Jeanne Evangelista
Human Resources Payroll Administrator at Generations Bank- Claim this Profile
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Spanish -
Topline Score
Bio
Credentials
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Notary Public
New York StateMar, 2020- Oct, 2024
Experience
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Generations Bank
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United States
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Banking
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Human Resources Payroll Administrator
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Aug 2009 - Present
Provide service and support for our retail offices. Perform retirement account processing including, employer H S A contributions, creation of new plans, perform daily reviews of IRA and H S A reports to ensure everything is accurate and complete. Review any rejected items on the IRA’s & H S A’s. Handle all aspects of these retirement accounts (i.e. Deceased owner, required minimum distribution calculation, etc.). Maintain Generations Bank employee H S A allotments & monthly… Show more Provide service and support for our retail offices. Perform retirement account processing including, employer H S A contributions, creation of new plans, perform daily reviews of IRA and H S A reports to ensure everything is accurate and complete. Review any rejected items on the IRA’s & H S A’s. Handle all aspects of these retirement accounts (i.e. Deceased owner, required minimum distribution calculation, etc.). Maintain Generations Bank employee H S A allotments & monthly contributions. Oversight of the Check imaging process. Process adjustments and balance General Ledger account related to check processing. Also remit any Canadian Checks received. Ensure compliance with NYS Abandoned Property laws including the research of accounts, generating customer letters and submission of funds to the State. Oversight of the Bank’s electronic banking processes. Act as the administrator of Internet Banking, Bill Pay and IS Research as well as merchant liaison for our Remote Deposit Capture product. Responsible for compliance with regulations including but not limited to Anti-Money Laundering, U.S. Patriot Act, Bank Secrecy Act, OFAC, Fraud Protection, Security Procedures and Privacy and Confidentiality requirements. All other duties as assigned. Show less Provide service and support for our retail offices. Perform retirement account processing including, employer H S A contributions, creation of new plans, perform daily reviews of IRA and H S A reports to ensure everything is accurate and complete. Review any rejected items on the IRA’s & H S A’s. Handle all aspects of these retirement accounts (i.e. Deceased owner, required minimum distribution calculation, etc.). Maintain Generations Bank employee H S A allotments & monthly… Show more Provide service and support for our retail offices. Perform retirement account processing including, employer H S A contributions, creation of new plans, perform daily reviews of IRA and H S A reports to ensure everything is accurate and complete. Review any rejected items on the IRA’s & H S A’s. Handle all aspects of these retirement accounts (i.e. Deceased owner, required minimum distribution calculation, etc.). Maintain Generations Bank employee H S A allotments & monthly contributions. Oversight of the Check imaging process. Process adjustments and balance General Ledger account related to check processing. Also remit any Canadian Checks received. Ensure compliance with NYS Abandoned Property laws including the research of accounts, generating customer letters and submission of funds to the State. Oversight of the Bank’s electronic banking processes. Act as the administrator of Internet Banking, Bill Pay and IS Research as well as merchant liaison for our Remote Deposit Capture product. Responsible for compliance with regulations including but not limited to Anti-Money Laundering, U.S. Patriot Act, Bank Secrecy Act, OFAC, Fraud Protection, Security Procedures and Privacy and Confidentiality requirements. All other duties as assigned. Show less
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Five Star Bank
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United States
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Banking
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300 - 400 Employee
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Commercial Documentation Specialist
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Jul 1998 - Apr 2009
Prepare & review all pre- closing documentation of all collateral and note documentation including but not limited to: notes, mortgages, guarantees, security agreements, and ucc statements. Provide Relationship Managers, Credit Officers, and Management with portfolio tracking and remediation reports as needed. Participate in needs identification, streamlining and efficiency projects recommending and undertaking required actions. Prepare & review all pre- closing documentation of all collateral and note documentation including but not limited to: notes, mortgages, guarantees, security agreements, and ucc statements. Provide Relationship Managers, Credit Officers, and Management with portfolio tracking and remediation reports as needed. Participate in needs identification, streamlining and efficiency projects recommending and undertaking required actions.
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Education
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1991 - 1992
Bryant and Stratton College-Henrietta
Diploma, Office Technology -
1989 - 1991
Finger Lakes Community College
Associate of Arts and Sciences (AAS), Business Administration and Management, General -
1986 - 1989
Geneva High School
Regents Diploma, Business Administration and Management, General
Community
