Austin F. Email & Phone Number

San Francisco, California, United States

• Managed and approved thousands of payment instructions per quarter across multiple payment rails, including ACH, wire transfers, internal transfers, checks, escrow payments, and FX trades, ensuring compliance with zero regulatory violations.• Conducted thorough payment queries, investigated discrepancies, and collaborated with internal departments and customers to gather necessary information, facilitating accurate and timely processing.• Effectively managed cash holdings, forecasted… Show more • Managed and approved thousands of payment instructions per quarter across multiple payment rails, including ACH, wire transfers, internal transfers, checks, escrow payments, and FX trades, ensuring compliance with zero regulatory violations.• Conducted thorough payment queries, investigated discrepancies, and collaborated with internal departments and customers to gather necessary information, facilitating accurate and timely processing.• Effectively managed cash holdings, forecasted cash flow needs, and ensured sufficient funding for payment approvals and releases, maintaining smooth financial operations.• Conducted daily reconciliations of payment transactions, achieving high accuracy rates and ensuring timely and accurate financial reporting.• Implemented anti-fraud procedures and controls, significantly reducing potential risks in high-value transactions.• Worked closely with cross-functional teams to test and operationalize new business areas, streamlining accounting transactions and enhancing overall operational efficiency. Show less

San Francisco, California

• Processed and reconciled thousands of diverse payment transactions per quarter, including wire, check, ACH, escrow payments, and international foreign currency transactions, with a high accuracy rate, contributing to enhanced client retention.• Developed and implemented Standard Operating Procedures (SOPs) for payment processing, which were adopted by the Trust Operations Team.• Supported End-of-Day (EOD) and Month-End reconciliation processes, reducing reconciliation errors to zero… Show more • Processed and reconciled thousands of diverse payment transactions per quarter, including wire, check, ACH, escrow payments, and international foreign currency transactions, with a high accuracy rate, contributing to enhanced client retention.• Developed and implemented Standard Operating Procedures (SOPs) for payment processing, which were adopted by the Trust Operations Team.• Supported End-of-Day (EOD) and Month-End reconciliation processes, reducing reconciliation errors to zero and ensuring full compliance with financial reporting standards.• Utilized multiple financial systems to validate fund sufficiency, assess liquidity restrictions, and execute transactions, managing time-sensitive tasks efficiently.• Identified, mitigated and reported operational risks associated with various types of payment transactions, improving overall process reliability.• Provided exceptional customer support by keeping clients informed of payment statuses, addressing inquiries promptly, and resolving issues related to pending payments, including escrow transactions. Show less