Deidre L. Allen
Bloomfield,CT
Summary
Dynamic professional with extensive experience at U.S. Trust National Association, specializing in financial modeling and compliance. Demonstrated success in process optimization and risk management, leading system conversions that improved operational efficiency. Strong analytical skills utilized to enhance stakeholder management and drive strategic investment decisions.
Overview
28
28
years of professional experience
Work History
EFT Coordinator
CENCAP Credit Union
Hartford, CT
05.2024 - Current
- Managed ACH functions, including origination, remote deposit capture, and member account processing.
- Assisted members with account inquiries, issue resolution, and transaction disputes.
- Processed debit and credit card orders, payroll allocations, and financial reconciliations.
- Ensured compliance with banking regulations and internal audit requirements.
Human Resource Assistant
CT-State Community College
Hartford, CT
12.2023 - 05.2024
- Provide day-to-day administrative support for the Office of Human Resources.
- Greet all visitors to the Office of Human Resources.
- Receive all incoming phone calls, and e-mails, as well as in-person inquiries.
- Route and escalate issues to appropriate HR team members.
- Perform initial onboarding for new and returning staff and faculty including coordination of nomination forms and contracts.
- Conduct orientation for new staff members in such areas as completion of required forms, explaining CSCU policies, benefits, payroll information and timecard process.
- Provide general administrative services such as producing reports on employment and benefits, assisting in the publication of human resources announcements, responding to public inquiries about employment with the community college, assisting in arranging for in-service staff training and additional duties as needed.
- Facilitate completion of Form I-9 Employment Verification requirements for all new employees and student workers and employment verification requests for current employees.
Wealth Management Portfolio Officer
U.S. Trust National Association
Hartford, CT
07.1997 - 09.2021
- Analyzed complex financial transactions and ensured compliance with legal requirements.
- Monitored investment portfolios and enforced financial and legal obligations.
- Collaborated with bond partners to assess collateral values and mitigate investment risks.
- Led a system conversion project from TRACS to LIVEWIRE, improving operational efficiency.
- Managed the conversion of DEBT MASTER to VIPER LIVE, ensuring seamless integration.
Administrative Assistant
Capital Region Career Services
Hartford, CT
07.1997 - 09.2021
- Enhanced document review procedures to improve accuracy in accounts payable and receivable.
- Optimized filing and data management systems, increasing efficiency in information retrieval.
- Provided financial oversight, including petty cash management and emergency support services.
- Coordinated travel logistics for case managers and placement specialists.
Education
Some College (No Degree) - Business Administration And Management
Capital Community College
HartfordSome College (No Degree) - Human Resource, Spanish, Accounting, Business
Manchester Community College
Hartford, CTSkills
- Business and data analysis
- Process improvement and optimization
- Risk management and compliance
- Financial modeling and forecasting
- Stakeholder management
- Project management
- Microsoft Office Suite
- SQL and data visualization
- Investment strategy
Community Service
- United Way Coordinator for community engagement initiatives
- Volunteer, Food Ministry, Joshua’s Tree Ministry
- Youth Leader, Joshua’s Tree Ministry
References
Available upon request
Timeline
EFT Coordinator
CENCAP Credit Union
05.2024 - Current
Human Resource Assistant
CT-State Community College
12.2023 - 05.2024
Wealth Management Portfolio Officer
U.S. Trust National Association
07.1997 - 09.2021
Administrative Assistant
Capital Region Career Services
07.1997 - 09.2021
Some College (No Degree) - Business Administration And Management
Capital Community College
Some College (No Degree) - Human Resource, Spanish, Accounting, Business
Manchester Community College
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