Chandra Adkins
Cedar Hill,TX
Summary
Experienced banking, management, and technology industry leader with 20+ years of expertise. Skilled in technical resolutions, systems, programming, and training. Proven track record in implementing organized processes and finding solutions. Collaborative team player in both group and small settings.
Overview
22
22
years of professional experience
Work History
Truist Client Transition Management Specialist
Matlen Silver Group
06.2023 - Current
- Oversee technological upgrade projects to ensure smooth implementation
- Streamlined client account transitions through tech upgrades
- Developed and maintained relationships with banks, vendors and customers to support treasury operations.
- Assisted in the implementation of new systems and processes for treasury management functions.
- Reviewed banking documents for accuracy and completeness prior to execution.
Treasury Solutions Transitions Spec.
RWC Consulting Group
Dallas, TX
09.2019 - 05.2023
- Uniquely provides technical support for systems and procedures within Treasury Solutions
- Provides client outreach and support for various migrations or changes impacting client use of Treasury products
- Supports testing of new or enhanced applications and client testing of application upgrades/changes
- Uses systems such as Integrated Search and Centralized Exception
- Ability to diagnose and resolve user issues and provide user training
- Effectively trained staff to adapt to new systems and processes
- Assesses and documents system issues and resolutions and escalates to team leadership when necessary
- Adheres to and conveys all applicable policies and procedures to staff and administration
- Proactively escalates issues and risks to leadership's attention
Volunteer Manager
Genesis Women’s Shelter and Support
Dallas, TX
07.2015 - 08.2019
- Managed volunteers as an initiative-taker and result-oriented leader
- Recruited, trained, supervised, and interviewed new volunteers
- Used discretion when managing confidential data
- Recommended the most efficient use of volunteers and supervisory mix as well as future workforce needs to support the programs
- Developed and managed volunteer policies and procedures
- Created and implemented volunteer recognition programs
- Evaluated all aspects of volunteer programs to ensure effectiveness and to recommend changes as appropriate
- Maintained accurate records and provided timely statistical reporting
AVP Marketing/Event Specialist
Bank of America, N.A.
Dallas, TX
09.2002 - 08.2019
- Operated with keen analytical skills to solve complex problems and evaluate clients' information
- Solution-focused that enhances locating necessary details, especially when helping underwriters determine the risk for providing insurance to a client
- Encourages underwriters and insurance agents’ collaboration to work in a team environment
- Accountable for support tasks for the following core process: premium development, policy issuance, account maintenance and policy file maintenance
- Provided guidance and leadership amongst support team
- Efficiently used computer software programs to determine whether to approve or deny an applicant for insurance coverage
- The L.O.O.P- 2018 Woman’s Warrior Award Honoree
- Bank of America: 2012 Dallas County Volunteer of the Year
- Dallas County Volunteer Chair
- Bronze, Spirit Award Winner
- Partners, Clients, and Community Volunteer awards
Education
Business classes
University of Phoenix Online
Skills
Systems Management
- Team Collaboration
- Training presentations
- Portfolio/Relationship Management
- Leadership and Strategic Planning
- Program/Account Management
- Project Planning and Execution
- Moderator and facilitator
- Bottom Line
- Client Central
- CRM
- TSYS
- Content Navigator
- Deluxe Remote Deposit
- Sales Force
Notableaccomplishments
- The L.O.O.P- 2018 Woman’s Warrior Award Honoree
- Bank of America: 2012 Dallas County Volunteer of the Year
- Dallas County Volunteer Chair
- Bronze, Spirit Award Winner
- Partners, Clients, and Community Volunteer awards
Timeline
Truist Client Transition Management Specialist
Matlen Silver Group
06.2023 - Current
Treasury Solutions Transitions Spec.
RWC Consulting Group
09.2019 - 05.2023
Volunteer Manager
Genesis Women’s Shelter and Support
07.2015 - 08.2019
AVP Marketing/Event Specialist
Bank of America, N.A.
09.2002 - 08.2019
Business classes
University of Phoenix Online
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