Kerri Spence Email & Phone Number

Allen, Texas, United States

Allen, Texas

Examined credit reports for indications of fraud and determine if additional specialized fraud investigations are appropriate to move fraud case to resolutionThoroughly and efficiently gather customer information, access and fulfill customer needs educate the customer where applicable to prevent the need for future contacts and document interactions and complaints in the share drive ability to meet quality standards 100% monthly Continuously evaluated and identified opportunities to drive process improvements. Knowledge of the Fair credit reporting act and CFPB Partner with various companies that had a data breach and assisted customers with and indications of fraud on their reportContribute to continuous improvement efforts to achieve strategic objectives.

Dallas/Fort Worth Area

Responsible for the end to end design of test scripts in collaboration with Testing ManagersReview existing test scripts for adherence to enterprise standards and remediation of deficiencies Modify existing test scripts to comply with regulatory changes, and audit findingsHeaded partnership & collaboration with Compliance Testing Managers & Officers to facilitate test design with Line of Business partners.Risk TestingIndependently evaluate Quality Control test plans to determine if Risk and Compliance can rely on test fully covering the identified key controls by creating test plans, test questions and executing the testing.Test the effectiveness of current controls within Home Loans including Originations, Fulfillment, Escrow Analysis, Post Closing, Case Management, Foreclosure, Deed in Lieu, Short Sale, Modifications, Attorney Efficient modification of 250 tests plans/test scripts

Dallas/Fort Worth Area

Streamlined processes, making daily task more effective & proficient by 35%Facilitated transition of accounts valued at $100 million to JP MorganReduced client inquiries by 20%Lead coordinator on problem solving committee. Designated projects including new software deployment, market research analysis, and process improvement studies. Streamlined processes in automated step rates for trades, increasing approval rates to 98%Proactively volunteered to serve as Lead Coordinator of an internal problem solving committee; directed a 4-member team in brainstorming ideas to resolve key issues.Reputation for identifying and capitalizing on opportunities and challenges unique to the department.Monitor trade queues and review all client instructions within market driven deadlines.

New York, Ny & Dallas,Tx

Spearheaded error reduction program, reducing errors to 10% & increasing production to 70%Created & implemented procedures to streamline processesAchieved optimal customer service rating through providing through and in depth services Reduced risk by 20% through streaming lining processes and forming peer to peer partnerships to produce successful outcomes Reconciled, researched, and resolved cash discrepancies, overdrafts and long balances in a timely manner.Ensured all regulatory and compliance requirements were followed, including maintaining relevant and current procedures. Ensured all clients, risk, and performance related metrics were provided according to established service levels Accurately processed pre-negotiated trades, securities lending transaction, repos, and wires and ensure timely settlement Created, implemented & facilitated training for new hires

Business Administration And Management, General

Associate Of Science (A.S), Business Administration And Management, General