Susan Utterback Email & Phone Number

Seattle, Wa, Us

Seattle, Wa

• Ensure data integrity by reviewing data in client and internal systems• Identify fields of incorrect data, documenting issues, patterns and gaps in the data and/or system• Applying knowledge to evaluation, analysis, and interpretation of data• Act as a client advocate, ensure end user system operates with minimal defects and errors

Key Arena

• Counted currency accurately and efficiently up to $100,000 per event• Filled out 2-4 reports every event• Maintained precise vault of $50,000• Researched discrepancies• Audited cashiers • Filed and archived sensitive documents

• Data scrubbing & prep for mail & shipping (databases ranging from 100 recs up to 2MM recs)• Worked directly with Project Managers to determine client needs• Often met with other departments to establish data needs downstream• Created programs to streamline processes and improve turnaround time• Documented procedures• Maintained databases for long term projects• Trained new employees and cross-trained peers• Supported Project Managers with ad hoc reports and data files• Audited and Quality Controlled (QC) coworker’s projects daily• Printed bulk shipping labels for UPS, Fedex & Endicia.com (up to 2500 shipping labels)

Key Arena

• Counted currency accurately and efficiently up to $100,000+ per event• Filled out reports• Created the schedule for cash room employees• Ordered materials including office supplies, banking supplies & currency• Maintained precise vault of $100,000• Researched discrepancies• Trained new employees• Regularly audited cashiers for speed and accuracy• On occasion, sent to other locations to assist in their vault

Bellevue, Wa

• Maintained about 60 client managed and non-managed client portfolios daily • Created quarterly and annual reports for clients• Created tax reports to send to clients’ accountants• Communicated often with colleagues at brokerage houses • Researched historical prices and other data for stocks • Helped hire intern; reviewing résumés and interviewing• Construction liaison when building new office• General administrative duties, such as answering telephone, filing, ordering supplies, etc.