Rose Schultz Email & Phone Number

•Managed the Unclaimed Property Team including providing training, coaching, support, and feedback to team members and managing all unclaimed property operations •Developed and implemented the company’s unclaimed property policies and procedures •Developed unclaimed property process improvement techniques•Trained unclaimed property personnel•Implemented unclaimed property reporting systems•Coordinated the annual unclaimed property reporting process which included due diligence and report preparation•Spearheaded the transition of unclaimed property for the company’s mergers and acquisitions•Proficient in all aspects of UCP including data retrieval, scrubs and uploads; due diligence letters and reissue processing; high dollar and erroneous payment research; month end close process; researching unclaimed property legislation and statutory exemptions; and state reporting