OCTAVIA SCOTT

Dependable professional with extensive experience supporting executive level management including National Trust Services Manager and team lead for fiduciary administrative team. Demonstrates proficiency in SharePoint, proprietary bank tools, and Office 365. Highly organized, proactive, and results-oriented, with experience in financial management, case management, organizational development, and operational excellence. Strategic in implementing and monitoring progress of important initiatives and actions plans.

• SharePoint Owner and Manager (10 years)2014 - 2023

• Market Valuation (8 years)2015 - 2023

• Policy and Assess Control Unit System (6 years)2017 - 2023

• Medallion Guarantee Stamp Holder (5 years)2018 - 2023

• Team Onboarding Coordinator and Facilitator (6 years)2018 - 2023

• Team Security Point of Contact (SPOC) (6 years)2018 - 2023

• Team Network Drive Point of Contact (5 years)2019 - 2023

• LIT (Life Insurance Team) Application Enhancements Representative2022 - 2023

• Investment Reviewer (Variable Life Insurance Policies)2022 – 2023

• Supervised team of Fiduciary Administrative Support. 2017-2023

References-

Mary Beth Parrott, SVP

National Trust Services Manager

980-386-3972 mary.e.parrott@bofa.com

“Octavia is very capable, organized, and thorough. She is an extremely independent worker and can acclimate to any situation. I would recommend her for any role.”

Tyrelle Thomas

Officer, Specialized Fiduciary Services

847-454-5360 tythoma18@yahoo.com

“Octavia with her individual responsibilities is the ultimate team player and often goes above and beyond what is asked of her. She has excellent leadership skills and helps all teammates to reach goals, solve problems and encourages individual contributions. She has an uncompromising work ethic and productivity standard. While being a natural communicator, Octavia ran successful meetings, trainings, and projects to exceed the desired results. She always maintains a calm attitude even when faced with hurdles and roadblocks while she managed and lead a seamless and successful administrative team. Octavia is diligent in her approach, leads by example and created the most productive and well- organized work environment. Her skillset is unmatched. I have the upmost respect for her and hold her in the highest regard both personally and professionally. Simply put- she is greatly missed on our team and cannot be "out-worked!" “

Dr. Charryse Johnson

Jade Integrative Counseling, Owner

704-806-2047 charryse@jadeintegrativewellness.com

“To Whom It May Concern I am pleased to write this letter of recommendation for Octavia Scott. As the founder of Jade Integrative, I have had the pleasure of working with her. During this time, I have been consistently impressed with her dedication, skills, and professionalism. Octavia has demonstrated exceptional leadership, communication, and problem-solving abilities in all contexts. She is remarkable at managing multiple projects and paying attention to detail, which greatly benefited our team and organization. In addition to her technical skills, Octavia is a natural team player. She is always willing to support colleagues and contribute to a positive work environment. She possesses a strong work ethic and is committed to achieving excellence in everything she does. I wholeheartedly recommend Octavia for any position within your organization. I am confident that she will bring the same level of enthusiasm and commitment to your team as she has shown during our time together. Please feel free to contact me if you have any questions or require further information.”