Support role for the overall strategic mission of Wealth Management DepartmentPerform account maintenance including address change, update Fee Agreements and Statement of Investment Objectives (SIO)Liquidate the Model base on team adviseManaging assets of trust accounts base on teams’ advise, clients’ preference, and relevant statutory authorityProvide sales administrative support to Trust Officers teamCoordinate with trust administrators to handle distributions, account maintenance, deposits, and reviewsMonitor daily overdraft and accounts activityReview the trust agreement for applicable language to support discretionary distribution requestSet up and maintain client files to ensure they are current, organized and accurateCommunicate with clients’ daily, maintained confidential information, and recorded details.Set up new accounts onto trustPrepare Trust Termination packets for the Trust Working Group reviewPrepare and submit closing account documentationProcess quarterly tax estimates paymentsSupport accounts are compliance with trust legal documents and with bank policies and proceduresResponsible of monthly visit and training to the bank branches to develop a partnering with the Wealth Management departmentImaging support documentation to create consistency and accuracy of all required regulatory informationWork with internal operation to facilitate proper due diligence on the non client facing functions of Trust AdministrationAssist with special projects and internal reports as neededProviding administrative support to managers and trust officers team

Responded to routine customer and internal account inquiries, performing necessary research and following up in timely manner. Communicated with clients and internal trust officers regarding account opening, closing, and asset transfers. Maintained proper account documentation and files account related. Adhered to all internal and external regulatory requirements, standards, guidelines,policies and procedures. Processed basic Trust transactions in a timely manner as deposits, ACH, same day wires, checks etc. Supported department projects on an as needed basis. Processed quarterly tax estimates payments.

Dedicated team member supporting company objectives as quality customer service, loyalty and retention; clear and concise communication with professional and calm demeanor; able to diffuse difficult situations and provide solutions to customer's problems. Created and boosts revenue streams by selling products and services internationally.Track purchase orders and assist with account receivables/payables.Cultivated and enhance relationships to ensure repeat business.Hired and train new employees, enroll new hires, and created a company training manual. Balanced company accounts and petty cash.Purchased items, follow up on orders, and approve price changes. Recommended new inventory to the General Manager.Prepared drop shipment paperwork and assist salespeople to find best vendors for particular productsAssisted the Accounting department with any discrepancy on prices from vendors invoices vs, purchase orders,Served as a Sales Representative for Spanish speakers domestic and international customers.Approved and process paperwork for returns and issue customer credits when needed.Submitted HR paperwork for employees including Health, Dental, Vision and Life Insurances, Vacation Time requests.Document and resolve customer service issues, create payroll reports, and request product quotes. Established standards to ensure optimum customer service. Revised accounting invoice reports to minimize billing errors.Administered eBay sales, issue refunds, and assign invoice numbers for PayPal transaction.Created daily reports to follow up that in-stock items have been delivered. Verified credit card transaction over $1K are not fraudulent.

Provided administrative support to the Trust department, organize paperwork, and update client records.Opened and closed trust accounts, setup remittance, prepared proposals, and administered cash. Communicated with clients daily, maintained confidential information, and recorded details.Prepared written correspondence and reports and kept advertising stock available for sales team

CRT is part of one of the most solid and large groups of Banking in Central America as it is BAC Credomatic. CRT ( Credomatic Tourism Representation) added value to the BAC Credomatic network cards as American Express, Mastercard, Visa, JCB and Diners Club)Created and developed Anual Businees PlanDesigned different travel packages and promotions by negotiating with suppliersDeveloped sales plans and prepared yearly financial budgetsCreated and developed performance incentive plans to employees of CRT and travel agencies

Monitored performance of 35 sales representatives including team leaders and sales supervisors Reviewed, monitored and analyzed the results reported in the company score card Successfully implemented plans on customer retention and customer satisfaction Monitored and improved sales performance, employment satisfaction and business growth Tailored business plans to boost sales that ultimately increased market share