Nancy Herrera Escarcega, Mba Email & Phone Number

Greenwood Village, Colorado, United States

This multifaceted role combines leadership, financial analysis, risk management, and compliance activities. The responsibilities encompass supervising and guiding reconciliation analysts, making strategic decisions related to reconciliation, risk management, and process enhancement. Additionally, it involves analyzing financial data, enhancing process efficiency through automation, and preparing reports, while ensuring the accuracy and integrity of reconciliation activities through quality control measures. The role also includes managing reconciliation projects, ensuring compliance with accounting standards and regulations, efficiently managing schedules and appointments, and providing support for internal and external audits. Accurate and up-to-date data entry, particularly for reconciliation purposes, is a crucial part of the role.

Primary responsibilities included managing the production and tracking of various reports and servicing agreements. Key duties encompassed data collection and reconciliation for Trust Reporting files and monthly SLS Investor Reports, creating and maintaining databases for tracking financial data, overseeing data files, and ensuring the accuracy of data entry to maintain account balance. Additionally, the role involved utilizing SQL to extract correct data, assisting in audits by compiling requested data, and providing support in training new employees through notes, scheduled training sessions, and shadowing opportunities.

Managed investor accounts, engaged directly with investors, and was involved in various analytical projects and data analysis for senior management. Key responsibilities included ensuring client satisfaction, serving as a communications liaison, maintaining records, conducting data analysis, and performing basic accounting tasks. Additionally, was responsible for calendar management, administrative support, meeting preparation, interaction with senior management, and contributing to marketing strategies to promote the firm's brand.

Denver, Colorado

Work with more affluent customers to help them manage their money. Educate and empower clients so they feel comfortable with their money knowing it is just not sitting at a bank, we are putting it to work in order to maximize it as much as possible. Involved and engaged a lot with the community by providing financial education on topics such as saving, retirement, identity theft, etc. to employees of our small business owners (no additional cost) and to the incoming students of Metropolitan State University of Denver.

Denver, Colorado

As a personal Banker for customers I provide customer service by helping customers with any service or product related concern and help customers succeed financially. Responsibilities includeopening checking, savings, and credit products we offer. Responsible for managerial tasks by giving approvals over some transactions.

Aurora, Co.

Leadership role for the tellers. Act as the second hand in case manager is not available. Handle responsibilities of a teller with an addition of other duties that includemanagerial tasks such as giving approvals over some transactions. I am responsible for coaching tellers and handling any sort of customer concerns and complaints.

Englewood, Colorado

I am responsible for looking out for detail and making sure there are no errors. I handle the phones and take care of customer questions and/or concerns.

Master Of Business Administration - Mba, Business Analytics

Activities and Societies: Beta Gamma Sigma Graduated Fall 2023

Bachelor’S Degree, Business Marketing And Event Management

Activities and Societies: Mu Kappa Tau Graduated Spring 2016