Joon Shipley
Anaheim
Summary
Results-driven compliance monitoring professional with expertise in risk evaluation and data analysis. Proven track record in optimizing workflows and maintaining accurate records to enhance operational efficiency.
Overview
10
10
years of professional experience
Work History
Compliance Call Monitor
Americor Funding
Irvine
08.2019 - 03.2026
- Monitored compliance with financial regulations and internal policies.
- Evaluated risk factors in loan agreements during review processes.
- Observed workflow processes to identify areas for improvement and efficiency.
- Maintained accurate records of monitored activities and findings.
Customer Service Representative
Bank of America
Brea
05.2019 - 08.2019
- Resolved customer complaints through effective communication and problem-solving.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Assisted customers with account inquiries and transaction issues.
- Answered customer inquiries and provided accurate information regarding products and services.
- Educated clients on banking products and services to enhance customer experience.
- Processed account openings, closures, and updates with attention to detail.
- Maintained accurate records of customer interactions and transactions in systems.
Customer Service Representative
AT&T Mobility
Cerritos
07.2016 - 03.2019
- Analyzed credit data to assess customer's risk and creditworthiness.
- Utilized advanced analytical tools to enhance risk assessment processes.
- Conducted financial analysis of potential credit risks using quantitative and qualitative data.
- Reviewed and updated credit policies to align with regulatory requirements.
Education
High School Diploma -
Colegio De San Juan De Letran
Manila, PhilippinesSome College (No Degree) -
Victoria University of Wellington
Wellington, New ZealandSkills
- Compliance monitoring
- Regulatory compliance
- Risk evaluation
- Financial regulations
- Data analysis
- Workflow optimization
- Records management
- Customer relationship management
- Problem solving
- Attention to detail
- Effective communication
- Adaptability
Timeline
Compliance Call Monitor
Americor Funding
08.2019 - 03.2026
Customer Service Representative
Bank of America
05.2019 - 08.2019
Customer Service Representative
AT&T Mobility
07.2016 - 03.2019
High School Diploma -
Colegio De San Juan De Letran
Some College (No Degree) -
Victoria University of Wellington