Isaac Johnson
Huntington Beach,CA
Summary
Experienced Operations Specialist with 8+ years of expertise in processing financial transactions, reconciling accounts, and maintaining regulatory compliance. Skilled in conducting thorough analysis to identify and resolve discrepancies while implementing process improvements for increased efficiency and productivity. Collaborative team player with a strong focus on delivering exceptional customer service and ensuring smooth back office operations. Seeking a challenging role in a financial institution to leverage my skills and drive for excellence.
Overview
10
10
years of professional experience
Work History
Operations Specialist III
DayForce National Trust Bank
12.2021 - Current
- Manage client phone, email and SalesForce escalations
- Decision daily positive pay and screen for check fraud/risk
- Electronically disburse net pay payroll by ACH and Wire Transfers
- Serve as a subject matter expert on payroll trust operations, providing guidance and support to team members
- Manage complex issues and disputes, collaborating with internal stakeholders and external vendors for timely resolution
- Conducted regular audits to ensure compliance with company policies and industry regulations
Corporate Trust Specialist
Zions Bank
01.2017 - 12.2018
- Collaborated with legal teams to review and interpret bond indentures and trust agreements to ensure compliance
- Managed a portfolio of corporate debt issuances, ensuring timely payment of interest and principal to investors
- Provide administrative support to Senior Trust Officers in the Corporate Trust Department.
- Review and processes disbursements, deposits, fee income and other corporate trust payments and trust fees
Bank Operations Specialist
OneWest Bank
01.2015 - 12.2016
- Monitor and process daily transactions, ensuring accuracy and compliance with banking regulations
- Investigate and resolve account discrepancies and financial errors in a timely manner
- Provide training and support to staff members on banking systems and operational processes
Education
Computer Science - Machine Learning
Golden West College
06.2025
Skills
- SalesForce
- Fraud Detection
- ACH Transfers
- Subject Matter Expertise
- Issue Resolution
- Auditing
- Compliance
- Time Management
- Critical Thinking
- Tech-Savvy
- Verbal Communication
- Teamwork
Timeline
Operations Specialist III
DayForce National Trust Bank
12.2021 - Current
Corporate Trust Specialist
Zions Bank
01.2017 - 12.2018
Bank Operations Specialist
OneWest Bank
01.2015 - 12.2016
Computer Science - Machine Learning
Golden West College
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