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FITS ConsultingConsultant
Sep. 2024
Retire Once Financial ManagementAdministrative Assistant
Sep. 2023 - Jul. 2024O'Fallon, Missouri, United States
CitiOperations Support Specialist-Lead
Aug. 2022 - Sep. 2023Currently, I analyze supporting documentation and authorize routine BAU general ledger, sub-ledger, client posting financials, and wire instructions for settlement processes. I review Avoka disputes to identify and report fraudulent activities. Highlights of accomplishment in this role include: • Delivered best-in-class customer experience by understanding individual requirements and recommending customized solutions. • Reduced errors in books by conducting reconciliations and performing corrective entries to maximize accuracy and transparency of information.
FITS ConsultingConsultant
Oct. 2021 - Jun. 2022St Louis, Missouri, United StatesIn this role, I analyzed outgoing transfers in Automated Customer Account Transfer system to authorize transactions. I managed incoming transfer requests and documentation to discard incomplete requests and communicate outstanding issues. I reviewed trading reports for outgoing account transfers to identify and reject transfers with potential of short positions. I scrutinized outgoing transfers with position locations and held back re-registration fees for accounts with alternative investments. I monitored outgoing transfers for the Axos Advisory Services account to ensure resubmission through appropriate clearing number. Highlights of accomplishments in this role include: • Prepared reports of outgoing and incoming transfer settlements for current and following business days to executive leadership.
ExperianClaims Analyst
Mar. 2020 - Oct. 2021United StatesWhile working as Claims Analyst, I built and strengthened productive relationships with clients by resolving individual concerns and providing high-quality customer service. I analyzed and prioritized unemployment claims, questionnaires, determinations, and unemployment data to evaluate responses. I delivered comprehensive guidance to clients on unemployment and appeal procedures. Highlights of accomplishments in this role include: • Received positive feedback from clients and recognized twice by Experian in 18 months for providing excellent customer service.
EquifaxClaims Specialist
Feb. 2019 - Mar. 2020United StatesIn this role, I updated claims, questionnaires, and unemployment-related documents into a database while following confidentiality guidelines. I supported cross-training of individuals on state laws. I selected as peer shadow for new analysts and established performance benchmarks for training new employees. Highlights of accomplishments in this role include: • Recognized as Top Performer for closing multiple claims without error/incident and outperforming productivity metrics and KPIs.
Edward JonesService Specialist II Contractor
Jun. 2018 - Feb. 2019Greater St. Louis AreaWith this organization, I responded to estate calls from branch teams and back-office departments to provide outstanding service. I supported branch teams with processing of estate transfers for deceased clients’ accounts. I identified and addressed service tickets related to estate processing. I Facilitated branch teams in updating beneficiary information on client accounts. Highlights of accomplishments in this role include: • Supported end-to-end management of migration project from former Edward Jones to the new site while finalizing deliverables within predefined time and quality constraints.
ScottradeOutgoing Account Transfers Specialist
Nov. 2016 - May. 2018Greater St. Louis AreaWhile working as Outgoing Account Transfers Specialist, I restructured policies and procedures manual for outgoing transfer department to ensure strict compliance with FINRA guidelines. I organized engaging training sessions to instruct 10 peers on best practices. I compiled and disbursed daily cycles and end-of-day reports for individual processing. I maintained consistent engagement with branch, service center personnel, and contra firms to communicate client’s intent for transfer. I acted as SME for outgoing transfers in advisor Services line of business. Highlights of accomplishments in this role include: • Validated and settled outgoing full, partial, and residual transfers on Automated Customer Account Transfer system. • Received multiple promotions, including Account Transfer Representative, Senior Outgoing Account Transfer Representative, and Outgoing Account Transfers Specialist.
ScottradeOutgoing Account Transfers Associate
Jun. 2014 - Jul. 2015St LouisIn this role, I reviewed, validated and fully settled outgoing full, partial and residual transfers on the Automated Customer Account Transfer system. Processed outgoing non ACAT transfers and sent out rejection letters for requests not in good order. Prepared, distributed and processed cycle and end of day ACAT reports. Processed charitable gifts for clients. Communicated with branch, service center personnel and contra firms via email and phone regarding client’s intent to transfer and transfer statuses. Served as a main contact for outgoing transfers in the Advisor Services line of business. Provided the Advisor Services executive team with a quarterly report of outgoing assets.
ScottradeBank Deposit Associate
Apr. 2011 - Jun. 2014In this capacity, I designed and implemented robust department procedures to improve program integrity. I performed extensive audits of accounts to ensure accuracy of account statement content and interest recalculations. I reconciled account data between Scottrade and program vendor to identify and adjust discrepancies. I maintained accurate department KPIs and Full Sell spreadsheets to meet emerging data requirements. I oversaw quality assurance (QA) tests for multiple projects to ensure seamless implementation. Highlights of accomplishments in this role include: • Updated department technical manuals, policies, and procedures by utilizing outstanding analytical and management expertise.
Above All PersonnelPersonal Assistant
Jan. 2009 - Jan. 2014As a Personal Assistant, I aided the former founder of the National Clearinghouse on Marital and Date Rape with a variety of administrative duties and personal duties. Supported client with recruiting to fill two positions at the University of Missouri – St. Louis. Reviewed resumes and application materials. Aided with creating and updating job descriptions and ads for review by client and the University of Missouri – St. Louis. Administered record retention of applicant materials and interview documentation. Scheduled interviews with prospective candidates, assisted with note taking during interviews. Completed application evaluation forms post interview.
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