Kimberly L.

Kimberly L. Email and Phone Number

Analyst, Trust Operations at TIAA @ TIAA
new york, new york, united states
Kimberly L.'s Location
Charlotte, North Carolina, United States, United States
About Kimberly L.

Ensuring the highest level of customer service, earning recognition for consistent delivery of projects on time, within budget and scope has been the hallmark of my career. You will find that my 30+ years both in the Banking industry as well as the Credit Union sector have given me the opportunity to conduct business effectively while maintaining a level of professionalism and effective interpersonal skills, the opportunity to write policy manuals, update policies and procedures, coordinate security briefings, staff training/ development, attend seminars and trainings, review employment applications for consideration in interviewing and hiring. My career in global Financial functions, corporate business continuity, risk management tools, networking with key contacts outside the area of expertise, risk and control assessment, are also some of my highlights. I have had the responsibility of working with management to optimize scope, risk, opportunities, grasp high level understanding of multiple process flows quickly, meeting timelines, cross-training, scheduling job related seminars, and completing evaluations as well as partnering with upper management to ensure all personnel were within compliance to current and newly formulated requirements.

Kimberly L.'s Current Company Details
TIAA

Tiaa

View
Analyst, Trust Operations at TIAA
new york, new york, united states
Website:
tiaa.org
Employees:
11532
Kimberly L. Work Experience Details
  • Tiaa
    Trust Analyst
    Tiaa Nov 2020 - Present
    Charlotte, North Carolina, United States
    Coordinate mutual fund share class conversions on our clients behalf for the Trust Company. Improves oversight process by recommending changes in monitoring, and assessment in the internal control structure and in operating processes.
  • Tiaa Bank
    Senior Back Office Analyst
    Tiaa Bank Mar 2015 - Aug 2019
    Charlotte, North Carolina Area
    Ensured timely and efficient transaction processing and controls execution of all Monetary, Non- Monetary, and Asset Transition functions, end to end, while executing prompt issue resolution. Processed the implementation and/or control oversight of State and Federal Laws Regulations, and Unclaimed property. Monitor business processes with regulatory risk to ensure compliance with specified State and Federal Laws.
  • Carolinas Telco Federal Credit Union
    Loan Officer/ Sr Banking Consultant
    Carolinas Telco Federal Credit Union 2007 - Feb 2015
    Charlotte, North Carolina Area
    Gained valuable referrals, loyal clients and repeat business for products ranging over $100K. Required to be completely familiar with and maintain detailed knowledge of Loan policies and procedures. Provided monthly Excel spreadsheets on loan totals and loan products. Utilized Lending expertise to better promote lending products, policies, procedures and regulatory requirements, complying will all FDIC, NCUA, and Federal and State compliance policies.
  • Fort Bragg Federal Credit Union
    Assistant Supervisor
    Fort Bragg Federal Credit Union 2001 - 2007
    Fayetteville, North Carolina Area
    Demonstrated the ability to conduct business effectively while managing mid-size projects relating to financial industry changes that impacted the banking functions. Provided aggregate and detailed reporting on loans, recoveries, losses, and other key metrics (daily, weekly, monthly, and quarterly) for use in management decisions. Reported training needs and applicable solutions. Collaborated with other training developers to present overall results. Lead our team with integrity and created an environment where our team members felt included, valued, and supported to do work that energized them.Compiled and analyzed data for the Board of Directors/Management, compiled compensation data for presentation to Management Committees. Developed and managed process for tracking employment applications for HR deliverables. Significantly improved tracking accuracy and issues.

Kimberly L. Education Details

Frequently Asked Questions about Kimberly L.

What company does Kimberly L. work for?

Kimberly L. works for Tiaa

What is Kimberly L.'s role at the current company?

Kimberly L.'s current role is Analyst, Trust Operations at TIAA.

What schools did Kimberly L. attend?

Kimberly L. attended Central Michigan University, Fayetteville State University, Westover High School.

Who are Kimberly L.'s colleagues?

Kimberly L.'s colleagues are Shard'e Lambert, Jeremy Thompson, Jeff Vautier, Renata Nina, Zachary G., Giacomo Arianna, Charles Thomas.

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