Michelle Tomczak
Philadelphia,PA
Summary
Dynamic Wealth Operations Specialist with a proven track record at TD Bank, excelling in operational efficiency and problem-solving. Adept at training teams and enhancing workflow through analytical skills. Recognized for attention to detail and effective communication, driving successful outcomes in complex financial environments. Committed to fostering collaboration and professionalism.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Wealth Operations Specialist III
TD Bank
Mount Laurel, NJ
04.2018 - Current
- Prepare detailed information and reports on transactions and accounts using core Wealth Systems (Tracker, FIS, TrustDesk, Matrix,Transtar, Bloomberg,Lotus Notes, FileNet)
- Oversee day to day operations, delegating tasks appropriately to ensure smooth workflow and timely completion of projects.
- Provide training for new hires, fostering a supportive learning environment conductive to success in their roles.
- Utilize advanced analytical skills in order to resolve complex operational issues effectively.
- Identify audits, investigate, and reconcile financial reports.
- Collect, arrange and input information into database systems.
Loan Operations Representative III
TD Bank
Mount Laurel, NJ
11.2016 - 04.2018
- Performed highly complex or non-routine administrative task, exercising significant judgment and discretion in the performance of duties, usually in support of a team within loan operations.
- Researched information to provide responses and resolutions to the most complex inquiries and issues.
- Maintained a high-level of accuracy and data entry contributing to overall operational efficiency.
- Provided Ad-hoc reports for collateral.
Operations Manager
Wells Fargo Bank, N.A.
Philadelphia, PA
01.2013 - 07.2015
- Managed day-to-day operations in a fast-paced confidential environment.
- Performed hiring, onboarding and training of new hires to fulfill business requirements.
- Scheduled employees for shifts taking into account, customer traffic and employee strengths.
- Directed team to comply with government regulations and organizational standards.
- Conducted regular performance reviews, identifying areas for improvement and developing action plans to address them.
- Approved payroll, vacation, and time off.
- Handled time sensitive legal documents, such as subpoenas motions to quash, levies, garnishments, and various documents.
OPS Lead Specialist
Wells Fargo Bank, N.A.
Philadelphia, PA
01.2008 - 01.2013
- Analyzed and addressed daily remediation reports to enhance workflow efficiency.
- Collaborated with managers to design procedures enhancing team efficiency.
- Served as primary liaison for multiple government agencies and law offices to address legal document issues.
- Managed task prioritization for complex and significant document issues within queues.
- Conducted daily quality assurance checks on work transferred to other departments.
- Collaborated in meetings addressing migration of manual database to an updated platform.
- Reconciled old GL accounts from previous conversions
- Prepared and approved GL entries, E Tran entries and processing checks.
Education
St. Anne Business School
Philadelphia, PA06-1992
Skills
- Operational efficiency
- Interpersonal skills
- Teamwork and collaboration
- Quality assurance
- Task prioritization
- Multitasking abilities
- Effective communication
- Organizational skills
- Problem-solving abilities
- Attention to detail
- Time management abilities
- Adaptability and flexibility
- Professionalism
- Customer relationship management
- Analytical skills
- Reliability
Certification
- SIE (Securities Industry Essential) licensed
- Series 99 licensed
- Front line Management program certification
Awards
- Top Performer Award
- SRA Award
- Shared Success Awards
Timeline
Wealth Operations Specialist III
TD Bank
04.2018 - Current
Loan Operations Representative III
TD Bank
11.2016 - 04.2018
Operations Manager
Wells Fargo Bank, N.A.
01.2013 - 07.2015
OPS Lead Specialist
Wells Fargo Bank, N.A.
01.2008 - 01.2013
St. Anne Business School
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