•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 quality sales conversation and continued future sales revenue.•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 consistently achieved.•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 maintain data integrity.•Participated on the CRM release 1 project as a Quality Assurance resource during testing efforts to ensure the data integrity after migration from Onyx to Salesforce.•Verify the accuracy of data to ensure errors are transparent to end client and product lines without adverse effects on any production system utilized to process transactions.•Proactively update/input accurate details for business contacts for Financial Representative within all trade validations.•Process requests from Field Regional/Internal Regional directors to add modify and/or update client contact information within CRM system.•Created and maintain forecasting worksheet used by the Data Validation Team resulting in accurately forecasting the trend of firm, office and Rep assignments.

• 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.• Established new accounts for new/existing clients based on their needs. • Processed distributions and payments to/from customers banking accounts and IRA’s.• Communicated with NPCS to ensure accuracy of customer account certification.• Processed loan payments, pay downs and disbursements on customer accounts• Reconciled account balance for customer.• Corresponded with customers regarding maturity of certificated of deposits and informed client of available product lines.