Anthia DeLoach
Dallas,Texas
Summary
Currently working as a Client Processing Representative for Bank of New York Mellon for over four years and am seeking new and gainful opportunities within the industry. Currently transitioning to the east coast and would like to take my skills with me. My strongest skill, is my ability to adapt to change and work load. That has set me apart from my peers.
Overview
12
12
years of professional experience
Work History
Client Processing Representative
Bank Of New York Mellon Corp
Dallas, TX
09.2019 - Current
- Responsible for the upkeep and continuous compliance of client account information.
- Processing and maintaining wealth distribution(s), investments, Securities, Payments, Bonds and notes in a timely manner with an aggressive timeline.
- Invoicing and collecting client payments in a timely manner.
- Consistently completing monthly reconciliations of accounts in a timely manner.
Administrative Assistant to the Director
Helping Hands Towing
Minneapolis , MN
09.2014 - 08.2019
- Restocked supplies and placed purchase orders to maintain adequate stock levels.
- Coordinated travel arrangements by booking airfare, hotel and ground transportation.
- Handled client correspondence and tracked records to foster office efficiency.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Reconciled invoices, scheduled driver routes, processed state documents and negotiated with new accounts pertaining to contracted services.
- Collected and posted payments. Managed personal calendars, and company payment records, created a new filing system and assisted with travel bookings for conferences.
- Orchestrated and oversaw coworkers on various job duties.
Scheduling Coordinator
Health East Clinic
Saint Paul, MN
01.2014 - 08.2014
- Addressed internal supply problems head-on and developed creative solutions to prevent delays and missed targets.
- Gathered employee data to develop monthly work schedules, enabling proper staffing for departments for each shift.
- Coordinated materials supply with vendors to maintain efficient operations and meet schedule deadlines.
- Prearranged equipment for production to keep tasks and workers on schedule.
- Answer calls, schedule patients, and submit patient information.
- Collect payments for services, and post payments.
- Verify insurance, view and decipher EOB’s.
- Communicate with clinical staff to resolve patient accounts.
- Perform beginning of shift counts & end of day.
Business Banker
Wells Fargo
Saint Paul, MN
08.2010 - 12.2014
- Assisted in planning portfolio growth through development of business plans in alignment with departmental budget and consistent with overall objectives.
- Reviewed deposit profitability analysis and outlined strategies to bring unprofitable accounts back to productive status.
- Maintained up-to-date knowledge of competitors' products.
- Worked with borrowing clients to procure updated financial information on ongoing basis.
- Maintained high level of professionalism and confidentiality while solving complex issues involving business’s banking habits and their credit accounts.
- Provided excellent customer service, and maintained open and productive communication between consumers, peers, managers, and other office personnel.
Education
Associate of Arts - Business Management
Minneapolis Community And Technical College
Minneapolis, MN05.2017
Associate of Science - Business Management
Minneapolis Community And Technical College
Minneapolis, MN05.2015
Skills
- Reliable and Punctual
- Problem Solving
- Google Drive
- Attention to Detail
- Record Sorting and Filing
- Editing and Proofreading
- Records Management Software
- Data Entry
- Calendar Management
- Office Supply Management
- Creative Thinking
- Multitasking and Prioritization
- Data Entry and 10-Key
- Service-Oriented
- Prioritization and Time Management
- Microsoft Office
- Document Typing and Formatting
- Expense Reports
- Bookkeeping
Timeline
Client Processing Representative
Bank Of New York Mellon Corp
09.2019 - Current
Administrative Assistant to the Director
Helping Hands Towing
09.2014 - 08.2019
Scheduling Coordinator
Health East Clinic
01.2014 - 08.2014
Business Banker
Wells Fargo
08.2010 - 12.2014
Associate of Arts - Business Management
Minneapolis Community And Technical College
Associate of Science - Business Management
Minneapolis Community And Technical College