AMNA AZIZ
Astoria,USA
Summary
Results-driven Operations Associate with 5+ years of experience in loan operations, billing, and administrative support across high-volume financial and tax environments. Known for managing complex loan transactions, streamlining workflows, and collaborating with cross-functional teams to drive results. Skilled in client communication, compliance accuracy, and onboarding support for new team members. Recognized for delivering precision under pressure and improving efficiency in billing and operational processes. Ready to deliver sharp operational execution and hands-on loan processing expertise in a fast-moving financial environment.
Overview
6
6
years of professional experience
Work History
Operations Associate
GA Tax Firm
New York City, NY
09.2024 - Current
- Support internal and tax teams by coordinating high-volume meetings, optimizing administrative workflows, and ensuring a seamless information flow across departments.
- Manage client communications across phone, email, and chat, delivering prompt resolutions, and maintaining high client satisfaction.
- Maintain and update internal databases, ensuring 100% accuracy in records related to inventory and client documentation.
- Provide executive-level support to senior tax professionals through calendar management, report preparation, and client follow-ups.
- Oversee 1099 and 1042-S compliance processes, collaborating with leadership to ensure timely and accurate submissions, aligned with IRS regulations.
Billing Operations Associate
MRNN
New York, NY
05.2023 - 08.2024
- Supported finance and business teams across all phases of the billing cycle, ensuring compliance with internal policies and tight deadlines.
- Trained new team members on invoice processing, dispute resolution, and customer service protocols.
- Collected and recorded patient payments, including co-pays, deductibles, and coinsurance, ensuring accurate transaction tracking.
- Handled high-volume billing functions with precision, consistently meeting or exceeding schedule requirements.
- Resolved billing disputes by negotiating late fee waivers, correcting misapplied payments, and addressing account discrepancies to maintain client satisfaction.
Loan Operations Associate
Sumitomo Mitsui Trust Bank
New York, NY
11.2020 - 04.2023
- Processed end-to-end loan transactions, including closings, amendments, fundings, purchases, and restructurings, while maintaining full compliance with internal procedures.
- Recorded all cash movements on Cash Position Sheets, and ensured timely reporting to Funds Transfer and other key departments.
- Captured and reconciled credit-related transactions in ATLAS, maintaining operational ledgers and documentation in line with bank policy.
- Supported bond operations by entering new products in Loantel and ATLAS, processing redemptions, purchases, sales, and coupon payments.
- Prepared reports identifying transaction irregularities and discrepancies, ensuring timely escalation and resolution.
Bank Teller
TD Bank
New York, NY
04.2019 - 02.2020
- Processed high-volume daily client transactions, including deposits, withdrawals, money transfers, loan payments, and bond redemptions.
- Educated customers on foreign currency regulations, and calculated accurate transaction fees for currency exchanges.
- Ranked #1 each quarter in credit card application submissions across the branch.
- Recognized as the top-performing teller for assisting clients with ATM deposits and self-service banking.
- Accurately balanced Teller Cash Recyclers (TCRs) and personal cash boxes totaling over $100K.
- Consistently received perfect scores on quarterly customer service feedback surveys.
Education
Bachelor of Finance And Economics -
Baruch College
New York, NY05.2019
Skills
Loan Operations
Client Management
- Closings, Amendments, Fund Transfers
- Loan Management Systems: ATLAS, Loantel
- Invoicing, Disputes, Payment Reconciliation
- TCR Handling & Cash Management
Client Management
- Client Communication & Relationship Handling
- Scheduling, Onboarding, and Support
- Microsoft Office Suite (Excel, Outlook, Word)
- Google Workspace
- CRM Platforms & Internal Systems
Timeline
Operations Associate
GA Tax Firm
09.2024 - Current
Billing Operations Associate
MRNN
05.2023 - 08.2024
Loan Operations Associate
Sumitomo Mitsui Trust Bank
11.2020 - 04.2023
Bank Teller
TD Bank
04.2019 - 02.2020
Bachelor of Finance And Economics -
Baruch College
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