Elisete Perdigao
Huntingdon Valley
Summary
Detail-oriented professional with a proven track record in enhancing organizational performance through effective monitoring of initiatives. Expertise in planning, implementing, and optimizing operational procedures to drive efficiency. Committed to maximizing quality and achieving measurable results in operations management.
Overview
27
27
years of professional experience
Work History
Quality Control Analyst
Ally Financial Inc.
Fort Washington
02.2015 - Current
- Perform quality control for the department.
- Created quality spreadsheets for onshore/offshore associates.
- Prepare Quality Control reports and present findings to management, with actionable insights.
- Conduct detailed quality control checks on daily eCheck transactions to identify discrepancies and ensure data accuracy.
- Identifies, analyzes, and interprets trends or patterns in daily team reports to remain in compliance.
- Utilize Excel to track error trends, generate performance reports, and identify areas for process improvement across retail banking operations.
- Collaborate with compliance and operations teams to resolve quality control issues and implement corrective actions.
- Recommend improvements to policies and procedures.
- Review financial transactions and customer documentation to ensure compliance with internal policies and procedures.
- Prepare reports to summarize operational results and financial performance.
- Conduct weekly meetings with direct reports to review department progress and address any concerns.
- Demonstrate the ability to manage multiple tasks while remaining adaptable and flexible.
- Monitor Reg CC to make sure reports are in accordance with compliance.
- Responsible for daily processing of eChecks and physical check deposits.
- Ensure checks are processed in accordance with regulatory and Ally Bank policy.
- Sought continuing education opportunities to stay current with industry trends.
- Create presentations and reference materials for the department.
- Subject Matter Expert for the department.
- Proficient with Excel, Word, and PowerPoint.
Customer Service Representative
M & T Bank
Southampton
08.2006 - 02.2015
- Establish new customer accounts, including checking, savings, lines of credit, and loans.
- Assisted customers with account inquiries and transaction processing.
- Resolved customer complaints through effective communication and problem-solving.
- Conducted regular follow-up calls with customers after resolving their issues.
- Educated clients about banking products and services to enhance their experience.
- Collaborated with team members to streamline service processes and improve efficiency.
- Maintained accurate records of customer interactions and transactions in the database.
- Handled cash transactions following bank policies and security procedures.
- Provide loan consulting to clients, review overdrafts for the branch, and create an investment portfolio.
- Referred clients to a mortgage lender and helped with mortgage paperwork.
- Gathered documentation, ensured forms were complete, and acted as a liaison between the client and the lender.
- Train new employees, and play an important role in operational help.
Head Teller/Customer Service Representative
Nova Savings Bank
Plymouth Meeting
05.2000 - 08.2006
- Managed cash handling processes and balanced cash drawers for accuracy.
- Assisted customers with transactions, inquiries, and account information.
- Conducted audits of teller activities to maintain security and accuracy.
- Monitored vault cash levels and ordered currency from the Federal Reserve Bank as needed.
- Assisted in training new tellers on operational procedures, policies, and regulations.
Travel Consultant
Magellan Tours
Palmyra
02.1999 - 05.2000
- Developed customized travel itineraries for clients based on preferences and budgets.
- Researched destinations, attractions, and accommodations to enhance client experiences.
- Managed client bookings using reservation systems and travel management tools.
- Handled client inquiries via phone, email, and in-person consultations professionally.
- Created itineraries for customers, including flight bookings, car rentals, and hotel reservations.
- International banking transactions, serving the Portuguese community
Education
BBA - Banking And Finance
Strayer University
Pennsylvania, PA03-2013
Skills
- Quality control and improvement
- Attention to detail
- Continuous improvement strategies
- Training material development
- Procedural updates
Languages
Portuguese
Native/ Bilingual
Spanish
Limited
Accomplishments
- Graduated with Degree Honors, Magna Cum Laude
- GPA 3.8/4.00
References
References available upon request.
Timeline
Quality Control Analyst
Ally Financial Inc.
02.2015 - Current
Customer Service Representative
M & T Bank
08.2006 - 02.2015
Head Teller/Customer Service Representative
Nova Savings Bank
05.2000 - 08.2006
Travel Consultant
Magellan Tours
02.1999 - 05.2000
BBA - Banking And Finance
Strayer University