Analytical and dedicated to understanding policies and procedures applicable to administration aligning reality with regulation and compliance. Has achieved success in a variety of roles with increasing levels of responsibility such as training new trust associates in office and at times other offices. A go to person mainly for my off but also help other associates in my region as well as in other states. Have occasionally assisted partners in compliance with questions as well as the help desk. Has very good organizational skills that helps me be proactive to client needs.
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Awards received
Scheduling
Administration
Training
Awards received
-Open, close and maintain client accounts
-Handle cash transfers (ie, pay bills, send wires and ACHs)
-Maintain tax cost in client accounts
-Enter and approve transactions in WCM, TOE and CDR
-WCM trainer
-Main go to person for questions on systems, task and procedures
-Help and assist Trust Administrator with they're needs
-Order and maintain supplies needed
-Created loan documents using loan systems, word and typewritter
-Maintain all insurance policies for secured loans using the LDU system
-Trained new loan associates
-Input cash transaction for clients
-Input timesheets for all departments
-Printed checks
-Helped loan department with insurance system and updating policies
-Answered main phone line into bank
-Subbed in for Mail clerk and bank courier
2 year program
1 year program
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