Melinda Olson Email & Phone Number

Greater Seattle Area

Work on continuous improvement of exception processing.

Greater Seattle Area

Managed 3 teams with a total of 35 team members: Domestic Reconciliation, International Reconciliation, and Daily Activities Processing. These teams were responsible for reconciling $150 billion in assets every day and processing all cash and security flows, new account, and close account activity every day.

Greater Seattle Area

-Currently Team Lead over team of four individual that reconcile 100+ international portfolios (~$18 Billion is assets), which range from 20 to 50 different currencies, on a position (security) level and with a set cash variance on a daily bases.-Starting in January 2011 I was put in charge of international settlements, working with both brokers and custodians to make sure that trades matched and settled correctly.-All position reconciliation differences and cash difference outside of tolerance are research by using resources such as: Bloomberg, Factset, Custodian websites, and Investors relations page of companies’ websites.-Research all reconciliation differences-Train new team members

Greater Seattle Area

-Reconciled ~6500 domestic portfolios (72% of portfolios managed) every day on a position level and within cash tolerance.-All position reconciliation differences and cash difference outside of tolerance are research by using resources such as: Bloomberg, Factset, Custodian websites, and Investors relations page of companies’ websites.-Correspond with custodian contacts (both domestic and international) on trade issues, corporate actions, and account activity.-Monthly reconciliation of domestic and international portfolios.-The go to person for research questions-Regularly run cash ledger, asset market value and tax cost, and income and expense reports-Quarterly tax cost reconciliation of portfolios – verifying that the cost of securities held in the portfolios at a tax lot level on Parametric’s books reconciles with the cost on the custodian’s books.-Train new team members

Service Manager March 2003 - Aug 2004Lead Teller/Teller Feb 1997 - March 2001 & June 2002-March 2003Customer Service Representative - March 2001-June 2002Achievements: Service Manger sales and service award 3rd and 4th Quarter 2003 and 1st and 2nd Quarter 2004 Customer Service Representative sales award 3rd and 4th Quarter 2001 Lead Teller Referral awards 2nd, 3rd, and 4th Quarter 2002 Sales tracking spreadsheet implemented as tracking standardResponsibilities:Managerial Human resources – hiring, and counseling Training – operations, referrals, and tellering Scheduling – daily staffing, over time, and paid time off Monitoring budget – supplies, equipment, staffing Monitor employ interaction Responsible for running the store.Operations Auditing – self monthly audits, annual company audits, and branch control binder Ensuring compliance and regulations Resolve internal errors Training Service ATM Manage cash flow and ordering Scheduling Overdraft Decisions Tellering – deposits, withdrawals, and payments, and balance cash drawerCustomer Service: Resolve Customer complaints Answer general questions In depth knowledge of bank products and services Excellent communication with customer.Sales: In-depth knowledge of products Complete profiling of customers Monitor sales and referral numbers Referral training Process line of credit and loan applications Work with financial partners (Mortgage, Brokerage, Financial)

Achievements: Increased processing productivity by 30%Responsibilities: Processed Accounts Payable and Accounts Receivable Database creation and maintenance Data Entry and invoice processing Customer service and sales

Mba, Accounting

Ba, Economics