PEGGY DE SHANE
BNY Mellon
Syracuse,New York
39
years of professional experience
Results-driven professional with strong problem-solving and communication skills. Experienced in independent and collaborative settings, consistently driving project success. Committed to leveraging expertise to enhance team performance and contribute to organizational goals.
Work History
Conventional Trust, Options & Events Specialist
3 Years 4 Months- Executed daily operational support, resolving client inquiries accurately and ensuring timely follow-through to enhance client experience.
- Reconciled account activity, identifying discrepancies and escalating exceptions for prompt resolution.
- Maintained detailed process documentation, ensuring consistent adherence to controls and procedures.
- Coordinated cross-functional communication to streamline transaction processing and improve service delivery.
- Analyzed workflow issues, recommending improvements that reduced processing delays and errors.
- Monitored operational risks, enforcing compliance standards and supporting audit-ready records.
- Utilized Excel and internal systems.
- Supported onboarding and training efforts, helping staff adapt to procedures and client service expectations.
- Followed all company policies and procedures to deliver quality work.
- Enhanced customer satisfaction through proactive problem-solving and effective resolution of complaints.
- Collaborated with cross-functional teams to achieve company objectives.
CT Administrator
8 Years 3 Months- Delivered client service support to internal and external clients daily, including email correspondence, telephone interaction, problem resolution, and processing account transactions within risk guidelines.
- Process updates to client accounts using internal systems: Transtar, DSE and AVR.
- Excellent data entry skill.
- Monitored exceptions, followed up, and escalated issues to Team Lead.
- Provided staff support through knowledge sharing, handling escalations, and reviewing and completing daily work.
Short Term Investment Clerk
6 Years 6 Months- Trading money market investments- ensuring trades are processed and settled in a timely/accurate manner.
- Conducted daily and monthly reconciliations to ensure accuracy of financial records.
- Processing of dividend payout to clients.
- Processing/verification of revenue payments. Performs departmental reconciliations - both A.M. and P.M.
- Processing of dividend pay-out to clients.
- Created and updated monthly reports for upper management on volume tracking, asset analysis, and holder verification.
- Provided training to clerks and management to enhance their skills and knowledge.
Division Administrator
6 Months- Prepared reports, proposals, and memos to support decision-making for internal and external clients.
- Processed incoming and outgoing invoices to ensure timely payments and accurate financial records.
- Administered payroll services for employees in the division.
Production Assistant
9 Months- Supported loan officers in opening and closing mortgage loans to ensure timely processing.
- Handled the review of legal documentation and analyzed outstanding loan conditions.
- Created reports and memos for clients and management to facilitate informed decision-making.
- Prepared reports and memos for clients and management.
- Reviewed legal documentation and analyzed outstanding loan conditions to ensure compliance and smooth transactions.
Senior Implementation Consultant
5 Years 10 Months- Supported loan officers in opening, closing, and maintaining business accounts, ensuring compliance and accuracy.
- Evaluated legal documentation to ensure adherence to regulations and standards.
- Reviewed and analyzed legal documentation.
- Developed and implemented innovative ideas to enhance operational effectiveness.
Head Teller/Teller/Cash Vault Teller
13 Years 8 Months- Supervised teller line, ensuring accurate cash handling and prompt customer service.
- Balanced teller drawers and resolved cash discrepancies with precision.
- Trained new tellers on branch procedures, compliance, and transaction accuracy.
- Coordinated daily vault activities and maintained secure cash levels.
- Monitored transactions for policy adherence and escalated suspicious activity appropriately.
- Maintained accurate records for cash shipments, overrides, and end-of-day reconciliation.
- Replenished ATM funds in empty canisters prior to validation process.
- Provided support during audits, gathering necessary documentation and demonstrating compliance with internal controls.
Education
Certificate of Completion - Basic Excel, Intermediate Excel and Advanced Excel
High School Diploma - Business
Skills
General ledger accounting
Excellent Data entry
Microsoft Office proficiency
Compliance monitoring
Document management
Cross-functional coordination
Analytical thinking
Mathematical analysis
Advanced problem solving
Perceptive problem-solving skills
Detail-oriented
Client relationship management
Strong communication skills
Expert problem solving
Documentation management
Quality assurance
Management collaboration
Advanced communication
Accomplishments
- 2025 Yearly review: Rated Exceeds Expectations
- Consistently meets deadlines
- Completes all assigned courses
- Spear headed a new departmental procedure and managed it successfully.
- Recognized for excellent risk management from supervisor.
- Created/implemented new ideas to make the department run more efficient.
- Helps to train new employees/management.
- 20 error-free months.
Timeline
Conventional Trust, Options & Events Specialist
BNY Mellon
06.2023 - 10.2026Read More
CT Administrator
The Bank of New York Mellon
03.2015 - 06.2023Read More
Short Term Investment Clerk
The Bank of New York Mellon
09.2008 - 03.2015Read More
Division Administrator
CME Associates, Inc
03.2008 - 09.2008Read More
Production Assistant
JP Morgan Chase
03.2007 - 12.2007Read More
Senior Implementation Consultant
JP Morgan Chase
05.2001 - 03.2007Read More
Head Teller/Teller/Cash Vault Teller
JP Morgan Chase
09.1987 - 05.2001Read More
Fowler High School
High School Diploma from Business
Read More
Mohawk Valley Community College
Certificate of Completion from Basic Excel, Intermediate Excel and Advanced Excel
Read More