Elena Julian
Finance Professional | Data-Driven Decision Making & Customer Financial Solutions
1 yrs experience · Goodyear, AZ · <10 hrs/week
About
Finance professional with a track record in account support, performance metrics, and customer financial solutions. Currently analyzing account trends and gathering performance data to create Tableau dashboards that empower teams with data-driven insights that drive improvements. Pursuing an Associate's degree in Finance with a focus on financial planning and data analytics. Passionate about turning raw data into actionable insights to optimize processes, support informed decisions, and improve outcomes for customers and teams. Open to roles in back-office banking, operational finance, and retirement or financial planning support. Willing to pursue industry licensing as needed.
Skills
Experience
- Debt Specialist III · TD09-01-2024 –
As a Debt Specialist III, likely responsibilities include managing a portfolio of high-risk delinquent accounts, negotiating forbearance agreements, settlements, and repayment plans, and ensuring compliance with federal banking regulations and company policies.
- Debt Collector · TD09-01-2024 –
Managed a portfolio of high-risk delinquent accounts, successfully negotiating forbearance agreements, settlements, and repayment plans. Ensured compliance with federal banking regulations and company policies in all negotiations. Assisted customers in resolving past-due debts, providing solutions that balanced company objectives with customer needs.
- Customer Service Specialist · Computershare Loan ServicesYYYY – 11-01-2025
As a Customer Service Specialist, likely responsibilities include assisting customers with inquiries, providing information on loan services, and ensuring customer satisfaction.
- Banker · Discover08-01-2023 – 09-01-2024
Reconciled 200+ bank accounts daily with 100% accuracy. Educated customers on financial products, services, and repayment options. Maintained compliance with banking regulations and company policies. Provided excellent customer service while handling sensitive financial data.
- Customer Care 2 · Computershare Investor Services07-01-2019 – 07-01-2023
Delivered prompt, knowledgeable solutions to address customers' loan service issues. Responded to inquiries via phone or email regarding payment history, account balances, and other loan information. Handled routine and complex inquiries from customers daily. Processed payoffs, releases, and curtailments for all loan types. Processed incoming payments and applied them to customer accounts.
- Sales Representative · Triton Technologies02-01-2018 – 07-01-2019
Helped customers find specific products, answered questions and offered product advice. Worked with fellow sales team members to achieve group targets. Provided up-to-date knowledge of sales and promotions to answer product questions.
Education
- Southern New Hampshire UniversityAssociate's degree, Finance, General
- Tri-Community Adult EducationGED
- United Education InstituteMedical Billing And Coding
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