Megan Lee
Tulsa,OK
Summary
Professional finance specialist with deep expertise in deposit operations and proven track record of optimizing processes. Known for strong analytical skills, compliance knowledge, and effective problem-solving. Valued for collaborative approach, adaptability to changing needs, and commitment to achieving team goals. Excel in risk management, regulatory adherence, and delivering high-quality results.
Overview
19
19
years of professional experience
Work History
Senior Deposit Operations Specialist
Gateway First Bank
10.2019 - Current
- Established new quality control procedures for new account and maintenance.
- Monitored CAMS alerts and implemented preventative actions.
- Resolved transaction disputes within regulatory frameworks for POS and ACH systems.
- Supported operational efficiency through comprehensive assistance in deposit-related functions, including wires, unposted transactions, and mobile deposits.
Deposit Operations Specialist
First Oklahoma Bank
03.2016 - 09.2019
- Handled monthly fee and charge processing for account analysis.
- Managed and resolved unposted transaction issues.
- Performed maintenance on customer records.
- Facilitated the processing of ACH and POS transaction disputes.
- Managed the processing of wire transfers effectively.
- Executed strategies for prompt resolution of returned correspondence.
Payroll Administrator
Denali, Inc
02.2015 - 03.2016
- Handled complex payroll situations such as back-pay calculations, garnishments, and overtime payments with accuracy and professionalism.
- Calculated payroll deductions by accurately using ADP and processed payroll to meet preset requirements.
- Reduced errors in payroll calculations with meticulous attention to detail and thorough data verification.
- Processed payroll garnishments for tax liens and child support.
- Verified and submitted timekeeping information for accurate and efficient payroll processing.
- Responded to employee inquiries to provide information regarding payroll deductions and related issues.
Lockbox Processor
F&M Bank
03.2006 - 02.2015
- Contributed to the successful completion of daily lockbox goals through effective communication and teamwork.
- Reduced processing errors by consistently following established guidelines and procedures when handling client payments.
- Optimized operational efficiency through regular maintenance and troubleshooting of scanning equipment used in lockbox operations.
- Improved lockbox processing efficiency by accurately sorting and batching mail received from clients.
- Enhanced client satisfaction by promptly researching and resolving payment discrepancies and inquiries.
- Maintained secure handling of confidential information with strict adherence to company policies and regulations.
Education
Associate Of Applied Science - Accounting
Rogers State University
Claremore, OKSkills
- Extensive deposit operations experience
- Skilled quality assurance
- Effective team collaboration
- In-depth banking knowledge
Timeline
Senior Deposit Operations Specialist
Gateway First Bank
10.2019 - Current
Deposit Operations Specialist
First Oklahoma Bank
03.2016 - 09.2019
Payroll Administrator
Denali, Inc
02.2015 - 03.2016
Lockbox Processor
F&M Bank
03.2006 - 02.2015
Associate Of Applied Science - Accounting
Rogers State University