REGINALD STEPHENSON JR.
Aurora,IL
Summary
Dedicated Operations Specialist with strong organizational and problem-solving skills, focused on optimizing processes and ensuring efficient workflows. Proficient in inventory management, process improvement, and data analysis, with track record of minimizing errors and enhancing productivity. Brings conscientious approach to meeting deadlines and achieving targets. Seeking to contribute expertise in operations management as Operations Specialist.
Overview
10
10
years of professional experience
Work History
Treasury Operations Specialist/Banking Administrator
Inspira Financial Trust LLC
Oak Brook
05.2021 - Current
- Responsible for accurate and timely review and verification of outgoing wire transfers.
- Balance and reconcile all wire activity for audit, compliance, and accounting purposes.
- Responsible for identification and handling of errors/omissions in wire transfer instructions in compliance with the firm's wire policies and procedures.
- Document and update procedures, bank administration reporting, and monthly cost analysis.
- Ensure compliance with organizational policies and regulatory standards throughout all operations.
- Trained new staff on proper operating procedures and provided ongoing support as needed.
Wire Transfer Administrator
Inspira Financial Trust LLC
Oak Brook
05.2019 - 05.2021
- Collaborate with a team to ensure we provide financial solutions for each client.
- Process account transfers and distributions for self-directed IRAs.
Wire Transfer Administrator
MB Financial Bank
Rosemont
10.2018 - 05.2019
- Process incoming and outgoing wire transfers.
- Maintain compliance records in accordance with company wire transfer policy and legal requirements.
- Ensure accurate and organized wire transfer files while providing great customer service, administrative, and time management skills.
Multiple Asset/Exchange Processor
Investment Property Exchange Services, Inc.
Chicago
12.2016 - 03.2018
- Support the Exchange Division team by providing administrative and operational support.
- Maintain and update client files with documents, confirmations, and memorandums.
- Interpret and input data into a proprietary database.
- Assists with managerial duties.
Banking Administrator
Investment Property Exchange Services, Inc.
Oak Brook
01.2015 - 12.2016
- Perform daily business activities, including account reconciliations, reports, initiating, and approving wire transfers.
- Review documentation and W-9 forms.
- Monitors incoming funds and direct funds to the appropriate client files.
Education
College of DuPage
Downers Grove01.2009
High School -
Downers Grove South High School
01.2006
Skills
- Operational Efficiency
- Operations coordination
- Process Documentation
- Cross-Functional Communication
- Planning and coordination
Timeline
Treasury Operations Specialist/Banking Administrator
Inspira Financial Trust LLC
05.2021 - Current
Wire Transfer Administrator
Inspira Financial Trust LLC
05.2019 - 05.2021
Wire Transfer Administrator
MB Financial Bank
10.2018 - 05.2019
Multiple Asset/Exchange Processor
Investment Property Exchange Services, Inc.
12.2016 - 03.2018
Banking Administrator
Investment Property Exchange Services, Inc.
01.2015 - 12.2016
College of DuPage
High School -
Downers Grove South High School
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