Isabelle (Elizabeth) Cantu

Assist Trust Officer in daily administration of assigned client portfolio in accordance with the Company's overall written policy and procedures.

• Input cash disbursements i.e, checks, ACH or wire transfer requests for officer approval.
• Monitor accounts for sufficient liquidity.
• Develop and maintain strong relationships with clients through correspondence via phone, email or client visits as needed.
• Provide training to new teammates.
• Provide exceptional customer service, addressing client concerns promptly and thoroughly.
• Produce documentation for attorneys as needed for annual court accountings.
• Participate in ongoing professional development opportunities to maintain current knowledge of industry best practices.
• Assist with account reviews as needed.
• Assist with special requests and projects.

• Assist attorneys with organization for hearing and trial preparation
• Prepare documents for e-filing with District and County courts - redact sensitive information
• Setup new and close client cases
• Calendar, schedule appointments via phone, in person or zoom
• Notarize documents
• Drafting of subpoenas/motions/notices, assist with Discovery
• Attend hearings
• Prepare billing statements, collect and post incoming payments
• Establish rapport with clients and outside counsel
• Maintain accounts and client records observing confidentiality and extreme discretion
• Review, edit and proofread drafts for proper grammar, spelling, punctuation and formatting

• Performed cash management functions including cash concentration of US company bank accounts setting daily cash position
• Initiate or approve wires transfers
• Managed and maintained banking systems as security administrator, setup new users, reset passwords, maintained positive pay systems, Implement electronic bank services ie: Positive Pay, ACH, Controlled Disbursement, Remote deposit
• Maintained checkbooks, open and closed bank accounts, maintained bank signatures cards, review bank fees
• Work with Accounts Receivable, Accounts Payable, Accounting, Tax, Legal and Foreign exchange departments to initiate funding and coordinate payment of invoices
• Research transaction discrepancies

• Client service representative responsible for high profile Oil & Gas portfolio
• Implement electronic bank products and services
• Traveled and met with clients to discuss efficiencies of products and services
• Maintained and established professional rapport with clients and shared banking relationship counterparts
• Research client transactions/fraudulent items and/or activity
• Interacted across business lines to resolve client issues

• Performed quality control and review of Trust reconciliations. Reviewed trust transactions for approval
• Assisted staff with daily account reconciliations
• Responsible for training of new staff
• Monitored deadlines
• Ensured timely and accurate month end statements to clients

• Coordinated duties amongst staff members
• Reconciled reports and against client bank statements
• Researched out of balance conditions
• Responsible for timely distribution of reconciliations to clients
• Performed quality review of team output
• Provided month end reports to management
• Conducted training for new hires
• Employee record keeping and timekeeping
• Facilitated weekly meetings with staff