Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working efficiently and quickly mastering new skills.
Overview
9
9
years of professional experience
Work History
Corporate Trust Finance Management Analyst
U.S. Bank, N.A.
Los Angeles, CA
06.2018 - Current
Responsible for cash and asset management of trust accounts, including monitoring and investment of balances, valuations of assets and collateral, and the proper funding of accounts in compliance with governing trust documents.
Prepares trust accounting system entries, calculates and executes debt retirements, and performs other account transaction duties.
Interacts with specialized units to provide meaningful quality measurements to account managers, to ensure that cash and asset management procedures are followed, and legal document requirements are met.
Maintained excellent client communication to ensure timeliness and satisfaction.
Corporate Trust Review Analyst
U.S. Bank, N.A.
Los Angeles, CA
06.2015 - 06.2018
Analyzed, interpreted, and ensured compliance with legal governing agreements to determine accurate and timely completion of regulatory obligations
Conducted independent quality control reviews for new transactions, account investments, and periodic targeted reviews to minimize risk to bondholders and the bank.
Ensures proper application of and adherence to internal regulatory standards, guidelines, policies, and procedures.
Education
Bachelor of Science - Business Marketing & Management
Northern Arizona University
Flagstaff, AZ
05-2014
Skills
Ability to interpret bond financing documents to decipher all aspects of cash and asset transactions relating to the account
Ability to perform mathematical calculations which can include percentages, ratios, and bond interest
Working knowledge of investments, accounting transactions, and client service
Well-developed analytical and problem-solving skills
Proficient computer navigation skills using a variety of software packages including Microsoft Excel
Ability to manage multiple tasks, projects, and deadlines simultaneously
Excellent verbal and written communication skills
Ability to identify and mitigate potential risk
Accomplishments
Legends of Possible Award - 2022 - The highest award an employee can earn to recognize outstanding performance.
Timeline
Corporate Trust Finance Management Analyst
U.S. Bank, N.A.
06.2018 - Current
Corporate Trust Review Analyst
U.S. Bank, N.A.
06.2015 - 06.2018
Bachelor of Science - Business Marketing & Management
Vice President, Issues Reporting Department at MUFG UNION BANK N.A. / U.S. Bank N.A.Vice President, Issues Reporting Department at MUFG UNION BANK N.A. / U.S. Bank N.A.