Nancy Smiley Email & Phone Number

Cherry Hill, Nj, Us

San Diego, California, United States

Work on financial services problems of moderate scope where analysis of situations or data requires a review of a variety of factors. This position is responsible for all non-payroll wire payment operations ($236M annual spend), payment problem resolution, and client service needs from our payees and campus partners. Perform continuous account reconciliation and resolves outstanding transactions.Creates and maintain any online resource pages, Knowledge Based Articles (KBAs), to support clients in wire requests. This position practices risk monitoring activities and confidentiality in dealing with sensitive banking and personally identifiable information (PII).

San Diego, California, United States

· Process daily payments via check, ACH, and wire transfers by utilizing Concur and Oracle Financials Cloud as well as Wells Fargo and Bank of America banking portals· Troubleshoot and solve any issues that arise with payment methods such as ACH return payments, invalid banking details, and analyze returned wire transfers· Leverage Service Now to provide excellent customer support by understanding and catering to client needs and offering effective resolutions· Perform regular account reconciliation, identify discrepancies, and resolve outstanding items - I have accomplished correcting over 4M erroneously posted transactions dating back to 2021· Maintain risk monitoring procedures and policy while dealing with sensitive banking information and transacting on behalf of the University· Nurture and maintain relationships with banking representatives that serve UC San Diego as well as partners in business with IPPS· A skilled trainer of new hires and regularly update and create training materials and procedures· Ensure that requests and documents for gift cards and procurement cards are accurate and in compliance with UC San Diego’s world-renowned human subject studies and its compensation program policy· Collaborate regularly with my colleagues to support one another every day by being cross trained in all processes, allowing us to remain calm and successful when faced with deadlines

San Diego, California, United States

· Followed proper procedures to minimize errors and reduce fraud in transactions· Built great rapport with customers by discussing their financial needs and goals and offering effective banking solutions· Processed a number of different banking transactions such as cash deposits, withdrawals, posting mortgage payments, creating cashier’s checks · Accurately and efficiently maintained large sums of cash with high attention to detail · Minimized risk and loss within our establishment by adhering to bank policy, escalating issues and questionable banking patterns, and participating in audits

Blythe, California, United States

· Processed employee payroll on a weekly basis· Managed incoming invoices for accounts payable in an organized manner to ensure timely payment processing· Recorded all incoming payments into accounts receivable systems and prepared daily company bank deposits· Maintained all employee records and company files and stored them according to strict state and federal regulations· Quickly and efficiently recorded daily data entry of hundreds of freight bills in order to maintain balance of company accounts

Blythe, California, United States

· Represented this private, non-profit school as a stand-alone office staff, handling all incoming communications from student families as well as outgoing communications from Head of School· Recorded all tuition payments and remaining balances· Conducted emergency drills, student drop-off, and pick-up in a safe and organized manner on school premises· Maintained student health and immunization records· Held accountable by the Head of School and performed various secretarial tasks· Organized all aspects of student field trips including securing transportation, scheduling, venue, etc.· Scheduled conferences between the teaching staff and their students’ families· Authored school policy, student handbooks, parent resource guides, and training procedures as part of the founding staff