Cara Terrell
Rawlings,MD
Summary
Driven, detail-oriented professional with 12+ years of experience in administration, accounting, finance, and clerical work. Looking to incorporate my skills and knowledge to your overall team success.
Overview
12
12
years of professional experience
Work History
Operations Analyst
Morningstar
08.2021 - Current
- Corresponds with other senior staff members within Back Office Services to introduce and onboard new advisory firms.
- Instruct financial advisors how to efficiently and confidently use Morningstar Office and ByAllAccounts’ AccountView software.
- Gather high profile account information for import and reconciliation purposes.
- Conduct day to day management of multiple data processes by prioritizing and balancing competing client objectives.
- Reconcile position information back-to-back to custodian import by troubleshooting data issues, identifying solutions, and resolving discrepancies.
- Consistently provide an unwavering commitment to customer service, with the ability to build productive internal and external relationships, resolve complex and intricate data issues, and win customer loyalty.
- Developed and maintained processes to train additional staff members on implementation processes.
- Import and reconcile a full load of advisory firm contracts. This data is at the most advanced level, which requires specialized knowledge of reconciliation.
Business Operations Specialist
Navy Federal Credit Union
10.2020 - 08.2021
- Provided operational support to the business unit/resolved and arranged resolution of operational issues, inquiries, and complaints.
- Received and processed business member requests to establish and update business accounts.
- Responded to inquiries and requests across various media channels regarding business deposit products and services, including Field of Membership Eligibility Requirements, account discrepancies, regulations, and NFCU policies and procedures.
- Served as subject matter expert regarding business functions, systems, policies, and procedures.
- Reviewed applications for completeness, data integrity and accuracy; determined if additional information and/or supporting documentation is required.
- Identified, investigated, and resolved discrepancies/documentation/processing issues.
Operations Analyst
Morningstar
12.2013 - 10.2020
- Corresponded with other senior staff members within Back Office Services to introduce and onboard new advisory firms.
- Instructed financial advisors how to efficiently and confidently use Morningstar Office and ByAllAccounts’ AccountView software.
- Gathered high profile account information for import and reconciliation purposes; analyzed data for trends and discrepancies.
- Spearheaded the AccountView implementation team.
- Collaborated with sal
- Consistently provided an unwavering commitment to customer service, with the ability to build productive internal and external relationships, resolve complex and intricate data issues, and win customer loyalty.
- Conducted day to day management of multiple data processes by prioritizing and balancing competing client objectives.
- Reconciled position information back-to-back to custodian import by troubleshooting data issues, identifying solutions, and resolving discrepancies.
- Maintained all security procedures mandated by management within Back Office Services.
Administrative and Creative Thinking Internship
Loch Lynn Church of God
02.2020 - 05.2020
- Designed graphics and prepared documentation for upcoming events using Microsoft Publisher and Adobe Illustrator
- Managed congregation attendance in Planning Center software
- Assisted in sound and visual presentations during church services
- Composed full service set lists and line ups within Planning Center
- Coordinated with Church Staff to complete miscellaneous projects, including cleaning, mail preparation, church dinner preparation, upcoming special services, etc.
Education
Bachelor of Science - Business Administration
Lee University
Cleveland, Tennessee, TN05-2026
Associate of Applied Science - Business Management and Entrepreneurship
Garrett College
McHenry, MD05.2020
High School Diploma -
Mountain Ridge High School
Frostburg, MD05.2010
Skills
- Reporting skills
- Operational efficiency
- Workflow optimization
- Data analysis
Timeline
Operations Analyst
Morningstar
08.2021 - Current
Business Operations Specialist
Navy Federal Credit Union
10.2020 - 08.2021
Administrative and Creative Thinking Internship
Loch Lynn Church of God
02.2020 - 05.2020
Operations Analyst
Morningstar
12.2013 - 10.2020
Bachelor of Science - Business Administration
Lee University
Associate of Applied Science - Business Management and Entrepreneurship
Garrett College
High School Diploma -
Mountain Ridge High School