Tamara Smith Email & Phone Number

Charlotte, North Carolina, United States

In support of Program Managers, the Project Coordinator plans, monitors, and provides project administrative and business support for multiple Research & Development projects from planning through completion. The role also performs various project management duties, including coordinating and disseminating project information to project stakeholders and.

• Responsible for operational reporting, as well as ad hoc reporting for SAGE as well as various Lines of Businesses
• Provide daily reporting for CEO, Charlie Scharf, his Execs, Operating Committee and Board of Directors
• Provide onboarding system set up for new team members in SAGE
• Provide monthly Metrics and Scorecards for SAGE team, designed for coaching and reward recognition
• Provide Monthly Dashboard reporting for Sr. Management to best determine incoming volume that is used to be determined additional resources and FTE’s.
• Create, test, update and provides maintenance to SharePoint sites, within CICEO footprint

Charlotte, North Carolina Area

Responsible for preparing and filing complex income and estate tax returns for a particular geographical area. Preparing estate accountings and division statements Providing post-mortem tax planning; reviewing trust agreements and wills and preparing and filing assigned tax returns Preparing various internal reports, assisting with tax return audits, and.

Responsible for maintaining accurate records in an Access database for 401k, PSK and FSK Plans, making updates and changes in the database, working in conjunction with various business partners, such as Relationship Managers, FA’s and CAM’s, Fee Unit, Mutual Fund Team and Fiduciary ServicesMake Initial and Trail payments based on standard dealer.

Responsible for daily settlement processing of annuity trades, verification of available funds for new annuity purchasesResponsible for monitoring internal BETA accounts related to trade executions to ensure accounts are balanced dailyEnsured that all Corporate Accounting policies are being followed, specifically pertaining to outstanding aged items and.

Prepare the 1099 tax reporting of interest and dividend information as well as other Miscellaneous Expenses under specific deadlines mandated by the department and the IRSApply tax codes to new posting in Trustease systemReview month to month tax registers and worksheet to ensure accuracy Assist external and internal clients by responding to calls and.

Assisted clients with staffing in finding qualified candidates for various accounting positionsConducted thorough face to face and phone interviews to screen and profile for clienteleWorked as a liaison to schedule appointments and meetings with clientele and negotiated offers madeWorked with top 500 companies and CPA firms to assist with filling position.

Worked in the Small Business Banking division assisting customers with complex issues regarding their Business and personal accountsAssisted as a floor manager by taking escalated calls from customers and bring resolution to complex issues Assisted manager by working on call metrics to ensure timeliness and promptness in answering each callAssisted manager.

Worked as analyst to Pilot and implement new system methodology, which computes new contract terms utilizing APR, Debt Ratio and maturity date Work with major credit bureaus to obtain customer credit reports to ascertain whether eligible for reduction in paymentWork directly with managers and several business units to ensure corporate compliance is.

Resolved customer complaints before escalating to upper managementContacted Customers regarding accounts to resolve delinquency while maintaining FDCPA guidelinesTrained new employees on system upgrades and maintenance in monthly training sessionsAssisted customers by providing options to ensure timely payments such as amendments and extensions

Worked directly with mangers to gather call metrics while comparing to key performance indicators Answered inbound calls while providing world class customer service to subscribersAdvised subscribers with navigational, concierge, and emergency services

Assisted customers with investment solutions for both their IRA and brokerage accountsSet up IRA distributions as mandated by the state law for associated accountsHandled ACAT process for transferring balances in brokerage accounts to other brokerage firmsWorked as point personnel on team to handle complex accounts and priority customers Assisted/ Trained.

Diploma, Licensed Practical/Vocational Nurse

Education record