Experience

• 

  Bank of Oklahoma

  • United States
  • Financial Services
  • 700 & Above Employee

  • Securities Services Operations Specialist

    • Jun 2017 - Present

    Primarily responsible for all transactional processing supporting Wealth Management accounts on the trust accounting system including sett up and maintenance of securities, transactional processing, trade execution and settlement, foreign currency exchange, valuations and reconciliations. This position works closely with account officers within Wealth Management and Operations & Technology, Risk, Compliance and Audit departments, external depository's, vendors and brokers to ensure client accounts are reflected accurately for performance and reporting requirements.

  • Oil & Gas Revenue Accounting Specialist II

    • May 2009 - Jun 2017

    Processes check stub royalties for oil and gas trust accounts.Creates division orders which includes asset set-up, lease number changes and changes in interest paid.Researches and corrects rejected line items from electronic files.Processes Canadian checks with current exchange rate.Balances and batches checks into the system.Verifies detailed data entry for accuracy and completeness; retrieves balance report and edits validation report from Petro Data software; the validation reports lists keypunch errors or data in need of modifications such as decimal changes or multiple interest adjustments.Data entry for check stub lines of revenue; up to 1500 lines per day.Researches and set-up new revenue checks from oil & gas companies.

• 

  Hawaiian Cement

  • Secretary/Receptionist

    • Sep 2005 - Sep 2008

     Maintained main switchboard and greeted guests. Scheduled conference room meetings and job interviews Travel coordinator. Generated travel requests, made car reservations, purchased airline tickets, hotel accommodations and registration fees.  Provided administrative support and general secretarial duties. Assisted with administrative projects such as student scholarships, employee parties/events, workshops and training. Facilitated the credit/risk manager with clerical support.  Editor-in-chief for the company newsletter “The Producer”. Purchased supplies for administration. Assisted A/R with invoicing, coded invoices, created excel spread sheets and generated purchase orders.

• 

  United Airlines

  • Reservations/Sales

    • 2004 - Aug 2005

     Assisted customers with quoted fares and schedules. Made flight reservations. Resolved disservice situations. Operated the high yield line (elite customers).