o Responsible for the distribution and prioritization of work between a team of eight to meet daily volume and need (average per day: fax wires – 150; web wires – 2,300), as well as the team’s timely and accurate processing of wire transfers.o Partner and build rapport with over 500 banking officers and relationship managers to ensure clients receive a high level of service for their transfer needs and for approvals on all exceptions.o Collect, analyze and interpret data to resolve daily cases of deficient transfers for the Investigations Department (average: five per day). o Ensure compliance of all wire transfers according to internal audit and regulatory standards including the Dodd Frank Act.o Continuously focusing on process efficiencies and effectiveness through encouraging a collaborative and open communication style with team members.

o Formatted online wire transfers for clients to be sent accurately and before deadlines.o Authenticated wire requests by contacting high profile clients to confirm details of wire transfers.o Cross-trained on multiple areas of the Funds Transfer department, including investigations, tax wires, client services and wire exceptions.o Became the team expert for all queries related to wire transfer processes, exceptions and approvals.

o Reconciled all client cash, asset, unit, and cumulative income breaks.o Prepared and emailed client daily overdraft reports including their net need.o Compared principal, income, and coupon rates for all client funds between two internal systems as well as an external evaluator.o Accounted for all daily exceptions and large differences in a mock liquidation report.o Received an “Asset Servicing and Client Service Delivery Team Award,” September 2017

o Investigated breaks on the Branch 10 and 22 Nostros, created and passed vouchers if necessary for daily reconciliation.o Settled issues between client service, accounting, and other internal operating departments. o Corresponded with other banks and financial institutions via SWIFT messaging to locate, apply, return, or recall funds.o Compiled queue totals for the department’s end-of-day control spreadsheet.o Cross-trained on Affiliate FX daily processing.o Evaluated and prioritized inquiries by managing risk in proportion to client satisfaction.

o Performed daily reconciliations every morning and afternoon to make sure all Tri-party trades were accounted for.

o Facilitated the movement of cash between accounts and banks so that payments for clients were funded in a timely manner.o Communicated with trade desks to ensure proper settlement of trades.

o Purchased and sold securities for clients, and monitored accounts to ensure their settlement.o Maintained a positive relationship with clients.o Administered internal and external inquiries regarding company operations as well as client needs/issues.

 Prepared spreadsheets on client receipts with Microsoft Excel; corrected and confirmed processing errors by computing price and quantity. Filed exchange tickets between buys and sells of mutual funds. Worked both independently and collaboratively with colleagues as appropriate to specific task.