Jessica Little
Wilmington,DE
Summary
Dedicated, organized financial professional with strong relationship-building and problem-solving skills. Thrives in fast-paced, high-pressure environments. Self-motivated team player skilled at cultivating partnerships and building lasting relationships across demographics and management levels.
Overview
19
19
years of professional experience
Work History
Shared Services Operations Manager
Wilmington Trust (M&T)
Wilmington, DE
01.2018 - Current
- Manage the Secondary Review process in Account Control
- Manage the everyday team in addition to any remediation projects
- Create and update procedures and job-aids annually
- Create and maintain an SLA for the process
- Run all reporting to manage SLA and team production
- Complete Secondary Reviews daily
- Manage the Conflict Check Process
- Manage a team of conflict check specialists
- Worked with a dedicated team to create a successful automated system for reviewing the conflict checks which decreased the manual process by over 80%
- Review the dedicated mailbox daily to ensure completion and accuracy
- Create and update procedures and job-aids annually
- Escalate any potential conflicts to BLRM for review
- Manage the Filenet team
- Manage the process of uploading and scanning documents into our document retention system
- Review the dedicated mailbox daily to ensure completion and accuracy.
Client Associate II
Wilmington Trust (M&T)
Wilmington, DE
01.2016 - 01.2018
- Manage the Account Control process for new and existing accounts
- Set up new accounts in ACS
- Process Compliance ticklers as they come due
- Terminate Accounts
- Review and process all DWAC Transfer and note cancellation paperwork
- Submit or withdraw secure documents in Vault
- Generate Interest Payment Invoices and send to client
- Collect payments in TranStar
- Process wires/transactions through Total Cash
- Assist RMs with accounts as needed.
Senior Centralized Account Opening Specialist
Wilmington Trust (M&T)
Wilmington, DE
01.2013 - 01.2016
- Continue with all previous responsibilities
- Interface with internal and external resources, including, but not limited to clients/legal counsel, to accomplish assigned responsibilities
- Mentor and oversee other Account Opening Specialists related to complex deals
- Proactively identify improvements and efficiencies within areas of responsibility.
Centralized Account Opening Specialist Assistant
Wilmington Trust (M&T)
Wilmington, DE
01.2011 - 01.2013
- Responsible for processing all submissions to the CAOS Maintenance Mailbox; including but not limited to: adding sweeps, account maintenance, client maintenance
- Process Equipment Finance, Corporate/Municipal & Asset Backed folders per company policy and procedures
- Prepared Fee Proposals for client review
- Input new clients into Saleslogix
- Open accounts in SEI
- Maintenance account information through the Trust 3000 application
- Review all invoices for errors prior to being sent to the client.
Intake Coordinator
MedRisk Inc.
King of Prussia, PA
01.2006 - 01.2010
- Assist in training new team members
- Receive phone referrals from insurance companies, doctors and patients in regards to patient’s worker’s compensation claims
- Schedule patients for Physical Therapy, FCE and/or Chiropractic care
- Data entry of new claims via mail, fax or web sites
- Request verification from insurance companies via phone and e-mail
- Request paperwork from providers or doctor offices via phone and fax
- Process the daily production report for my entire team.
Education
Business Management -
Wilmington University
Wilmington, DE09.2024
Academic courses -
Delaware County Com. College
Media, PA12.2003
Skills
- Logistics Oversight
- Performance monitoring
- Process Improvement
- Contract Management
- Production
- Performance reporting
- Workflow Optimization
- Business Planning
- Document Control
- Customer Service
- Organizational Management
- Employee Motivation
- Risk Management
- Business and Operations Management
Accreditations
2017-01-01, Certified Corporate Trust Specialist, Wilmington, DE
References
Personal and Professional references are available upon request
Timeline
Shared Services Operations Manager
Wilmington Trust (M&T)
01.2018 - Current
Client Associate II
Wilmington Trust (M&T)
01.2016 - 01.2018
Senior Centralized Account Opening Specialist
Wilmington Trust (M&T)
01.2013 - 01.2016
Centralized Account Opening Specialist Assistant
Wilmington Trust (M&T)
01.2011 - 01.2013
Intake Coordinator
MedRisk Inc.
01.2006 - 01.2010
Business Management -
Wilmington University
Academic courses -
Delaware County Com. College
Similar Profiles
Gary WingateGary Wingate
Business Analyst IV at Wilmington TrustBusiness Analyst IV at Wilmington Trust
William JollieWilliam Jollie
Head of Investment Operations at Wilmington TrustHead of Investment Operations at Wilmington Trust
Kaitlyn WilliamsKaitlyn Williams
Senior Accountant at Wilmington TrustSenior Accountant at Wilmington Trust