in English and Spanish and hold a bachelor’s degree in business management from Florida Atlantic University, along with certifications in business and accounting from Broward College. I am passionate about using my skills in compliance, financial analysis, and process optimization to create value, support organizational goals, and continue growing in my career.
Skills & Expertise
Experience
I began my career in banking with Chase Bank, where I quickly advanced into a Personal Banker role. In this position, I gained hands-on experience managing client relationships, supporting financial transactions, and ensuring compliance with regulatory standards. My ability to detect fraud and maintain strong audit scores (averaging over 95%) became a defining strength, and I was recognized with multiple regional and employee awards for outstanding service. Building on that foundation, I transitioned to CitiBank as a Teller Supervisor, where I oversaw daily branch operations and trained new staff. This role deepened my expertise in AML/KYC compliance and cash handling procedures, as I monitored accounts for unusual activity and trained staff on fraud prevention protocols. My leadership helped reduce errors and improve service efficiency across the branch. I continued to expand my client-facing and portfolio management experience at Regions Bank as a Financial Representative, advising clients on loans, mortgages, and investment products. By providing tailored financial solutions, I strengthened client satisfaction and retention, consistently surpassing sales goals and contributing to branch growth. In 2020, I pivoted to a more technical role with Kelly Services, serving as Financial Technical Support. Here, I combined my financial background with technical expertise, resolving over 500 issues per month and improving user satisfaction by 40%. I also ensured the accuracy of financial data through reconciliations and discrepancy resolution, reinforcing my skill in process improvement and technical problem-solving. Currently, I work as a Billing Clerk with ITG Communications, where I manage complex billing systems, ensure timely invoicing, and implement process improvements that enhance accuracy and customer satisfaction. I’ve become highly proficient with platforms like Workday, Salesforce, Oracle, Fuse, and Penguin Data, which has allowed me to master complex systems and support cross-functional teams effectively. Across all my roles, a consistent theme has been my ability to bridge financial expertise with compliance, technology, and leadership. From ensuring regulatory adherence in banking to streamlining billing systems in corporate operations, I’ve built a versatile career centered on accuracy, efficiency, and collaboration.
Education
Bachelor of Business Management – Florida Atlantic University, Fort Lauderdale, FL Associate of Arts (Honors) – Broward College, Fort Lauderdale, FL Certificate in Business Specialist – Broward College, Fort Lauderdale, FL Accounting Technology Specialist – Broward College, Fort Lauderdale, FL
Certifications
Certificate in Business Specialist – Broward College, Fort Lauderdale, FL Accounting Technology Specialist – Broward College, Fort Lauderdale, FL