Sarah J. Whitman
Lancaster,PA
Summary
Solution-oriented and growth-driven financial leader possessing a proven track record of streamlining bank operations and data analysis. I have a passion to learn and grow personally and professionally. I am Proficient in managing issues, risks. Highly skilled at quickly mastering new programs, applications, and systems.
Overview
13
13
years of professional experience
Work History
Operations associate
PSI CAPITAL MANAGEMENT
01.2021 - Current
- Prepared 200+ client portfolio analysis packets with visualizations prior to all financial planning meetings
- Collected and augmented data in Invest cloud for financial planning meetings
- Ensured impeccable client onboarding/off-boarding and mitigated technical issues by successfully maintaining CRM and creating effortless access to web portals for 130+ accounts
- Spearheaded yearly RMD operations, implemented a plan with excel tracking to reduce workload by 50%
- Handled issues and changes to client brokerage and retirement accounts as the primary liaison between Charles Schwab and Financial Advisors
- Problem solved issues for clients’ accounts and documented procedures for the solved outcome
- Adhere to SEC compliance guidelines ensuring client agreements are up to date and signed
- Lead and partnered with team in TD/Charles Schwab merger in 2023.
Accounts Receivable Specialist
Landis Communities Retirement home
01.2019 - 01.2021
- Independently managed cash receipts in excel for Five different companies and account receivables (resident payments, Suppliers, utility bills)
- Collected data to compile allocation summaries on budgets for various department managers
- Coordinated all closing functions and data entry into financial system regarding budget and performed financial analysis as required
- Record and reconciled monthly journal entries for cash receipts for all companies to Microsoft dynamic GP
- Adheres to Compliance policies regarding confidentiality, HIPPA regulations, and resident and client rights
- Excellent knowledge of general ledger, GAAP principles
- Works independently in receiving, handling, and accounting large sums of money
- Communicated effectively to make sure team met deadlines.
Personal Banker
Wells Fargo Bank
01.2012 - 01.2019
- Created several platforms to enhance and sustain interpersonal relationships between clients through social media and other means including face to face conversation
- Gives profound advice on the right financial strategies to help customers with large and numerous expenses, such as saving for college, buying a home, and planning for retirement
- While offering excellent customer service
- Initiated international and domestic wire transfers
- Managed monthly Audits of Tellers cash boxes and reporting discrepancies
- Engage in assisting tellers with approving transactions over their limits, while adhere to Bank secrecy act
- Lead team as an audit advocate for annual internal audits by interviewing team members on banks compliance and regulatory, that created multiple passed yearly audits
- Educated and helped clients minimize and prevent fraud on accounts from scams
- Facilitated loan closing on home equity, personal loans, line of credits.
Education
Bachelor of Fine Arts - Graphic Design
Indiana University of Pennsylvania
Indiana, PAAssociate Of Fine Arts - General Studies
Harrisburg Area Community College
Lancaster, PADiploma - General Studies
Warwick High School
Lititz, PASkills
- Communication Skills
- Strategy Analysis
- People Management
- Customer Relations
- Team Leadership
- Risk management
- Analytical skills
- Microsoft Excel
- Microsoft word
- Data analytics
- BSA/AML
- Attention to detail
- Account reconciliation
- Customer Service
- Verbal and written communication
- Deadline Management
- Interpersonal and written communication
- Team Support
- Project Management
- Procedure Development
- Relationship Building
- Scheduling
- Operational Efficiency
- Operational Reporting
- Supply Ordering
- Process Improvements
- Administrative Support
- Operations Management
- Workload prioritization
- Database Management
- Standard Operating Procedures
- Proficient in [Software]
- Process Mapping
- Stakeholder Management
Work Preference
Work Type
Full TimeLocation Preference
HybridRemoteImportant To Me
Career advancementWork-life balanceCompany CultureFlexible work hoursPersonal development programsHealthcare benefitsWork from home optionPaid time offTeam Building / Company RetreatsPaid sick leave401k matchStock Options / Equity / Profit SharingTimeline
Operations associate
PSI CAPITAL MANAGEMENT
01.2021 - Current
Accounts Receivable Specialist
Landis Communities Retirement home
01.2019 - 01.2021
Personal Banker
Wells Fargo Bank
01.2012 - 01.2019
Bachelor of Fine Arts - Graphic Design
Indiana University of Pennsylvania
Associate Of Fine Arts - General Studies
Harrisburg Area Community College
Diploma - General Studies
Warwick High School
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