• Responsible for the oversight of the firm's segregated assets for customer protection.• Identifies and performs due diligence on lost and inactive client accounts that are subject to state-specific unclaimed property laws. • Facilitates the transfer of cash and assets by working with appropriate departments to ensure the timely delivery to state’s unclaimed property division.• Responsible for the daily review of Municipal Shorts and the follow-up to resolve the short position.• Performs daily review of internal reconciliation reports.• Identify operational gaps across department lines in order to mitigate risk to the firm.• Point person for aggregating and reviewing data for various firm audits, including the Unclaimed Property audit.

• Licensed loan officer with the ability to write mortgages in 18 different states.• Specialized in the utilization of home equity refinancing for debt consolidation and credit improvement.• Analyzed clients credit, property value, and financial history in order to grant loan approval.• Passed S.A.F.E. Exam on first attempt.

• Ensured the Office of Student Engagement's accounts payable journal entries were accurate and organized.• Helped staff prepare a budget to wisely manage their annual funding from the university.• Conducted a campus-wide community service project for incoming freshman on campus. Acted as the liaison between the university and Philadelphia non-profits in order to create service projects on and off campus.• Assisted with several new-student orientations to guide incoming freshmen, transfer students, and international students around campus.