Front line customer support and technical support/merchant services provider (start-up ISO) for business owners (merchants) utilizing credit card processing services and technology.Collaborate and act as a liaison on behalf of merchants with multiple partner processing banks to meet merchant's needs including funding issues, administrative changes, research requests, and many complex inquiries received via phone, chat and email by creating support tickets via Salesforce. Assist external sales agents and business partners with setting up new merchants on various credit card processing payment systems. Troubleshoot processing and minor technical issues as well as train merchants how to use various credit card processing (internet) gateways.

Banking concierge for a specialized customer service group handling time sensitive requests received via phone and email for high net value Wealth Management clients, internal Wealth Portfolio managers and Portfolio analysts in a fast paced team environment. Performed various types of requests including but are not limited to the following: balance inquiries, cash movement requests (wires and internal transfers) and administrative account changes as well as resolving client issues and concerns. Executed procurement of funds from clients for overdrafts and reviewed documents for the purpose of adhering to bank specific authentication policies. Provided "hand held" and "white glove" customer service while continuously communicating with other associates and departments to ensure requests are completed within internal turnaround times, service level agreements, SEC and Federal Reserve cutoffs. Banking concierge for a specialized customer service group handling time sensitive requests received via phone and email for high net value Wealth Management clients, internal Wealth Portfolio managers and Portfolio analysts in a fast paced team environment. Performed various types of requests including but are not limited to the following: balance inquiries, loan payoffs, reviewed and processed data entry cash movement requests (wires and internal transfers) and administrative account changes as well as resolving client issues and concerns. Created and mailed correspondence to clients for various issues when needed. Executed procurement of funds from clients for overdrafts and reviewed documents for the purpose of adhering to bank specific authentication policies. Continuously communicated with other associates and departments to ensure requests are completed within internal turnaround times, service level agreements, SEC and Federal Reserve cutoffs. Utilized: Word, Excel, Outlook, Internet Explorer and multiple in-house banking systems.

Liaison for various time sensitive cash movement processing services provided to Wealth Portfolio managers and Portfolio analysts requesting money movement on behalf of Wealth Management clients in a fast paced team environment. Continuously communicated via phone, email and chat messenger with Portfolio managers and analysts, cash movement processors, various levels of management, cash operations and other servicing groups regarding cash movement inquiries and requests, expedition of requests as well as issues and concerns while meeting stock market deadlines and service level agreements. Supported all team functions and services when needed. Types of functions performed include but are not limited to reviewing and processing data entry bill payment requests, federal and state tax payment requests and cash movement while adhering to bank specific cash movement authentication policies and document review (wires, internal transfers, checks, ACH transfers), applying internal wires to respective client accounts, quality control for mailing of checks and charge off payment requests. Delegated process trainer by management.Systems Utilized: Word, Excel, Outlook, Internet Explorer and multiple in-house banking systems.

Reviewed and processed data entry bill payment requests, federal and state tax payment requests and performed cash movement requests received from Portfolio managers and analysts in a fast paced team environment. Communicated with other bill payment processors and Portfolio managers and analysts to resolve issues and ensure bill pay requirements are met. Processed various types of bill payments via payment methods such as checks, wires, ACH transfers and internal transfers on behalf of Wealth Management clients. Quality Control reviewer and approver for recurring bill payment setup requests. Delegated process trainer by management. Processed data entry new bill pay setup requests into a database.Systems Utilized: Word, Excel, Outlook, Internet Explorer and multiple in-house banking systems.

Placed and released stop restrictions on lost stock certificates in an expedited manner in order to meet Securities Exchange Commission guidelines and ensure stock market deadlines are met. Reviewed, approved and certified Surety bonds on behalf of the company insurance provider. Reviewed documents for legal compliance; trusts, probate, death certificates, power of attorney, and guardianship documents. Communicated with various internal service groups and external 3rd parties via e-mail and phone regarding stock transfers, escheated stock (unclaimed property), brokerage transfers and Corporate Action mergers. Created and mailed correspondence to stockholders and 3rd parties when necessary. Delegated process trainer by management. Systems Utilized: Word, Excel, Outlook, Internet Explorer and multiple in-house banking systems.

Examined, reviewed and prepared incoming stockholder communication received via mail for scanning and processing regarding various stock transaction requests such as selling of shares, legal review for registration transfers, lost stock, escheated stock and Corporate Action mergers. Scanned documents utilizing high volume scanning machines of all prepared stock transfer presentations. Delegated as a process trainer and designated as a floater responsible for focused processing for lost stock requests and all other departmental functions while maintaining Securities Exchange Commission guidelines.Systems Utilized: Multiple in-house banking systems.

Consulted with clients on a regular basis regarding questions and order status in all departments of the company. (Titles, Appraisals and Closings)Prepared reports using Microsoft Excel.Promoted to ATM’s joint venture Equifax Settlement Services Client Services Dept.

Reviewed abstractor reports Typed and generated Title Commitments based on information received on abstractor reports.