Rolita Brownlee Email & Phone Number

Alexandria, Va

• Lead and mentor Compliance staff members’ workflow to ensure timely and accurate processing of annual unclaimed property filings. Compile data and provide reports regarding current unclaimed property statistics and projections. Review legislation, policies, and procedures to efficiently carry out state requirements for unclaimed property reporting.• Foster cooperation and interaction with state agencies clearly and confidently both orally and in writing.• Assist staff accountants with monthly reconciliation; coordinate the collection of unclaimed property records from multiple departments.• Attend the Unclaimed Property Professional Organization (UPPO) yearly conference to stay informed, and build relationships with holders, service providers and state agencies. Mentor new Compliance staff members in attendance. Member of the UPPO Conference and Seminars Subcommittee responsibilities included, attending monthly conference calls, and assisting with conference preparations with over 500 members in attendance.• Supervise Account Representatives’ daily performance and department work flow ensuring proper phone coverage. Monitor daily financial transactions, email requests and reports. Resolve complex issues such as escalated calls and system issues.• Handle department administrative duties including: payroll, interviews/hiring, scheduling, yearly appraisals, meetings and training.• Manage the creation and maintenance of Standard Operation Procedures. • Act as Unit manager for the Accounts and Compliance area in the absence of management. Complete project management activities as assigned.

Alexandria, Va

• Verified the accuracy of Account Representatives’ daily duties• Assisted Account Representatives with any complex issues • Trained/Mentored Account Representatives • Processed payroll/timesheets• Provided guidance to department staff in managements absence• Led weekly and monthly meetings• Completed project management activities as assigned• Managed company-wide escheatment, state filings and complaint process for three organizations. Worked closely with senior management, claims and IT departments.

Alexandria, Va

• Managed company-wide escheatment, state filings and complaint process for three organizations. Worked closely with senior management, claims and IT departments.• Scheduled and attended weekly compliance meetings, draft agendas, and minutes• Prepared weekly, monthly and quarterly reports, presentations and emails for senior management• Acted as company liaison for state regulators and internal staff• Researched, drafted, edited and revised legal correspondence• Maintained excel spreadsheets, state compliance calendar, legal books, and documents• Coordinated legal and accounting training seminars• Scanned and filed legal documents

Washington D.C. Metro Area

• Reviewed customer service records and ensured compliance with company policies and guidelines for the Intern Development Program, eligibility for the Architecture Registration Examination, the NCARB Certification process, and all related maintenance of Council records. • Enforced rigorous requirements for licensure• Applied programmatic business rules while exercising professional judgment• Provided exemplary customer service support in the form of verbal and written communications• Built excellent rapport with record holders, internal staff and Member Boards

Maintained compliance for three nonprofit organizations to ensure conformity and adherence with all applicable state laws and regulations. Reported directly to General Counsel; worked closely with the Controller, Board of Trustees and Vice President of Operations. • Managed complex filing projects to obtain registrations/licenses for nonprofit organizations• Maintained state compliance calendar, excel spreadsheets, to ensure timely renewals for licenses, registrations, annual reports, insurance, trademarks and surety bonds• Processed check requests, online filings, expense reports and FedEx shipments • Coordinated travel arrangements for external auditors• Reviewed client contracts to monitor compliance with state laws and regulations• Provided feedback on nonconformities and recommended contract revisions to management. • Provided data to corporate accounting for budget forecasting of compliance/regulatory expenditures• Provided training and guidance to junior level compliance specialist

* Managed all activities in accounts payable* Completed accurate calculation and processing of invoices, receivables, expense reports, check requests and weekly checkruns* Facilitated internal/external customer satisfaction through immediate resolution of conflicts* Aided in the implementation of the scanning process, within six months of hire date, to better serve internal/external customers

* Administered online banking functions* Performed general office duties and provided high level administrative support* Researched, prepared reports, payroll, accounts payable and check disbursement for Escheat requirements* Aided in the implementation of the scanning process to better serve internal/external customers

* Compiled proposals for client accounts* Effectively presented and conveyed information through written and verbal contact with customers, team members and management

Court Reporting

Secretarial Science