Summary
Overview
Work History
Education
Skills
References
Skills - Demonstrated Abilities
Timeline
Generic

Diane P. Tran

Keller

Summary

Dynamic Team Manager at Ursus Holdings LLC with a proven track record in process improvement and compliance. Expert in resource allocation and project management, leading a 50-member team to enhance production efficiency. Strong communication skills and adept at conflict resolution, ensuring timely and accurate project delivery while managing high-volume client accounts.

Overview

16
16
years of professional experience

Work History

Team Manager

Ursus Holdings LLC
Arlington
10.2012 - 07.2021
  • Help with development of the Bankruptcy Team
  • Bankruptcy Limited Filer
  • Develop and execute production schedules based on business demands
  • Maximize effectiveness of production team, by providing process and procedures to produce multi-line products within planned schedules while reducing costs
  • Manage high volume clients of more than 1000 files per month
  • Lead, develop and evaluate production staff of 50 members
  • Control internal inventory and reconcile with client reports
  • Design, implement and audit quality control processes
  • Develop technical documents including instruction manuals and procedure manuals
  • Manage scheduling of production members and projects
  • Supervised the daily set-ups and start-ups of production projects
  • Monitored cost and quality of production
  • Integrated and developed new team members
  • Conducted quality control reviews
  • Service mortgage accounts to ensure the escalated account is processed in compliance with all state and federal laws, while maintaining compliance with Investor, Insurer, Agency, and Company guidelines
  • Responsible for representing the Company's interests in title curative actions
  • Display independent judgment, authority, and discretion
  • Ensures that title curative actions are taken timely
  • Interact with and instruct various parties, such as mortgagors, attorneys, investors, title companies and any other party involved with the title resolution
  • Diligently follow up on all outstanding requests and telephone calls from internal and external partners/clients
  • Provide management detailed loss analysis, investor scenarios, and recommendations for resolution
  • Use discretion and independent judgment to identify possible course of action(s) available as it relates to the title curative matter and staff
  • Follow departmental and business policies with strict adherence
  • Prioritize allocated work to ensure timely and accurate resolution to both external and internal partners
  • Provide production team members with monthly reviews and feedback

Asset Transfer Analyst

TD Ameritrade
Westlake
10.2010 - 10.2012
  • Responsible for processing client’s transfers of assets (e.i: stocks, options, bonds, and monies.)
  • Review and analyze transfer forms to ensure completeness and compliance with industry and company rules
  • Research, resolve and follow-up on applicable transfers
  • Document restrictions on accounts and release restrictions when transfers are completed
  • Serves as a resource for questions regarding account transfers, requirements and procedures
  • Contact client and notify them of any discrepancies with their transfers

Accounts Payable Clerk/Accounts Receivable Clerk

Connecticut Business Systems LLC
Wethersfield
04.2005 - 07.2010
  • Code all expense invoices
  • Match all inventory invoices to PO’s and Receivers
  • Process and enter invoices into the OMD system
  • Process bi-monthly check runs
  • Review vendor statements
  • Assist Controller with balancing accounts and various tasks as needed
  • Reconcile all accounting discrepancies and internal accounting issues
  • Balance petty cash account
  • Process expense reports from Sales Reps
  • Research information for audits
  • Assist with data entry and filing
  • Post payments to accounts
  • Research invoices that are in question
  • Process credit card payments
  • Call customers to collect on invoices
  • Analyze accounts for bad debt
  • Inbound/Outbound calls to customers
  • Deposit payments in the bank
  • Investigate credits due and resolve all collection issues
  • Set up new accounts
  • Work with leasing companies to keep maintenance payments are current
  • Perform credit checks

Filing Clerk/Accounts Payable Assistant

Connecticut Business Systems LLC
Wethersfield
10.2005 - 04.2005
  • Input invoices into the OMD system
  • File invoices

Education

Central CT State University
New Britain, CT
05.2010

Manchester Community College
Manchester, CT
05.2007

Skills

  • MS Office
  • SLA standards
  • Compliance
  • Imagining systems
  • Web-based systems
  • Testing techniques
  • Testing methodologies
  • Business principles
  • Management principles
  • Planning
  • Resource allocation
  • Human resources
  • Process improvement
  • Problem analysis
  • Resolution
  • Organizing
  • Communication skills
  • Judgment
  • Decision-making
  • Teamwork
  • Adaptability
  • Conflict-management
  • Stress tolerance
  • Project management

References

  • Marie Pfeifer, Manager, Ursus Holdings LLC, (918) 645-0957
  • Alyssa Le, CFO, Connecticut Business System LLC, (860) 667-2900
  • Clark Taylor, Team Manager, TD Ameritrade, (972) 740-6727
  • John Goodrich, ATM (Assistant Team Manager), TD Ameritrade, (817) 849-4677

Skills - Demonstrated Abilities

  • Effectively lead, coach and develop a large work team to accomplish operational objectives.
  • Identify, diagnose and resolve operational problems within deadlines.
  • Plan work flow, manage multiple priorities and meet monthly production targets while consistently reducing downtime.
  • Develop new procedures and processes to improve production accuracy.
  • Set up training to help improve team efficiencies.
  • Techniques to ensure the most cost-effective process.
  • Establish and maintain acceptable quality levels for all assigned projects and clients.
  • Interpret and develop reports including standard operating procedures.
  • Efficiently set and control operational financials.

Timeline

Team Manager

Ursus Holdings LLC
10.2012 - 07.2021

Asset Transfer Analyst

TD Ameritrade
10.2010 - 10.2012

Filing Clerk/Accounts Payable Assistant

Connecticut Business Systems LLC
10.2005 - 04.2005

Accounts Payable Clerk/Accounts Receivable Clerk

Connecticut Business Systems LLC
04.2005 - 07.2010

Central CT State University

Manchester Community College

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