Adrienne Brown

• Assisted clients with the submission and review of documentation required for financial accounts, including trust accounts.

• Ensured all documents met regulatory standards before forwarding for final approval.

• Provided guidance to clients on document preparation, improving first-time approval rates.

• Trained new hires, enhancing team productivity and reducing onboarding time by 20%.

• Assisted with audit compliance procedures within the branch to ensure adherence to internal policies and regulatory standards.

• Reviewed and submitted documentation for pre-approval of trust account openings, ensuring accuracy and compliance with legal and financial requirements.

• Prepared and distributed financial reports, improving cash flow efficiency by 15%.

• Processed over 200 monthly transactions for accounts payable/receivable with 99% accuracy.

• Streamlined tax payment processes, reducing errors and compliance delays.

• Conducted policy compliance reviews and large dataset analysis for risk assessments.

• Revamped operational workflows, increasing productivity by 40%.

• Key Achievement: Recognized for innovative use of Tableau in risk management.

• Led team training initiatives, maintaining zero client escalations for two consecutive years.

• Processed high-value billing requests and ensured 99% accuracy in financial transactions.

• Created conflict resolution programs, improving client satisfaction rates.