Summary
Overview
Work History
Education
Skills
Work Availability
Timeline
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Sameera Medlock

Atoka,TN

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

9
9
years of professional experience

Work History

Fiduciary and Investment Compliance Officer

Regions Morgan Keegan Private Banking
03.2010 - 03.2012
  • Assessed, researched, maintained, and managed all high net worth clients on an ongoing basis.
  • Performed due diligence that includes policies, procedures, and controls that are reasonably designed to detect and report any known or suspected money laundering or suspicious activity conducted through or involving high net worth clients.
  • Attended personnel meetings and training sessions to improve skills and learn new policies and procedures.
  • Mentored junior staff members, helping them develop their skills and advance in their careers.
  • Maintained strict adherence to industry regulations, minimizing risk exposure for organization.
  • Enhanced communication between team members by organizing regular meetings and fostering open dialogue.
  • Mitigated potential risks by proactively identifying potential issues and implementing appropriate countermeasures or contingency plans as needed.
  • Developed and implemented strategic plans to meet organizational goals, ensuring alignment with company objectives.
  • Wrote detailed narrative reports for use in investigations.

Wealth Management Quality Assurance Officer

Regions Bank
05.2008 - 05.2010
  • Streamlined workflows by automating repetitive tasks, increasing efficiency in QA department.
  • Facilitated effective communication between departments regarding quality matters, fostering a collaborative working environment.
  • Monitored activities and supporting systems to meet compliance regulations.
  • Enforced compliance with industry regulations, maintaining up-to-date knowledge on relevant guidelines and changes in legislation.
  • Established comprehensive documentation systems to maintain records of all test results, audits, and inspections.
  • Liaised with external auditors during certification processes, demonstrating an unwavering commitment to meeting stringent regulatory requirements for product safety and effectiveness.
  • Collaborated with cross-functional teams for timely resolution of quality issues and concerns.
  • Conducted risk assessments to identify potential hazards in application process.
  • Recorded and organized test data for report generation and analysis.

Wealth Management Administrative Assistant

Regions Bank
11.2005 - 05.2008
  • Enhanced productivity for executive staff by managing schedules, coordinating meetings, handling travel arrangements, and preparing crucial documents.
  • Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
  • Organized successful events, including board meetings, team-building activities, and conferences.
  • Improved efficiency in meeting preparation by creating organized agendas and ensuring all necessary materials were distributed in timely manner.
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
  • Developed and updated spreadsheets and databases to track, analyze, and report on performance and sales data.
  • Collaborated on special projects as assigned by leadership, contributing research findings or coordinating event logistics as needed for success.
  • Facilitated collaboration within team by organizing regular meetings, maintaining meeting minutes, and tracking project progress.
  • Managed expense reports for executive staff members, ensuring accurate documentation of spending for budgeting purposes.
  • Volunteered to help with special projects of varying degrees of complexity.
  • Facilitated timely delivery of special projects to meet organizational and departmental objectives.

Educational Assistant for Retention Program

Gateway Community College
05.2003 - 07.2005
  • Helped retain low-income and high risk clients to matriculate in a planned two-year period.
  • Boosted retention rate for at risk clients or students by maintaining and monitoring retention records and retention rates.
  • Prepared weekly written and oral reports about community service programs.
  • Handled confidential and sensitive information with discretion and tact.
  • Managed calendars, scheduling meetings, and coordinating travel arrangements to optimize time.
  • Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
  • Processed all travel expenses and reimbursements.
  • Ensured smooth daily operations through consistent maintenance of office equipment, troubleshooting issues when necessary.
  • Collaborated on special projects to improve overall business operations within the organization efficiently.
  • Updated spreadsheets and databases to track, analyze, and report on performance.
  • Provided tutoring services during school hours, assisting struggling students and helping them reach their academic goals.

Education

Bachelor of Science - Business

University of South Alabama
Mobile, AL

Skills

  • Problem Solving
  • Critical Thinking
  • Adaptability
  • Leadership
  • Communication
  • Teamwork
  • Computer Literacy
  • Writing
  • Active Listening
  • Attention to Detail
  • Data Analysis
  • Project Management
  • Motivation

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Fiduciary and Investment Compliance Officer

Regions Morgan Keegan Private Banking
03.2010 - 03.2012

Wealth Management Quality Assurance Officer

Regions Bank
05.2008 - 05.2010

Wealth Management Administrative Assistant

Regions Bank
11.2005 - 05.2008

Educational Assistant for Retention Program

Gateway Community College
05.2003 - 07.2005

Bachelor of Science - Business

University of South Alabama

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Sameera Medlock