Experience

Native American Bank
• United States
• Financial Services
• 1 - 100 Employee
• Commercial Loan Processor

  • Jan 2018 - Present


Comcast

• United States
• Telecommunications
• 700 & Above Employee

• • Feb 2015 - Dec 2017

  • Identify issues, analyzes available data and information, and recommend changes to management.• Creates and maintains multiple operational reporting tools.• Provides analytical support of actual results against budget and feasibility of proposed business strategies.• Consolidates data reports and delivers to help drive data-based strategic decision making.• Document processes to improvement opportunities resulting from data audit.

• • Aug 2013 - Feb 2015

  Ensure contracts meet all submission criteria and compliance requirements and approve or reject contracts as appropriate.Review contract and validate service with customer to ensure accuracy



United Western Bank/First Citizens Bank

• CBO Spec III

  • Feb 2011 - Jun 2012

  Conducted quality control audits for financial and accounting records, and other documents including but not limited to new customer accounts and banker daily maintenance Developed and enforced compliance policies, procedures, and regulations as they were updated Composed a system to report potential issues/risks during daily quality control audits Completed daily audits such as Account Maintenance, Accounts in Process, ACH Return Log, Cardbase Maintenance, Cardbase New Accounts, CIS Maintenance, Processing Errors and others as assigned Analyzed data and reported errors found to the appropriate level of management, Operation Managers, Personal Bankers, VP of Deposit Operations, and COO/EVP Participated in ongoing training education to enhance knowledge of changes to existing and new procedures and regulations Show less



United Western Bank

• Banking
• 1 - 100 Employee

• Lead Quality Control Specialist

  • Sep 2007 - Jan 2011

  Conducted quality control audits for financial and accounting records, and other documents including but not limited to new customer accounts and banker daily maintenance Developed and enforced compliance policies, procedures, and regulations as they were updated Composed a system to report potential issues/risks during daily quality control audits Completed daily audits such as Account Maintenance, Accounts in Process, ACH Return Log, Cardbase Maintenance, Cardbase New Accounts, CIS Maintenance, Processing Errors and others as assigned Analyzed data and reported errors found to the appropriate level of management, Operation Managers, Personal Bankers, VP of Deposit Operations, and COO/EVP Participated in ongoing training education to enhance knowledge of changes to existing and new procedures and regulations Balanced, monitored, and maintained general ledgers, accounts payables and receivables Opened, closed, and maintained residential, commercial, and Certificate of Deposit accounts Researched and addressed customer questions and concerns daily (e.g., contract terms and conditions, service calls escalating beyond normal process) Monitored account performance and implemented solutions to increase account profitability Scheduled and planned travel arrangements, agendas, meetings, conference calls, and expense reports for executive management team Show less



Matrix Capital Bank/United Western Bank

• Lead TPA Administrator

  • Jan 2006 - Jan 2007

  Lead TPA Administrator for all institutional accounts Processed daily contribution checks for deposit in a timely manner Lead TPA Administrator for all institutional accounts Processed daily contribution checks for deposit in a timely manner



Matrix Capital Bank

• Banking
• 1 - 100 Employee

• Institutional Bookkeeper/CSR

  • Sep 2001 - Jan 2006

  Assisted the VP of Institutional Sales with varies administrative duties Responsible for the training of five people for the position of Reject Processor Handler. Assisted the VP of Institutional Sales with varies administrative duties Responsible for the training of five people for the position of Reject Processor Handler.