Experience

Pitcairn

• United States
• Financial Services
• 1 - 100 Employee

• Investment Operations & Reconciliation Specialist

  • Nov 2022 - Present



Venerable

• United States
• Insurance
• 200 - 300 Employee

• Investment reconcilation specialist

  • Jan 2021 - Nov 2022



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Fund Accounting Representative

  • Feb 2018 - Jan 2021

  • Preparing and calculating accurate NAVs across all funds within deadlines • Preparing cash and asset reconciliations for review and sign off by supervisors • Performing price tolerance checks • Communicating any operational issues that arise to supervisors • Maintaining various daily/monthly files as required for future review by supervisor and internal auditors • Ensuring client concerns/requests are addressed as soon as possible and within an agreed timetable • Keeping supervisor informed of any issues and their progress and highlighting any client concerns/complaints as a matter of urgency • Ensuring client specific monthly checklists are completed according to the agreed timetable for review Show less



Vanguard

• United States
• Financial Services
• 700 & Above Employee

• Client Relationship Associate

  • Feb 2017 - Feb 2018

  • Identified and resolved shareholder needs/problems with urgency, empathy, tact and composure • Provided shareholders with realistic time frames for problem resolution based on proper workflow procedures • Prepared forms to be forwarded to other departments for problem resolution and monitors for timely and accurate completion • Determined alternative solutions to solve problems utilizing current workflow procedures • Responded attentively and independently to call volumes, along with other duties or tasks as necessary • Lead informative group huddles on various business-related issues Show less



Penn Credit Corporation

• United States
• Financial Services
• 1 - 100 Employee

• Debt Collection Representative

  • Mar 2016 - Feb 2017

  • Negotiated payment terms and methods when a right party is reached by reviewing the account information in the collections system and asking the consumer probing questions in order to better understand potential objections to payment • Overcame stalls and objections and suggested monetary sources for debt payment • Left messages with consumers informing them of contact points via a mandated script • Stayed in compliance with the company’s attendance policy as outlined in the Company Policies and Procedures Manual • Utilized a scripted opening when a right party is reached including properly identifying the consumer, identifying the company, and asking for payment on the account • Collected the debt as quickly as possible or deciding that the debt is uncollectible • Updated the customer’s account record with new information, recording the call result or disposition, and logging any relevant notes about the call Show less