• Gatekeeper for the Managing Attorney for phone / fax / message retrieval / call backs.• Payment and case file matching / updates / status, in order to maximize processing.• Mail coordination to successfully expedite work flow.• Document and correspondence creation.• Office supply and inventory management to control expenses.• Initiate summary reporting to the Managing Attorney.

• Successfully managed a daily $2 - $10 million Remittance Processing in Wholesale Lock Box Operations, within budget and meeting all customer SLA’s.• Achieved all deadlines for Remote Deposit Capture with Check Review and Deposit Balancing Guidelines.• Successfully performed all data entry & electronic files for the department’s 3 shifts of operation.• Expedited the department’s multi-product Mail Room including FedEx, UPS, USPS while meeting all banking compliance deadlines and client commitments with Premier Achievement Award recognition.• Performed GL Accounts Receivable reconcilement along with Daily/Monthly Aging Reports to Senior Management.• Maximized vacation scheduling to maintain productivity, adhere to company guidelines and monitor controllable expenses.• Performed Data Security Access controls while responsible for monthly audits and assuring compliance with KYC & AML guidelines.• Assembled New Customer Set-ups for testing and implementation.• Executed all administrative support for a multi-product shift, including staff hiring/on-boarding, payroll authorization, performance evaluations, feedback and counseling.

Title Promotion to Assistant Treasurer • Directed and managed the Deposited Check Return Processing and Research Teams, facilitating timely recovery of funds and minimizing liability.• Successfully operated in compliance with Fed Regulation requirements.• Performed Data Security Access controls adhering to department compliance regulations.• Performed GL Accounts Receivable reconcilement along with Daily/Monthly Aging Reports to Senior Management.• Solved adjustments, claims and Allegation of Late Returns from customers, branches, Federal Reserve and Bank to Bank.• Liaison for both Domestic and International Representative Offices.

• Supervised the Deposit Check Returns Processing and File Interrogation for Deposit Information.• Performed GL Accounts Receivable reconcilement along with Daily/Monthly Aging Reports to Department Management.• Resolved branch, department & customer notifications.• Coordinated the Main-frame to Image systems Conversion Project which transformed the processing platform without any negative customer impact.

• Performed deposit inquiry research for the Internal Revenue Service in Holtsville NY while dramatically improving the previous response times, increasing the client satisfaction, which played significantly in their decision to renew their contract.• Provided credit details, processed adjustments and reconciled out of proof conditions.

• Research and response to Dreyfus Mutual Fund inquiries.• Prepared adjustments, IRS reporting corrections, status reports, letter writing.