Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Audrey Becker

Aurora,CO

Summary

Proven leader in trust operations at Pacific Premier Trust, I enhanced regulatory compliance and contributed to business growth through innovative marketing strategies. Skilled in operational efficiency and excellent communication, I fostered teamwork and improved trust operations performance, demonstrating a strong work ethic and problem-solving abilities.

Overview

6
6
years of professional experience

Work History

Lead Trust Operations Specialist

Pacific Premier Trust
05.2023 - Current
  • Enhanced regulatory compliance through the diligent application of policies and procedures in daily tasks.
  • Contributed to business growth, assisting with the development of marketing materials promoting trust products and services.
  • Assisted in maintaining strong client relationships through clear communication and exceptional service delivery.
  • Established effective working relationships with other teams, third-parties such as custodians and transfer agents for seamless service integration.
  • Developed a strong understanding of industry trends, staying current on market changes impacting trust operations.
  • Collaborated with team members to develop training and comprehensive procedures, improving overall trust operations performance.
  • Increased departmental efficiency, training new employees on company-specific software applications and processes.

Mortgage Loan Processor

HCL Technologies
04.2021 - 02.2023
  • Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
  • Managed a high volume of loan applications, consistently meeting or exceeding established processing timeframes for both new loans and refinancing.
  • Handled any conditions sent from underwriting departments.
  • Contributed to the success of the mortgage team by providing essential support in the areas of loan documentation review, data entry, and client communication.

RE Notes Maintenance Associate

Pensco Trust Company/Pacific Premier Trust
10.2018 - 04.2021
  • Developed strong IRA Industry and product knowledge to provide education and information based on individual client needs.
  • Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
  • Collaborated with team members to develop best practices for consistent customer service delivery.
  • Provided coaching and mentoring to new hires, contributing to their successful integration into the team.
  • Negotiated solutions with dissatisfied customers, turning potential negative experiences into positive ones.

Education

Associate of Science - General

Tunxis Community College
Farmington, CT
06.2006

Skills

  • Operational Efficiency
  • Trust Administration
  • Strong Work Ethic
  • Teamwork and Collaboration
  • Problem-Solving
  • Attention to Detail
  • Reliability
  • Excellent Communication
  • Active Listening

Accomplishments

  • Collaborated with other members of leadership in the development and implementation of Volunteer Events
  • Successfully Supervised a team of 6 people during my Supervisor's 2-month medical leave of absence
  • Created additional training materials for and oversaw the training of 4 New Hires

Timeline

Lead Trust Operations Specialist

Pacific Premier Trust
05.2023 - Current

Mortgage Loan Processor

HCL Technologies
04.2021 - 02.2023

RE Notes Maintenance Associate

Pensco Trust Company/Pacific Premier Trust
10.2018 - 04.2021

Associate of Science - General

Tunxis Community College

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Audrey Becker