Minnie R. Email and Phone Number

- Working with senior professionals to monitor trade activity.- Investigate violations in accordance with firmwide policy. - Developing employee compliance controls within SharePoint- Creating and reporting analytics to determine gaps, errors, and correct processes.- Mitigating risk for employees

- Systemizing facets of post-award management, including fund set up, entering journal entries, cash receipt, reconciliation of fund balances on a monthly basis and expense tracking to ensure compliance with internal, federal, state, industry and foundational policies governing sponsored research for a condensed and consolidated work flow. - Authorizing requests for settlement, purchase/service orders, travel requests, and travel vouchers and other financial documentation to compensate or reimburse staff or vendors. - Collaborating with to Principal Investigators with budget transfers and requests for extensions to meet NIH deadline and guidelines. - Conducting yearly inventory of equipment purchased for grant purposes to position faculty and staff to complete their duties with the most up to date and working tools. - Assisting Manager of Sponsored Projects during annual audits and in the preparation of SEFA to uphold government standards. - Collaborating with any other adhoc or special projects assigned from time to time to alleviate any breaks in work flow.

• Producing and/or managing financial reporting, including the generation of specialized reports for complicated program projects• Monitoring expenditures; monthly reporting; identifying incorrect transactions• Preparing documentation necessary for corrections, and data entry of the correcting transaction• Updating and distributing internal reports; serving as main contact for check requests and card orders• Use programs such as Excel, SAP Oracle, Greenphire payment and several other internal accounting, management tools and portals.

• Design and provide technical assistance to approximately 100 customers/week on inbound telephone tech support calls related to PeopleSoft and proprietary software platforms.• Consult and guide customers through step-by-step process for troubleshooting hardware, VPN issues, program installations and password resets.• Perform troubleshooting using remote access for corporate clients around the globe.• Effectively document customer interactions, communicate technical terms and concepts while assessing, resolving or escalating incidents and requests.• Demonstrate ability to learn new applications and train clients how to use OneNote and the MS Suite (Word, Excel, and PowerPoint).• Provide on-site team building sessions and software trainings for groups of 10-30 people

• Open and refinance various loans (auto, lines of credit, visas, etc.)• Promoting and applying credit union services to accounts as needed per member request• Cash handling, deposits, withdraws, transfers, and loan payments• Opening and closing duties, counting and settling vault and branch

- Completing and submitting SARs and CTR reports - Upheld correspondents with clients regarding cash and checking services- Facilitate deposits, withdrawals, money orders, cashier and travelers’ checks and credit card advances