Ashley Freauf Email & Phone Number

Lincoln, NE, US

• Coordinate all aspects of Corporate Actions on securities held within the trust division.
• Complete daily settlement with Fifth Third and DTC for securities trades, typically varying between 1 million to 60 million, and send/receive daily wires through WireXchange to balance.
• Research and resolve trade discrepancies and communicate with brokers to determine resolutions.
• Complete daily posting of transfers, fees, dividends, interest, calls, maturities and paydowns.
• Redeem and rollover physical securities to/from custodians utilizing proper legal documents and procedures and posting requests on the Trust Accounting System.
• Complete Accounting Functions for Short Term Funds and ABS, including entering Accruals, updating Rates, posting Journal Entries, creating Trial Balances, and generating Prices and Investable Cash.

Lincoln, Nebraska, United States

• Perform all asset set-up and maintenance activity for the entire Wealth Management Division.
• Set up Trust Accounts, IRAs, Agencies, Estates, and Household Accounts, and perform all account maintenance activity; including financial transactions, contact information and beneficiary changes, Trustee and POA.
• Provide customer support for online investing accounts and online portal inquiries and act as a primary contact for calls received through multiple UCC lines.
• Coordinate incoming, outgoing, and internal transfers and provide consistent follow-up with internal officers and outside firms to ensure timely processing.

Lincoln, Nebraska, United States

• Complete reviews of all newly established accounts for accuracy, compliance, and account owner identity verification through a variety of reporting services.
• Verify the completion of all due diligence associated with the 529 account documentation.
• Complete internal reviews of financial transactions and account information.
• Review and monitor accounts and transactions daily for any potentially fraudulent activity.
• Verify that all Financial Advisor accounts were processed with the options and limitations of their specific Broker Dealer.
• Establish and maintain effective oral and written communication with production and operations areas to ensure all are properly informed of positive and negative feedback.

Lincoln, Nebraska, United States

• Lead a team of 25 agents to assist borrowers with Total and Permanent Disability applications regarding the discharge of Department of Education federal student loans.
• Provide on-going training and development in professionalism, minimizing call times, customer service, de-escalation, compliance, and meeting and exceeding performance expectations.
• Complete daily reports to track adherence, time-clock overages, data formatting, and metrics.
• Review accounts, correspondence requests, complaints, and calls to ensure that the proper processes were followed, necessary actions were taken, and the required documentation was sent.
• Coordinate with Workforce Management to fill positions in queues as needed.
• Trained and lead a team of 30 agents to detect and adjudicate potential unemployment fraud while under contract for the Department of Labor during the height of the pandemic.

Lincoln, Nebraska, United States

• Review accounts to determine if correct processes were followed and FSA guidelines were met.
• Organize weekly team huddle meetings to educate co-workers on updates and process changes and answered follow-up questions.
• Use technical writing to create procedures aimed at minimizing risk and promoting best practices.
• Audit the work of team members and present my findings of their performance, quality, and trends to leadership to help create development plans and provide ongoing training.
• Write and organize training procedures for more than 15 unique reviews.
• Cross-train to approve/deny private student loans with differing lender requirements.

Lincoln, Nebraska, United States

• Review applications and income documentation to verify that all requirements are met.
• Process applications into four Income Driven Repayment plans pursuant to FSA guidelines.
• Calculate adjusted gross income from paystubs and self-certified letters to ensure that each account reflected an accurate payment amount in relation to income.
• Use NSLDS to review disbursement dates, loan types, external loans, and loan-specific details to determine the correct plan to apply for each borrower.
• Continually submit process-improvement ideas to leadership to improve departmental procedures.