Category: BANKING

         OPERATIONS MANAGER           Summary     My goal is to utilize my 20 years of banking experience and education in business management and human resources in order to expand on my management experience. Skilled in financial reporting, account balancing and reconciliation, project management, and analytics.       Highlights          Quantitative analysis & metrics  Account reconciliation & balancing  Complex problem solving  Staff leadership and development        Expert in MS Office Suite  Conflict resolution  Strong interpersonal skills  Procedure development            Experience      Operations Manager    October 2011   to   Current     Company Name   -   City  ,   State      Manage the daily functions of Real Estate and Oil, Gas, and Mineral AP(accounts payable) and AR(accounts receivable) transactions  Manage a team of 15 staff members who perform duties across multiple lines of business  Conduct employee performance reviews and individual development plans for success  Daily and monthly account reconciliation of internal house suspense accounts   Accurately document and report items out of SLA to senior management with correspondence to field partners  Provide training to team members on job responsibilities and cross-train opportunities   Research and resolve complex variances  Review daily work for quality control and errors  Conduct year-end tax 1099 and 1098 statements for Real Estate Assets and Loans           Personal Banker/ Business Champion    July 2007   to   October 2011     Company Name   -   City  ,   State      Profile and analyze clients financial situation in order to provide a proper recommendation of bank products and services   Coach teller line to send over referrals to bankers to achieve sales goals    Interact with clients and bank personnel on a daily basis in order to reach branch, team and individual goals   Originate applications for personal, mortgage, and business loans to meet customer needs   Exceed sales goals by maintaining a strong book of business   Provide hands on system training for new bankers  Oversee daily operations of branch compliance regulations          Wealth Management Group Relationship Associate III    June 2004   to   May 2007     Company Name   -   City  ,   State      Provide administrative support to Private Bankers, Financial Consultants, Trust Advisor's and Investment Bankers to ensure all client needs are met with the highest quality of service   Assist Private Banker in the management of their book of business which held over 180 clients   Account reconciliation of Private Banking general ledger accounts  Submit large commercial and consumer loan applications, schedule appraisal appointments, order loan documentation, assist clients with the closing of loan requests, and ensuring that all documents are properly recorded   Receive incoming client contacts and handle client request and inquiries in a timely and efficient manner   Identify client needs and revenue enhancement and cross-sell opportunities   Prepare Personal Financial Statements for clients annually and request updated tax returns to maintain client files   Maintain accurate record of incoming personal client information via excel spreadsheets          Deposit Risk Operations Fraud Manager    June 2001   to   June 2004     Company Name   -   City  ,   State      Perform complex research and quick shot analysis on suspected fraud accounts   Managed a team of 12 fraud analysts in the daily process and review of suspicious account activity and new account fraud    Provide job training, facilitated team meetings, and participate in associate development and reviews     Avert over one million dollars in potential loss to the bank   Recruit and conduct interviews for open analyst positions   Cross train new employees on fraud database systems   Create, monitor, and process database and paper files using MS Access and Excel   Maintain statistics and prepare month end reports   Provide support for special projects analysis and presentations   Restrict customer accounts for Customer Identification Policy compliance  Place foreign currency orders and balancing general ledger accounts to ensure accuracy of currency received and disbursed   Monitor work flow and staffing needs to ensure service levels and deadlines were met   Daily assignment of job duties, create and maintained department work schedules           Education      Bachelors of Business Management   :   Human Resources      University of Phoenix           University of Phoenix: Bachelors of Business Management with a Minor in Human Resources         Skills      Software Applications     PeopleSoft, Commercial Electronic Office, FileNet, Hogan, Microsoft Outlook, QuickBooks, SEI Trust 3000, Trust Real Estate Management System, Trust Mineral Management System, SharePoint, Kronos, LexisNexis, Lotus Notes    Computer Skills     Proficient in Microsoft Excel, Word, PowerPoint, Publisher, Access, 12,000 KSPM ten-key, Accurate typing 75+WPM    Professional Skills     Strong analytical skills, ability to effectively multi-task, dependable, outstanding customer service skills, leadership skills, excellent problem solving skills