Holli Maclennan
Holland,MI
Summary
Proven leader with a strong background in trust account administration. Skilled in optimizing operational efficiency and ensuring compliance. Committed to enhancing client satisfaction and team performance.
Overview
22
22
years of professional experience
Work History
Institutional Trust Account Administrator
Huntington National Bank
Holland, MI
03.2025 - Current
- Managed trust account administration processes for diverse client portfolios.
- Act as primary liaison for top-grossing client, generating $1.3 million annually
- Maintained accurate records of all trust transactions and client interactions.
- Verified accuracy of data entered into the system by other staff members.
- Provided training and guidance on proper accounting procedures for new staff members.
- Conducted periodic reviews of trust accounts to ensure compliance with internal policies, procedures, and relevant regulations.
Institutional Trust Service Specialist II
Huntington National Bank
Holland, MI
04.2019 - 02.2025
- Responsible for client services across the verticals within the team: Funeral & Cemetery Trust, Pooled Trusts, Special Needs Trusts
- Facilitated documentation gathering and completion to ensure seamless compliance with account opening, closing, and transaction processing.
- Handled 30%+ of bank's annual trust transactions within an 8-member team
- Optimized operational efficiency, reducing weekly client handling from 40 hours to 15
- Collaborate with external vendors, including data aggregators and overlay companies.
- Collaborate with state regulators across 20+ states to ensure annual compliance with reporting requirements
Branch Service Manager
Huntington National Bank
Holland, MI
01.2004 - 03.2019
- Managed daily branch operations and ensured compliance with banking regulations.
- Trained and mentored new staff on customer service best practices and banking products.
- Oversaw team scheduling to maintain optimal coverage during peak hours.
- Implemented process improvements to enhance customer experience and service efficiency.
- Conducted regular meetings with team members to review performance objectives, discuss challenges, and provide feedback.
Skills
- Effective communication
- Proficient in Microsoft Office
- Internal system management
- Effective Task Prioritization and time management skills
- Experienced leadership
- Client relationship management
Timeline
Institutional Trust Account Administrator
Huntington National Bank
03.2025 - Current
Institutional Trust Service Specialist II
Huntington National Bank
04.2019 - 02.2025
Branch Service Manager
Huntington National Bank
01.2004 - 03.2019