Merjhana Brown
Charlotte,NC
Summary
Performance -driven Securities Operations expert specializing in risk mitigation, compliance oversight, and end‑to‑end quality control. Known for implementing strategic process improvements that cut errors by 30% and accelerate turnaround by 25%. A collaborative problem‑solver who elevates operational performance, safeguards compliance, and delivers consistent, high‑quality outcomes.
Overview
16
16
years of professional experience
Work History
Securities Operations Representative
Wells Fargo & Company
10.2022 - Current
- Processed and validated over $100M in high‑value wire and Alternative Investment transactions with a zero‑incident compliance record, ensuring accurate settlement and protection of client assets.
- Reduced processing errors by 30% through rigorous quality control reviews, elimination of duplicative controls, and proactive identification of operational and financial risks.
- Executed daily Alternative Investment subscriptions, purchases, sales, wires, rebills, and remediations for high‑net‑worth clients within a highly manual environment, maintaining accuracy and meeting strict settlement cutoffs.
- Improved turnaround time by 25% on transactions over $5M by identifying workflow bottlenecks, resolving documentation issues, and optimizing approval and trade‑processing steps.
Accounts Receivable & Billing Specialist
Blu Site Solutions
06.2020 - 10.2022
- Performed full‑cycle billing and accounts receivable functions, including collecting customer payments, posting receipts, and completing accurate cash applications across high‑volume customer accounts.
- Created and maintained detailed customer billing profiles in RouteOptix and Excel, including new accounts, service locations, unit quantities, charge codes, and effective dates, ensuring complete and accurate financial records.
- Reviewed and validated invoice pricing to confirm alignment with actual services delivered, proactively correcting discrepancies and reducing billing errors.
- Developed and organized Excel‑based billing reports used for internal financial tracking, supporting accurate revenue capture and smoother month‑end processes.
Heath Consultants
Utility Locator
02.2019 - 07.2020
- Fulfilled the full scope of 811 locate requests per strict damage‑prevention guidelines, achieving precise marking accuracy—even without blueprints—and maintaining a zero‑damage record that prevented costly utility strikes and saved the company millions in potential liability
- Used advanced electronic locating equipment to identify and mark underground gas, electric, water, sewer, and telecom lines, ensuring infrastructure was properly protected during excavation activities.
- Documented and closed all excavation notices with detailed notes, site conditions, and utility markings, ensuring full compliance with state regulations, company standards, and audit requirements.
- Acted as the first‑response field technician on excavation sites, communicating directly with contractors and crews, interpreting utility maps, and ensuring safe digging practices to prevent hazardous incidents.
GoHealth
Licensed Insurance Producer
07.2017 - 07.2019
- Achieved consistently high enrollment conversion rates by guiding consumers through accurate ACA Marketplace (Healthcare.gov) applications, ensuring full compliance with federal regulations and precise subsidy/eligibility determinations.
- Performed outbound follow‑up calls to collect and verify required documentation within strict Special Enrollment Period (SEP) deadlines, preventing eligibility denials and ensuring timely activation of medical coverage.
- Leveraged UltiPro, Norvax, Five9, IEX, Broker Office, ADBroker, and AD Banker training to manage applications, verify eligibility, handle documentation workflows, communicate with applicants, and maintain accurate case notes in a compliance‑driven, high‑volume call center environment.
- Educated consumers on premiums, deductibles, subsidies, networks, and plan structures, enabling informed decision‑making and consistently driving high customer satisfaction and accurate policy selection.
Strategic Accounts Specialist
Charter Communications, Spectrum
04.2017 - 07.2017
- Managed and evaluated 40+ daily Contract Buyout submissions, ensuring complete documentation, strict adherence to program terms, and accurate data entry across SharePoint, CSG, and Oracle.
- Supported operational processing for 39,000+ new-customer Contract Buyouts, ensuring reimbursement checks were issued accurately, on time, and in full compliance with program requirements.
- Exceeded daily production and QA targets by maintaining high accuracy, identifying documentation gaps early, and reducing backlog in a fast‑paced, SLA‑driven environment.
- Streamlined the Contract Buyout workflow by identifying inefficiencies and improving review steps, reducing repeat submissions and accelerating turnaround through coordination with Support, Billing, and Operations.
Help Desk Technician
C3i Solutions, Telerx
10.2015 - 03.2016
- Diagnosed and resolved hardware, software, network, and mobile device issues for laptops, iPhones, and iPads, ensuring uninterrupted operations for pharmaceutical field reps.
- Consistently met or exceeded all SLA metrics (ASA, AHT, Hold Time, Abandon Rate) while delivering fast, accurate, and customer‑focused technical support.
- Documented, triaged, and escalated issues in Salesforce and ServiceNow with detailed notes and diagnostics, improving tracking accuracy and speeding Tier 2/3 resolutions.
- Provided clear, patient guidance to non‑technical users and supplied high‑quality escalation details (error codes, replication steps) to reduce resolution times and improve service continuity.
Data Intake Specialist
AmerisourceBergen
11.2013 - 03.2015
- Processed large volumes of onboarding packets with high accuracy, ensuring all documentation met strict healthcare compliance and quality standards.
- Entered and verified sensitive patient data in secure systems, maintaining full HIPAA compliance and data‑security integrity.
- Reviewed patient documentation for completeness and eligibility, resolving discrepancies to prevent onboarding delays.
- Sorted, scanned, indexed, and digitized high‑volume mailroom correspondence to support timely case distribution and improve operational workflow.
Senior Benefits Specialist
Aon Hewitt
08.2012 - 10.2013
- Conducted outbound follow‑up calls to collect time‑sensitive documentation required for Special Enrollment Period (SEP) qualifications, ensuring employees met strict ACA compliance deadlines for medical coverage activation.
- Answered high‑volume inbound calls providing detailed support on medical, dental, vision, disability, and retirement benefits, helping employees understand eligibility, premiums, deductibles, and claims processes.
- Provided guidance to employees to ensure proper medical coverage setup, including verifying eligibility, reviewing coverage options, and assisting with documentation for ongoing care and prescription needs.
- Processed Annual Enrollment and life‑event changes in HRIS and benefits platforms with high accuracy, ensuring correct payroll deductions, eligibility updates, and audit‑ready documentation.
Repapering Specialist
LPL Financial
03.2010 - 08.2012
- Processed and validated ACATS/Non‑ACATS transfers by thoroughly reviewing client data, resolving documentation issues, and ensuring accounts were repapered accurately and in compliance with custodial requirements.
- Submitted ODC requests and supported BETA conversion/de‑conversion projects by verifying account information, reviewing estimates, and ensuring smooth, error‑free migration between custodial platforms.
- Facilitated advisor onboarding and book‑of‑business movements, contributing to the successful transition of over $5 billion in assets to LPL by preparing accurate packets and securing required client approvals.
- Created and managed client mailing packets (letters, inserts, data files), performed QC reviews, and ensured all transfer paperwork—including W‑9s, advisory agreements, and signatures—met compliance and audit standards.
Education
Associate of Science - Business Administration
Central Piedmont Community College
Charlotte, NC06-2009
Skills
- Data analysis
- Risk & Control Framework
- Wealth management
- Securities trading
- Analytical skills
- Financial reporting
- Documentation review
- Inspection and quality control
- Quality Control
- Attention to detail
- Cross functional Support
- Operational Excellence
Timeline
Securities Operations Representative
Wells Fargo & Company
10.2022 - Current
Accounts Receivable & Billing Specialist
Blu Site Solutions
06.2020 - 10.2022
Heath Consultants
Utility Locator
02.2019 - 07.2020
GoHealth
Licensed Insurance Producer
07.2017 - 07.2019
Strategic Accounts Specialist
Charter Communications, Spectrum
04.2017 - 07.2017
Help Desk Technician
C3i Solutions, Telerx
10.2015 - 03.2016
Data Intake Specialist
AmerisourceBergen
11.2013 - 03.2015
Senior Benefits Specialist
Aon Hewitt
08.2012 - 10.2013
Repapering Specialist
LPL Financial
03.2010 - 08.2012
Associate of Science - Business Administration
Central Piedmont Community College