Rosalind Holmes Email and Phone Number

Generate Prebills and prepare bill drafts in accordance with partner instructions and firm guidelines. Execute edits, including splits, time transfers, write-offs, and narrative changes. Prepare write off memorandum when required and apply on account funds as directed by partner. Generate and process final bill in Aderant/CMS accounting System. Prepare electronic bills in LEDES format. Submit electronic bills to clients via their designated electronic billing systems and verify successful submission. Submit timekeepers and rates for approval as needed. Track status of bills submitted, identify issues, and address rejections and deductions as they arise. Research partner/client billing inquiries.

Generate pro formas and prepare bill drafts in accordance with partner instructions and firm guidelines. Execute edits, including splits, time transfers, write-offs and narrative changes. Generate and process final bill in Elite 3.8 and Filemaker Pro accounting Systems. Knowledge of Whitehill and the manipulation of complex bill formatting options

Research and resolve escalated mortgage related issues received from senior management, regulatory agencies and Chase's legal department. Review loan servicing files, supporting documentation and any other information that may validate or invalidate the foreclosure claims. Document all issues in CHF Complaint Management Database. Work with various Lines of Business to coordinate steps in the resolution of issues.

Managed the daily workflow of 18 Corporate Action Specialists and two Supervisors. Oversaw the DTC Redemption process including the $30 Billion daily cash reconcilation. Monitored DTC Lottery processing and the resolution of customer inquires for several thousand clients, including small banks and high net worth individuals. As a Maturities and Redemption Subject Matter Expert, facilitated the transfer of the redemption function from New York to Pittsburgh and trained staff in new duties.