Shenetha Rolle Email & Phone Number

Tempe, Az

Manage and professionally develop a 20+ professional managers with mixed roles of analysts and technical coordinators across multiple functional areas including syndicated bank loans, hedge fund services, cash movement and transition of new investments. Oversee daily activities and workflows of staff processing high-risk wire transfers with a monthly exposure of $1B+ and quarterly exposure of up to $22B in assets. Individual contributor to system upgrades and integrations and subject matter expert in procedure improvements impacting wire transfers and processing. Ensure clients’ alternative assets (hedge funds, mutual funds, real estate funds, limited partnerships, fund of funds and common/collective funds) are properly funded and processed with 100% accuracy. Provide functional support to client account/relationship management, audit teams, valuation/reporting and investment firms. Develop, test and deploy plans for process improvement and risk reduction, ensuring net deliverables to advance productivity. Establish objective, measurable performance standards, appraise performance, identify knowledge gaps requiring additional training and recommend salary increases to incent desired performance. Co-developed system application, creating workflow patterns to provide real-time status of work in progress.Assess team workflows to determine the feasibility of consolidating or moving processes to other functional areas.Streamlined and automated wire processing/transfers, resulting in minimized client/organization risk.Built solid relationships with clients and partners to ensure the reputation of team remained above average.Led the Global Platform for Alternative design/deployment project which improved processes and allowed for increased global visibility/transparency in the audit process.Hand-selected to recruit, hire and develop staff in new Tempe site location.

Tempe, Az

Provided oversight and administration over an assigned book of complex, high-touch trust accounts, ensuring each trust account maintains adherence with terms of governing instruments. Documented directed distributions for administrative files and trust advisory committees. Developed a 5-member team with multiple functions to include cash movement, hedge fund services and administrative services. Monitored team to ensure deliverables were met, including reconciling and processing of cash flow activity. Maintained controls to review client/partner inquiries for rapid resolution. Communicated with senior management staff performance results calling out team achievements and identifying trends and process improvement opportunities.Responded to initial inquiries from company advisors, third-party contacts and private individuals regarding both current and future trust prospects.Performed post acceptance and annual account reviews, ensuring proper receipt and accounting for assets in established trust accounts.Reviewed processes for improvements, making necessary changes to mitigate risk and worked with division on multiple projects to streamline processes.Coached staff to meet both individual and team goals and conducted performance reviews, making recommendations for salary increases.Monitor staff workloads and distribute workflow meeting business demands, deadlines and service level agreements

Tempe, Az

Managed the day-to-day activities of the team by organizing and assigning tasks, setting short-term priorities and monitoring performance to ensure timely and accurate completion. Identified risk-prone areas to build robust controls to mitigate errors and deliver work results requiring less revision. Served as singular point of contact for high-net-worth and major accounts by providing research, resolution and response to client inquiries. Served as information resource and subject matter expert to junior level staff and newly hired team associates, ensuring across the board consistency in training and career development.Stepped in to assist during high-volume processing periods or when headcount levels fell below current capacity to fulfill daily business needs. Hand-selected to travel to India to assist in training and developing staff at new site locations.

Tempe, Az

Assisted team leader in establishing and maintaining effective strategy performance tracking, ensuring accounts are performing within expected requirements. Possessed full cycle accountability for designing, gathering data and executing statistical and financial analysis. Monitored and analyzed portfolio trends related to debit activities, balanced growth and profitability. Promoted a risk-aware culture among direct reports to ensure effective and efficient risk and compliance management practices.Coordinated investor activity on the document supply, review and funding of investor flows in and out of the account.Identified service efficiency enhancements, process improvements, and facilitated service delivery among teams.Trained, coached and mentored on-boarded team associates and assisted in evaluating performance to maintain a top-performing team.

Tempe, Az

Audited investment reports, financial statements and supplements to ensure proper posting and classification. Participated in portfolio management activities to balance institutional portfolios subject to customized investments needs of the client. Ensure portfolio managers have adequate information to perform portfolio management activities utilizing various information systems. Completed financial spreads of basic personal and business financial statements using banking software tools. Analyzed the costs, effectiveness and risks associated with alternatives to determine the most appropriate course of action. Maintained good working relationships with clients to enhance customer satisfaction and work with client management and staff to perform related services.Utilized quantitative and qualitative analysis techniques to reduce unnecessary complexity, identify trends, themes, and provide recommendations.Assisted with capturing data, tracking and analyzing trends, and preparing management and board reports, in a timely and accurate manner.Utilized existing economic and market data available for the various markets and industries to perform periodic studies and analyses to support the markets in which the bank serves.

Greater Chicago Area

Conducted audits of assigned federal funds, municipal bonds and treasury bills to evaluate the effectiveness of the internal control system. Determined level of compliance with established bank policies, government regulations and industry best practices. Documented audit data into the Bolt system and summarized audit work papers in accordance with department procedures. Prepared conclusions on the system based upon work performed and presented irregularities to senior auditors for further review and investigation.