Severin Kyelem Email & Phone Number

Omaha, Nebraska

Omaha

Greater Omaha Area

• Supervise a team of two administrative and professional staff to ensure that work is allocated appropriately and commission payments are posted in an accurate and timely manner..Assist in budgeting and forecasting to support management decision.. Variance analysis . Provide scorecard figures used to create payout files for payroll• Prepare and post journal entries related to deposit tickets for trades BWIS’ reps make daily• Analyze, verify, and reconcile general ledger… Show more • Supervise a team of two administrative and professional staff to ensure that work is allocated appropriately and commission payments are posted in an accurate and timely manner..Assist in budgeting and forecasting to support management decision.. Variance analysis . Provide scorecard figures used to create payout files for payroll• Prepare and post journal entries related to deposit tickets for trades BWIS’ reps make daily• Analyze, verify, and reconcile general ledger accounts and research any accounting discrepancies.• Assist in the preparation of audit activities and inquiries• Review and verify payroll files and submit them to payroll department for processing• Prepare operating account check disbursements and reconciliation• Responsible for expense report and invoice tracking• Conduct research on annuity charge backs from direct trades• Audit Fiserv clearing statement, dispute erroneous info• Perform other duties as assigned• Responsible for financial consultant branch assignment maintenance, report generation, and commission adjustments, handle financial consultant questions, research adjustment preparation• Make regular contact with vendors regarding commission statements, clarification on issues or problems, etc. Show less

Omaha

• Review and verify the accuracy of all required documentation, and determine if additional verification or analysis is required for Medicare supplement coverage.• Determine the premium that needs to be charged for the coverage.• Access various databases to provide information requested by the underwriters.• Follow up with agent, broker, or client for additional information if determined necessary. • Run underwriting rules for approval or decline of coverage.• Responsible… Show more • Review and verify the accuracy of all required documentation, and determine if additional verification or analysis is required for Medicare supplement coverage.• Determine the premium that needs to be charged for the coverage.• Access various databases to provide information requested by the underwriters.• Follow up with agent, broker, or client for additional information if determined necessary. • Run underwriting rules for approval or decline of coverage.• Responsible for reviewing, assigning, and processing all incoming premium.• Process various types of premium payments to customer accounts through the use of the billing system Show less

Omaha

-Pledged collateral loans, assisted with loans review, and ensured that sufficient funds are available to meet ongoing operational and capital investment requirements. - Scanned deposit checks in RemitPro and assured that they're available to correspondents and clients - OFAC Screening for domestic and international transactions, and OFAC entries in Beta - Issued and printed disbursement checks at the end of the day. -Wired funds for domestic and international transactions… Show more -Pledged collateral loans, assisted with loans review, and ensured that sufficient funds are available to meet ongoing operational and capital investment requirements. - Scanned deposit checks in RemitPro and assured that they're available to correspondents and clients - OFAC Screening for domestic and international transactions, and OFAC entries in Beta - Issued and printed disbursement checks at the end of the day. -Wired funds for domestic and international transactions through Bank of New York system . Show less

• Responsible for researching, processing, and providing detailed information to SEC, NYSE, FINRA, etc. in the form of blue sheet about trading that may involve fradulent and unlawful activities.• Ran the Month/Quarter End Blue sheet Report.• Run the daily stats for the entire team workflow• Responsible for all communications sent to clients from clearing operations.• Involved in direct contact with client service reps from all business units while serving on a team designed to… Show more • Responsible for researching, processing, and providing detailed information to SEC, NYSE, FINRA, etc. in the form of blue sheet about trading that may involve fradulent and unlawful activities.• Ran the Month/Quarter End Blue sheet Report.• Run the daily stats for the entire team workflow• Responsible for all communications sent to clients from clearing operations.• Involved in direct contact with client service reps from all business units while serving on a team designed to assist client requests for replacement documents. Replacement documents may include 1099B 1099DIV, 1099INT, 1099MISC, 1042s, 480.6a/b, monthly statements, microfilm statements, annual transaction summary reports, trade confirmations and checks, labeling envelopes and billing for service.• Provided the highest level of service possible to TD Ameritrade’s internal and external clientele• Responded to client request via Kana, Optiweb, Microfiche, Microfilm, Desktop Banker, and PC-disk drive, Microsoft Word with all sense of urgency.• Provided clients with accurate information pertaining to accounts statements and forms• Communicated to co-workers expectations in reproducing documents in a timely manner• Managed detailed record keeping ensuring all pending requests are brought to a satisfactory conclusion in a timely and accurate fashion. Show less

Mba In Finance, Business Administration And Management, General

Bachelor'S Degree, Banking And Finance