Matt Kolker Email & Phone Number

Minneapolis, Minnesota, United States

Minneapolis, Minnesota, United States

Minneapolis, Minnesota, United States

Greater Minneapolis-St. Paul Area

Minneapolis, Minnesota

Responsible for all Closely Held Operations (CHOPS) administrative, production and project needs. Developing and implementing employee training plans, leading weekly team meetings, and organizing daily transaction workloads to optimize team processing efficiency. Quality checked all critical, high risk transactions; validating accuracy and audit and compliance requirements were met. Communicated with all Wells Fargo’s lines of business to research and resolve escalations and complex problems.In conjunction with Operation Lead responsibilities, assigned as CHOPS subject matter expert for core database transition project (Trust 3000 to SEI Wealth Platform). Documenting all current state business: processes, surround applications, and database functionality while strategizing and developing the future state business environment.

Minneapolis, Minnesota

Analyzed Closely Held Operations processing structure; documenting workflows to integrate processes into new application centralizing Wells Fargo’s Trust Services operations. Reviewed current company policy, and forecasted potential policy changes with internal Audit and Compliance departments; verifying Closely Held Corporate Action procedures currently incorporate and will continue to meet industry requirements. Coordinated with Risk, Compliance, Regulatory Reporting and other lines of business to develop new Alternative Investment Holdback process.

Greater Minneapolis-St. Paul Area

Processed hundreds of transactions developing in depth technical and business knowledge of Closely Held Operations functions, processing strategies, and active and potential risks. Analyzed existing income notification process creating automation reducing processing time by 50%. Pursued additional responsibility, resulting in being appointed to moving committee responsible for transporting Wells Fargo’s Trust Services Division to a new physical location; of which I was personally responsible for 4 departments.

Greater Minneapolis-St. Paul Area

As a Merchandise Planning System Development Specialist, I coordinated with a team of 11 to assist in the development of a centralized financial system by merging the financial hierarchy of Target’s online and in-store databases. This required the conversion of data for ~64,000 products with an excess of 20,000 being manually processed by my team. Of which, I was personally responsible for 5 departments totaling 9,000 products with 4,000 being moved manuallyThroughout this project I had to consistently multi-task diverse assignments, with tight deadlines, while creating workarounds for unexpected problems using many of Targets centralized databases such as (but not limited to): Item Management (IMN), Inventory Tracking Analysis (ITA), Prism and PowerTerm (HOST). With a previous yearly total average of 3,500 products, this project is a little over 18 times Target’s average making it by far Target’s largest Product Move to date.

Moorhead, Minnesota

As a Financial Account Assistant, I was on the front line or one of the “faces” of Bell. Being seen regularly by customers I consistently used professional demeanor to create an appealing and trustworthy environment. This environment was supported by proficient communication between employees across all departments providing seamless and unmatched customer service. • Upgraded to full responsibility, including bank closing codes in less than half the average time• Used Fiserv, Lotus Notes, and CBI UI to proficiently run customer transactions while assessing their financial situations to provide beneficial products• Processed accurately hundreds of transactions daily resulting in reduced customer wait times, and increased business brand recognition for trustworthy service• Performed responsibilities with minimum errors to receive "Star Teller" 13 times• Responsible for finalizing customer transactions with image capture• Developed rapport with customers receiving consistent outstanding “Secret Shopper” evaluations.

Coon Rapids, Mn

Since I was young I've always enjoyed the outdoors and the feeling you get from a hard day’s work. Lilli Putt allowed me to achieve both of those, but also experience small business operations. Whether it was landscaping, equipment repair and maintenance, ordering inventory, scheduling and entertaining clientele groups, or "ringing up" customers transactions and balancing my till; I got an all-around experience.

Bachelor'S Degree, Finance, Gpa: 3.61 - Magna Cum Laude

Activities and Societies: Intramural - Volley Ball, Ultimate Frisbee and Dodge Ball

Education record

Activities and Societies: Varsity Cross Country, Nordic Skiing and Distance Track