Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Michele Brightman

Attleboro,ME

Summary


Experienced with transaction management and financial record-keeping in payment processing. Utilizes data analysis and problem-solving to enhance operational efficiency. Track record of ensuring compliance and accurate financial documentation through meticulous attention to detail and effective collaboration.

Overview

27
27
years of professional experience

Work History

Payment Processing Lead

Pet Food Experts
09.2021 - Current
  • Prioritized tasks efficiently to consistently meet or exceed daily transaction quotas.
  • Applied 2-4 million dollars in payments daily to include, ACH, wire, check, cash and Billtrust payments.
  • Trained new employees on best practices in payment processing, fostering a culture of continuous improvement within the team.
  • Created comprehensive training materials that aided in the rapid onboarding process for newly hired Payment Processing Specialists.
  • Enhanced departmental workflow by developing clear communication protocols between team members.
  • Collaborated with internal departments to resolve payment discrepancies, contributing to improved client relationships.
  • Reduced errors in payment processing by maintaining an organized system for tracking invoices, payments, and account balances.
  • Nurtured a detail-oriented work environment by consistently adhering to company policies and procedures related to payment processing.
  • Submitted cash and check deposits and generated cash receipts to record money received.
  • Utilized Microsoft Excel, Infor and GUI to manage invoices and payments.
  • Streamlined daily reporting information entry for efficient record keeping purposes.
  • Strengthened financial operations by conducting bank reconciliations and financial reporting.

Administrative Assistant

Mariner Wealth Management
04.2021 - 09.2021
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
  • Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
  • Ensured accurate record-keeping with diligent data entry and database management for vital company information.
  • Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
  • Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
  • Supported executive staff through scheduling meetings and preparing crucial documents.
  • Managed filing system, entered data and completed other clerical tasks.
  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes.

Medical Assistant

Bayside OB-GYN
05.2020 - 04.2021
  • Sanitized, restocked, and organized exam rooms and medical equipment.
  • Obtained client medical history, medication information, symptoms, and allergies.
  • Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
  • Performed medical records management, including filing, organizing and scanning documents.

Registered Medical Assistant

Neurosurgery Associates
05.2020 - 07.2020

    • Maintained strict confidentiality while handling sensitive patient information in accordance with HIPAA guidelines.
    • Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
    • Completed thorough chart reviews to ensure proper documentation of all pertinent medical information.

Senior Associate

State Street Corporation
06.1998 - 12.2019
  • Streamlined operational efficiency by identifying areas for improvement and proposing actionable solutions.
  • Effectively managed multiple competing priorities while maintaining focus on delivering exceptional results for clients and the organization.
  • Implemented process improvements that led to significant time savings and increased accuracy in deliverables.
  • Consistently maintained strong relationships with clients, ensuring clear communication and timely updates on project progress.
  • Audited corporate actions on 1,000+ funds to ensure accuracy before daily deadline.
  • Types of mutual funds serviced include domestic and international funds, US dollar as
  • well as funds based in foreign currencies.
  • Analyzed and researched taxability and corporate action notifications to provide proper
  • accounting procedures to processing.
  • Assisted and trained new employees and continually provided guidance on complex
  • actions.
  • Prepared Excel spreadsheets to calculate actions with multiple security and cash rates.
  • Drafted and implemented new procedures and controls to improve group efficiency while
  • minimizing risk.
  • Reconciled custody to accounting discrepancies and advised client service groups on
  • resolutions.
  • Managed and motivated a staff of seven direct reports.
  • Supervised daily cash reported by required deadline to guarantee end of day cash balance
  • and overnight investment accuracy.
  • Provided feedback to employees and conducted annual and semi-annual reviews.
  • Authorized foreign trades, domestic trades and 3
  • rd party foreign exchanges on 50 funds to
  • prevent market fails.
  • Reviewed share and cash exceptions in order to provide detailed monthly holdings
  • report
  • Resolved all client issues by answering inquiries in a timely manner to maintain strong
  • customer relationships.
  • Reviewed the corporate action reasonability tests by confirming Bloomberg prices and
  • ensuring share and cash rates were calculated correctly to prevent end of day pricing
  • errors.

Education

RMA Medical Assistant Certification -

MTTI Technical Training Institute
Seekonk
04-2020

Skills

  • Electronic payments
  • Payment reconciliation
  • Transaction monitoring
  • Banking operations
  • Account reconciliation
  • Investigative research
  • Cash application
  • Organization skills
  • Time management
  • Attention to detail
  • Strong client relations skills
  • Microsoft Excel
  • Financial records and reporting
  • Accurate payment posting

Accomplishments

Recipient of the State Street Above and Beyond Award in 2006 for successfully training a colleague while covering responsibilities for two high volume fund groups.

Presented with the State Street Rising Star Award in 2010 in recognition of outstanding
contributions to the Global Service US organization

Timeline

Payment Processing Lead

Pet Food Experts
09.2021 - Current

Administrative Assistant

Mariner Wealth Management
04.2021 - 09.2021

Medical Assistant

Bayside OB-GYN
05.2020 - 04.2021

Registered Medical Assistant

Neurosurgery Associates
05.2020 - 07.2020

Senior Associate

State Street Corporation
06.1998 - 12.2019

RMA Medical Assistant Certification -

MTTI Technical Training Institute

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Michele Brightman