James Cobb Email & Phone Number

Kansas City, Mo, Us

Kansas City, Missouri, United States

• Led a team over seeing trust accounts dealing with corporate actions, litigations, and amortized bonds. • Project management initiatives to streamline Trust Operations at Commerce Bank, resulting in a significant reduction in overtime hours.• Coordinated reconciliation clearance process and proposed process modifications for increased efficiency.• Analyzed and reviewed 401k plans to demonstrate plan performance and make informed recommendations.• Held monthly floor meetings… Show more • Led a team over seeing trust accounts dealing with corporate actions, litigations, and amortized bonds. • Project management initiatives to streamline Trust Operations at Commerce Bank, resulting in a significant reduction in overtime hours.• Coordinated reconciliation clearance process and proposed process modifications for increased efficiency.• Analyzed and reviewed 401k plans to demonstrate plan performance and make informed recommendations.• Held monthly floor meetings for company updates and actively participated in event planning groups.• Proficient in using systems SQL, Python, and Workday Show less

Kansas City, Missouri, United States

•Provided customer service and operations support to broker/dealers, bank trust companies, third-party administrators, clients and other users of the National Securities Clearing Corporation (NSCC) services.•Provided information on NSCC services, products, and status of transactions.•Respond to inbound and outbound phone call inquiries from back-offices.•Resolve NSCC rejects and processes transactions on DST applications as applicable, researches general inquiries and performs… Show more •Provided customer service and operations support to broker/dealers, bank trust companies, third-party administrators, clients and other users of the National Securities Clearing Corporation (NSCC) services.•Provided information on NSCC services, products, and status of transactions.•Respond to inbound and outbound phone call inquiries from back-offices.•Resolve NSCC rejects and processes transactions on DST applications as applicable, researches general inquiries and performs quality control.•Respond to a variety of inquiries regarding services, procedures and status of NSCC trades.•Worked with back-offices, internal groups, and fund groups via phone and email to resolve NSCC outstanding items. Show less

Shawnee Mission, Kansas

• Developed and implemented processes for fair schedule rotation, improving team efficiency.• Generated monthly reports tracking productivity and making data-driven recommendations.• Analyzed data to resolve financial advisor issues, ensuring customer satisfaction.• Collaborated with team members to enhance customer service skills and problem-solving abilities.

Shawnee Mission, Kansas

• Utilized problem-solving skills to review and research various work types, resolving issues promptly.• Led a successful study group for the series 6 exam with a 85% pass rate.• Acted as a go-to resource for team members seeking leadership, knowledge, and problem resolution guidance.

Shawnee Mission, Kansas

• Reviewed transactions and accurately performed redemptions on accounting including MAP, 529 plans, transfers of assets, and fiduciary and non-fiduciary accounts.• Updated accounts to reflect name changes, added banking information, and automated purchases and redemptions.• Maintained a minimum 97% accuracy rate, adhering to quality guidelines.• Researched problems and discrepancies, taking appropriate action as needed.

Kansas City, Missouri Area

• Led a team of 5 in manufacturing headrests and seats for Ford F-150 trucks, ensuring accurate data entry and inventory management.• Communicated with customers to guarantee excellent service and correct parts delivery.• Managed production schedules, diffused employee conflicts, and trained new hires on production procedures.

Kansas City, Missouri Area

• Maintained and enhanced lawns using yard tools with precision and attention to detail• Built carpentry items with power tools like cordless drill, table saw, router, and sander• Executed home maintenance, repair, and careful household item moving• Laid fiber optic cable wire with expertise and adhered to underground utility markings

Kansas City, Missouri Area

• Managed property maintenance tasks with minimal supervision, including small repairs and construction equipment operation.• Addressed resident concerns and escalated complaints as needed to ensure customer satisfaction.• Recognized for loyalty and maturity by Curry Real Estate Services management staff.