Tracy Fuentes Email and Phone Number
Tracy Fuentes work email
- Valid
Tracy Fuentes personal email
With over six years of work experience in various financial and administrative roles, I am a senior reference data analyst at Bank of America Merrill Lynch, where I assist in a major project to streamline over 26,000 accounts and ensure their accuracy. I am passionate about delivering high-quality data solutions that support the firm's regulatory compliance and operational efficiency. I value teamwork, innovation, and customer satisfaction, and I strive to contribute to the firm's mission of making financial lives better.In my current role, I participate in UAT testing, pass/fail reporting, raising and tracking of defects and resolution, and monitor failure queues, mailboxes and databases to ensure all items are cleared in a timely manner. I leverage my skills in Microsoft Excel, time management, and communication to perform these tasks effectively and collaboratively. I also have experience in financial operations, settlement, and business execution from my previous roles at Wells Fargo and Cardinal Financial Company. I am always eager to learn new skills and take on new challenges in the fast-paced and dynamic financial industry.
-
Avp, Business Process Analyst- Foreign ExchangeWells FargoCharlotte, Nc, Us
-
Business Process Analyst, AvpWells Fargo Dec 2023San Francisco, California, UsForeign Exchange SME
-
Senior Reference Data AnalystBank Of America Merrill Lynch May 2022 - Dec 2023Charlotte, Nc, Us• Assisted in consolidated audit trail (CAT) FINRA project streamlining over 26,000+ accounts to ensure accuracy • Participate in UAT testing, pass/fail reporting, raising and tracking of defects and resolution• Performs daily audit reports, escalating any issues and distributing report to group box for further review• Daily Helix reporting for breaks sent to the team to be remediated if needed • Executed prime broker agreement 150 regularly. Ensure documents are collected, stored and reconciliations were performed to certify that files are available for actively trading brokers. -
Senior Business Execution AdministratorWells Fargo Oct 2021 - Apr 2022San Francisco, California, Us• Trained in LoanIQ, SyndTrak, and ClearPar• Ensure trade deals are closed and reviewed within LoanIQ when working with Clear Par • Ensure that all loans are current that all principal, interest and fees are reported within the LoanIQ• Ensuring that corporate loans are executed in a timely matter and executed immediately • Approving and reviewing corporate loans using AFS tools from colleagues to ensure funds are collected on their specified date
-
Financial Operations AnalystWells Fargo Jun 2021 - Oct 2021San Francisco, California, Us• Review and build controlled processes for complex trades to provide transparency to the business and Operations• Manage the trade life cycle of these products through to settlement. Liaise with the respective support partners to ensure smooth settlement and accurate risk• Exceptional experience in monitoring derivatives trade in fixed income environment
-
Settlement Specialist IiCardinal Financial Company, Limited Partnership Aug 2020 - Jun 2021Charlotte, Nc, Us• Scheduling over 257+ borrowers to sign the refinances on their home a month• Exceeding team goals with 100 % KPI calls daily, and achieving process collateral packages • Assisting the closing department by ensuring all documents are reviewed prior to closing.• Review loan approval and conditions to validate accuracy in preparation for closing and ensure compliance with state and federal requirements -
Administrative DirectorWatermate Jan 2019 - Dec 2020• Collaborates with all management staff to identify and deliver the required administrative support operations for the organization.• Maintains the organizations administrative policies and procedures manual.• Ensures the organizations compliance with applicable health, building, zoning, and safety licensing and certification requirements.• Serves as a member of the organizations key administrative decision-making and planning body.• Utilized Salesforce to monitor business transactions and interactions with clients.• Formulated marketing material for clients using Mailchimp for promotional purposes
-
Guest Experience AssociateThe Ivey'S Hotel Jul 2019 - Feb 2020Charlotte, Nc, Us• Welcome and register guests expeditiously, provide information to guests as needed, obtain identification and credit/check approval as directed by hotel policy. Verify rate and departure date. Confirm and modify information required to complete the registration process as per hotel procedures.• Check departing guests out of the hotel as per hotel procedures.• Answer all guest questions accurately and resolve problems in a timely manner ensuring guest satisfaction. Authorize revenue allowances as allowed by hotel policy.• Resolve guest problems and complaints.• Offer guest rooms, food & beverage outlets and seasonal hotel promotions.• Review Front Desk log when coming on shift and record pertinent information as needed throughout shift.• Post charges to individual room or master account.• Complete tasks on daily checklist.• Communicate with other hotel departments to maintain a high level of guest satisfaction. -
Food ServerBarcelona Wine Bar & Restaurant Feb 2019 - Aug 2019Us• Prepare restaurant tables with special attention to sanitation and order• Attend to customers upon entrance• Present restaurant menus and help customers select food/beverages• Take and serve orders• Answer questions or make recommendations for complementary products• Collaborate with other restaurant servers and kitchen/bar staff• Deal with complaints or problems with a positive attitude• Issue bills and accept payment -
Food ServerFord Fry Restaurants May 2018 - Aug 2018• Protect establishment and patrons by adhering to sanitation, safety and alcohol beverage control policies• Help patrons select food and beverages by presenting menu; offering cocktails, explaining the chef's specialties; identifying appropriate wines or cocktails; answering food preparation questions• Serve orders by picking up and delivering patrons' choices from bar and kitchen; deliver accompaniments and condiments from service bars• Maintain table setting by removing courses as completed; replenishing utensils; refilling water glasses; being alert to patron spills or other special needs• Conclude dining experience by acknowledging choice of restaurant; inviting patrons to return -
Director Of Public RelationsRadio Free Charlotte Aug 2015 - Aug 2017• Develop a marketing communications plan including strategy, goals, budget and tactics• Develop media relations strategy, seeking high-level placements in print, broadcast and online media• Coordinate all public relations activities• Direct social media team to engage audiences across traditional and new media• Leverage existing media relationships and cultivate new contacts within business and industry media
Tracy Fuentes Skills
Tracy Fuentes Education Details
-
University Of North Carolina At CharlottePolitical Science And Government
Frequently Asked Questions about Tracy Fuentes
What company does Tracy Fuentes work for?
Tracy Fuentes works for Wells Fargo
What is Tracy Fuentes's role at the current company?
Tracy Fuentes's current role is AVP, Business Process Analyst- Foreign Exchange.
What is Tracy Fuentes's email address?
Tracy Fuentes's email address is tr****@****rgo.com
What schools did Tracy Fuentes attend?
Tracy Fuentes attended University Of North Carolina At Charlotte.
What skills is Tracy Fuentes known for?
Tracy Fuentes has skills like Cocktails, Sanitation, Foreign Languages, Public Relations, Social Media, Digital Media, Food Preparation, Political Science, Media Relations, Film Production, Tv Production, Corporate Communications.
Who are Tracy Fuentes's colleagues?
Tracy Fuentes's colleagues are Srikanth Puliventla, Harshal Raibagkar, David Dalton, Ranniere Ferrer, Tanner Baker, Kiran R, Bibhuprasad Chinara.
Free Chrome Extension
Find emails, phones & company data instantly
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial