Tami A. Henderson, Ctp Email & Phone Number

California, United States

United States

San Francisco Bay Area

Active contributor to the financial management systems for a congregation of 300+ members. • Facilitating annually the coordination of 2 major fundraising events, and 10-12 minor events. • Streamlining various accounting functionalities, payroll, banking, credit request, and establish all utilities and business development services.• Implemented automated accounting system that swiftly modernized bookkeeping activities establishing a reliable financial reporting structure and precise Profit and Loss statements.• Integrated member profiles into accounting system, which improved accuracy of member statements and reduced statement production times.• Modified budgeting processes creating a functional budget based on realistic economic conditions.

San Francisco Bay Area

Meticulous numbers go to manager that employs a “get it done” approach to execute client success, limiting risk throughout the operations of business and deliver revenue-generating roadmaps. - Deliver and align deadlines for 2 corporate regions, the family & friend investment group, and the company owner’s family accounting groups as a one-person treasury department.- Manage and maintain 400+ bank accounts across 10 financial institutions.- Maintain banking relationships with for depository and lending operations. - Process ACH, wire, and account transfers through various bank portals.- Strategically collaborate with AP, AR, Capital Markets, Investments, Asset Management, Property Management, and other departments to maximize corporate and investment cash flows. - Change management facilitator implementing Positive Pay, ACH vendor payments, Gift Card Incentive Programs, and the RFP of a treasury management system.- Manage the operations of revolving lines of credit and subscription lines.

San Francisco Bay Area

Served as primary contact with clients/prospects for day-to-day operational needs, by offering proactive and collaborative and consultative support. Analyzed customer needs to offer value added services such as credit facilities, deposit and treasury products. Executed relationship plans as designed by the Relationship Manager. Maintained up-to-date knowledge of client transactions by report analysis to identify and prevent financial loss to the bank.

San Francisco, California, United States

Handle the day to day operations as Trustee of municipal bonds issued by city and county municipalities.Prepare and process debt service maturity bills, fund collection, and bondholder payments. Accepted andprocess, letter of credit draws/reimbursements, trades, wire transfers, and account transfers. Reconciledguaranteed investment contract, set up new accounts and services in addition to other administrativeduties as assigned.

San Francisco, California, United States

Handled the day-to-day banking operations of $200MM deposit and $400MM loan portfolio at peak for a team of 3 relationship managers and 1 team leader. Served as point of contact delivering unparalleled client service, handling account management, administration, and compliance.• Increased region’s deposits from $6MM initially to a consistent $35MM level by creating trust- and respect-based client relationships.• Analyzed deposit account and account analysis statements to identify cash management services to maximize client cash flow potential, consistently realizing designated cash management sales goal for the region. • Closed $14MM in cross selling opportunities in wealth management and investment securities in just 1 year. • Generated over $250K in tax-free interest for region’s top 10 clients by performing in-depth analysis of bank accounts, financial statements, and other client information to identify interest opportunities. • Recognized as “go to” person for newly-hired Personal Banking Officers (PBOs) in bank’s other satellite offices. Utilized strong systems knowledge to provide mentoring and on-site training. Guidance created strong support system, increased new PBOs’ confidence and effectiveness, and reduced operational inconsistencies.• Streamlined loan tickler process to pinpoint critical dates and identify necessary items. Improved process minimized internal and external audit exceptions, with most recent audit revealing 0 controllable errors.

Provided administrative support to VP of Los Angeles Region Technology Group, focusing on event coordination, multi-tasking, calendar management, and client support.- Organized calendars, events, expense reports, and all administrative functions, which allowed the relationship team to focus on business development and loan underwriting.- Cross-trained as Personal Banking Officer, which led to internal promotion in bank’s SF office.

Supported 2 Executive Private Bankers and managed a portfolio of 800 clients. Operated as POC for client satisfaction matters.• Highly regarded for establishing unparalleled client service that enhanced client relationships. Promptly addressed client issues, either handling directly or referring to appropriate department and following through to resolution.• Strengthened bank’s relationships with prominent high net worth clients by visiting client on-site and providing daily statements and explanations of account administration matters.

Served as a quality officer for the Private Banking Operations Group tracking all incoming account administration and maintenance request operations for 40 Private Banking offices throughout the western region.• Reduced service level agreement complaints by 95% by initiating and following through on tracking system that identified issues and monitored resolution. • Took initiative and suggested innovative ideas to improve quality. As a result, position of quality control coordinator was created, which improved overall work morale and built confidence in operations group throughout the region

Bachelor Of Science Business, Accounting

Associates Of Applied Science, Accounting

Diploma, General Education / Accounting