Lalay Smalls
Pittsburgh,PA
Summary
Solutions-oriented professional with extensive experience in client service, loan administration and project management in the real estate and loan industries, complemented with hands-on experience in record keeping, statements, reconciliation and control. Well versed in office process and production and adept at delivering high quality results. Expert at managing all aspects of problem resolution, honed from extensive experience and interaction with diverse set of clients.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Fiduciary Closing Officer
PNC Financial Services
Pittsburgh, PA - Remote
04.2024 - Current
- Under limited guidance, completes a variety of highly technical, complex, client transactions. Reviews documentation for completeness and accuracy. Interprets information for correct coding and adherence to established policies and procedures.
- Proactively identifies and manages risk, involving external and internal counsel as needed and other business units throughout PNC.
- Meets directly with clients, internal and external partners to address and resolve various matters relating to clients requests.
- Serves as point person for all internal partners on all matters pertaining to the middle-office processes for complex client requests.
- Actively seeks out and engages in continuing education to support skill-building and development of overall knowledge.
Operations Analyst, Corporate Actions
BNY Mellon
Pittsburgh, PA
03.2022 - 04.2024
- Responsible for processing mandatory and voluntary corporate action events (including interpretation, monitoring and notification of corpoevents), processing liability notices, processing and allocating dividend interest payments and processing class action suits
- Reconciles, monitors and posts entitlements to client accounts
- Daily monitoring of Internal Operating & Suspense accounts and resolution of exceptions
- Regulatory Reporting risk management focusing on high risk exceptions and adherence to the organizational risk framework
- Review of cash and asset reconciliations to adhere to quality control measures and procedures
- Supported management in risk assessment, providing valuable insights on potential AML vulnerabilities within the organization.
- Enhanced customer satisfaction with prompt issue resolution through effective CRM management.
- Contributed to successful external reviews, demonstrating effective implementation of KYC standards within the organization.
Client Service Representative
BNY Mellon
Pittsburgh, PA
11.2018 - 03.2022
- Providing quality client service and support to internal / external clients on a daily basis, including phone interaction, problem resolution and account transaction processing
- Responding to client inquiries, process updates to client accounts or company records and ensuring data integrity in processing systems
- Investigating and supporting correction of errors in company records and client accounts
- Accurately opening and update accounts / company records
- Reconciling Client statements prior to print and distribution by Month-End
Sr. Associate
BNY Mellon Wealth Management
Pittsburgh, PA
09.2008 - 11.2018
- Servicing diverse range of over 500 clients in the Pittsburgh and Philadelphia region including special needs accounts and highly complex commercial accounts in the Real Estate Trust division valued up to $5million
- Managing control of monthly deposits (~150 per month) totaling approximately $2 million
- Performing Accounts Payable and Accounts Receivable duties for the Pittsburgh and Philadelphia region
- Supporting completion of approximately 450 invoices monthly
- Managing inbound and outbound transmission of all wire and ACH payments for assigned accounts
- Coordinating with Property Managers to properly complete property information sheets
- Completing approximately 50 property information sheets which include data on rent increases, market value changes and inspection date changes
- Running monthly reports for property managers serviced through accounts
- Insuring that properties are up to date through Core Logic tracking software by adding new properties and removing properties that are up to date or have been sold
Education
Diploma Of Education -
Woodland Hills High School
Pittsburgh, PASkills
- Siebel
- SQL
- Excel
- Detail Oriented
- Proactive
- Collaborative
- CRM
- AML
- KYC
- BNY Mellon “Local Spot Light” Award 2012 Winner
Certification
Google Business Analytics
(In Progress)
Timeline
Fiduciary Closing Officer
PNC Financial Services
04.2024 - Current
Operations Analyst, Corporate Actions
BNY Mellon
03.2022 - 04.2024
Client Service Representative
BNY Mellon
11.2018 - 03.2022
Sr. Associate
BNY Mellon Wealth Management
09.2008 - 11.2018
Diploma Of Education -
Woodland Hills High School