Princess B. Email and Phone Number

• Provide service support for IRT Relationship Managers and their clients; coordinate direct contact with clients.• Assist in clearing exception reports and fee receivables; prepare and submit plan changes and fee changes.• Develop PowerPoint presentations, pulling NowTrack and trust system SEI reports, coding, and sending legal documents to FileNet.• Establish new accounts, including sub-account openings, closings, fund changes, and account documentation.• Create and update reports and perform accounting activities (e.g., accounts payable and accounts receivable).• Archive files to Iron Mountain; order materials and supplies, distribute mail, and maintain equipment.

• Supported business objectives through implementing HR operational and employee strategies. • Assisted in driving the end-to-end recruitment for multiple functions and lines of business for consumer banking, partnering with internal stakeholders (e.g., recruiting team, talent acquisition team, etc.).• Ensured adherence and compliance with recruiting process, policies, procedures and service level agreements.• Coordinated with department managers and team leaders to identify current and future hiring needs.• Collaborated with and supported the broader talent acquisition team on hiring activities, when required.• Reviewed data and ensured accuracy in report out from ATS.• Initiated background checks for candidates; processed hiring transactions and created and sent offer letters. • Communicated effectively with business partners and external candidates via email and conference calls.• Leveraged knowledge base in the area of human resources policies, processes, and state and federal labor laws; completed relevant training to stay abreast of the latest and current policies, processes and laws.

• Planned and coordinated administrative transactions for retirement and trust clients while coordinating with relationship managers and plan sponsors; managed client relationship, contact and asset management.• Completed administrative transactions and services for retirement recordkeeping and/or trust clients. • Processed complex retirement plan transactions for large group retirement plans and resolved problems or inquiries that required exception processing.• Supported the set-up of new or transitioned basic retirement plan accounts.• Analyzed data and interpreted results to make strategic recommendations based upon findings. • Communicated effectively with internal business partners and external clients; responded to telephone inquiries from retirement plan participants by providing information about investment options, loan balances, loan provisions and general account information.

• Processed home equity loans for affluent clients, working cooperatively with Wells Fargo Advisors.• Maintained HMDA log for newly originated loans, as required by regulation C.• Completed data entry, inputting data and process information into the system of record.• Reviewed and verified borrowers, income, credit reports, employment histories and property details.• Ensured compliance with company policies, underwriting guidelines and lending program requirements.• Reviewed, researched, processed and responded to inquiries related to loans and areas within loan servicing.• Compiled data and information for management reports.• Addressed and resolved customer product complaints empathetically and professionally.

• Educated and supported compliance regulations for customers calling in regards to retirement plans, defined benefit plans and pension plans.• Assisted participants with executing daily trades, loans, hardships, in service withdrawals and lump sum distributions from their retirement accounts.• Strived to meet customer needs while complying with IRS and Institutional Retirement rules and regulations for administering retirement plans (in accordance with company, state and federal guidelines and regulations).• Maintained knowledge of legal and regulatory changes, trends and developments affecting retirement benefits.• Mentored, trained and coached new hires to lead and motivate them to successful tenures in their roles.

• Performed operational tasks for a moderately complex process or function, including wire transfers. • Processed inbound international wire payments on a daily basis for over $1B. • Received and reviewed incoming work, verifying accuracy.• Coordinated information among various stakeholders (e.g., operational areas), partner groups and customers.• Worked in an intense fast-paced environment with time sensitive documents and meeting strict deadlines.

Business Help Desk Analyst (December 2007 – June 2011)• Provided exceptional customer service to servicers and other internal partners, as well as technical support, alarm maintenance and emergency response.• Supported users in Wachovia/Wells Fargo financial centers, and assisted financial center employees with policy and procedural information.• Partnered and collaborated with stakeholders to achieve shared business objectives and goals.• Reviewed processes, claims, documentation and files to ensure compliance with company requirements.• Actively participated in projects, including efficiency efforts, quality control, analysis, new business offerings, testing and testing initiatives, as needed.Retail / Online Banking Associate (April 2006 – December 2007)• Answered general questions, provided education and served customers in a professional and courteous manner with 100% first call resolution and customer retention focus.• Assisted customers with personal financial management software; promoted alternative products and services.• Prepared product and service reports by collecting and analyzing customer information.• Collaborated with internal departments to meet customers' needs.