Summary
Overview
Work History
Education
Skills
Timeline
Generic

Ashley Johnson

Indianapolis,IN

Summary

Passionate about finance, I find joy in working with numbers and ensuring transactions benefit the client. My satisfaction comes from resolving conflicts and complaints while meticulously organizing paperwork. Excel in behind-the-scenes roles, focusing on efficient administration and meeting deadlines. Balancing customer files and maintaining organized records is crucial, as is attracting new clients. Bring positive energy to interactions, making it appealing for businesses to bring their accounts to our company. Stay on top of investigative work and pay attention to systems to move forward effectively. Throughout my career, I have provided personalized and efficient mortgage solutions, drawing on extensive experience in mortgage processing, financial services, and finance. Recently obtained an Associate of Science degree in Accounting from Indiana Wesleyan University, gaining a solid foundation in accounting principles, practices, and applications. Motivated by a passion for numbers and problem-solving, my goal is to advance in the banking and finance industry. Strong attention to detail, communication skills, and ability to collaborate with diverse clients and colleagues make me a valuable asset.

Overview

11
11
years of professional experience

Work History

Payment Processing Specialist II

Indiana Farm Bureau Insurance
09.2024 - 03.2025
  • Conducted regular audits of payment records to identify potential issues early on, preventing costly mistakes or delays.
  • Process anywhere from 20-30 payments a day.
  • Collaborated with internal departments to resolve payment discrepancies, contributing to improved client relationships.
  • Reconciled accounts regularly to ensure accurate record-keeping and detect any irregularities in a timely manner.
  • Enhanced departmental workflow by developing clear communication protocols between team members and other key stakeholders.
  • Worked effectively in fast-paced environments answering over 20 pertinent emails a day from the payment processing mailbox.
  • Proven ability to learn quickly and adapt to new situations.
  • Boosted productivity levels, developing standardized procedures for daily accounting tasks and responsibilities.

Transaction Specialist

J.P. Morgan Chase Finance
01.2024 - 09.2024
  • Promoted a culture of continuous improvement within the team, driving efforts towards greater efficiency and effectiveness across all aspects of the role.
  • Safeguarded sensitive information by adhering to strict confidentiality protocols in all transactions.
  • Managed risk effectively by identifying potentially fraudulent activities and escalating concerns as necessary
  • Process 50-100 items daily.
  • Ensured compliance with regulatory requirements through diligent monitoring of transactions.
  • Reduced errors with meticulous attention to detail during transaction verification.

Mortgage Loan Processor

Huntington Bank
01.2021 - 12.2023
  • Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
  • Managed a high volume of loan applications, consistently meeting or exceeding established processing timeframes for both new loans and refinancing.
  • Handled any conditions sent from underwriting departments.
  • Contributed to the success of the mortgage team by providing essential support in the areas of loan documentation review, data entry, and client communication.
  • Received on-going, comprehensive training on home loan products and mortgage process.
  • Reviewed financial statements and contacted institutions and customers to clarify details.
  • Optimized workflow management by prioritizing high-priority tasks and meeting strict deadlines consistently.
  • Analyzed borrower credit reports and income statements to verify accuracy.
  • Communicated with originator and applicant concerning progress of loan file.
  • Processed mortgage loan applications accurately and successfully for over 2 years.

Branch Bank Associate

PNC Bank
01.2019 - 12.2021
  • Upheld strict confidentiality standards while handling sensitive customer information during everyday transactions.
  • Assisted in exceeding branch deposit growth targets through proactive client outreach efforts and relationship building strategies.
  • Increased cross-selling success with comprehensive knowledge of bank products and services.
  • Maintained compliance with regulatory guidelines while processing various financial tasks, such as account openings, loan applications, and fraud investigations.
  • Participated in ongoing training programs to stay current on industry trends, regulations, best practices, and new product offerings.
  • Managed high-volume daily transactions, ensuring accuracy and security at all times.
  • Resolved customer complaints efficiently, maintaining professionalism and empathy throughout the process.

Financial Relationship Specialist

Regions Bank
01.2017 - 12.2019
  • Resolved complex account issues promptly by collaborating effectively across multiple departments, ensuring client satisfaction and trust.
  • Developed strong rapport with clients through consistent communication via phone calls, emails, and in-person meetings.
  • Maintained up-to-date knowledge of industry regulations, ensuring compliance in all transactions and interactions.
  • Leveraged advanced software tools for efficient tracking of client data and portfolio performance metrics.
  • Provided exceptional customer service, fostering trust and loyalty among existing clients.
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Processed customer transactions promptly, minimizing wait times.

Transition Coach

Convergys, AT&T
01.2014 - 12.2016
  • Contributed to the overall success of the organization by actively seeking ways to improve service offerings, enhance coaching methodologies, and expand our reach within the community.
  • Established strong rapport with clients, fostering trust and open communication throughout the coaching process.
  • Trained new team members by relaying information on company procedures and safety requirements.
  • Promoted a positive work environment by fostering teamwork, open communication, and employee recognition initiatives.
  • Coached team members in techniques necessary to complete job tasks.

Education

Bachelor of Science - Accounting

Indiana Wesleyan University
Marion, IN
01-2027

Associate of Science - Accounting

Indiana Wesleyan University
Marion, IN
12-2024

Skills

  • Electronic payments
  • Payment reconciliation
  • Transaction monitoring
  • Invoice processing
  • Attention to detail
  • Conflict resolution

  • Customer focus
  • Pipeline management
  • Document review
  • Appraisal review
  • Title research

Timeline

Payment Processing Specialist II

Indiana Farm Bureau Insurance
09.2024 - 03.2025

Transaction Specialist

J.P. Morgan Chase Finance
01.2024 - 09.2024

Mortgage Loan Processor

Huntington Bank
01.2021 - 12.2023

Branch Bank Associate

PNC Bank
01.2019 - 12.2021

Financial Relationship Specialist

Regions Bank
01.2017 - 12.2019

Transition Coach

Convergys, AT&T
01.2014 - 12.2016

Bachelor of Science - Accounting

Indiana Wesleyan University

Associate of Science - Accounting

Indiana Wesleyan University
Ashley Johnson