Prepared and maintained budget and forecasting totaling approximately $37M for several lines of business throughout the bankPrepared monthly financials and analysis for members of Management Committee within lines of businessMonitored and researched transactions made within different areasProvided monthly commentary to management based on how relative expenses are to budgetConducted monthly meetings for USA Units to obtain information on financials, forecasting, and any budget… Show more Prepared and maintained budget and forecasting totaling approximately $37M for several lines of business throughout the bankPrepared monthly financials and analysis for members of Management Committee within lines of businessMonitored and researched transactions made within different areasProvided monthly commentary to management based on how relative expenses are to budgetConducted monthly meetings for USA Units to obtain information on financials, forecasting, and any budget changesMonitored/Approved requisitions, purchase orders, and invoices being paid within lines of business Show less

Provide budget adjustments for cost center balance changes within each line of business.Assign officer numbers to new employees, and make changes related to transfers, terminations, or rehires.Implement monthly account maintenance process through officer portfolio movement and cost center realignment.Analyze, compile, and deliver data for a host of weekly and monthly loan reports.Maintain Credit Committee Review database by identifying any pricing model concerns in loan packages… Show more Provide budget adjustments for cost center balance changes within each line of business.Assign officer numbers to new employees, and make changes related to transfers, terminations, or rehires.Implement monthly account maintenance process through officer portfolio movement and cost center realignment.Analyze, compile, and deliver data for a host of weekly and monthly loan reports.Maintain Credit Committee Review database by identifying any pricing model concerns in loan packages prior to review by the credit committee. Show less

Assist account holders with questions/concerns regarding their safekeeping accounts with BBVA; Ensure Federal Home Loan Bank of Atlanta, Federal Home Loan Bank of Dallas, Trust accounts, and other portfolio payments are balanced and processed correctly; Ensure daily Federal Reserve payments are balanced and processed daily; Process securities that are called daily through the DTCC system

Processed asset movement requests moving funds in and out of brokerage accounts; Operated money movement system where cash is moved between brokerage accounts and bank accounts of clients; Provided ongoing back office support to representatives for any asset movement, stock, or mutual fund related requests

Ensured accuracy of Fixed and Variable annuity, Life Insurance, and Wealth Transfer applications for completeness; Offered research assistance, resolve compliance issues, and request exceptions in an effort to help Personal Investment Officers maintain quality relationships with their clients; Made outgoing calls to insurance companies in regards to exceptions, rates, and pending statuses of applications

Implemented Group Data Trend Analysis projectsKeyed survey results for Performance Guarantee GroupsOrganized files for Business Analysts and Quality AnalystsCompiled numerous performance enhancing reports for other areas of the company