• Reconcile trust fee cash ledgers of over $38B in assets and $310M in annual revenue• Oversee operational gain/loss process and management reporting while minimizing risk exposure• Provide calculations and reporting to Finance and Risk on a monthly and quarterly basis to mitigate risk.• Responsible for all unclaimed or abandoned property, conduct research, due diligence, client interaction, reporting, escheatment, etc.• Facilitated business contingency planning for Financial Control functions • Conducted system testing and implementation for various internal system conversions

• Manage the reconciliation of 28 cash, liability, receivable and multi-million dollar DDA bank accounts• Research daily trust activity and prepare and record ledger entries to reconcile internal accounts• Prepared Employee Benefit Trust federal and state tax withholding cash omnibus and liability accounts• Create, approve and upload general ledger entries in preparation of month-end financial close• Posted accruals and assisted Trust Finance Group with revenue account forecasting and analysis

• Fee collection for services rendered on Personal Trust Accounts• Fee calculations, and reporting provided to Trust Administration Teams• Provide Trust Fee Revenue Reporting to management teams regularly• Received Outstanding Achievement Award for excellent work and dedication

• Calculate and prepare Employee Benefits Trust fees based on market value, assets, relationship, and holdings• Create and maintain multiple fee databases for client information and receivables records• Calculate and process payments to Financial Advisors in form of production credits for fees collected• EBT Fee Representative for the Trust To Core Integration Project• Six Sigma Process Improvement Project Team Member

• Responsible for the processing of financial transactions for Personal Trust and Employee Benefit Trust accounts• Responsible for millions of dollars moving in and out of the Trust Services Department via wire transfer, EFT, ACH, and bulk transfers• Process check requests, void/stop payments, distributions, journal entries, general ledgers, and check deposits• Involved with the Universal Deposit (UD) testing and implementation initiative, along with Ultimate Client Services Experience (UCSE), Core Integration, Middle School Development, and many other teams and projects

• Customer Service Representative with responsibilities such as account opening and maintenance• Responsible for financial transactions including deposits, check cashing, loan payments, withdrawals, etc.• Perform daily audits, identifying and reconciling and banking discrepancies• Leader in referrals for client investment opportunities