James Mathis Email & Phone Number

Pittsburgh, Pa, Us

Pittsburgh, Pennsylvania, Us

Researches and analyzes bank activities and reports to effectively identify trends for detection and prevention of possible fraudulent and suspicious activities. Utilizes various research procedures, softwares, and tools to identify and resolve issues following defined standards and practices to mitigate fraud, AML and other risk exposure and loss. Reviews, analyzes and investigates customer cases, reports, and works for potential and actual loss; minimizes fraud, AML and/or organizational risk. Responsible for early detection of suspicious activity, control and prevention of losses. Prepares and maintains appropriate documentation of analysis performed and coordinates with internal or external stakeholders as appropriate and recommends dispositions on cases.• Utilized various tools such as Actimize, RSA, EWS/Okta, Glassbox, and Lexisnexis to gather information for analysis and make decisions.

Pittsburgh, Pennsylvania, Us

Received, investigated and responded to customer and colleague inquiries regarding products, services and issues via all channels through which PNC Investments customers and internal service partners are served. Prepared, analyzed, and verified documents and relevant information for accuracy and completeness for both clients and internal service partners. Supported a complex dedicated suite of products/services, serviced a sophisticated client base, and/or leveraged an advanced process or tool to support internal and external clients. Used web based tools and software with advanced proficiency with Salesforce and Microsoft Office, Lexisnexis, Innovis, Integrated Cashing Platform, Wealthscape, and Envestnet. Recommended appropriate solutions that occur across multiple channels for our customers and internal service partners.

Pittsburgh, Pennsylvania, Us

Performed sales while providing service and support for new and existing relationships. Obtained an MLS License to develop loan solutions, refer products and services and sell loan products including personal loans, auto loans, lines of credit and home equities to generate revenue. Recommend loan and credit solutions in accordance with standard regulations, processes, and lending guidelines. Obtained an MLS License to develop loan solutions, refer products and services and sell loan products.Generated over $473,000 of revenue in 2020.Increased yearly sales revenue by 24% from 2019. Exceeded all KPI goals and expectations.

Pittsburgh, Pennsylvania, Us

Performed customer service and sales support activities and initiatives. Aligned customers with product, marketing, operations, finance and executive teams to drive initiatives centered on solution selling and increasing profits. Executed and performed sales plans while evolving client interactions to generate revenue, further client relationships, and expand the client base. Generated revenue selling and completing applications for deposit accounts, credit cards, certificates of deposits and referring loan and investment products. Generated over $297,000 of revenue in 2018.Increased yearly sales revenue by 26% from 2018. Generated over $373,000 of revenue in 2019, exceeding sales goals by 43%

Arlington, Virginia, Us

Analyzed and developed information used to create a psychological effect on a population. Determined the psychological vulnerabilities of potential PsyOps targets, conducted PsyOp campaigns, and determined what mix of media to use to influence populations. Identified sources of information, designed surveys and collection methods. Collected, reported, prepared and retrieved information on PsyOps related intelligence, products, and campaigns. Collaborated and worked independently and in teams often supporting many facets of the operation and desired objectives. Fast-paced work environment to become action oriented and develop into a leadership with driven results and consistent dependability.Became a squad leader which included supervising, training, and leading soldiers. Managed over $1 million in command equipment and technology.

Arlington, Virginia, Us

Worked as a part of a team to perform maintenance and operate armored tanks, equipment, and weapons systems. Earned and maintained a leadership role consisting of assessing risk, acting as a liaison for senior leaders, implementing daily and weekly objectives and executing established objectives as well as training, leading and supervising soldiers. Documented evaluations of soldier’s monthly performance, each month with goals set for improvement, promotion, and success. Performing functions such as inventory, ordering supplies, scheduling trainings, and meeting deadlines completing required reports. Logged, filed, and sent detailed reports of classified documents.Earned numerous awards including Army Achievement Medals, an Army Commendation Medal, and an Army Good Conduct Medal.

Richfield, Minnesota, Us

• Sell products and services, working both individually and with team members. • Learn about new products and solutions to satisfy customers wants and needs.• Use selling skills to create connected solutions in a fast-paced environment.• Use training tools and selling tactics to achieve individual and department goals. • Keep up with inventory and stock count. • Promote numerous products and services to be sold to increase individual, team, store, and company sales and revenue.

Associate Of Science - As, Business Administration And Management, General

High School, General Studies