Lorena Godinez

Lorena Godinez Email and Phone Number

Corporate Trust, GCT Relationship Specialist- Officer, U.S. Bank Trust Company, N.A. @
Lorena Godinez's Location
Los Angeles, California, United States, United States
Lorena Godinez's Contact Details

Lorena Godinez personal email

n/a

Lorena Godinez phone numbers

About Lorena Godinez

Lorena Godinez is a Corporate Trust, GCT Relationship Specialist- Officer, U.S. Bank Trust Company, N.A. at U.S. Bank. She possess expertise in microsoft excel, accounts payable, securities, corporate finance, compliance and 12 more skills.

Lorena Godinez's Current Company Details
U.S. Bank

U.S. Bank

Corporate Trust, GCT Relationship Specialist- Officer, U.S. Bank Trust Company, N.A.
Lorena Godinez Work Experience Details
  • U.S. Bank
    Corporate Trust Review Analyst 4
    U.S. Bank Nov 2013 - Present
    Analyze and interpret governing documents to confirm accurate and timely completion of the compliance obligationsPerform initial account review approval of the account set up process and periodic account reviews to ensure accounts are properly established on the systemsReview compliance items on an ongoing basis, with the use of the tickler system, to ensure that all parties adhere to the governing document requirementsWork with internal and external customers to ensure successful and timely resolution of compliance issuesServe as one of the client's primary contacts, delivering a high level of customer service as it relates to the customer on account inquiries and understanding governing document requirementsBuild, strengthen, and maintain customer relationship and by proactively managing customer's book of accountsMonitor accounts, review for potential risk, and update watch list for senior management review.
  • Bny Mellon
    Corporate Trust Administrator
    Bny Mellon Jun 2005 - Nov 2013
    Manage portfolio of approximately 200 accounts Familiar with municipal bond dealsUnderstand role/key functions as trustee, dissemination agent, calculation agent, escrow agent, paying agent and/or fiscal agentAnalyze and interpret Trust Indenture and governing documentsEnsure accordance with compliance policies and regulationsPromptly complete funds transfers/payments via wire, check, ACH per client request or as required per governing documentPromptly resolve client issues and respond to client inquiries/requests Ensure successful and timely settle of buy/sell trades via DTC or FRBMonitor and ensure receipt of debt service funds for timely release of principal and interest payments to bondholdersDaily monitor of account activity to ensure no overdrafts or uninvested cash Disseminate on EMMA for public disclosure event filings or financial filingsEnsure balancing/reconciliation of our statement balances with outside GIC investments Prepare letter of credit withdrawals to receive funds in a timely manner Knowledgeable in billing for trustee feesCollaborate with Relationship Manager for closings and account setup of new clientsContribute to the overall service and relationship of clients, including the day-to-day administration of accounts Execute monetary transactions, such as securities trades, and the processing of semi-annual and monthly interest payments utilizing ACH and Fed Wires
  • Bear Stearns, Private Client Services
    Sales Assistant
    Bear Stearns, Private Client Services Apr 2005 - Jun 2005
    Provided support to Sales personnel, quotes to clients and answer their questions regarding accounts, policies and procedures. Reviewed all e-mails for client requests, sales-related information and/or compliance-related information. Opened new accounts; obtained all approvals and ensured all client documentation was returned and completed.
  • County Of Los Angeles
    Eligibility Worker Ii
    County Of Los Angeles Dec 2004 - Apr 2005
    Los Angeles, California, Us
    Made initial and continuing eligibility and grant determinations for an assigned number of public assistance applicants and recipients. Interviewed applicants or recipients of public assistance to obtain financial and other eligibility data and assisted clients in completing the necessary documents.Interpreted provisions of the various public assistance programs; explained to applicants and recipients their legal rights and responsibilities.
    View
  • Jpmorgan Private Bank
    Account Officer
    Jpmorgan Private Bank Nov 2001 - Jun 2003
    Primary point of contact for the firm's very high net worth clients; 25 million and above. Responded to a full range of client requests or inquiries. Acted quickly to resolve client issues. Developed strong working relations with clients. Maintained focus and adjusted rapidly to changes in clients' needs, the market or organization. Maintained direct contact and created information exchange with internal specialists from all segments of integrated platform including: investment management, fiduciary, credit, custody and operations. Attended weekly meetings where new initiatives and changes were discussed.
  • Wells Fargo/Commercial Banking
    Credit Investigator Ii
    Wells Fargo/Commercial Banking Mar 2000 - Nov 2001
    Responsible for researching potential/current clientele's financial background. Retrieved personal credit reports, litigation records and criminal records on prospects using different databases. Analyzed and summarized all financial reports to aid Loan Officers.Accurately analyzed financial reports while under strict deadlines.
  • Wells Fargo From
    Employed
    Wells Fargo From Aug 1995 - Nov 2001
  • Wells Fargo Securities/Private Client Services
    Customer Service Representative V/New Accounts Specialist
    Wells Fargo Securities/Private Client Services Jul 1998 - Mar 2000
  • Wells Fargo Securities/Private Client Services
    Administrative Assistant
    Wells Fargo Securities/Private Client Services Dec 1997 - Jul 1998
  • Wells Fargo Distribution
    Customer Service Representative Iii
    Wells Fargo Distribution Jun 1997 - Dec 1997
  • Wells Fargo Customer Service Center
    Customer Service Representative
    Wells Fargo Customer Service Center Aug 1995 - Jun 1997

Lorena Godinez Skills

Microsoft Excel Accounts Payable Securities Corporate Finance Compliance Investments Municipal Bonds Microsoft Office Corporate Trust Risk Management Document Review Banking Outlook Analysis Credit Finance Management

Lorena Godinez Education Details

  • University Of Southern California
    University Of Southern California
    Sociology

Frequently Asked Questions about Lorena Godinez

What company does Lorena Godinez work for?

Lorena Godinez works for U.s. Bank

What is Lorena Godinez's role at the current company?

Lorena Godinez's current role is Corporate Trust, GCT Relationship Specialist- Officer, U.S. Bank Trust Company, N.A..

What is Lorena Godinez's email address?

Lorena Godinez's email address is go****@****ink.net

What is Lorena Godinez's direct phone number?

Lorena Godinez's direct phone number is +161230*****

What schools did Lorena Godinez attend?

Lorena Godinez attended University Of Southern California.

What skills is Lorena Godinez known for?

Lorena Godinez has skills like Microsoft Excel, Accounts Payable, Securities, Corporate Finance, Compliance, Investments, Municipal Bonds, Microsoft Office, Corporate Trust, Risk Management, Document Review, Banking.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.