Travis Stolfer Email & Phone Number

Columbus, Oh, Us

Dublin, Ohio, United States

Dublin, Ohio, United States

Greater Pittsburgh Area

Greater Pittsburgh Area

• Assist Senior Management with meeting guidelines set forth by audit regulators• Serve as primary point of contact for conversions, asset transfers, and fee negotiation • Collect and disseminate all necessary documentation for all lines of business (KYC, legal approval, credit review, Tax)• Update and maintain unique contractual requirements which include confidentiality and geographical restriction• Support regulatory filings and facilitate with Risk Management, Internal Audit, and Tax departments• Responsible for understanding legal contracts and ensuring strict compliance to governing documents• Work with clients to establish new account plans and modify existing account coding as required

Greater Pittsburgh Area

• Calculate, prepare, and maintain billing functions for an extensive list of clients on a daily basis using Microsoft Excel and Advantage system.• Act as a first point of contact while collaborating with relationship managers and global client administrators in order to investigate and resolve any inquiries from customers.• Set up, maintain, and validate system data to ensure a smooth billing process. Manually correct system feeds to prevent future errors.• Performing account set up, maintenance, closing, manual input and validation of data as well as performing related activities as requested. • Run SQL scripts to create reports for data validation and ad hoc requests• Solely responsible for Benefit Disbursements billing functions.

Greater Pittsburgh Area

• Bill clients according to their specific contractual guidelines• Organize and keep an up-to-date log of all purchase orders and invoices for each assigned job number• Reconcile customer payments with invoices• Communicate effectively with colleagues to solve discrepancies with purchase order numbers on invoices• Effectively use our PLEX system to record invoices, assign invoice numbers, and pull pay items • Audit outgoing invoices to ensure accuracy• Process all wire payments and checks received from clients• Use our invoice book to tag payments and post invoice book after each week ending date• Use excel to analyze date, compile reports, and sort information

Greater Pittsburgh Area

• Educated customers about Apple’s products, software, and services• Completed sales transactions with a high focus on customer experience• Directed customer and employee workflow in busy environments• Assisted customers in personalized new product setup• Organized and facilitated employee training for new and existing store employees• Helped customers find the correct technology solutions for their specific wants and needs. • Provided training, troubleshooting, and technical support.

Bachelor Of Science In Business Administration, Finance

High School Diploma