Elizabeth Duncan Email & Phone Number

Plano, Texas, United States

Westlake, Tx

• Processed cost basis adjustments and cost method updates to deliver correct 1099 data.• Assisted with year end cleanup and complex rebuilds to correct negative and inflated cost.• Completed final QA analysis for Corporate Actions to ensure correct data reported to clients.

Flower Mound, Texas, United States

• Buyer’s Agent for The Rhodes Team - #1 top producing team in the DFW area with a total of 567 homes sold with a volume of over $214 million sold in 2018. • Prospected potential clients and managed all leads with personal pipeline in Salesforce. Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customerexpectations.· Communicated with clients to understand property needs and preferences.· Maintained connections with clients to encourage repeat business and referrals

Weatherford, Tx

• Performed administrative and secretarial duties for the 2 Assistant Principals. Managed the operations of “Admin C Office” as well as the Office-Aides assigned to the office. • Calculated loss of credit hours and maintained WHS truancy files and reporting for court appearances. • Maintained PEIMS and Attendance/ Discipline Reports using Skyward. Managed Textbook and Attendance/Class Count Audits using Skyward and Info-Snap Data.

Westlake, Texas

· Monitored project progress for identified risks and implemented corrective measures to acquire success.· Coordinated with custodian banks to ensure timely delivery and compliance ofForeign Equity claims.· Prepared broker reports that contributed to division initiatives and supported our business plan.

Dallas, Texas, United States

· Conducted root cause analysis for overdrafts and cash balances ensuring correct charges accordingto cash firm policy.· Reconciled time and demand accounts resulting in accurate cash balance predictions to JPM Treasury.· Monitored, researched, and resolved foreign currency cash breaks reducing major risk to the bank

Dallas/Fort Worth Area

• Executed daily reconciliation tasks resulting in accurate monthly ABS/MBS financial statements. • Reconciled specific G/L accounts and monitored the movement of loans from actual portfolio into a security.• Identified, researched, and calculated various interest differences caused by technical or system errors to ensure accuracy of “Cash to Test” and “Pool to Security” at loan level.

San Antonio, Texas Area

• Worked at USAA for 9 years with career growth and progression throughout my time with the company.•· Posted transactions (IRA, SEP, 401K & 403B security) to ensure accurate and timely financialstatements.· Reconciled accounts and resolved both internal variances and discrepancies in external documentation.· Researched billing and invoice problems and resolved issues in compliance with established standards.

San Antonio, Texas Area

• Collaborated with merchants, law enforcement, MasterCard, and clients to investigate fraud claims.• Produced quality reports formatted in compliance with data quality standards.• Analyzed current fraud trends and made recommendations to Senior Management for future preventive measures to avoid risk to the firm.

• Reviewed reject wires, ACH transactions, and chargebacks for posting errors and possible fraudulent/kiting activity as part of the back-office operations team.· Reconciled suspense G/L accounts and posted journal entries for discrepancies or posting errors.· Handled customer issues with confidence, using complex problem solving to provide effectiveresolution.· Serviced IRAs, CD's, Loans, and Deposit Accounts in a fast-paced call-center environment.

General Studies

Real Estate

Adult And Continuing Education And Teaching

General Studies

Education record