Beunca Allen
Jefferson hills,PA
Summary
Seeking career opportunities for development, challenging work environments, advancement. Looking for a position that utilizes my interpersonal skills, time management, and problem-solving skills. I excel as a customer service representative dedicated to maintaining satisfaction.
Overview
9
9
years of professional experience
Work History
Billing Representative
BNY Mellon Wealth Management
Pittsburgh, PA
12.2023 - Current
- Reconciled vendor statements on a regular basis.
- Provided technical assistance to clients regarding billing procedures and policies.
- Ensured accuracy of all financial transactions by verifying information against source documents.
- Investigated customer complaints related to billing issues.
- Adhered to all applicable laws, regulations, and standards pertaining to billing practices.
- Responded promptly to customer requests or inquiries about their bills or payment statuses.
- Analyzed and interpreted fee schedule data.
- Set up client accounts, linking them to the relevant fee schedules and configuring them in the system.
INTER. REP CLIENT PROCESSING
BANK OF NEW YORK MELLON
02.2022 - Current
- Provide quality client service and support to internal and external clients
- Process updates to client accounts and company records
- Various operational processing in relation to daily processing of accounts
- Conducts independent analysis and policy interpretation for clients
- Investigates and corrects errors in client accounts
- Responsible for reconciliations, position differences and gathering and compiling data
- Create and process Wires according to client direction
- Post and settling of trades
- Apply expertise and judgment in providing quality and occasionally complex client service and support
- Performed routine and non-routine client service and transactional support functions
- Processed accounts related to transactions per scheduled events/client authenticated direction
- Reconcile cash breaks and discrepancies
- Research cause and effect of cash and wire breaks.
CLIENT FUND ACCOUNTING ANALYST
BANK OF NEW YORK MELLON
09.2018 - 01.2021
- Performed a variety of accounting and net asset value production reports/functions
- Prepared system generated accounting reports that consist of general data validation and reconciliations between client accounts
- Assisted the team with assigned deliverables related to servicing hedge funds
- Prepared timely and accurate Net Assets Values, yields, distributions, and other fund accounting output for subsequent review
- Reconciled various accounts, or reviewing reconciliations prepared by others
- Worked with client staff to exchange information with respect to cash, accounting, and reporting of monthly client activities and initiatives
- Prepared assigned client system generated reports
- Participated in regular rotation of trade processing and other accounting processes to prepare the fund accounting system for the next day
- Resolved variances in performance reports through root cause analysis and review of internal performance reports.
DOCUMENT ANALYST/ LOAN CERTIFICATION
10.2015 - 09.2018
- Oversaw Union Bank in-bound collateral processing requirements to meet stringent service level agreements and coordinate with other teams to ensure work is processed
- Reviewed Commercial and Residential loans for certification
- Analyzed, and evaluated incoming documents to ascertain loan eligibility for certification under Fannie Mae guidelines
- Conversated with document custodians to ensure wire transfers for certified loans were received in a timely manner while being sure to retain records for long term review by management and audit personnel
- Certified FHA, Fannie Mae loans Input and verify that information in the system accurately matches information found on written loan documentation Certified up to 200 loans daily
- Responded to questions and concerns about loan certifications and escalated calls appropriately
- Consulted with clients to evaluate needs and determine best options
- Participated in weekly client meetings to clarify or resolve client inquiries or concerns
- Promptly responded to general inquiries from members, staff, and clients via e-mail, telephone, and fax
- Successfully led a small group project that required reviewing and resolving 63,000 records against system data
- Oversaw team projects while staying within the allocated budget
- Monitored client satisfaction through follow-up email/ calls
- Ensured wire transfers for certified loans were received in a correct and timely manner.
Education
General Studies -
Community College of Allegheny County
Skills
- Customer Support Policies, Standards and Procedures
- Decision Making and Critical Thinking
- Effective Communications
- Flexibility and Adaptability
- Managing Multiple Priorities
- Problem Management Process
- Process Management
- Knowledge of sales tasks, tools and procedures
- Data entry experience
- Account Monitoring
- Microsoft Office
- Technical knowledge
- Payment Processing
- Account reviews
- Data entry expertise
- Customer relations skills
Awards
- Employee of the month, March 2016-2017, Excellent performance and production.
- Wow award, Demonstrating leadership above assigned responsibilities.
Timeline
Billing Representative
BNY Mellon Wealth Management
12.2023 - Current
INTER. REP CLIENT PROCESSING
BANK OF NEW YORK MELLON
02.2022 - Current
CLIENT FUND ACCOUNTING ANALYST
BANK OF NEW YORK MELLON
09.2018 - 01.2021
DOCUMENT ANALYST/ LOAN CERTIFICATION
10.2015 - 09.2018
General Studies -
Community College of Allegheny County
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