Self-motivated professional with a strong educational background in Business Administration, Banking, and Trade Processing. Collaborative leader consistently achieving optimal results.
Overview
28
28
years of professional experience
Work History
Senior Trade Service Processor
Wells Fargo Bank, N.A.
03.2020 - Current
Process high end documents and monitoring the mailboxes of customer inquiries
Extensive data entry of all inbound mail and courier which consist of new and revised documents
Assist with shipping out documents to domestic customers and oversea banks
Report all daily volumes and reconciliations using VLOOKUP and keep track for audit purposes
Work on a monthly assignment of making sure daily logs are up to date and advising customers’ trade letters/issuances
Trade Service Processor
WELLS FARGO BANK, NA
09.2006 - 02.2020
Input new collections, payments, trade acceptances and tracing outstanding items
Prepare trade documents for further examination and handling by partnering teams
Work in a fast-paced environment where volume levels vary daily
Team members are expected to perform at high quality levels and thrive in a teamwork driven role.
Knowledgeable of the Regulatory Compliance concerning all risk procedures
Associate Operations Processor
WELLS FARGO BANK, NA
05.1996 - 08.2006
Receive customer payments- log, batch, and data input deposits
Collect data and prepare related operational reports for automated data processing systems
Regularly receive direction from supervisors and escalate questions and issues to upper management
Education
Bachelors of Science - Business Administration, Finance
University of North Carolina at Greensboro
Greensboro, NC
Associates - Liberal Arts
Mitchell Community College
Statesville, NC
Skills
Reconciliation
Navigate Multi-screens
Research
Time Management
Risk Management
Critical Thinking
Timeline
Senior Trade Service Processor
Wells Fargo Bank, N.A.
03.2020 - Current
Trade Service Processor
WELLS FARGO BANK, NA
09.2006 - 02.2020
Associate Operations Processor
WELLS FARGO BANK, NA
05.1996 - 08.2006
Bachelors of Science - Business Administration, Finance
Vice President/Business Support Manager/Account Manager/Account Associate at Wells Fargo Bank, N.A. (acquired by Computershare Trust Company, N.A. Nov.2021)Vice President/Business Support Manager/Account Manager/Account Associate at Wells Fargo Bank, N.A. (acquired by Computershare Trust Company, N.A. Nov.2021)
Business Accountability Analyst, HR Strategy/Planner at Wells Fargo Bank, N.A.Business Accountability Analyst, HR Strategy/Planner at Wells Fargo Bank, N.A.