Heather Winchell Email & Phone Number

Framingham, Ma, Us

New York, Ny, Us

Manage a staff of 11 closing staff in Remittance Processing department for the bank.Selected Accomplishments:Utilize client-centric approach to assess client needs and demonstrate how a certain bank processes, functions, and benefits meet those needs. Develop and maintain procedures to improve and streamline the remittance processing function.Manage the closing staff to ensure all bank files are sent in a timely manner, trend errors and report on errors are sent to VP, and make sure SLA’s are met on correspondence items. Manage entire employee life cycle – coaching and development, interviewing and hiring, tracking attendance and leave time.

Selected Accomplishments:Audited tax payer accounts, requested documentation, reviewed and compared reports. Tracked reports in excel spreadsheets, reviewed test files and loaded EDI files into system. Tracked delinquent accounts. Worked as part of team to assist with setup of new system including working with a team to establish perimeters, reviewing external audit documentation and verifying if information was correct. Created training and instruction manuals for employees.

Led all day-to-day financial operations of the budget and supervision of the fuel tax staff members including functional responsibility over accounting, accounts payable, accounts receivable, payroll, and completing yearly Reports.

Cheyenne, Wyoming, Us

Led all day-to-day financial operations of the business. Responsible for Accounts Payable and Receivable functions including daily deposit, creating billings, following up on delinquent accounts, open incoming mail and posting payments into Ajera, and balancing bank statements.

Managed and supervised company operations for family landscaping company. Duties included managing budgets, sales, supply chain, payroll, and purchasing and billing functions.

Unit Manager – January 2007 – January 2009Managed a staff of 15 employees for a company providing processing, technology, and business intelligence services to asset managers, broker/dealers, and financial advisors.• Primary contact for 9 mutual fund companies. Handled issues referred by Principals and investigated circumstances of non-payment, negotiated and resolved conflicts, and expedited payment.• Researched escalated customer issues and resolved them in a timely manner. MCS Principal – February 2006 – January 2007• Received and resolved client issues and communicated with mutual fund company contacts, pulled phone calls to verify correct information was provided.• Reviewed reports to verify that the correct information requested is provided, adjusted the reports to have headings and correct formats, provided reports on any escalated concern, and generated monthly reports and forwarded onto the mutual fund companies.Investor Service Specialist – Rep through Principal 2000-2003 & 2004 – 2006• Accurately performed data entry of private financial transactions received on a computerized system and quality checked other employees work.• Main contact for daily trading and confirmation of trades, contact for clients as well as high priority shareholders. Responsible for loan processes and payment tracking.Internal Trainer – 2003 – 2004Responsible for the training of employees on mutual fund transactions (financial and non-financial) for multiple mutual fund companies. Wrote and edited training manuals, created, managed, and performed group training on Lotus Notes databases, tracked employee productivity, quality, and generated reports.