Implement client requests for services across multiple Treasury Management products.Provide access to money movement functions and reporting for external clients and internal bank partners.Collaborate with partners, while retaining ownership, to carry out complex requests. Subject Matter Expert for partners needing assistance with processes and systems.Perform Quality Control review of work performed on Account Implementation teams.Represent AID on project teams for bank-wide initiativesParticipate in team projects and maintain solo projects.Conduct research to identify trends and root causes of adverse outcomes.

During my tenure at AssetMark, I served as a New Business Team Case Manager for four years, then as a Process Excellence Team Quality Control Analyst for four years.● Quality Control - analyzed work from operational processing teams for Accuracy, Compliance, and Process Improvement.● Top Analyst for accuracy (Audit, Financial, and Client Experience) quarter over quarter.● Cross-trained to work with all Custodians on our Platform● Reviewed establishment of New Accounts ● Modification and Termination of Client Accounts● Withdrawals of Retirement and Non-Qualified funds● Systematic Withdrawal and Automatic Investment Plans● Journals of cash and in-kind assets between Client/Beneficiary accounts● Subject Matter Expert (SME) on New Business, Products/Models/Fees, State Tax Withholding● Developed and maintained resources (matrices, SOPs, etc.) for QC, processing teams● Consistently identified potential improvements to systems, forms, and processes.● Trained Quality Control Coordinators● Served on Project to update systems for new Line of Credit product● New Business - performed many tasks listed above as a processor.● Consistently the most accurate Case Manager, flexed to QC regularly.● Assisted Financial Advisors submitting New Account paperwork for their Clients● Opened New Accounts● Deposited Initial Funding (check and wire) to New Accounts● Initiated Transfers of Assets (cash and in-kind) from contra firms● Set up Systematic Withdrawal and Investment Plans● Subject Matter Expert (SME) on Fees/Billing● Trained new Case Managers (SME)● Served on Projects ranging from Form Enhancements to State Tax Withholding - building system capabilities (SME)● Conducted file audits, managed NBT's items on larger audits/reports.

*Confirmed and completed FX transactions made between BOA traders and investment firms worldwide.*Resolved trade discrepancies with internal and external clients.*SME on Six Sigma Greenbelt Project to reduce cost-per-trade by increasing straight-through-processing rate; project certified October 2006.