Constance Willis Email & Phone Number
@tollbrothers.com
1 phone found area 713
LinkedIn matched
Who is Constance Willis? Overview
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Constance Willis is listed as Fiduciary Risk Management & Compliance | Administrative Technical Support | 36 Yrs Banking Exp. at Dallas Independent School District, a with 12405 employees, based in Duncanville, Texas, United States. AeroLeads shows a work email signal at tollbrothers.com, phone signal with area code 713, and a matched LinkedIn profile for Constance Willis.
Constance Willis previously worked as Substitute Teacher at Dallas Independent School District and Client Relationship Workstation Representative at Bank Of America. Constance Willis holds Bachelor Of Business Administration - Bba, Business Administration And Management, General from Dallas Baptist University.
Email format at Dallas Independent School District
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AeroLeads found 1 current-domain work email signal for Constance Willis. Compare company email patterns before reaching out.
About Constance Willis
I am looking for an opportunity to utilize my banking experience and skills as an Operations Analyst within a business environment to ultimately achieve a positive client experience for the organizationDemonstrated record of driving business integration for various lines of businesses within the banking industry with specific experience in the areas of Trust Operations, Securities Services, Philanthropic, Estate Settlement, Banking, and Retirement Services. Strong business acumen for helping clients assist the customer in achieving their financial goals within the Private Bank & Investment Group in a non-customer/client-facing role. Over 30 years of expertise and training in the trust banking business, where I have attained a working knowledge in the area of fiduciary accounts, risk management, compliance, stocks and bonds and bank-specific processes and procedures. I have a working knowledge of business principles such as effective communications, leadership skills, analysis, strategy and marketing.
Constance Willis's current company
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Constance Willis work experience
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Client Relationship Workstation Representative
• Mitigated risks on behalf of Bank of America’s Client Relationship Workstation as fiduciary over various trust accounts on a monthly basis• Provide provisioning/access to various BOA platforms such as CRW (Client Relationship Workstation), UST (US Trust) and ML (Merrill Lynch) applications• Assisted trust Administrators, Portfolio Managers and Trust Officers with account maintenance, including coding exceptions to meet compliance and regulatory standards to allow accounts to close• Advised internal staff on sales, compliance, distribution, wire transfers, and money movement• Analyzed various codes associated with fiduciary accounts, including codes regarding beneficiaries, income/principle, taxes, and fees• Remained abreast of state regulations regarding income and adjustments• Received the Bronze Award for volunteering with multiple causes including women, children, inmates, and the homeless• Attend informed Quarterly Town Hall Meetings delivered by the CEO and other banking officers.
Avp Trust Officer/Trust Operations Help Desk Analyst
• Provided guidance to team members with internal procedures to accomplish daily transactions• Assisted various departments with navigating external client relationships and money movements through a BOA-specific online application• Connected team members to the products and services necessary to meet client needs• Conducted research to stay abreast of the latest application updates• Supported client team members during new system transitions and enhancements
Trust Officer/Trust Operations Analyst Reconciliation
• Oversaw responsibility for balancing multiple ledgers in various departments• Utilized the general ledger to process cash transactions for internal operations• Reconciled bank accounts
Securities Operations Analyst, Class Actions/Proxy Unit
Class Actions/Proxy Unit• Coordinate and monitor workflow for all Class Action Litigations• Ensure proper allocation of proceeds to Trust Accounts due to Class Action Litigations• Prepare monthly reports for risk reviewCorporate Actions• Process Domestic and Global Corporate Actions Entitlements on Trust AccountsDomestic Income• Process dividend and income earnings to trust accountsMutual Fund Trader• Execute trades for internal clients
Corporate Action Analyst
Domestic Income Specialist
Mutual Fund Trader
Colleagues at Dallas Independent School District
Other employees you can reach at dallasisd.org. View company contacts for 12405 employees →
Angelique Hodge, M.Ed.
Colleague at Dallas Independent School DistrictDallas-Fort Worth Metroplex, United States
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HR
H Rodriguez
Colleague at Dallas Independent School DistrictAddison, Texas, United States
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Maria Roman
Colleague at Dallas Independent School DistrictDallas-Fort Worth Metroplex, United States
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Yvette Allen
Colleague at Dallas Independent School DistrictSeagoville, Texas, United States
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Elizabeth Mullis
Colleague at Dallas Independent School DistrictRockwall, Texas, United States
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KH
Kelli Hackney
Colleague at Dallas Independent School DistrictMidlothian, Texas, United States
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Ruth Román-Meza
Colleague at Dallas Independent School DistrictDallas-Fort Worth Metroplex, United States
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AC
April Castillo
Colleague at Dallas Independent School DistrictDallas, Texas, United States
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JA
Jasmine Anderson
Colleague at Dallas Independent School DistrictDallas-Fort Worth Metroplex, United States
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Justo Echaverry
Colleague at Dallas Independent School DistrictDallas-Fort Worth Metroplex, United States
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Constance Willis education
Bachelor Of Business Administration - Bba, Business Administration And Management, General
Associate Of Arts And Sciences - Aas
Master Of Business Administration - Mba, Business Leadership
Frequently asked questions about Constance Willis
Quick answers generated from the profile data available on this page.
What company does Constance Willis work for?
Constance Willis works for Dallas Independent School District.
What is Constance Willis's role at Dallas Independent School District?
Constance Willis is listed as Fiduciary Risk Management & Compliance | Administrative Technical Support | 36 Yrs Banking Exp. at Dallas Independent School District.
What is Constance Willis's email address?
AeroLeads has found 1 work email signal at @tollbrothers.com for Constance Willis at Dallas Independent School District.
What is Constance Willis's phone number?
AeroLeads has found 1 phone signal(s) with area code 713 for Constance Willis at Dallas Independent School District.
Where is Constance Willis based?
Constance Willis is based in Duncanville, Texas, United States while working with Dallas Independent School District.
What companies has Constance Willis worked for?
Constance Willis has worked for Dallas Independent School District and Bank Of America.
Who are Constance Willis's colleagues at Dallas Independent School District?
Constance Willis's colleagues at Dallas Independent School District include Angelique Hodge, M.Ed., H Rodriguez, Maria Roman, Yvette Allen, and Elizabeth Mullis.
How can I contact Constance Willis?
You can use AeroLeads to view verified contact signals for Constance Willis at Dallas Independent School District, including work email, phone, and LinkedIn data when available.
What schools did Constance Willis attend?
Constance Willis holds Bachelor Of Business Administration - Bba, Business Administration And Management, General from Dallas Baptist University.
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