Kelva Rebector, Mba Email & Phone Number

Dallas, Texas, United States

Dallas, Texas, United States

• Responsible for trade reporting and overseeing monthly reporting including cash, commission, Commissions Savings Accounts, and soft dollars
• Manages trade verification and monitors orders; reviews accuracy; research and resolve discrepancies
• Assist with the setup of new research service agreements, contract renewals, and invoice review and processing
• Maintains key broker and vendor relationships and assists brokers with monthly interactions data and manage administration of annual broker vote

Dallas, Texas

• Responsible for independently completing Request For Proposals (RFP), Request For Information (RFI), Due Diligence Questionnaires (DDQ), and other ad hoc requests
• Maintains sales pipeline for business development
• Manages and provides monthly and quarterly data to external databases and serves as a liaison
• Leads large-scale projects to drive new processes and strategic initiatives
• Works closely with the global distribution and portfolio management teams, as well as finance, operations, trading, and compliance staff to assemble, update, and manage Barrow Hanley’s internal Request For Proposal.

Irving, Texas

• Responsible for partnering with Treasurer to oversee all banking activities and priorities
• Manages all bank account openings, armored courier services, and resolves all issues with bank relationships
• Ensures sufficient funds are available to sustain operational and capital investment requirements to help senior management make borrowing and business decisions
• Accountable for banking relationship strategy to increase operating efficiency and reduce overall expenses
• Leads large-scale projects to drive new processes and strategic initiatives

Dallas/Fort Worth Area

• Served as a liaison for the liquidation and restriction of consumer bank accounts by processing IRS Tax and Child Support Levies
• Properly documented cases and verified supporting documentation to process cases appropriately
• Identified and gathered case details and imported information into data warehouse
• Researched, resolved, and responded to dispute-related claims and adhered to federal regulations
• Maintained relationships with Federal Reserve Bank and correspondent banks to resolve problems during end-to-end processing of all cases

Lake Jackson, Texas, United States

• Responsible for overseeing all general trust operations, identified gaps, and implemented solutions to improve efficiency
• Administered cash management activities by depositing and posting all deposits to Trust clearing account and sweep monies to/from money market account
• Maintained and reconciled check deposit register, by posting interests, dividends, rents, and maturities accurately
• Delivered various reports and ensured variances were identified
• Provided excellent service to clients and exceeded their needs and expectations by building rapport and resolving complaints quickly

Houston, Texas

• Assisted with day to day bank operations
• Placed customer’s financial information into Baker Hill
• Assisted with projects like figuring out NAICS codes, pulling and placing together shareholder packets, and contacting customers to ask for information

Master Of Business Administration - Mba

Bachelor’S Degree, Finance; Banking & Financial Institutions, 3.89

Activities and Societies: Member of Beta Gamma Sigma National Society of Leadership and Success Dean’s List

Education record