Natalie Smith
New Braunfels,TX
Summary
Creative Operations Specialist skillful in executing effective operating rhythms and management systems structures. Expertise in analyzing, articulating and solving various problems. Analytical and organized professional comfortable working independently or as part of team.
Overview
10
10
years of professional experience
Work History
Operations and Reporting Associate
Xpansiv
05.2023 - Current
- Work and communicate remotely with our partners, regulatory agencies, and vendors to understand, influence, and manage credit-generation activity and reporting
- Learn the complex state clean transportation and solar renewable energy certification rules and procedures
- Demonstrate our unique platform and services to clients and partners within the regulatory ad commodity frameworks
- Educate clients and partners on how the relevant markets function and how they can participate
- Use knowledge to guide and identify with clients additional needs and service offering we can provide, teaming with the account team for pursuit of the additional business
- Process incoming assets from onboarded clients in an accurate and timely manner and report consumption / generation to respective regulatory agencies by the deadlines
- Provide onboarding training for using our platform and its tools, along with ongoing support for our clients
- Assist with any other work necessary to process applications and to continue supporting our existing client and partner base, along with entering new states and markets
Operations Specialis
Aspiration
03.2021 - 05.2023
- Perform day to day operational processes that support the company and clientele
- Process and review incoming and outgoing wire transfers, account closure requests and maintenance, deceased account notifications, conduct ACH and direct deposit investigations, review issued checks and discrepancies
- Develop and update tracking spreadsheets using Google Sheets
- Build, maintain and apply a working knowledge of banking functions, fraud and disputes
- Strive to improve efficiency, quality and customer experience
- Cross-train within department to provide support, as needed
- Act at all times in a manner that is ethical and aligned with regulatory obligations
- Plan, schedule, and assign work activities for personnel
- Meet with teams in order to discuss procedure adherence, proper job-specific techniques, and performance
- Assist various departments with change by communicating new improvement plans and expectations
Client Services Manager - Bank Operations
First Bank
04.2018 - 04.2020
- Managed all branch operations and universal bankers
- Conducted monthly, quarterly and annual audits as well as followed retention deadlines and policy procedure
- Ensured staffing needs by creating a monthly schedule
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty
- Maintained in-depth working knowledge of the companies policies, systems and processes whilst relaying information to staff
- Screened potential job candidates by reviewing resumes and conducting interviews
- Trained employees within my branch and region
- Researched account and branch discrepancies by utilizing reports and the resources provided to me by the bank
Accounts Receivable Specialist
Boyd Sleep
06.2017 - 04.2018
- Contacted clients with past due accounts to formulate payment plans and discuss restructuring options
- Input financial data and produced reports using Sage
- Matched purchase orders with invoices and recorded necessary information
- Performed administrative tasks to support strategic initiatives and accounting team
- Cleared account balances by examining customer accounts and payments
- Generated monthly accounts receivable reports to submit developments for management review
- Monitored accounts to verify compliance with payment terms and schedules
Client Services Manager - Branch Operations
First Bank
04.2013 - 06.2017
Education
Bachelor of Science: Business
Lindenwood University
Saint Charles, MO12.2017
Skills
- Cross-Functional Communication
- Operations Understanding
- Corrective Actions
- Analytical and Problem Solving Skills
- Management
- Organizing
- Customer Service
- Leadership
- Conflict Resolution
Timeline
Operations and Reporting Associate
Xpansiv
05.2023 - Current
Operations Specialis
Aspiration
03.2021 - 05.2023
Client Services Manager - Bank Operations
First Bank
04.2018 - 04.2020
Accounts Receivable Specialist
Boyd Sleep
06.2017 - 04.2018
Client Services Manager - Branch Operations
First Bank
04.2013 - 06.2017
Bachelor of Science: Business
Lindenwood University
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