- Volunteering
- Youth mentor, providing guidance and support to empower the next generation of leaders
Shaneka Johnson
Jacksonville,FL
Summary
Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Overview
22
22
years of professional experience
Work History
Insurance Operations
Bank Of America
12.2022 - Current
- Determine and reconcile discrepancies of policy information between Merrill Lynch and the insurance carrier
- Maintenance of insurance and annuity products to ensure records are reflect accurately on Merrill Lynch statements and client online views
- Perform statistical reporting for team and management review
- Reconciliation of custodial policies and commissions/revenue for life insurance
- Organized and detail-oriented with a strong work ethic.
- Developed and maintained courteous and effective working relationships.
- Managed time efficiently in order to complete all tasks within deadlines.
Institutional And Retirement Billing
Bank Of America
05.2018 - 12.2022
- Supporting Clients enrolled in Merrill Lynch’s Investment Advisory
- Processing of payments to Investment Manager
- Provide resolution of discrepancies in a timely manner
- Minimize the risk of errors and ensure a positive client experience
- Provide invoicing on a quarterly and annual basis
- Facilitate billing and fees for Merrill Lynch and U.S. Trust accounts utilizing Merrill Lynch’s Investment Advisory services
Alternative Investments Transfer Analyst
Bank Of America
05.2015 - 05.2018
- Provides technical and analytical support for multiple areas of the business
- Responsible for the analysis and resolution of moderately complex operations problems and initiatives requiring exception handling and working with multiple operational and/or product specialists to resolve
- Update registration changes that has been entered by the branch
- Reconcile registration changes that doesn’t match what the fund company has on file
- Facilitate and reconcile breaks that may have occurred during a change in registration
- Provide updates to upper management on a daily basis with resolving outstanding breaks
- Approve documents submitted by the branch office for purchases and redemptions
- Coordination, preparation and timely delivery of department highlights and monthly reports
- Provide updates to sales force cases submitted by the service network
- Improved internal knowledge sharing by developing comprehensive documentation outlining standard operating procedures for various tasks.
- Increased efficiency by streamlining data analysis processes and implementing automation tools.
Securities Lending Sr. Operations Transfer Analyst
Bank Of America
05.2013 - 05.2015
- Responsible for the processing of Alternative Investments where Merrill Lynch is acting as the transfer agent
- Perform superior customer service to high net worth clients and investors
- Provide attention and detail to documents. Knowledge of the following products and programs: Money Funds, 529 Portfolios, Alternative Investments and the Securities Lending Program Administration
- Attend meeting/conference calls on any outstanding issues with the Securities Lending Program
Asset Transition Services Sr. Transfer Analyst
Bank Of America
11.2003 - 05.2013
- Responsible for the review, evaluation, monitoring and reporting of account transfer requests
- Provide a high level of quality service, support, and responsiveness to clients of Merrill Lynch, internal clients, and communicate effectively with outside financial firms
- Monitor exposure and provide updates to management for aging items
- Research and resolve problems which can result in monetary or integrity loss to the firm and other financial institutions
- Initiate and verify client account transfers to and from other financial institutions
- Identify technology issues and elevating to management
- Responsible for new hire training and also provide job shadowing with other Merrill Lynch employees
- Support the UKTA processing area with processing and quality check transfers. Ensure all transfers fall within the service level and processed correctly
- And Transfer Agent business partners
- Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
- Improved internal knowledge sharing by developing comprehensive documentation outlining standard operating procedures for various tasks.
- Reduced errors in data entry, instituting rigorous quality control checks.
Education
Associate of Arts - Business Administration
American Intercontinental University
Schaumburg, IL07.2010
BS - Supervision and Management
Florida State Community College
Jacksonville, FL12.2025
Skills
- Supportive interpersonal skills
- Effective team collaboration
- Client support
- Analytical problem-solving
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Documented and resolved process issues which led to ensuring the procedures were up to date in the department.
Interests
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeLocation Preference
HybridRemoteImportant To Me
Career advancementWork-life balanceCompany CulturePersonal development programsHealthcare benefitsWork from home optionPaid time offTeam Building / Company RetreatsPaid sick leave401k matchLanguages
English
Timeline
Insurance Operations
Bank Of America
12.2022 - Current
Institutional And Retirement Billing
Bank Of America
05.2018 - 12.2022
Alternative Investments Transfer Analyst
Bank Of America
05.2015 - 05.2018
Securities Lending Sr. Operations Transfer Analyst
Bank Of America
05.2013 - 05.2015
Asset Transition Services Sr. Transfer Analyst
Bank Of America
11.2003 - 05.2013
Associate of Arts - Business Administration
American Intercontinental University
BS - Supervision and Management
Florida State Community College
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