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Lisa Long Turner1318 Crofton Rd.
Baltimore, MD 21239410-419-0233
Summary of Skills
Administrative professional with strong analytical and critical thinking skillsIdentified and resolved service related issues
Extensive sales and customer service experienceCall center expertise, handling up to 120 calls per day
Interviewed, hired, managed and coached up to 15 staff members
Work Experience
Fraud Analyst, Bank of America, Baltimore, MD 7/2016 – Present Key Achievement: Consistently met or exceeded production goals for monies collected and customer service standards
Document all investigative activities Prepare written reports of investigation findings Prepare evidence for presentation in court Testify in court regarding investigation findings Interview witnesses or suspects and take statements Coordinate investigative efforts with law enforcement officers and attorneys Advise businesses or agencies on ways to improve fraud detection Gather financial documents related to investigations Conduct in-depth investigations of suspicious financial activity, such as
suspected money-laundering efforts Create and maintain logs, records, or databases of information about fraudulent
activity Analyze financial data to detect irregularities in areas such as billing trends,
financial relationships, and regulatory compliance procedures Design, implement, or maintain fraud detection tools or procedures
Customer Service Rep., Bank of America, Baltimore, MD 3/2014 – 7/2016
Key Achievement: Consistently met or exceeded production and quality goals for Average Handle Time, Availability, Quality, and other service metrics
Handled between 95 and 120 calls per day from customers in a fast-paced call center
Conferred with customers by telephone or in person to consult with clients about banking services, open new accounts, answer customer questions, or resolve issues or complaints
Checked to ensure that appropriate changes were made to resolve customers' problems
Kept records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken
Resolved customers' complaints
Completed new account forms, prepared change of address records, or closed accounts, using computer
Referred unresolved customer grievances to supervisor or to designated departments for further investigation
Contacted customers to respond to inquiries or to notify them of claim investigation results or any planned adjustment
Mortgage Loan Closer, Bank of America, Baltimore, MD 2/2013 – 3/2014 Key Achievement: Exceeded quarterly sales goals by 30%
Ensured retail mortgage loan documents were current, complete and contained all required information regarding hazard and flood insurance, title commitment, credit report, payee and escrow information, HMDA data, 4506T and other documentation as required
Followed instructions on Pre-Closing Checklist to ensure proper closing and processing of mortgage loans
Monitored more than 60 client relationships per month Adhered to all federal and state compliance guidelines for retail mortgage
lending
Assistant Manager, Suntrust Bank, Perry Hall, MD 9/2012 – 2/2013 Key Achievement: Exceeded goals in revenue generation for referrals
Completed operational functions such as approving transactions, internal cash control, and branch security training and compliance
Identified sales referral opportunities and made appropriate referrals Ensured that all tellers enthusiastically participated in and achieved service and
sales goals Coached and developed tellers to help reduce errors, improve customer service
and increase sales
Teller Manager, Bank of America, Towson, MD 10/1988 – 9/2012
Key Achievement: Created workforce stability by cultivating an engaged, spirited and well-coached team Provided oversight of day to day operations- ensuring compliance, high quality
customer service Coached and provided tellers with subject matter expertise on complex
transactions and issues Built customer confidence and trust Processed transactions accurately, professionally, and timely
Education
Bachelor of Science, Human Resources Management, Strayer University, Baltimore, MD