Jada Patterson

About Jada Patterson

I am a driven Banking Operations professional and Data Analyst dedicated to building a career of longevity within the financial services industry. My professional journey is defined by a high-performance mindset, a focus on operational integrity, and a commitment to achieving excellence in every role I undertake. Currently, I serve as an Operations Specialist at Citi (via Randstad) in Newark, DE. In this role, I manage high-volume financial document processing and transaction reconciliation within Institutional Lockbox Operations. I ensure total accuracy and strict adherence to internal security protocols and data privacy standards when handling sensitive financial information. My background also includes significant experience as a Senior Claims Analyst at Bank of America, where I specialized in fraud investigation, transaction analysis, and maintaining compliance with the Bank Secrecy Act (BSA). Through specialized Professional Development in Data Analytics at Wilmington University, I have built a technical toolkit in SQL, Excel (Advanced Formulas & PivotTables), and Tableau. I am skilled in Big Data Visualization and Data Storytelling, allowing me to transform complex datasets into actionable insights that drive operational efficiency and informed decision-making. I am currently preparing for a relocation to Charlotte, NC, and am eager to connect with esteemed banking institutions to establish a long-term professional home. I bring a unique blend of risk-management expertise, technical analytical skills, and a goal-oriented work ethic to any team I join.Let’s connect here on LinkedIn to discuss how my drive and skill set can contribute to your organization’s success.Core Competencies:• Banking Operations: Institutional Lockbox Operations, Transaction Reconciliation, Document Processing. • Risk & Compliance: BSA/AML Compliance, Fraud Investigation, Financial Claims Analysis. • Data Analytics: SQL, Tableau, Big Data Visualization, Advanced Excel.

Experience

1. Document Processing Analyst

   Randstad USA

   Jan 2026 — Present · Newark, DE, US

   Randstad / Citi BankPublic Sector Lockbox Specialist (Contractor)| September 2025 – Present • Execute high-volume document processing and transaction handling within the Public Sector Lockbox to ensure daily operational deadlines are met with 100% accuracy.• Maintain strict adherence to internal security protocols and data privacy standards when handling sensitive financial information.• Leverage operational consistency to support seamless workflow and financial document integrity for public sector clients.• Collaborate with onsite leadership to identify process improvements and maintain high standards of service excellence.

Education

• Avocademy

  UX/UI Design

• Wilmington University

  Associate of Science - AS, Data Analytics

• Year Up United

  Data Analytics

• Dawn Career Institute

  Certificate / Diploma, Massage Therapy/Therapeutic Massage

  2017 — 2018