Dynamic professional with extensive experience in quality control and document management, notably at BNY Mellon. Excelled in client relationship building and data entry proficiency, enhancing operational efficiency and compliance. Demonstrated strong empathy and multitasking abilities, achieving significant improvements in client service quality.
· Responsible for Quality Control of Prudential New Accounts, Transfers, Purchases, Exchange, Redemptions, Life Event Financial, Life Event Transfer, Maintenance, Control Trades, Group Purchases, All Financial, and Non-Financial transactions for Retirement and Non-Retail Accounts
· Responsible for final review of all large dollar transactions
· Utilize Image System for Multi Clients
· Utilize database department procedures and legal procedures to ensure compliance
· Give constructive feed back to processors to help improve quality and productivity
· Prepare daily and weekly productivity reports
· Work within established mutual fund industry ensuring proper legal requirements are met
· Responsible for preparing weekly management meeting agenda on rotating basis
· Complete assigned management projects when applicable
· High performing senior team member in a production environment
· Cross-trained on multiple teams throughout the department
· Adapts quickly to new procedures
· Strong technical knowledge of the VISTA system (scanning, indexing, job creation, doc retrieval, job information search, reindexing)
· Effective work queue management
· System experience: Reconciliation, RPS, Checkwriter, Excel Batching Program, Windows NT, Word, Word Excel, and Microsoft PowerPoint