Summary
Work History
Education
Skills
Languages
Timeline
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Isabel Moreno

Mesa

Summary

Professional with comprehensive experience and readiness for role. Known for strong focus on team collaboration and achieving results. Adaptable and reliable, supporting colleagues effectively and responding to changing needs. Skilled in communication, problem-solving, and client relations. Recognized for integrity, determination, and results-driven approach.

Work History

Wealth Management Hybrid Agent

Bank of America
  • Accurately recorded all necessary claim information for legitimate fraud and billing disputes
  • Analyzed claim procedures and submitted corresponding feedback for solution updates
  • Examined merchant rebuttal documents and provided claim status updates to our clients

Wealth Management Senior Fraud Analyst

Bank of America
  • Proficient in filing fraud claims, reissuing debit/credit cards and placing proactive overrides
  • Precautionary measures taken to prevent frequent impact fraud due to merchant compromises
  • Discussed clients’ account activity with our Merrill Lynch and Private Bank colleagues

Fraud Senior Analyst

Chase
  • Dispositioned accounts with meticulous judgment to prevent questionable credit card relationships
  • Accurately recorded all investigation details that included notating credit bureau information
  • Continuously assisted my peers with useful knowledge to maintain policies and procedures in effect

Bank Teller

Chase
  • Employed superior and concise communication skills with colleagues, clients and third party vendors
  • Performed multiple tasks such as deposits, withdrawals, currency exchanges during peak hours
  • Executed audits on our enhanced ATMs and precisely balanced cash drawer at the end of each shift

Education

Associate of Science - Fashion Design

Mesa Community College
Mesa, AZ
05-2025

Skills

  • Creative problem-solving
  • Positive attitude
  • Organizational skills
  • Goal-oriented mindset
  • Clear communication
  • Ensuring customer satisfaction
  • Attention to detail
  • Relationship building

Languages

Spanish
Native or Bilingual

Timeline

Wealth Management Hybrid Agent

Bank of America

Wealth Management Senior Fraud Analyst

Bank of America

Fraud Senior Analyst

Chase

Bank Teller

Chase

Associate of Science - Fashion Design

Mesa Community College

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Isabel Moreno