Courtney Davis
Ashland City
Summary
Enthusiastic candidate with extensive experience in customer service and cash handling at banks or money lending institutes. Strong knowledge of offered banking services and products. Reliable and honest professional dedicated to meeting scorecard goals by processing high volumes of error-free transactions.
Overview
12
12
years of professional experience
Work History
Lockbox Specialist
Regions Bank
Nashville, TN
09.2024 - Current
- Sort incoming mail into correct client boxes.
- Open and extract mail to prepare for scanning to client specifications.
- Scan batches of mail and ensure batch ticket information is correct.
- Take scanned mail batches to designated teammate for upload approval.
- Maintain a clear workspace and team driven attitude.
- Ensure time is accurately recorded each week.
Payment Analyst
Pathward via Aston Carter
Franklin, TN
09.2023 - 07.2024
- Sort, open, and scan incoming payments via USPS or other mail services.
- Process and reconcile incoming payments accurately, ensuring all transactions are recorded in the company’s financial system.
- Initiate and manage electronic transfers, including ACH and wire transfers, ensuring timely and secure movement of funds.
- Collaborate with the sales and customer service departments to resolve billing issues and improve the payment experience for customers.
- Investigate and resolve payment discrepancies and disputes, including chargebacks and unauthorized transactions, to maintain accurate account balances.
- Spot issues & trends then assist with research to resolve by suggesting streamline ideas for processes and functions.
- Daily reporting and clerical work.
- Contract
Deposit Operations Specialist
Truist Financial
Nashville, TN
08.2016 - 07.2023
- Monitor, Identify, Research, Compile, & Report daily operational data for specialized transactions or documents.
- Develop recommendations to mitigate control issues, improve effectiveness & efficiency of department, & review findings with management.
- Assist with interpretation, implementation, & communication of policies and procedures related to departmental operations.
- Spot issues & trends then assist with research to resolve by suggesting streamline ideas for processes and functions.
- Daily reporting and clerical work.
- Started as a Teller 8/2016 then promoted to Teller Coordinator in 3/2018 until 12/2020:
- Ordering, Counting, packaging & even shipping currency
- Performing necessary client transaction requests.
- Reconciling cash drawers
- Exchanging foreign currency
- Promoting the bank’s products and services
- Keeping customers’ personal information confidential
- Communicating with other bank team members
- Assisting manager with schedule when necessary.
- Deposit & Payment Operations Specialist III
Manager
Sweet Liberty DBA Dunkin'
Nashville, TN
02.2015 - 08.2016
- Continuously provide ongoing training regarding new products, promotions, policies, safety guidelines, sales & leadership techniques to my staff.
- Complete food, paper inventory, DCP, and other vendor orders weekly.
- Responsible for temperature & coffee calibration logs, daily cash management functions, and creating weekly schedule for store personnel.
- Maintain a sanitary environment by ensuring we have passing scores on all store visits, ROR, Retail Food Safety & Sanitation Inspections.
- Loaded & unloaded food items, supplies and/or equipment for the purpose of providing requested items at designated areas.
- Prepared and dropped off bank deposits and handled change on hand at store for cash drawers.
Nutrition Services
Metro Nashville Public Schools
Nashville, TN
08.2015 - 02.2016
- Loaded & unloaded food items, supplies and/or equipment for the purpose of providing requested items at designated areas.
- Prepared food & beverage items for the purpose of meeting mandated nutritional and projected meal requirements.
- Maintained equipment, storage, food preparation and serving areas in a sanitary condition for the purpose of complying with current health standards.
- Participated in unit meetings, in-service training, workshops, etc. for the purpose of conveying and/or gathering information required to perform job functions.
PSS Support Representative
Asurion
Nashville, TN
05.2014 - 08.2015
- First Call resolution and low transfer rate in attempt to resolve a situation.
- Answer inbound calls to resolve issue with cellular devices while also assisting with cellular device
- Participated in unit meetings, in-service training, workshops, etc. for the purpose of conveying and/or gathering information required to perform job functions.
- Provided customers with logical troubleshooting to resolve operation issues on mobile devices.
Education
High School Diploma -
Nashville School of the Arts
01.2010
Skills
- Operational efficiency
- Business process analysis
- Payment processing
- Workflow management
Timeline
Lockbox Specialist
Regions Bank
09.2024 - Current
Payment Analyst
Pathward via Aston Carter
09.2023 - 07.2024
Deposit Operations Specialist
Truist Financial
08.2016 - 07.2023
Nutrition Services
Metro Nashville Public Schools
08.2015 - 02.2016
Manager
Sweet Liberty DBA Dunkin'
02.2015 - 08.2016
PSS Support Representative
Asurion
05.2014 - 08.2015
High School Diploma -
Nashville School of the Arts