Account Operations Processing Specialist


6212 N.
  11th Street  #5
       Phoenix, AZ  85014       (602) 574-2112



*       10-key
speeds of 18,375+ kph; alphanumeric entry at 15,110+ kph; both with 100%

*       Efficient
in MS Office, Excel, Word, Outlook, Access, Internet and Windows; past and
current versions

*       Ability
to quickly learn and navigate through complex specialized software programs,
local Intranets and

databases requiring multi-tasking and using multiple computer monitors and windows

*       Excellent
organizational and problem solving skills, mathematical ability and great
attention to detail to find

correct errors and inconsistencies resulting in time savings, lower costs and
overtime reduction

*       Prepare
billing invoices; process payments; balance accounts; set up investigations;
resolve billing disputes

*       Create
reports to summarize data; analyze results to increase production and profit; identify

*       Knowledge
of medical and legal terminology; excellent spelling, grammar and proofreading



TRUST COMPANY                                                July 2011 – Oct 2012

Account Operations

n    Processed highly complex change of service requests
consisting of investment solution changes, journaling assets between current
investment strategies, and model changes to existing accounts.

n    Determined whether to move funds in-kind between
existing models or to close an account, liquidate the assets and open a new
account using industry knowledge of securities and retirement operations.

n    Utilized core values of heart, integrity and
excellence with a continuous process improvement mindset. 

n    Conducted research on client issues through self-directed
problem solving with outstanding customer focus.

n    Assured a positive customer experience and minimized
risk to the organization by using excellent communication skills regarding requests
not in good order and by being extremely detail oriented. 


                                                       May 2009 – Mar 2011

Treasury Services

n    Processed incoming and outgoing contribution and
distribution requests from IRAs, trust accounts and 401K retirement plan participants
and other clients involving checks, ACH and Federal wire transactions.

n    Continuously worked with multiple accounting and wire
systems including JP Morgan, ATM proprietary accounting software and external websites
also used by Third Party Administrators.

n    Analyzed, researched and resolved issues and problems
related to customer’s requests and transactions.

n    Interacted with Relationship Managers and Data Administrators
to correct issues with advisors and clients.

n    Handled high volumes and ensured all processing and
special handling was accurate and completed by deadlines with a team player
attitude and mandatory time management and reading comprehension skills.


STATE OF ARIZONA DEPARTMENT OF HOUSING                                    Nov 2008 – Mar 2009

Processing Specialist                          
(Contract position)

n    Updated and maintained the housing database for
properties receiving State and/or Federal assistance.

n    Created budgets and performed budget revisions for all
projects funded; processed payment requests.

n    Set up new projects from incoming housing applications
for review by the funding committee.

n    Corrected errors and made adjustments to both completed
and current housing projects to balance budgets with funding source allocations;
assured accurate reporting and audit trails through heavy database cleanup.

n    Rewrote the Housing Data Software process manual for
the existing database and procedures.


& EXCURSIONS, INC.                                       Jan 1999 – May 2008


n    Was solely responsible for completion of all functions
of the Carnival Vacation Club membership program.

n    Produced Excel sales summaries to pay agent commissions;
integrated results into Great
Plains software.

Vacation Inventory Specialist

n    Loaded and assured accuracy and consistency of all resort
inventory; processed timeshare exchanges.

n    Prepared and sent invoices to members, processed
payments and resolved a variety of billing disputes.



ASSOCIATE (AA) DEGREE, Special Requirements (Court
Reporting)                                           April 2005

General Studies                                                                                   April 2005

Gateway Community
  College, Phoenix, AZ                            (both degrees)

  • ID#: 68209
  • Location: Phoenix, AZ , 85014

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