ALEXIS MCCULLOUGH
Jacksonville,FL
Summary
Experienced in dividend distribution, fund management, and financial operations. Detail-oriented and lead operations representative with expertise in accurate and timely processing of dividend distributions, collaborating with mutual fund companies, and resolving discrepancies. Strong skills in process improvement, risk management, and team leadership to meet critical deadlines in high-volume environments.
Overview
7
7
years of professional experience
Work History
Lead Dividend Operations Representative
Bank of America
Jacksonville, FL
11.2021 - 01.2025
- Oversaw the accurate and timely periodic distribution of cash and reinvestment dividends for Domestic/Offshore funds held at Merrill
- Supported the processing of 35,000 periodic and 37,000 daily open-end mutual fund dividend distributions, totaling over $22.5 billion annually, including $13 billion in reinvestment trades
- Conducted quality assurance verifications for dividend distributions and manual reinvestments to ensure accuracy
- Managed relationships with 75+ mutual fund companies, coordinating dividend processes and issue resolution
- Created and maintained manual reinvestment trade logs, collaborating with the Mutual Fund Trading team to ensure compliance with fund guidelines
- Researched and resolved dividend discrepancies, ensuring smooth transaction processing
- Assisted in corporate actions final distributions related to fund mergers, reorganizations, conversions, liquidations, fund name changes, CUSIP updates, and symbol modifications
- Led weekly team meetings to review deliverables, optimize workflow, and ensure operational efficiency
- Performed end-of-day responsibilities, including closing the NSCC Profile II feed and Single Process Inventory (SPI) metric reporting
- Successfully met critical deadlines during periods such as month-end, quarter-end, and year-end
- Processed and monitored trade operations, including matching and settlement of trades in complex markets
- Provided department-level reporting using multiple sources and ensured compliance with regulatory standards
Sr. Quality Analyst
Genpact
Jacksonville, FL
11.2018 - 09.2021
- Analyzed trends and patterns in social media content, escalating policy violations to the global team
- Provided quality monitoring and performance tracking for two different lines of business
- Led weekly meetings to relay client policies and improve operational compliance
- Conducted data analysis on site performance and provided coaching feedback to improve efficiency
- Trained agents on policy updates and reviewed trends to improve productivity
- Enhanced AI system performance to identify and flag inappropriate content
- Maintained relationships between transfer agencies and relationship managers
Quality Assurance Specialist
Genpact
Jacksonville, FL
07.2018 - 11.2018
- Monitored and reviewed client-reported content, ensuring compliance with community standards
- Maintained 97%+ quality scores, exceeding site and client requirements
- Investigated and resolved issues related to inaccurate user account information and potentially abusive content
Education
Bachelor’s of Business Administration - Marketing
University of North Florida
Jacksonville, FLAssociate of Arts -
Florida State College of Jacksonville
Jacksonville, FLSkills
- Dividend Processing & Reconciliation
- Mutual Fund & Equity Distributions
- Risk Management & Escalation
- Corporate Actions & Fund Mergers
- Quality Assurance & Compliance
- Process Improvement & Operations Management
- Trade Clearance & Settlement
- Data Analysis & Performance Metrics
- NSCC Processing & Trade Monitoring
- Cross-Team Collaboration & Leadership
- Money Markets and Journal Entries Processing
- Advanced Microsoft Excel (Pivot Tables, VLOOKUP, Macros)
- NSCC Profile I & II Processing
- Fund Management & Trade Systems
- Financial & Risk Analysis Tools
- Internal Systems: PRIM, ATCS, TDE, FOCUS, SSRS Reports
- External Systems: Advisor Central, Vision, BlackRock
Timeline
Lead Dividend Operations Representative
Bank of America
11.2021 - 01.2025
Sr. Quality Analyst
Genpact
11.2018 - 09.2021
Quality Assurance Specialist
Genpact
07.2018 - 11.2018
Bachelor’s of Business Administration - Marketing
University of North Florida
Associate of Arts -
Florida State College of Jacksonville