Experience

First Foundation Inc.

• United States
• Financial Services
• 300 - 400 Employee

• Trust Operations Associate

  • Jan 2023 - Present

  • Manage Trust Operations division to ensure financial compliance and secure client accounts. • Execute daily trades in excess of $5 million to ensure financial growth. • Administer wires and investment deposits for clients up to $500K. • Undertake special projects, setting up new account assets in the Trust accounting system. • Manage various assets, including works of art, to ensure client financial security. • Create monthly reports for executive committee to analyze risk management.• Manage accuracy of accounts in excess of $60 million by daily and monthly balancing and book closing. • Train new hires and interns to exceed company management expectations of employee performance. Show less

• Trust Operations Assistant

  • Nov 2021 - Jan 2023

  • Processed various transactions in Trust Accounting System to enhance client account growth.• Processed daily ACH and wires for client to ensure accuracy. • Conducted daily reconciliation analysis to ensure account accuracy.



LBS Financial Credit Union

• United States
• Banking
• 100 - 200 Employee

• Financial Service Representative I Level 3

  • Jul 2020 - Nov 2021

  • Assessed client financial needs to develop strategic financial planning solutions. • Exceeded monthly secured and unsecured lines of credit.• Met and exceeded 30 new account monthly goals. • Troubleshot client account inquiries of fraudulent transactions. • Processed wide variety of member financial transactions.

• Member Service Representative I Level 2

  • Oct 2019 - Jul 2020

  • Processed transactions including deposits and withdrawals, loan payments, and check issuance. • Managed and balanced high-volume cash drawer.• Cross-promoted credit union products to clients. • Ensured compliance with BSA, CTR, and SAR reporting.Vault Custodian• Managed and balanced branch vault cash reserves up to 750K.• Preformed analysis to forecast future branch cash supply and calculate daily cash usage.• Conducted audits on ATM’s and cash dispensing machines. Show less



Continental Currency Services

• Long Beach, California, United States

• Teller

  • Nov 2018 - Oct 2019

  • Excited foreign currency exchange, wire, bill paying and check cashing transactions. • Originated personal and car title loans. • Serviced loans and managed revolving credit line for clients. • Excited foreign currency exchange, wire, bill paying and check cashing transactions. • Originated personal and car title loans. • Serviced loans and managed revolving credit line for clients.