Melissa Lacharite Email & Phone Number

• Served as the Liaison for internal and external Wholesalers in resolving Data Integrity issues within the sales database. Positive results from this process lead to a new client contact which brought about a leading.
• Partnered with Business Systems team to create and enhance existing Sales Reporting Systems to bridge Wachovia and Wells Fargo Funds Managements to one platform, including executing test cases.
• Participated on Sales Reporting and BRT project teams to develop a strategy for the distribution of sales, redemptions and asset reporting throughout the organization and to assure sales and revenue goals are.
• Performed post-implementation testing and provided results and feedback of Salesforce system to the implantation team within Quality Assurance.
• Produced and maintained daily procedures manual used by the Data Validation team for FOR assignments.
• Perform essential research and examine daily trade transactions for incomplete or invalid information using various resources from Onyx, Salesnet, SalesForce, SalesVision, FINRA, CRM and Sales Reporting Systems to.

• Accountable for nightly check batching process to ensure that manual totals match general ledger accounts to be accurately reconciled from Fiserv.
• Complied with all security bank procedures within position limits and informed upper management of any areas of concern during account processing.
• Performed open and closing operations of several branches ensuring security procedures were in place and all banking ledger accounts were balanced and accurate.
• Created and maintained customer databases ensuring the bank stayed abreast of expired certificates of deposit. Efficiently updated customer accounts details, information and to maintain level of assets within the bank.
• Responsible for processing wire transfers to/from customer accounts.
• Composed client correspondence to insure account accuracy and verification procedures was upheld.

Watertown Ma, Floral Design

Education record