Krystle Sonier
Crosby,Texas
Summary
Highly motivated Client Service Manager with over 20 years of experience in client service and back-office operations. Proven ability to excel in high-pressure environments, with expertise in portfolio administration, risk management, dispute resolution, and streamlining operating procedures.
Overview
20
20
years of professional experience
Work History
Senior Trust Analyst
Principal Trust Co
2022.01 - 2024.06
- SWP Opening/Closing/Termination - execution of project plans which include mergers, acquisitions, stock splits, spin offs and onboarding IPO's
- Monthly watchlist and Quarterly review reporting for employer stocks using NASDAQ and Yahoo Finance
- Execute loan payments, raising capital or reducing cash for trading according to guidelines
- Responsible for filing 13K's, billing and life insurance maintenance within employer plans
- Monitor and track vendor scorecards for external business partners
- Global Mentoring participant and Mentor - Employee resource group member
- Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
- Improved internal knowledge sharing by developing comprehensive documentation outlining standard operating procedures for various tasks.
- Enhanced team collaboration by providing clear communication of complex findings through visualizations and reports.
- Implemented predictive analytics techniques that enabled proactive adjustments to business strategies based on emerging trends.
Senior Director-Settlements
FIS Global
2015.09 - 2021.10
- Facilitate training and performance reviews for team of closers and data analysts
- Coordinate closings of syndicated loan trades including bond trades, equities for LSTA and LMA clients
- Review and sign loan trades following LSTA guidelines for CLO clients
- Research and process trade discrepancies with counterparty and agent banks
- Validate trade entry and settlements into CDO Suite, Clearpar, VTS systems
- Review and monitor loan amendments, record votes in LendAmend on behalf of client
- Optimized project timelines by effectively delegating tasks and prioritizing workload among team members.
- Cultivated a culture of innovation by promoting creative thinking and encouraging employees to take calculated risks in pursuit of solutions.
- Developed strong relationships with key industry partners, fostering collaboration and mutual growth opportunities.
- Directed design and execution of business transformation initiatives to drive performance, profit optimization and growth opportunities.
Trust Administrator-Contractor
BNY Mellon
2014.01 - 2015.09
- Facilitate process improvement policy and procedures for new associates
- Resolve escalated issues from collateral managers and trade counterparties
- Execute 10,000 wire transactions monthly for borrowings and loan trades following LSTA guidelines
- Research and process trade recalls for funds sent in error utilizing the banking system
- Review incumbency certificates to validate authorized signatories
- Administer callbacks to mitigate errors and financial risk by confirming funding information
- Enhanced client satisfaction by effectively managing trust accounts and addressing their individual needs.
- Developed customized financial plans for beneficiaries, ensuring long-term financial stability and growth.
- Supported business development efforts by participating in client meetings and presenting trust-related topics at seminars or conferences.
- Managed sensitive information discreetly while adhering to strict confidentiality standards and regulations.
Loan Accounting Manager
Santander Consumer USA
2013.01 - 2014.01
- Managed and developed ten sub-prime auto lending Accounting Representatives
- Applied total loss, GAPP, P&I, unwind and lease payments to client's accounts via ASPEN
- Researched and resolved an average of 5,000 escalated billing disputes monthly
- Assisted with bank reconciliations between general ledger accounts
- Collaborated with third party vendors for various automated payment uploads
- Reconciled bank returns, non-sufficient funds, stop payments and closed accounts
System Access Supervisor
JP Morgan Chase-Auto Finance
2012.01 - 2013.01
- Managed and developed team of 13 associates and administered semi-annual performance reviews
- Audited system access master list for over 800 auto finance associates
- Resolved outstanding access requests to meet services deliverables
- Achieved internal service level agreements to create, modify and delete user access
- Maintained system access request through external vendors
- Executed user acceptance testing of system patches, upgrades and change control requests
- Facilitated system enhancements and conversions for process improvement
SR Mortgage Processor
JP Morgan Chase
2009.06 - 2012.01
- Managed 50 refinance mortgage loans on CLOSR origination system
- Generated FHA/HARP/Conventional loan closings within 25-30 days, exceeding bank expectations
- Reviewed appraisal, amendment and credit reports using multiple systems
- Conveyed underwriter conditions to satisfy client loan applications
- Solicited information to complete loan files from client
- Communicated weekly loan status to clients, loan officers and regional managers
- Issued proper disclosures to client as required by federal regulatory compliance
Online Banking Support
Bank of America
2004.01 - 2009.01
- Researched issues regarding online banking access and provided login assistance
- Opened and closed online accounts that posed potential risk to the bank
- Authorized electronic money movement above branch bank limits
- Provided excellent client service in a high volume call center environment
Education
Bachelors of Science - Health Studies -
Texas Woman's University
Denton, Texas01.2007
Skills
- MS Office Suite
- Facilitating group discussion
- Excellent communication skills
- Identifying resources
- Time management
- Developing rapport
- Research skills
- Providing support for others
- Self-motivated professional
- Initiating new ideas
- Risk management assessor
- Promoting change
- Goal-Oriented
- Managing conflict
- Inspiring team leader
- Attention to detail
Timeline
Senior Trust Analyst
Principal Trust Co
2022.01 - 2024.06
Senior Director-Settlements
FIS Global
2015.09 - 2021.10
Trust Administrator-Contractor
BNY Mellon
2014.01 - 2015.09
Loan Accounting Manager
Santander Consumer USA
2013.01 - 2014.01
System Access Supervisor
JP Morgan Chase-Auto Finance
2012.01 - 2013.01
SR Mortgage Processor
JP Morgan Chase
2009.06 - 2012.01
Online Banking Support
Bank of America
2004.01 - 2009.01
Bachelors of Science - Health Studies -
Texas Woman's University
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