Jason Buff
Morganton,NC
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
18
18
years of professional experience
Work History
Custody Operations
US Bank
Portland, OR
06.2021 - Current
- Responsible for providing operational support for Wealth Management clients.
- Process security trade orders for execution and review the trade orders for any potential errors.
- Review and complete exception reports and collaborate with other team members to ensure accurate and timely execution of trades.
- Maintained records on all incoming and outgoing funds from custodial accounts.
Research Remediation Analyst
Wells Fargo
Hillsboro, OR
01.2020 - 06.2021
- Served as a resource for branch bankers, who in turn are working to assist representatives/ family members of the estate for deceased customers. I worked behind the scenes with the representatives to get financial affairs handled.
- Reviewed wills, trust documents, death certificates and other legal documents for review and approval for deceased processing.
- Served as the trainer and subject matter expert for new hires.
Financial Crimes Analyst
Wells Fargo
Charlotte, NC
09.2017 - 01.2020
- Worked as the team lead for a group of financial crimes specialist.
- Assisted with the training and coaching of employees in the fraud department.
- Identified new trends and fraud schemes and developed new policies and procedures to mitigate the risk to the bank.
Branch Banker
Wells Fargo
Elizabeth City, NC
07.2015 - 09.2017
- Assessed and provided financial support to new and existing customers.
- Assisted with various financial matters to meet the customer's financial needs.
- Greeted customers, identified customer needs and provided appropriate banking services.
- Assisted customers with opening new accounts, processing deposits and withdrawals, cashing checks and making loan payments.
- Provided guidance to customers on the use of online banking tools and mobile applications.
- Managed account information including updating addresses, phone numbers and email addresses.
Lead Service Attendant
Amtrak
Miami, FL
02.2013 - 07.2015
- Worked as the Lead Service Attendant on long distance trains going from Miami to New York.
- Responsible for the overall operations of the dining car.
- Responsible for the onboard staff of the entire train for the duration of the trip.
Real Estate Agent
Americas Real Estate Services
Miami Beach, FL
01.2008 - 07.2015
- Advised clients on market conditions, prices, mortgages, legal requirements and related matters.
- Developed networks with appraisers, lenders, and home inspectors to facilitate real estate transactions.
- Negotiated purchase agreements and contracts with buyers and sellers.
- Conducted property inspections to ensure compliance with applicable regulations and standards.
Medical Underwriter
Humana
Miramar, FL
07.2005 - 03.2010
- Prepared detailed reports summarizing findings and recommendations for coverage eligibility.
- Conducted interviews with physicians and other healthcare providers to obtain additional information regarding applicant's medical condition.
- Evaluated claims data to determine the extent of benefits available under various policies.
- Recommended changes in policy guidelines as needed to ensure compliance with applicable regulations.
Education
Bachelor of Science - Business Administration And Management
12.2000
Skills
- File and Record Maintenance
- Relationship Management Skills
- Record Maintenance
- Report Preparation
Accomplishments
- Served on the Leadership Advisory Council where we worked with senior leadership to promote and improve areas targeted at employee engagement, employee development, and diversity and inclusion.
Timeline
Custody Operations - US Bank
06.2021 - Current
Research Remediation Analyst - Wells Fargo
01.2020 - 06.2021
Financial Crimes Analyst - Wells Fargo
09.2017 - 01.2020
Branch Banker - Wells Fargo
07.2015 - 09.2017
Lead Service Attendant - Amtrak
02.2013 - 07.2015
Real Estate Agent - Americas Real Estate Services
01.2008 - 07.2015
Medical Underwriter - Humana
07.2005 - 03.2010
University of North Carolina At Charlotte - Bachelor of Science, Business Administration And Management