Matthew Rosenfeld Email & Phone Number

 Manage, train, and oversee a team of up to 6 employees Jointly manage over $30M in client assets Analyze reports and reconcile statements to verify the accuracy between client and financial holding company Process balance adjustments, wire transfers, and stop payments Review checks and reports for potential fraud and processing errors Manage daily client interaction to ensure timely feedback and thorough resolution of requests  Developed new procedures and adapted daily operations in order to facilitate the on-boarding of a new client Research and resolve account discrepancies, out of balances, and any potential fraud Implemented adjusted daily processes in order to increase efficiency and reduce risk Prepare and distribute quarterly reports to regional representatives at the US Department of Justice