EXPERIENCE

Professional Skillset

Years with 10-Key, ATWeb, Sales Force, Wealthscape, and SWIFT Systems

Years in Loan Servicing

Years working with NIS, EAS, Tax Tracking Portal & Escrow

Years of Leadership and Issue Resolution Experience

SENIOR TREASURY ANALYST

Establish and maintain strong relationships with Corporate Accounting
Prepare and process daily reconciliation of Main Bank and General Ledger
Monitor company’s daily cash position and cover commitments with ACH and wire transfers
Create daily financial flow reports to manage ACH cash flow and funding
Analyze and record ACH transaction returns, reversals and deletes
Provide daily audits for check and escheat reconciliation, utilizing mainframe, MIDAS and SAP software
Research ACH transactions through online access to banking portals and treasury management systems

RESEARCH REMEDIATION MANAGER II

Analyzed daily and weekly reports downloaded from Tableau for production goals
Collaborated with business leaders and participated in regular complaints management meetings
Led 20 caseworkers plus Team Lead to deliver exceptional customer experience for executive office, deposit/money movement, unclaimed property and credit card complaints
Provided proactive leadership and coaching through team huddles, One on One Meetings, and team training to assure all team members are successfully meeting business goals and objectives
Leveraged ongoing coaching in diverse support functions, identifying opportunities for process improvement, to oversee risks, and work direction to team members and less experienced staff
Utilized independent judgment to adhere to complex quality assurance policies by reviewing in-depth documentation of research strategies and analysis of cases
Verified risk management compliance with Wells Fargo legal, investor, regulatory and business policies

CLIENT OPERATIONS SPECIALIST

Provided trust operational support to advisors, banks and wealth management organizations
Generated quarterly estimated tax payments for trust accounts
Administered trust fund distributions to beneficiaries
Created and monitored MS Access database to track and maintain client property tax payments
Monitored bank account reconciliation, trust transfers, deposits and disbursements with Fidelity Bank
Performed Accounts Payable for client expenses
Utilized 10-key, ATWeb, Sales Force, Wealthscape and SWIFT systems for transaction administration
Produced monthly budget projections for trust and foundation accounts

ESCROW LEAD

Provided leadership and training to 8 team members relative to customer escrow accounts
Created and analyzed amortization schedules for Fixed, ARM, and Mod loans
Submitted accurate GSE claims to Fannie Mae to optimize recovery of foreclosure and bankruptcy expenses
Assisted managers with creating streamlined productivity and establishing efficient, quality goals
Reconciled customer property tax discrepancies with adjustments, refunds and journal entries
Interacted with tax agencies, vendors, and contacts for appropriate tax amounts and property information
Reviewed servicing documents in NIS for financial and data evaluation
Processed tax tracking daily wires to accounting and tax vendors
Researched and analyzed past loan history for tax payment research on both MSP and GTA platforms, to include knowledge of programs such as NIS, EAS, Tax Tracking Portal and the Escrow Requests Database
Secured proper approval and requirements to manage tax payments and analysis for tax tracking loans (non-GSE)

Psychology and Sociology
North Park University

Chicago, IL

Cost Accounting

University of St. Thomas

St. Paul, MN