Corey Wilson-Brown
Baltimore
Summary
Financial operations professional with experience supporting institutional client servicing, transaction lifecycle processing, fraud/risk operations, and account management within regulated banking environments. Proven ability to execute high-volume, time-sensitive workflows with strong operational accuracy, regulatory compliance, and data integrity. Skilled in transaction monitoring, risk escalation, cross-functional coordination, and resolving complex account issues within fast-paced, control-driven financial services organizations.
Overview
9
9
years of professional experience
Work History
Unarmed Security Guard
Dunbar Security Solutions
Baltimore
12.2025 - Current
- Monitored and secured high-traffic truck stop to maintain safe traffic flow and enforce security procedures.
- Conducted routine site monitoring to identify safety hazards and unauthorized behavior in fast-paced commercial environment.
- Maintained accurate daily activity logs, incident documentation, and shift reports to support operational safety compliance.
- Provided professional customer service and situational support to drivers and site personnel for secure facility operation.
Client Service Associate
Morgan Stanley
Baltimore
10.2025 - 11.2025
- Supported institutional and high-net-worth client servicing operations within a regulated wealth management environment.
- Executed account maintenance, transaction processing, and end-to-end operational support across client and advisor workflows.
- Coordinated service requests between clients, financial advisors, and internal operations teams to ensure timely and accurate resolution.
- Maintained strict adherence to compliance standards, documentation requirements, and internal control frameworks supporting audit readiness.
- Ensured accuracy and consistency of client account data across internal systems supporting ongoing portfolio operations.
Fraud Client Services Representative
Bank Of America
Hunt Valley
06.2024 - 04.2025
- Conducted fraud and risk analysis across high-volume consumer and business transactions using internal monitoring and detection systems.
- Identified anomalous account activity patterns, documented investigative findings, and escalated cases under regulatory and risk governance frameworks.
- Partnered with fraud operations, dispute resolution, and servicing teams to resolve complex financial account issues.
- Selected to support onboarding and training of new analysts on investigative workflows, documentation standards, and escalation procedures.
- Maintained structured case documentation ensuring audit traceability, compliance alignment, and operational reporting integrity.
Personal Banker
Wells Fargo
Baltimore
06.2023 - 03.2024
- Managed client banking relationships across retail portfolios while supporting account servicing and financial product engagement initiatives.
- Executed daily account transactions, maintenance requests, and service workflows within regulatory and operational compliance frameworks.
- Supported client acquisition and retention through needs-based recommendations across banking products including deposits, credit, and lending solutions.
- Contributed to branch-level performance goals through consistent client engagement and financial product adoption support.
- Resolved escalated account issues requiring cross-functional coordination and policy interpretation.
Member Service Representative II
Navy Federal
Gambrills
01.2023 - 04.2023
- Delivered high-volume member servicing including deposits, transfers, account updates, and loan-related transaction support.
- Ensured compliance adherence across documentation, account servicing workflows, and member interactions.
- Supported financial product education and account optimization guidance to improve member engagement and retention.
- Maintained accuracy across transactional workflows in a fast-paced, regulated financial environment.
Associate Banker
JPMorgan & Chase Co
Ellicott City
01.2022 - 11.2022
- Executed daily account servicing and transaction processing within a high-volume retail banking environment.
- Supported client engagement across banking products including accounts, credit solutions, and digital banking services.
- Identified potential fraud risk indicators and reinforced account security protocols aligned with internal controls.
- Maintained accurate transaction documentation and supported operational workflow efficiency across branch servicing functions.
Sales Representative
Antwerpen Nissan
Owings Mills
02.2019 - 12.2021
- Managed full-cycle sales transactions including financing coordination, documentation, and deal execution workflows.
- Consistently supported revenue generation through structured client follow-up and relationship management systems.
- Coordinated with finance and operations teams to ensure accurate and compliant transaction processing.
Licensed Insurance Representative
State Farm
Catonsville
05.2017 - 02.2019
- Managed insurance policy servicing across auto, home, and life portfolios in a regulated operations environment.
- Executed policy updates, renewals, billing adjustments, and account maintenance workflows.
- Maintained client retention and service quality through structured account management processes.
Education
High School Diploma -
Kenwood High School
05-2015
Skills
- Institutional Client Servicing & Relationship Support
- Financial Transaction Lifecycle Management (Processing, Settlement, Adjustments)
- Fraud Detection & Risk Operations (Transaction Monitoring & Escalation)
- Regulatory Compliance & Internal Controls (KYC/AML Environment Exposure)
- Data Reconciliation & Financial Systems Accuracy
- Cross-Functional Operations Coordination (Ops, Advisors, Risk, Service Teams)
- High-Volume Workflow Execution & Time-Sensitive Operations Management
- Financial Product Support & Client Engagement (Banking Products & Services)
Timeline
Unarmed Security Guard
Dunbar Security Solutions
12.2025 - Current
Client Service Associate
Morgan Stanley
10.2025 - 11.2025
Fraud Client Services Representative
Bank Of America
06.2024 - 04.2025
Personal Banker
Wells Fargo
06.2023 - 03.2024
Member Service Representative II
Navy Federal
01.2023 - 04.2023
Associate Banker
JPMorgan & Chase Co
01.2022 - 11.2022
Sales Representative
Antwerpen Nissan
02.2019 - 12.2021
Licensed Insurance Representative
State Farm
05.2017 - 02.2019
High School Diploma -
Kenwood High School