Cynthia Harper
Collinsville,IL
Summary
Motivated Funding Specialist adept at processing loan applications, applying company policies, implementing lending strategies, assessing customer needs, collecting client data, and obtaining credit information. Results-oriented Business Consultant and Procedures writer who manages multiple tasks/priorities simultaneously in competing work assignments by utilizing organizational skills, time management, problem-solving ability and clear communication. Excels at working as a team member or independently within the context of organizational goals. Experienced portfolio manager with knowledge of business model creation and customized investment solutions. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
26
26
years of professional experience
Work History
FUNDING SPECIALIST
Time Payment Corp
09.2021 - 07.2024
- Monitored funding deadlines and ensured all documentation was submitted accurately and on time
- Conducted financial risk assessments and developed strategies to mitigate potential funding risks
- Collaborated with cross-functional teams to gather financial data & information for funding proposals
- Participated in audits and reviews to ensure compliance with funding regulations and requirements
- Maintained accurate and up-to-date records of all funding activities and transactions
- Collaborated with legal and compliance teams to ensure funding agreements met all legal and regulatory requirements
- Coordinated with accounting and finance departments to reconcile funding transactions
- Developed and maintained a thorough understanding of funding policies, guidelines, and regulations
- Ensured all funding-related communications and documentation were clear, concise, and professional
- Identified and resolved funding-related issues and discrepancies promptly.
- - Proficient with Microsoft Office and standard software. Active user of SalesForce, DocFinity, Payix, Lien Solutions TLO, Accurint and Giact. Manages and administers electronic signatures (DocuSign), billing review, vendor management, customer authentication requirements and document storage. Verifies accuracy of tax rates and ACH set up.
BUSINESS SYSTEMS CONSULTANT
Wells Fargo Advisors
06.2019 - 02.2020
- Liaison between business owners and technical analysts to ensure project manager success
- Lead, manage and contribute to team meetings with ability to work proactively to meet deadlines
- Excellent communication skills and record of teamwork involving cross-group collaboration
- Manage resources to ensure proper allocation of time and expertise in the field
- Responsible for developing new and revised procedures related to testing and instructions to a varied audience while ensuring procedures meet compliance requirements, policies and goals of organization
- Works with subject matter experts to analyze procedures for logical progression, consistency and lack of ambiguity
- Provide opinions and recommendations to assist in development of consistent procedure practices
- Assist in establishing and maintaining protocols and standards for all written communication.
PORTFOLIO MANAGER, ASSISTANT VICE PRESIDENT
US BANK
06.1998 - 06.2018
- Managed approximately 1,000 accounts
- Assets under management approximately $300 million
- Hands-on experience in business models including SEC-registered investment advisor
- Knowledge of regulatory, risk management and compliance frameworks
- Researched and reviewed asset allocation through performance analysis and holding analytics; performed due diligence on equity, fixed income, real estate and commodity products
- Researched and completed due diligence analysis for fund managers used in model portfolios as well as off platform managers used for custom client solutions; experience in financial reporting and analysis
- Member of Leadership Advisory Council acting as liaison between senior management and trust employees
- Communicated ideas for process improvement with internal leadership
- Member of Economic work groups helping to determine Wealth Management direction
- Active member of committee responsible for creation and construction of portfolio models
- Collaborated and partnered with various business lines to deliver guidance and expand business
- Implemented asset allocation strategies incorporating clients' goals for growth, income, risk tolerance and tax strategies using appropriate vehicles including mutual funds, ETF's, alternative assets and managed stock and bond portfolios
- Worked with a variety of clients to develop customized investment solutions utilizing multi asset class approach in fiduciary capacity; able to relate to clients of all investment knowledge levels
- Communicated portfolio performance, asset allocation, economic and strategic/tactical overview, investment strategies and philosophy with clients via in person meetings in various mediums
- Proficient in Microsoft applications, Factset, SEI, Charles River IMS, Prima Guide, SharePoint.
- Worked effectively in fast-paced environments.
Education
Bachelor of Science in Political Science -
Southern Illinois University Edwardsville
Edwardsville, ILSkills
- Problem-Solving
- Customer Service
- Teamwork and Collaboration
- Friendly, Positive Attitude
- Problem Resolution
- Excellent Communication
- Portfolio Management
- Proposal Development
- Decision Making & Judgment
- Issue Resolution Skills
- Negotiation
- Policy compliance
Timeline
FUNDING SPECIALIST
Time Payment Corp
09.2021 - 07.2024
BUSINESS SYSTEMS CONSULTANT
Wells Fargo Advisors
06.2019 - 02.2020
PORTFOLIO MANAGER, ASSISTANT VICE PRESIDENT
US BANK
06.1998 - 06.2018
Bachelor of Science in Political Science -
Southern Illinois University Edwardsville
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