Rose Keller
Volunteer Coordinator at Colonial Heights Food Pantry- Claim this Profile
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Bio
Crystal White
Rose is consistent and strong. She always meets her goals, both professional and personal. She is resourceful and flexible as the brokerage industry is ever changing. She works well in a group setting and just as well independently. Rose leads by example, has excellent communication skills and is always accountable for her out put.
Judy Thompson
Rose reported to me for approximately 18 years at both Central Fidelity Bank (acquired by Wachovia) and at M&I Data Services (n/k/a Metavante Corporation). Rose is one of the hardest workers that I know. She's exceptionally detailed oriented and does not procrastinate in accomplishing her tasks. Her management abilities are very good as well as her client support skills. Her technical skills and experience provided the skill sets need to support a large client base at M&I. She is flexible, has a strong work ethic, gets along well with peers as well as upper management. I would not hesitate to hire her again.
Crystal White
Rose is consistent and strong. She always meets her goals, both professional and personal. She is resourceful and flexible as the brokerage industry is ever changing. She works well in a group setting and just as well independently. Rose leads by example, has excellent communication skills and is always accountable for her out put.
Judy Thompson
Rose reported to me for approximately 18 years at both Central Fidelity Bank (acquired by Wachovia) and at M&I Data Services (n/k/a Metavante Corporation). Rose is one of the hardest workers that I know. She's exceptionally detailed oriented and does not procrastinate in accomplishing her tasks. Her management abilities are very good as well as her client support skills. Her technical skills and experience provided the skill sets need to support a large client base at M&I. She is flexible, has a strong work ethic, gets along well with peers as well as upper management. I would not hesitate to hire her again.
Crystal White
Rose is consistent and strong. She always meets her goals, both professional and personal. She is resourceful and flexible as the brokerage industry is ever changing. She works well in a group setting and just as well independently. Rose leads by example, has excellent communication skills and is always accountable for her out put.
Judy Thompson
Rose reported to me for approximately 18 years at both Central Fidelity Bank (acquired by Wachovia) and at M&I Data Services (n/k/a Metavante Corporation). Rose is one of the hardest workers that I know. She's exceptionally detailed oriented and does not procrastinate in accomplishing her tasks. Her management abilities are very good as well as her client support skills. Her technical skills and experience provided the skill sets need to support a large client base at M&I. She is flexible, has a strong work ethic, gets along well with peers as well as upper management. I would not hesitate to hire her again.
Crystal White
Rose is consistent and strong. She always meets her goals, both professional and personal. She is resourceful and flexible as the brokerage industry is ever changing. She works well in a group setting and just as well independently. Rose leads by example, has excellent communication skills and is always accountable for her out put.
Judy Thompson
Rose reported to me for approximately 18 years at both Central Fidelity Bank (acquired by Wachovia) and at M&I Data Services (n/k/a Metavante Corporation). Rose is one of the hardest workers that I know. She's exceptionally detailed oriented and does not procrastinate in accomplishing her tasks. Her management abilities are very good as well as her client support skills. Her technical skills and experience provided the skill sets need to support a large client base at M&I. She is flexible, has a strong work ethic, gets along well with peers as well as upper management. I would not hesitate to hire her again.
Experience
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Colonial Heights Food Pantry
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United States
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Health and Human Services
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1 - 100 Employee
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Volunteer Coordinator
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2019 - Present
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Wells Fargo
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United States
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Financial Services
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700 & Above Employee
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Vice President, Operations Controls/Risk Analyst
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2004 - 2009
•Led a ten month task force through a comprehensive process improvement effort that resulted in $2,700,000 annual cost savings and an 80% decrease in fails.•Leading role in the off-shoring of several functions which included training, risk management and quality controls; this resulted in a cost savings of over $88,000 annually.•Identified, created and streamlined a reconciliation process that mitigated risk and increased real time data integrity for all client accounts.•Managed the tolerance levels and exposure for 19 departments and 540 accounts insuring regulatory adherence.•Compile and analyze daily, weekly and monthly management and regulatory reports for senior managements to review for potential exposure.
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Supervisor
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2000 - 2004
•Managed a highly effective team of 15. Coached and trained associates in department procedures to ensure quality and quantity of performance. •Developed a user friendly operations manual utilized by associates to standardize processes and increase efficiency by approximately 20%.•Led and implemented the merger of the settlement operations from New York to Richmond, streamlining operations to ensure a smooth transition of double the workload with no additional staff.•Initiated and managed the development of a new technology to automate production, including the implementation of policies and procedures for regulatory compliance and standardization. This led to a savings of $30K and a 35% decrease in outstanding fails.•Recognized for ability to resolve high profile and critical customer issues, receiving over 20 Excellence First awards for exceptional customer service.
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Metavante
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Financial Services
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400 - 500 Employee
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Product Support Representative
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1998 - 1999
•Provided first-level support for 6 system users in the Richmond / North Carolina area.•Received two Spotlight Awards for stellar customer service.•Proactively analyzed customer use of the Trust System and provided Consulting and or customized training on the systems functionality.•Problem-solved issues with clients.•Programmed and created specialized reports as needed by the clients. •Provided first-level support for 6 system users in the Richmond / North Carolina area.•Received two Spotlight Awards for stellar customer service.•Proactively analyzed customer use of the Trust System and provided Consulting and or customized training on the systems functionality.•Problem-solved issues with clients.•Programmed and created specialized reports as needed by the clients.
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Assistant Vice President, Mutual Fund Supervisor
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1985 - 1998
•Assisted in the coordination and planning for a Trust System conversion, ensuring staff training and administrative assistants training statewide. •Developed and implemented an automated process for the posting of Mutual Fund reinvestments, increasing efficiency by 50%.•Coordinated, planned and implemented the conversion of five Common Trust Funds to Proprietary Market-watch Mutual Funds, converting $149,573,005.•Identified and resolved hundreds of statement errors and miscalculations for the largest account within 24 hours for a high profile presentation. This resulted in the retention of the customer and subsequent increased revenues for Central Fidelity.•Appointed to serve on the Wachovia Virginia Transition Team for the Trust Department merger.
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Trust Officer, Mutual Funds Supervisor
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1985 - 1998
•Recognized by Senior Management for going “above and beyond” in inclement weather to insure that customer funds totaling over $500M were processed and invested in a timely manner, avoiding $80K in fines.•Acknowledged by supervisor for playing an instrumental role in transferring over 2000 assets to investment house, developing procedures to process trading and effortlessly transition income collection activities.•Received recognition for “stepping up” in a staffing shortage, simultaneously filling four roles.
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Community
