Fatima Sibi Grant

• Streamlined trust administration processes for increased efficiency and improved service delivery.
• Meticulously maintained all relevant records pertaining to each assigned trust account while adhering strictly to confidentiality guidelines at all times.
• Assisted in the onboarding process for new clients, gathering necessary documentation and setting up trust accounts.
• Supported senior trust officers in managing complex trust structures, including special needs trusts and charitable remainder trusts.
• Managed a diverse portfolio of trust accounts, ensuring accurate recordkeeping and timely distributions.
• Acted as a key point of contact for clients during the trust administration process, providing timely updates and addressing any concerns that arose.
• Prepared comprehensive reports for internal stakeholders detailing account performance metrics and key accomplishments within the department.

• Sorted documents and maintained organized filing process.
• Collaborated effectively with cross-functional teams to address discrepancies and resolve data-related issues.
• Enhanced team efficiency by completing high-volume data entry tasks within tight deadlines.
• Ensured timely completion of projects by consistently meeting or exceeding established performance benchmarks.
• Checked for accuracy by verifying data and records.
• Secured and protected data from unauthorized access by complying with security protocols.
• Exceeded expectations by consistently delivering high-quality work and demonstrating a strong commitment to excellence in all aspects of role as Data Entry Associate.

• Processed financial, non-financial, and customer requests with high degree of accuracy for 529 College Savings Plan.
• Met productivity and quality standards that aligned with service level agreements (SLAs).
• Experienced in processing transactions, including: deposits, enrollments, distributions, transfers, and account updates in internal systems.
• Experienced in prioritizing tasks and working independently with minimal oversight while meeting deadlines.
• Assisted management to mentor and evaluate new/temporary staff and offered support, responded to emails, and assisted periodically with departments and client services.

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• Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
• Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates and resolving issues promptly and professionally.
• Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
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• Kept accurate records, prepared and submitted statements.
• Audited commercial documents, applied harmonized tariff schedule code for duty assessment, and ensured all federal requirements were met.
• Documented, reviewed and assessed documents for accuracy.
• Verified country of origin/export, IOR, terms of sale, and value to ensure and achieve strong compliance in alignment with required federal regulations.
• Performed billing duties for clients such as (Costco, ect..)
• Trained 4 to 5 employees as backup billers.

• Maximized revenue by recommending appropriate rental products and upselling services to customers.
• Resolved customer disputes to maintain positive relationships and increase customer base.
• Contributed to company growth by achieving individual sales goals while supporting overall team objectives consistently.
• Increased customer satisfaction by providing excellent service and addressing client needs promptly.