Experience

ClearPoint Federal Bank & Trust

• United States
• Banking
• 1 - 100 Employee

• Senior Trust Administrator

  • Aug 2021 - Present

  Cincinnati, Ohio, United States

• Trust Administrator

  • Jan 2014 - Aug 2021

  Batesville, Indiana Trust Administrator responsibilities: Manage all issues concerning approximately 150 funeral and cemetery fiduciary relationships in 10 states. Responsible for daily administration of client trust accounts which includes: tracking dates and deadlines, cash management, timely deposit, withdrawal and transfer of funds, periodic client reporting and presentation, and asset management. Give guidance to customers on trust investments including FDIC products, life insurance, and mutual… Show more Trust Administrator responsibilities: Manage all issues concerning approximately 150 funeral and cemetery fiduciary relationships in 10 states. Responsible for daily administration of client trust accounts which includes: tracking dates and deadlines, cash management, timely deposit, withdrawal and transfer of funds, periodic client reporting and presentation, and asset management. Give guidance to customers on trust investments including FDIC products, life insurance, and mutual funds. Point of contact and liaison between the client, trust tax, accounting, legal, sales, and operational personnel in-house. Partner with the sales team and serve as the relationship manager providing solutions based on the understanding of the trust and funeral laws in my ten states. Oversee trust transfers from and to other trustees including review of trust agreements, holdings statements, tax returns, account set ups, and transfers of trust funds. Report new account and rollover metrics to upper management/Board of Directors. Lead state expansion project. Responsible for all account on-boarding and off-boarding. Work with state regulators and legal counsel to ensure compliance with all preneed and cemetery trust law and regulations. Update and maintain funeral and cemetery business specs in 43 states to comply with changes in state laws and regulations. Train new employees on trust products and services and trust administration. Marketing Manager responsibilities: Vetted and hired vendor for printed marketing materials. Created and implemented multi-state contractual agreements. Manage and facilitate design personnel hired to create consumer marketing materials and copywriting. Maintain printed material inventory/contract compliance.



Forethought Financial Group, Inc.

• United States
• Insurance
• 100 - 200 Employee

• Trust Administrator

  • Aug 2010 - Dec 2013

• Trust Operations Supervisor

  • Jun 1993 - Aug 2010