Trudy Willis Email & Phone Number

Dallas, Texas, United States

Dallas

Dallas

 Recognized by School Administrators for handling long-term substitute teaching assignments. As a result, helped high school students to excel at the math and science portion of the Standardized Test Exam that’s administered through the State of Texas (STAAR)  Enhance provided lesson plans by relating to students and motivating them to better grasp the material. Present lesson plans and subject matters that fulfill requirements for the teacher of record's curriculum program in a manner students understand. Serve as a positive role model for students. Establish and maintain open lines of communication with students. Maintain a cooperative and professional relationship with all colleagues, students, parents, and community members.

Rockwall, Texas

Account Processing: Opening, closing and transfer accounts; trade and other accounts; retirement or estate accounts. Respond to telephone and in-person requests for information.Client Service: Prepare for appointment, provide market information or quotes to clients, and respond to client inquiries on administrative questions with a timely response. Served as central point of contact for clients and outside vendors building access. Update prospect and client data records and made follow-up phone calls to set or confirm appointments. Prepared a variety of reports for scheduled appoints and scheduling systematic contact activities.Business Development: Followed up with prospective clients and clients, and implementing client seminars and promoting credit cards services. Kept current with system and regulatory changes by attending regional and firm activities

Atlanta, Ga

Developed financial analysis reports and presentations by applying acquired financial principles on a daily basis.Researched and assisted in studies to improve operational efficiency Assisted management, through the use of analytical methods and formal studies, resulting in solving operational, procedural, and technical problems and recommended solutions to improve efficiency and quality of services.Identified operational processes inefficiencies and recommended necessary improvements.Enter all payroll data entry, reconciliation, and provided payroll statement for management approval.Supported the accounting department during monthly closings.Provided technical support for the implementation of new or revised procedures, applications or services.Analyzed utilization and capacity against performance goals.

New Orleans

Entrusted to handle $50.0 billion in check transactions by assuring that fraud was limited, researched financial transactions with commercial banks, and managed a group of up to 10 Specialists.Impacted commercial bank clients by thoroughly explaining complex Fed financial interest procedures; provided solutions to financial gains or losses which were usually in the $250.0 million rangeRecognized by senior management for being a top trainer of Fed procedures Maintained current knowledge of the department, branch, district requirements and standard operating procedures (SOPs). Prepared error reports and internal feedback forms identifying error sources.Provided documentation and information to assist financial institutions and branch personnel in identifying improvement opportunities.Conducted and assisted with management audits for the department. Provided upper management with monthly compilations, customer deposit statistics, and information on error trends.Primary customer contact for department to discuss processing requirements and quality issues. Reviewed adjustment and/or reconciliation research to identify out-of-balance conditions, offsets, and resolved adjustment or suspense items.

Bachelor Of Science (B.S.), Business Management Adminstration And Supervision, 3.40

 Earned Bachelor of Science: Business Management/Administration from the University of Phoenix Louisiana Campus in Metairie, September 2005

Pursueing A Family Consumer Science Certification, Business Family And Consumer Sciences/Human Sciences

Passed the for qualified Passed the Critical Thinking Exam Requirement of the ACT Qualified to be certified by the Alternative.