Experience

Computershare U.S.

• United States
• Financial Services
• 500 - 600 Employee

• CTS ACCOUNT MANAGER

  • Jun 2021 - Present

  Oversaw multiple accounts and worked diligently to meet and exceed performance goals. Built and maintained productive relationships with customers and internal partners. Provided alternative tactics to solving problems and satisfying customer needs to deescalate customer interactions. Reduced financial discrepancies by accurately managing accounting documentation. Drove solutions to improve payment practices and eliminate repeated delays in payment. Implemented best practices, automation and digitization to improve business processes. Verified accuracy of cash disbursements such as draw requests, bondholder payments, and third-party fee payments. Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• SAS Analyst 4

  • Apr 2019 - Jun 2021

  Developed and managed project plans while providing status updates to management. Maintained quality-focused performance benchmarks and schedules when directing Account Associate team. Created, oversaw and updated policies, information, standards and guidelines on regular basis. Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services. Prioritized and organized tasks to efficiently accomplish service goals. Juggled multiple projects and tasks to ensure high quality and timely delivery. Demonstrated leadership by making improvements to work processes and helping to train others. Motivated and encouraged team members to communicate more openly and constructively with each other. Show less

• SAS Analyst 3

  • Mar 2018 - Apr 2019

  Explored new technologies and tools for productivity, security and quality assurance purposes. Worked closely with team members to deliver project requirements, develop solutions and meet deadlines. Prioritized and organized tasks to efficiently accomplish service goals. Demonstrated self-reliance by meeting and exceeding workflow needs. Improved operations by working with team members and customers to find workable solutions. Exceeded customer satisfaction by finding creative solutions to problems. Juggled multiple projects and tasks to ensure high quality and timely delivery. Show less

• SAS Analyst 2

  • Feb 2016 - Mar 2018

  Responded to customer emails, chat requests and telephone calls to answer questions, provide information and resolve problems. Opened, changed and closed trust accounts. Managed debt service payments by creating deal summary, waterfall calculations, creating transfer scripts, and bill for Account Manager's approval. Processed company receipts, sales invoices and payments from customers and suppliers. Verified and processed invoices from issuers, servicers, remarketing agent, and clients. Contacted Authorized Signers for verification of payment. Prepared and mailed client invoices within expected timeframes to promote likelihood of on-time payments. Reduced financial discrepancies by accurately managing flow of funds matches with deal documentations. Researched and resolved collections disputes to maintain customer relationships. Show less

• Accounting Operations Specialist 3

  • Aug 2014 - Feb 2018

  Utilized automation system to process payments and invoices to streamline transactions. Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files. Reconciled and reviewed operations databases and accounting system records to calculate and determine accurate monthly revenues. Reduced financial discrepancies by accurately managing accounting documentation. Followed detailed end-of-month accounting procedures to verify proper balancing of accounts and readiness for new month. Resolved vendor and employee inquiries about invoices and purchases quickly through research. Verified vendor accounts by reviewing documentation, rectifying issues and contacting account holders. Maintained accuracy when reviewing and reconciling general ledger. Show less