Experience

Key Private Bank

• United States
• Banking
• 200 - 300 Employee

• Relationship Manager

  • Jan 2019 - Present

  Relationship Manager for 401(k) and Profit Sharing Plans invested in Stable Value EB Common/Collective Funds.

• Analyst III

  • Apr 2016 - Jan 2019

  IAS Account Analysis-Legal trust documents, account on boarding, account closing, statements, collective funds, fees, escrow. Experience with Global Plus and Global Office systems, AmTrust and SEI.



KeyBank

• United States
• Banking
• 700 & Above Employee

• Analyst II

  • May 2013 - Apr 2016

  Revenue Administration-fee set up, closings, invoicing, call center, training, institutional and personal accounts. Revenue Administration-fee set up, closings, invoicing, call center, training, institutional and personal accounts.



Key Bank

• Brooklyn, OH

• Revenue Specialist

  • Sep 2011 - May 2013



PNC Institutional Investments

• Fee Administrator

  • Feb 2007 - Dec 2010

  Monitor, identify and resolve daily overdrafts that occur in client trust accounts. Implement preventive measure to eliminate future occurrences. Monitor unpaid fee invoices and work with account administrators to collect the outstanding fee. Identify accounts currently open and funded that are not set up to take a fee. Work with account administrators to set up the accounts and begin taking fees to increase revenue. Initiate fee collection for all terminating plans to ensure that all revenue is collected and overdrafts are cleared prior to the transferring of funds to the successor trustee of the plan. Review the fee coding of all new accounts being set up for fees and existing accounts making changes. Ensure that the account is correctly coded and that the first fee calculation is accurate. Accrue revenue monthly and clear accrual upon receipt of revenue. Show less



National City Bank

• Banking
• 700 & Above Employee

• Team Lead Trust Operations Fee Unit

  • 1999 - 2007

  Coached and mentored staff members for growth within the department as well as advancement to other positions. Prepared annual budget forcasting for the department. Reconciled monthly expenses. Developed and implemented process improvements. Facilitated interviews with possible job candidates. Directed staff on various functions and monitored daily workflow to meet deadlines. Experience with projects involving system enhancements and interacting with other business lines such as the Private Client Group and Allegiant Asset Management. Prepare and facilitate training classes for various lines of business specific to the current fee system and the requirements associated with setting up accounts to take fees and deactivating accounts to take final fees. Show less



National City

• Trust Operations Fee Coordinator

  • Jan 1998 - Aug 1999

  Facilitated interviews with possible job candidates, time sheet preparation, fill in as acting supervisor as required. Directed staff on various functions and monitored daily workflow to meet deadlines. Experience with projects involving system enhancements and interacting with other business lines such as the Private Client Group and Allegiant Asset Management. Prepare and facilitate training classes for various lines of business specific to the current fee system and the requirements associated with setting up accounts to take fees and deactivating accounts to take final fees. Show less



National City Bank

• Trust Operations Fee Processor

  • Jan 1996 - Jan 1998

  Fee calculation, processing, and invoicing for Employee Benefit and Personal Trust accounts. Daily maintenance applied to client accounts utilizing the OmniTrust System. Correspondence with various account administrators regarding productive methods beneficial to the client. Various data entry functions involving Omni, Word, and Excel. Fee calculation, processing, and invoicing for Employee Benefit and Personal Trust accounts. Daily maintenance applied to client accounts utilizing the OmniTrust System. Correspondence with various account administrators regarding productive methods beneficial to the client. Various data entry functions involving Omni, Word, and Excel.



Discount Drug Mart, Inc

• Administrative Assistant

  • Jan 1995 - Jan 1996

  for processing reimbursements for customers who paid cash for prescriptions. Processed billing statements, payment transactions, fees, and collections for national medical accounts. Served as a trouble-shooter for all on-line pharmaceutical claims.

• Customer Service And Support Representative

  • Jan 1993 - Jan 1995

  technical problems for 41 retail stores utilizing an IBM AS/400 system, order management, and video processing system. Managed various projects for data entry, order and video processing, and servicing defective store equipment.



Discount Drug Mart

• United States
• Retail
• 700 & Above Employee

• Accounts Payable Accounting Clerk

  • Jan 1989 - Jan 1993

  Processed store credits for damaged merchandise received from various stores. Paid product vendors for merchandise shipped directly to various warehouse and store locations. Verified checks for invoice processing function. Organized the accounts payable receipts for all stores and warehouses in preparation for annual corporate audit. Trouble-shooter for purchase order discrepancies involving shipments. Processed store credits for damaged merchandise received from various stores. Paid product vendors for merchandise shipped directly to various warehouse and store locations. Verified checks for invoice processing function. Organized the accounts payable receipts for all stores and warehouses in preparation for annual corporate audit. Trouble-shooter for purchase order discrepancies involving shipments.