Davida Stokes Email & Phone Number

New York City Metropolitan Area

St. Louis City County, Missouri, United States

Glen Allen, VA

Glen Allen, VA

• Exceptional customer service skills with the ability to balance needs of clients, leasers and team members
• Strong time management and organization skills including prioritizing and organizing high volume workload
• Proven ability to build and maintain relationships, working in a team environment,
• Support and develop others as well as effectively collaborate with other staff, leaders and partners
• Lead, coach and develop a high performing team
• Assist with updating policy and procedures, creating efficiencies, business continuity and process improvements for the department

Glen Allen, VA

• Review client accounts for various activities to ensure compliance with both firm and regulatory rules and regulations
• Perform operational tasks for highly complex securities or processes that require expert knowledge of unit functions and systems
• Review, track and monitor reports, work list queues and phone queues for items requiring action, and ensure Service Levels are met
• Performing a variety of tasks, including differentiating, processing, balancing and reconciling transactions
• Handle critical production or escalations issues in accordance with defined departmental policies and procedures
• Coordinate cross departmental initiatives and meetings

Glen Allen, VA

• Point of contact for branch support associate via telephone; responsible for answering question and troubleshooting issues
• Applied knowledge and skills to analyze data for errors and appropriate correction method
• Classified, recorded and summarized numerical and financial data to compile and keep financial records, using journals ledgers and spreadsheets
• Complied and analyzed data to ensure compliance with Well Fargo Advisors and NYSE exchange policies, procedures and regulations regarding permitted documents and transactions
• Counseled, advised and communicated credit department policy and procedures to company personnel
• Debited, credited and totaled accounts on spreadsheets and computerized databases, using specialized accounting software

Glen Allen, VA

• Calculated, prepared and issued bill payments, invoices, and other account financial statements according to established procedures
• Performed financial calculations such as amounts due, interest charges, balances, equity and principal
• Reconciled general ledgers in accounts, posted debits/credits, analyzed data to troubleshoot errors
• Complied and analyzed data to ensure compliance with the NYSE exchange and Wachovia Securities policies, regulations and procedures; reviewed exception reports and forwarded errors to the team leader
• Checked accuracy of figures, calculations and postings in regards to brokerage transactions
• Operated computers programmed with accounting software to record, store and analyze information

Richmond, Virginia Area

• In charge of processing annuity application daily through automated computerized data system; paying close attention to detail for 100% accuracy
• Other duties included key and batched financial reports and annuity applications, prepared and mailed documents and checks to annuity carriers
• Prepared bank deposits by compiling data from cashiers, verifying and balancing receipts and sending wires, checks and ACH payments to annuity carriers for payment
• Maintained document files, mailed correspondence, and other office duties when needed
• Accessed computerized financial information to answer employee questions and troubleshoot issues
• Operated computers programmed with accounting software to record, store and analyze information

Business Risk Management & Insurance

Activities and Societies: Gamma Iota Sigma

Bachelor’S Degree, Business Risk Management & Insurance, 3.5Gpa

Activities and Societies: Gamma Iota SigmaIn the process of obtaining my Bachelors of Science in Business Risk Management & Insurance from.