Elizabeth Evans

• Managed consumer, business, trust, estate, nonprofit, IOLTA, and interest-bearing accounts, performing account opening, maintenance, closure, research, detailed reviews, and transaction-history analysis.

• Processed and balanced high-volume financial transactions, including extensive cash handling, domestic and international wires up to $10 million, monetary instruments, and U.S. Treasury transactions, while following strict verification, risk, fraud-prevention, and regulatory controls.

• Investigated fraud, unauthorized transactions, and counterfeit currency; researched transaction histories, filed dispute claims, and reported findings to U.S. Secret Service and filed Suspicious Activity Reports to ensure compliance with regulatory requirements.

• Collaborated with internal departments and government agencies, including IRS and Social Security Administration, to resolve complex account matters and verify information, ensuring accurate and compliant outcomes.

• Examined personal and estate documentation while upholding confidentiality and adhering to privacy and procedural standards.

• Commissioned Missouri Notary Public through March 2028; reviewed and explained complex legal and financial documents including trusts, mortgages, HELOCs, divorce and custody documents, vehicle ownership documents, advance directives, and insurance documents while ensuring signer understanding and compliance with applicable notarial requirements.

•Managed and maintained consumer and business accounts, including checking, money market, IRA, and conservatorship accounts, ensuring thorough account servicing and compliance with documentation standards.

• Prepared and reviewed account documentation for completeness, accuracy, and compliance with established policies and procedures; processed daily financial transactions, cash handling, and balancing activities.

• Educated members regarding credit, debt management, budgeting, savings, and financial options while assessing individual circumstances and identifying appropriate solutions.

• Collaborated with internal departments to investigate and resolve account and transaction issues, ensuring accurate records and timely resolution for members. timely solutions.

• Cultivated strong member relationships through personalized financial advice and solutions.

Promoted from Operations Assistant to Operations Manager after approximately one year.

• Managed daily operations of high-volume health club facilities, including opening and closing procedures, operational controls, financial and membership reporting, cash management, compliance procedures, and emergency protocols.

• Supervised a front-desk team of approximately 20–25 employees, including hiring, onboarding, training, scheduling, timekeeping corrections, performance documentation, and disciplinary processes.

• Managed daily bank deposits, investigated and resolved cash variances, maintained financial records, and administered membership accounts, drafts, collections, contract changes, and delinquent-account follow-up.

• Managed purchasing, inventory, supplies, and scheduled equipment maintenance while coordinating with vendors, contractors, maintenance personnel, and corporate headquarters.

• Maintained corporate, safety, emergency, incident-reporting, and operational requirements while collaborating across departments to resolve account and facility issues and address escalated member concerns.

• Facilitated regular team meetings to promote communication and alignment on organizational goals.