Angelina L. Email & Phone Number

Kansas City, Mo, Us

Kansas City, Mo, Us

Kansas, United States

Entering customer feedback received from postcard campaign. Performing quality control review of all received reviews prior to publication.

- General ledger invoice entry, purchase order to invoice matching, purchase order & invoice discrepancy research and resolution. Purchase order inventory review to clean up the books prior to 12/31 year end.- Suggested several improvements that are now in progress to update the proprietary software with the goal to improve searchability for reporting and increase efficiencies.

Kansas City, Missouri, United States

» Client service manager responsible for the relationships of multiple mutual fund & ETF investment banking clients, totaling more than $80 billion in net assets.» Collaborated with clients such as VanEck for the continuous improvement of processes and systems, working to identify opportunities to create more efficiency, eliminate roadblocks, and develop strategic solutions to drive customer success.» Advocated for our clients with other internal teams to resolve issues and to develop improved processes to ensure better overall client interactions and satisfaction.» Compiled and updated reports for clients, audit files, onboarding documentation, and more.

Kansas City, Missouri, United States

» Collaborated with internal teams to compile analysis of current issues impacting our clients. Learned the processes of other teams, reviewed procedures, and created a technical document to bridge the gaps and solve problems.» Initiated and led a project to develop a sharepoint intranet site for the department. Increased quality and visibility of key information. Created several technical reference documents, forms, and contacts charts. Created effective website banner and logo designs for each page utilizing Canva.» Oversaw the transition of work from one contract company to another in Pune, India for two months. Provided training as needed to bridge gaps. Compiled technical documentation for multiple processes and systems; and developed a thorough test to gauge understanding and readiness level of each employee.

Toronto, Ontario, Canada

» Key contributor to the largest new client onboarding initiative for State Street Canada, onboarding Bank of Montreal (BMO).» Identified the client's business requirements, collaborated internally to perform data validation and due diligence checks, and created technical documentation for the new processes, and trained staff.

Hyderabad Area, India

» Lived in India for a year and oversaw the development of several new teams when 3 new offices were opened. Managed the training of 90 individuals including entry level employees and multiple levels of management. Tracked progress and target goals, adjusted training as necessary.» Collaborated with multiple internal onshore teams to develop strategic transition plans for the work that was moving to India. Created introductory technical guides and courses for the entry level staff.

Kansas City, Missouri Area

» Led the transition of the highly sensitive nightly NAV process from the client operations team to the accounting team. Trained new staff members, wrote technical SOPs, and completed routine due diligence checks to ensure a successful transition. Recognized by senior management for high level of attention to detail and dedication to accuracy.» Hand-selected for a project team that worked with the Beacon Agile team to test new accounting features. Identified business requirements, performed data validation, and obtained buy-in from end-users as well as management. Created technical documentation for our accounting team to use once the features were live.

Kansas City, Missouri, United States

» Performed meticulous due diligence daily on 45-90 fund NAVs for accuracy and analyzed fund movement to identify unusual activity.» Became the SME of a complex process in two months of joining the team, and led the transition of the process to another department. Drafted 25 page technical document, and trained staff in the other department.

Kansas City, Missouri, United States

» Provided specialized research and reconciliation for the largest client at the bank, with over 5 trillion dollars in net assets. Worked closely with several individuals on the client's team, providing support to them daily over the phone or through email.

Bachelor'S Degree, International Relations And Affairs

Arabic Language Institute, Intensive Summer Arabic Language Program

Studied Modern Standard Arabic and Egyptian Colloquial Arabic in the Arabic Language Institute, Intensive Summer Arabic Language Program.