Jacob Felty Email & Phone Number

San Antonio, Texas, United States

San Antonio, Texas, United States

• Provided point-of-contact feedback for CivPay support to J6 and MTF section leads.
• Executed updates to Ektropy Spend Plans and Positions modules during the annual POM process.
• Projected CivPay budgets utilizing FMIS and GFEBS data sources.
• Collected and processed large data sets for organized analytics utilizing Excel pivot tables and index/match formulae.
• Provided MTF CIO's and Resource Managers with Ektropy data reports and executed updates per ad hoc requests.

San Antonio, Texas, United States

• Gathered member data and contact history for brokerage account escheatments and reports
• Produced Microsoft Access reports for transaction errors made by USAA service representatives
• Applied account freezes, restriction codes, and NAV-adjustments in IBM processing system (STARS)
• Processed USAA’s correspondence data and changes into Fidelity’s Wealthscape system
• Transcribed business continuity plan and validation procedures for Account Integrity Team
• Recovered payee data for stale check reporting

San Antonio, Texas Area

• Executed scheduled reports using Microsoft Access and Sybase InfoMaker on a daily, weekly, monthly, and quarterly basis according to departmental procedures
• Completed nightly pricing duties on a shared rotation schedule 5-6 times per month
• Completed internal request items within 3-5 business days complying with departmental standards and needs
• Served as a liaison with DST Systems Inc. regarding system issues and collaborated in establishing T-Class shares

San Antonio, Texas Area

• Entered and modified relevant insurance data from source documents into AS/400, Citrix, or client systems to ensure accuracy and adherence to department procedures
• Updated uninsured loans and performed in-line quality control based on Access/Excel reports, document management sources, or notes in AS/400 history

San Antonio, Texas Area

• Updated relevant data for 150-200 loans per day from the document management system, emails, or faxes
• Uncovered system shortcuts that boosted work productivity and shared findings with supervisors to deploy with overseas team in India.
• Tracked/processed escrow accounts by verifying annual premiums provided in documents or outbound calls
• Researched insurance data via website verification or in timely outbound calls to agencies and lending institutions

San Antonio, Texas Area

• Resolved customer questions regarding their loan collateral insurance information and account history
• Made outbound calls to insurance agencies and financial institutions to research and verify loan insurance information.

Houston, Texas Area

• Participated in business meetings with contractors, government entities, and other stakeholders.
• Arranged the copying and indexing of business invoices and memos for county bond reimbursements and bookkeeping
• Toured real estate development construction sites.
• Performed miscellaneous tasks upon request of company President and Vice President.

Bachelor Of Business Administration (Bba), Business Administration And Management, General, Gpa: 3.339

Gpa: 3.7755