Mark Wickline Email & Phone Number

Woodstock, Il, Us

Portland, Oregon Area

Within the Quality Assurance role, I am responsible for various tasks across our department. these include, Net Asset Value Price change process, Share reconciliation, Personal Choice Retirement Account (PCRA) reconciliation, Dividend Processing, client funding adjustment processing and assisting with complex daily workflow tickets that are received into the teams SharePoint queue. During my years in this role I am looked upon as a valued leader of our team, learning any and all functions assigned to me along with providing valuable operational experience and input when needed.In the Trade Operation role, I am responsible for critical tasks associated with the nightly trading process including daily night cycle monitoring and management escalation. The expectation and end goal of making sure that all Custodian and Group Annuity trades are delivered on time and accutley thus eliminating finical risk to the company. While learning the position in a very short amount of time and under ongoing system enhancements, I was able to improve the overall functionality of this process by demonstrating excellent commination skills, leadership and continuous improvement techniques on a daily basis.In addition to working dual roles within the Quality Assurance/ Trade Operation department, I have also focused heavy attention on procedure development for the client funding adjustment process, Oracle daily run and improvements by consolidation review of the R drive and team SharePoint site. My time spent on this team has provided me the experience needed to expand an already extensive knowledge of RP Operation skills. I have been given expanded roles of leadership via the lead of the RP Ops committee projects and have delivered great results based on the feedback from both my peers and management performance reviews.

Portland, Oregon Area

As a lead Analyst for the Fund Changes and Additions Dept. my responsibilities include assigning and reviewing all incoming fund change requests that are received directly from the Relationship Manager team to my peers with clear and concise direction. I specialize in answering and researching complex questions that are received from various lines of business that relate to Fund Changes and Additions along with team building training sessions for new and current team members.Along with all additional tasks that relate to a Lead Analyst role I also carry and process my own case load to coincide with the same amount of assignments as my peers with the expectation that all requests are processed accurately and on time.I have also participated in various process improvement teams during my time in the Fund Changes and Additions Department with multiple lines of business. These process improvements include procedure and document development for our teams share point site and also the re-development and improvements to our teams Work Flow site.Continuous positive feedback from our management teams and also the Relationship Manager team indicate that I have shown the ability to provide excellent internal and external customer service, with an emphasis on completing or assisting in various “outside” the box assignments and tasks.

Portland, Oregon Area

As a Defined Contribution Analyst I was responsible for researching and correcting all complex OmniWeb nightly errors assigned to me on a daily basis. Reviewing all plan assigned to my book of business for the Quarter End checking process, Auto Rebalancing, and Loan review research, insuring that management expectations are met consistently. I am also looked upon by management and my peers as a highly motivated and skilled performer by pulling various levels of requests from the Analyst one and two queues through the AP workflow site, completing requests with complete accuracy and efficiency.In addition to my daily and quarterly job responsibilities I am also the primary back up for the Mainspring managed job function. Insuring that the MM Annual increase process, QREC process and MM Transition process are all completed correctly and within the Service Level Agreement set forth by management.

Portland, Oregon Area

Reconciliation process details include maintaining the reconciliation of over 125 client accounts to balance with the custodian (Reliance Trust Company and Charles Schwab) and the funds through analytical research. Account research for plans not in balance with the fund due to custodial errors or system issues.In addition to daily responsibilities, I have also participated in team development training in regards to recent system conversion, assisting co-workers in one on one training sessions. Various ad-hoc projects accepted and completed by request, received directly from management.

Cleveland/Akron, Ohio Area

Responsible for the processing of physical asset transactions for Marketable securities (Savings Bonds, Certificate of Deposits, Limited Partnerships, Equities). This includes the re-registration of assets into and out of, the name of KeyBank, adhering to all audit/OCC regulations. Participating in cross training throughout the R&D department learning the following processes: Book entry transactions, Rule 144/145 regulations, developing new procedures and process for the ACAT system.