Shawna Wansten Email & Phone Number

Greater Birmingham Area

Actively involved with all aspects of the day-to-day operations of our property management department, including: tenant and vendor relations, invoice tracking management, financial reporting, annual budget preparation, tenant Help Desk support.

Apple Valley, Ca

While employed with Alaska USA FCU, I started as a full-time teller and was promoted to Wire Transfer Specialist. After becoming a Wire Transfer Specialist II, I had the opportunity to advance to a Client Services Officer Position. I was promoted multiple times and left the firm as a Senior Client Services officer. My duties required out of the box thinking and problem solving. Additionally, my responsibilities included: establishing and maintaining positive and responsive working relationships with clients, vendors and associates. I was responsible for the ongoing development and implementation of over 50 policies and procedures. I was held accountable for training and supervising other Client Services Officers, including creating monthly schedules. I managed daily activities for nine Institutional Trust Clients and 31 Direct Custody clients, including but not limited to; entering and settling trade tickets, trade issue resolution, creating and uploading daily settlement reports, creating and distributing corporate action notices. I was also required to communicate effectively to the Operations staff to properly execute trades through the FED and the Depository Trust Company.

Sacramento, Ca

My duties while working at Nelson & Kennard included reconciling client accounts on a daily, weekly and monthly basis. I maintained accounts payable & receivable and remitted client funds based on their collection totals. I was also responisble for applying interest adjustments on in house collection files.

Foothill Ranch, Ca

When I started at MOB Media, Inc. my responsiblities included carrying our general office duities including filing, sorting and distributing mail and preparing shipments. I would prepare and organize client meetings and conduct day-to-day interface with clients, vendors and various internal departments. I was also responsible for proofreading brochures, ads, school catalogs and other collateral before final print. I became active in the accounting department and took on tasks such as maintaining accounts payable and accounts receivable utilizing PeachTree software, creating purchase orders. I assisted payroll with cutting checks and reimbusing employees health savings account expenses.