Lead Trust Finance Management Analyst/Trust Officer Resume Example US Bank Corporate Trust Services

LEAD TRUST FINANCE MANAGEMENT ANALYST/TRUST OFFICER

Summary

Financial Industry Professional with 8 years of experience managing trust assets and reducing risks by ensuring compliance with the governing documents. Experienced at reporting audit details to state and federal government agencies. Skilled at interpreting complex material, as well as researching and resolving challenging matters related to corporate trust accounts. An experienced leader who has successfully managed both exempt and not exempt employees. Leadership Skills Complex Problem Solving Operations Analysis Monitoring Coordination Service Orientation Operation Monitoring Effective Communication Skills - written/oral/presentation

Experience

Lead Trust Finance Management Analyst/Trust Officer
August 2007 to CurrentUS Bank Corporate Trust Services － St. Paul, MN

Fulfills US Bank Global Corporate Trust Services Fiduciary duty to provide audit report information to the various bond issuing agency's with in the State of Illinois.
Provides detailed bond account and financing information to ratings agencies such as Standard and Poor's and Moody's Corporation relating to corporate trust accounts.
Submits forms on behalf of issuers of qualified bonds to the IRS to facilitate tax credit payments.
Collaborates with customers, brokers, and outside money managers to purchase investments, ensuring that the investments are in compliance with the Indenture of Trust, and the Investment Agreements.
Provides details for both internal and external audits.
Effectively investigates and resolves customer service related issues.
Facilitates principal and interest payments to the holders of debt issued by companies such as Ameriprise Financial and Best Buy Co.
Inc.
Performs analysis of bond financing documents to interpret the proper amounts and timing of cash and asset funding.
Performs research and analysis to ensure that bond funding meets the debt service reserve and non-reserve valuation requirements.
Performs research and analysis to ensure that the debt service activities are in compliance with the governing legal documents.
Collaborates with business units to develop and implement interdepartmental policies and procedures.
Responsible for training and mentoring team members on job functions and system usage.

Business Operations Analyst I
October 2005 to April 2007US Bancorp Investments － St. Paul, MN

Loan Officer
January 2004 to October 2005Common Sense Mortgage, Inc － Woodbury, MN

Sales Director
September 2001 to January 2004Wellbridge Inc. /Northwest Athletic Club － Burnsville, MN

Managed staff of 10 to 15 direct reports.
Performed monthly quarterly and yearly financial reporting to upper management.
Recruited, hired, and trained sales staff, and conducted employee performance reviews.
Performed sales and customer service training at the club and national level.
Developed and implemented marketing and promotional programs to encourage membership sales.
Responded to and resolved customer service issues with regards to billing and other customer related concerns.

Recruiter
February 2000 to September 2001On-Site, Inc － Bloomington, MN

Responsible for recruiting, interviewing and hiring qualified individuals to fill open positions at client companies.
Developed sales leads by identifying companies with staffing needs, and presented services.
Maintained relationships and managed accounts of companies within a specified territory.
Mentored and trained junior recruiters.

General Manager
September 1997 to February 2000Bally Total Fitness, Inc － St. Louis Park, MN

Managed staff of 50 to 60 exempt and non-exempt team members.
Performed monthly quarterly and yearly financial reporting to upper management.
Recruited, hired, and trained sales staff, and conducted employee performance reviews.
Performed sales and customer service training at the club and national level.
Developed and implemented marketing and promotional programs to encourage membership sales.
Responded to and resolved customer service issues with regards to billing and other customer related concerns.

Specialist
July 1992 to December 1994United States Army － Fort Jackson, S.C.

Maintained automated supply system for accounting of organizational and installation supplies and equipment.
Issued, received, and maintained small arms.
Secures and controls weapons and ammunition in security areas.
Schedules and performs preventive and organizational maintenance on weapons.

Education

Bachelor of Arts : Business Management, January 2007Bethel University － St. Paul, MNBusiness Management

October 2012MBA

FinanceAugsburg College － Minneapolis, MNFinance

Skills

accounting, agency, billing, bonds, credit, client, customer service, customer service training, financing, Financial, financial reporting, forms, hiring, investments, legal, marketing, mentoring, money, weapons, organizational, performance reviews, policies, recruiting, research, sales, staffing, tax, valuation

Resume Overview

Companies Worked For:

US Bank Corporate Trust Services
US Bancorp Investments
Common Sense Mortgage, Inc
Wellbridge Inc. /Northwest Athletic Club
On-Site, Inc
Bally Total Fitness, Inc
United States Army

School Attended

Bethel University
MBA
Augsburg College

Job Titles Held:

Lead Trust Finance Management Analyst/Trust Officer
Business Operations Analyst I
Loan Officer
Sales Director
Recruiter
General Manager
Specialist

Degrees

Bachelor of Arts : Business Management , January 2007
October 2012
Finance

Lead Trust Finance Management Analyst/Trust Officer Resume Example

Resume Score: 90%

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