Jon Maximo, Mba Email & Phone Number

Denver, Colorado, United States

Greater Denver Area

Greater Denver Area

Centennial Colorado

Process the income checks from customers and retirement plans to the appropriate accounts. Facilitate the processing of contributions into CP system to eliminate manual processing for specific large retirement plans. Update system via DST vision to allow access for qualified brokers and firms. Systematic and manual updating of asset allocations when client or broker requested. • Maintained over 99% accuracy rate for assignment• Posted at 140% of daily minimum requirements

Greater Denver Area

Processed the incoming funds into the appropriate client accounts. Was responsible for assigning work to other team members. Primary processor for returning funds to account from the result of voids, stop payments returned items and stale dated items. Responsible for the training, support, and quality control for new employees, both domestic and international. Launched outgoing checks and wires to customers from distribution requests twice a day. • Assisted in reducing claims by 35% and negative cash items by 81% by increasing productivity and efficiency with improving overall quality or work.• In tenure, reduced undocumented cash receivable from over 1000 items to below 50 in customer’s accounts. • Promoted to Senior Trust Processor within 5 months of entering position.

Greater Denver Area

Responsible for handling cash and asset distribution out of Traditional and Roth IRAs. Worked with asset sponsors to correctly re-register and/or liquidate assets when requested. Provided guidance to fellow co-workers when problems arose and advice was needed. Trained new employees in realm of beneficiary distributions and departmental guidelines. • Tested new processing system for functionality and inaccuracies before final implementation• Created spreadsheets to help streamline processing and assist fellow processors • Trained on three separate job functions within three months in of entering position

Master, Business Administration, 3.91/4.0 Scale

Activities and Societies: Delta Mu Delta - International Honor Society in Business

Bachelor Of Science, Finance