Breanne Witzmann, Aap Email & Phone Number

San Diego, California, United States

Primary SME ACH + Wires - Payments rules + configuration guidance - ISO 20022 implementation - Fedwire contingency planning - Faster Payments Network Certificate - Develop policies and procedures - Incident resolution

Unclaimed Property - IOLTA Remittance - Fed Adjustments + Chargebacks - Legal Processing - WBEN - CP2100 - GL Reconciliation - ACH - Domestic + FX Wires - Nonpost/Exception Processing - Reg E Dispute Processing - Creative Problem Solving

San Diego, California

San Diego

With a focus on attention to detail, accuracy and customer service, during my time here, I have made significant contributions that align with the company's mission and goals. By keeping project managers up to par on project status, I am able to assist in the completion of tasks within scheduled deadlines. To retain current customers and attract new ones, I aim to ensure the exemplary delivery of service. Having exceptional communication and interpersonal abilities gives me the advantage in… Show more With a focus on attention to detail, accuracy and customer service, during my time here, I have made significant contributions that align with the company's mission and goals. By keeping project managers up to par on project status, I am able to assist in the completion of tasks within scheduled deadlines. To retain current customers and attract new ones, I aim to ensure the exemplary delivery of service. Having exceptional communication and interpersonal abilities gives me the advantage in being able to connect with customers and build rapport with internal and external members. Show less

San Diego, California

My most recent position with Griffin Funding was as an Operations Assistant Manager, however, I held another title as Account Manager prior. Having worn different hats while I was employed here, provided me the opportunity to gain knowledge and sharpen skills. My day-to-day functions between both roles consisted of an array of tasks from administrative functions, serving as a Liaison for the loan officer, processor and borrower, and monitoring loan processes to executing training and leadership… Show more My most recent position with Griffin Funding was as an Operations Assistant Manager, however, I held another title as Account Manager prior. Having worn different hats while I was employed here, provided me the opportunity to gain knowledge and sharpen skills. My day-to-day functions between both roles consisted of an array of tasks from administrative functions, serving as a Liaison for the loan officer, processor and borrower, and monitoring loan processes to executing training and leadership activities. I immersed myself in endeavors that consisted of overhauling the training process for staff members. Improving processes and optimizing productivity was essential as I was able to identify areas needing enhancement. I structured and implemented the company’s BSA/AML training program. I ensured all courses were completed within allotted time and monitored its’ success over time. I also created action plans necessary for auditing purposes. Other noteworthy recognition and achievements are below:● Maximized operational output by conducting staff trainings and serving as a mentor for further support and guidance.● Prepared compliance related disclosures for VA, FHA and conventional loans.● Exercised multitasking abilities, managing 50+ accounts simultaneously.● Recognized for exemplary service by customers; receiving several 5-star reviews on the company’s social media pages.● Monitored the loan process in its’ entirety from inception through funding. Show less

San Diego, California

Progressing through several roles within the company provided a wealth of hands on experience; starting with the company as a Customer Service Representative, progressing to Branch Operations Specialist to the last position as a Bank Operations Advisor. There were many noteworthy achievements and occasions where I was recognized for my contributions. I spearheaded operations for over 100 branches and 1,700 bankers and acted as the business unit liaison for internal business partners. Other… Show more Progressing through several roles within the company provided a wealth of hands on experience; starting with the company as a Customer Service Representative, progressing to Branch Operations Specialist to the last position as a Bank Operations Advisor. There were many noteworthy achievements and occasions where I was recognized for my contributions. I spearheaded operations for over 100 branches and 1,700 bankers and acted as the business unit liaison for internal business partners. Other tasks included serving as a a key contributor to the establishment of a banking department, preventing the issuance of a cease and desist order. With my exceptional leadership skills, I led my branch for two consecutive years in top fundraising efforts benefiting the City of Hope. Other accomplishments and tasks included:● Minimized exposure to risks; promptly identified "red flags," and implemented effective, unique solutions to resolve complex issues.● Helmed the start-up of a system that ensured all overdraft approvals met regulatory guidelines.● Achieved the nomination to attend a three-month Leadership Workshop.● Strengthened communication efforts between cross-functional departments by promoting transparency amongst all members.● Analyzed and completed branch audits to pinpoint shortfalls and restructure work environment to resolve problems.● Strategically applied effective sales tactics resulting in the achievement of top product sales and top ratings in customer satisfaction surveys in the San Diego region. Show less