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Jeffrey R Goertz

from Liberty, MO
Age ~68
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Also known as:
Jeffrey Goertz, Jeffrey Robert Goertz, Jeffery Goertz, Brian Jeffrey Goertz, Jeff Goertz, Jeffrey Goerts
Phone and address:
212 Lakeside Dr, Liberty, MO 64068
Related to:
Susan Goertz, 68Brian J Goertz, 40
Connected to:
Alexis V Goertz, 45Carrie A Goertz, 41Justin L Goertz, 44Eric J Goertzen, 28Judy M Goertzen, 62Julie D Goertzen, 39Kelly G Goertzen, 63Lori L Goertzen, 65Dustin K Goerzen, 41Juliana Z Goes, 41

Jeffrey Goertz Phones & Addresses

  • 212 Lakeside Dr, Liberty, MO 64068
  • Kansas City, MO
  • Smithville, MO
  • 1200 Huntington Dr, Liberty, MO 64068

Work

Position: Service Occupations

Education

Degree: High school graduate or higher

Interests

job inquiries, expertise requests, busin...

Emails

j***[email protected]

Industries

Banking

Resumes

Resumes

Jeffrey Goertz Photo 1

Process Engineer, Client Research And Resolution Services At Bank Of America

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Location:
Kansas City, Missouri Area
Industry:
Banking
Experience:
Bank of America (Public Company; BAC; Banking industry): Process Engineer, Client Research and Resolution Services,  (January 2004-Present) I am responsible for the process engineering for all of Client Reserch and Resolution Services for Bank of America. My team delineates poli...

Publications

Us Patents

Atm Exception Balancing System

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US Patent:
20100280871, Nov 4, 2010
Filed:
Apr 29, 2009
Appl. No.:
12/432251
Inventors:
Jeffrey R. Goertz - Liberty MO, US
Ivette Yoshida - Royal Oaks CA, US
Susan Joslin - Selkirk NY, US
Tony Hopkins - Hurst TX, US
Assignee:
BANK OF AMERICA CORPORATION - Charlotte NC
International Classification:
G06Q 10/00
G06Q 40/00
G06F 17/30
G06F 17/40
US Classification:
705 9, 705 30, 707E17019, 707E17044, 707E17031
Abstract:
An ATM exception balancing system is disclosed. Embodiments of the invention provide a method of resolving image ATM transaction exceptions and enabling reconcilement of ATM transactions. An exception record can be created and stored for each batch of image ATM transactions wherein the credit and the debit for the batch of image ATM transactions do not match, and the exception record can be displayed to an analyst. Input can be received from the analyst indicating a resolution of an exception. Possible resolutions can include a general ledger entry, a customer adjustment, and/or an ICA/WIP entry. The system can optionally provide for reporting and performance analysis. Image ATM cash transactions, image ATM check transactions, or both, can be included.

Performing Enhanced Exception Processing Using Cognitive Automation Tools

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US Patent:
20210374575, Dec 2, 2021
Filed:
Jun 1, 2020
Appl. No.:
16/889242
Inventors:
- Charlotte NC, US
Jeffrey R. Goertz - Liberty MO, US
Letishia R. Hunt - Charlotte NC, US
Clement Chellaraj - Charlotte NC, US
Eric Dryer - Charlotte NC, US
Clarence E. Lee - Charlotte NC, US
Charles Christopher Harbinson - Mooresville NC, US
Verlon S. Watson - Charlotte NC, US
International Classification:
G06N 5/04
G06N 20/00
G06Q 40/02
G06Q 10/06
G06Q 20/10
G06Q 10/10
Abstract:
Aspects of the disclosure relate to performing enhanced exception processing using cognitive automation tools. In some embodiments, a computing platform may receive interaction data identifying one or more actions performed by one or more users in resolving a plurality of exception items associated with an exception queue. Subsequently, the computing platform may train, using a learning engine, a machine learning model to resolve a first exception and a second exception of one or more exceptions based on the interaction data. Based on training the machine learning model, the computing platform may generate one or more configuration commands directing a processing module to implement the machine learning model to process additional exception items associated with the exception queue. The computing platform then may send the one or more configuration commands to the processing module.

Actionable Exception Alerts

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US Patent:
20210082042, Mar 18, 2021
Filed:
Nov 30, 2020
Appl. No.:
17/106383
Inventors:
- Charlotte NC, US
Jeffrey R. Goertz - Liberty MO, US
Kerry Michelle Cantley - Fort Mill SC, US
Eric Dryer - Charlotte NC, US
Mike Stoll - Webster Groves MO, US
Tim Gauvin - Peachtree City GA, US
Geoffrey R. Williams - Midlothian TX, US
Krishna Kota - Bear DE, US
International Classification:
G06Q 40/02
Abstract:
Systems, method, apparatuses, and software are described for automatically detecting defects in financial transactions, automatically determining resolutions to the defects based on historical defect patterns, an interacting with customers to provide information and/or receive instructions regarding defects and how they should be resolved.

Performing Secure Maintenance Processing On An Automated Machine

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US Patent:
20200356959, Nov 12, 2020
Filed:
May 9, 2019
Appl. No.:
16/408184
Inventors:
- Charlotte NC, US
Jeffrey R. Goertz - Liberty MO, US
Douglas Scott Wilson - Nashua NH, US
Carl Parziale - Charlotte NC, US
Michael Matthew Wisser - Fort Mill SC, US
Edwin Andrew Wegleitner - Aiken SC, US
Colleen Marie Powers - Shiloh IL, US
Jennifer Ann Raley - Charlotte NC, US
Assignee:
Bank of America Corporation - Charlotte NC
International Classification:
G06Q 10/00
G06Q 10/10
G06F 21/31
G07F 19/00
Abstract:
A system for performing secure maintenance on automated machines may include a maintenance management apparatus and an automated machine. The maintenance management apparatus is configured for scheduling the maintenance appointment for the automated machine, in response to scheduling the maintenance appointment and creating and communicating a maintenance security code to the automated machine. The automated machine is configured for receiving a request from a maintenance provider to initiate the maintenance appointment, validating the maintenance provider using the maintenance security code and providing access to a secure item storage unit, determining that the maintenance provider has completed the maintenance appointment, and communicating information associated with the maintenance appointment to the maintenance management apparatus and/or a computing device of the maintenance provider.

Automated Machine With Self-Reconciliation Of Resources

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US Patent:
20200356960, Nov 12, 2020
Filed:
May 9, 2019
Appl. No.:
16/408190
Inventors:
- Charlotte NC, US
Jeffrey R. Goertz - Liberty MO, US
Douglas Scott Wilson - Nashua NH, US
Carl Parziale - Charlotte NC, US
Michael Matthew Wisser - Fort Mill SC, US
Edwin Andrew Wegleitner - Aiken SC, US
Colleen Marie Powers - Shiloh IL, US
Jennifer Ann Raley - Charlotte NC, US
Assignee:
Bank of America Corporation - Charlotte NC
International Classification:
G06Q 10/00
G06Q 10/10
G06Q 30/04
G07F 19/00
G07D 11/235
G07D 11/24
G07D 11/26
Abstract:
A system for performing secure maintenance on automated machines may include a maintenance management apparatus and an automated machine. The maintenance management apparatus is configured for scheduling the maintenance appointment for the automated machine, in response to scheduling the maintenance appointment and creating and communicating a maintenance security code to the automated machine. The automated machine is configured for receiving a request from a maintenance provider to initiate the maintenance appointment, validating the maintenance provider using the maintenance security code and providing access to a secure item storage unit, determining that the maintenance provider has completed the maintenance appointment, and communicating information associated with the maintenance appointment to the maintenance management apparatus and/or a computing device of the maintenance provider.

Tracking And Processing Of Resources Associated With An Automated Machine For Reconciliation

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US Patent:
20200356961, Nov 12, 2020
Filed:
May 9, 2019
Appl. No.:
16/408197
Inventors:
- Charlotte NC, US
Jeffrey R. Goertz - Liberty MO, US
Douglas Scott Wilson - Nashua NH, US
Carl Parziale - Charlotte NC, US
Michael Matthew Wisser - Fort Mill SC, US
Edwin Andrew Wegleitner - Aiken SC, US
Colleen Marie Powers - Shiloh IL, US
Jennifer Ann Raley - Charlotte NC, US
Assignee:
Bank of America Corporation - Charlotte NC
International Classification:
G06Q 10/00
G07F 19/00
Abstract:
A system for performing secure maintenance on automated machines may include a maintenance management apparatus and an automated machine. The maintenance management apparatus is configured for scheduling the maintenance appointment for the automated machine, in response to scheduling the maintenance appointment and creating and communicating a maintenance security code to the automated machine. The automated machine is configured for receiving a request from a maintenance provider to initiate the maintenance appointment, validating the maintenance provider using the maintenance security code and providing access to a secure item storage unit, determining that the maintenance provider has completed the maintenance appointment, and communicating information associated with the maintenance appointment to the maintenance management apparatus and/or a computing device of the maintenance provider.

Remote Maintenance Initiation And Communication For An Automated Machine

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US Patent:
20200357248, Nov 12, 2020
Filed:
May 9, 2019
Appl. No.:
16/408225
Inventors:
- Charlotte NC, US
Jeffrey R. Goertz - Liberty MO, US
Douglas Scott Wilson - Nashua NH, US
Carl Parziale - Charlotte NC, US
Michael Matthew Wisser - Fort Mill SC, US
Edwin Andrew Wegleitner - Aiken SC, US
Colleen Marie Powers - Shiloh IL, US
Jennifer Ann Raley - Charlotte NC, US
Assignee:
Bank of America Corporation - Charlotte NC
International Classification:
G07F 19/00
G06Q 10/00
Abstract:
A system for performing secure maintenance on automated machines may include a maintenance management apparatus and an automated machine. The maintenance management apparatus is configured for scheduling the maintenance appointment for the automated machine, in response to scheduling the maintenance appointment and creating and communicating a maintenance security code to the automated machine. The automated machine is configured for receiving a request from a maintenance provider to initiate the maintenance appointment, validating the maintenance provider using the maintenance security code and providing access to a secure item storage unit, determining that the maintenance provider has completed the maintenance appointment, and communicating information associated with the maintenance appointment to the maintenance management apparatus and/or a computing device of the maintenance provider.
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Jeffrey R Goertz from Liberty, MO, age ~68 Get Report