Seasoned Mutual Fund Senior Specialist with a proven track record at KeyBank National Association, where I led quality-oriented strategies to surpass goals. Expert in documentation management and fostering customer relations, I excel in teamwork and self-motivation, driving change and achieving high-quality results through meticulous attention to detail and robust management collaboration.
Overview
45
45
years of professional experience
Work History
Mutual Fund Senior Specialist
KeyBank National Association
02.2012 - 12.2024
Drove change through quality-oriented strategies to help operations accomplish ambitious short- and long-term goals.
Identified areas in need of critical improvement and implemented strategies to achieve targets.
Supported department leadership in implementing new policies, procedures and controls.
Established strong working relationships with clients through exceptional customer service and proactive communication efforts.
Collaborated with cross-departmental teams in developing cohesive strategies aimed at achieving long-term organizational goals.
Delivered high-quality results consistently by adhering to strict quality control measures and industry best practices.
Mutual Fund Transfers and Physical Asset Processing.
Check Processor
Federal Reserve Bank
02.2007 - 02.2011
Reduced errors in check processing by consistently verifying customer information and cross-checking against bank records.
Performed deposit processing functions and reconciled out-of-balance conditions.
Trust Operations VP, /Section Manager
National City Bank
02.1980 - 12.2006
Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
Demonstrated proficient leadership skills to motivate employees and build competent teams.
Collaborated with senior management to develop strategic initiatives and long term goals.
Began as a GNMA processor, moved to Trust trades, promoted to Supervisor over Free Receive/Deliver Unit and Trades. Promoted to Section Manager 1983.
Worked with Senior Management to install order regarding the processes due to 9/11.
Managed 42 employees. Trade Processing, Trade Settlement, Trust Custody, Third Party Security Lending and Security Handling sections.
Education
Some College (No Degree) - Trust
Cleveland Community College
Cleveland, OH
GED -
Mentor High School
Mentor, Ohio
Skills
Documentation management
Customer relations (LOB)
Quality assurance
Management collaboration
Work Ethics
Multitasking Abilities
Teamwork and collaboration
Attention to detail
Self motivation
Timeline
Mutual Fund Senior Specialist
KeyBank National Association
02.2012 - 12.2024
Check Processor
Federal Reserve Bank
02.2007 - 02.2011
Trust Operations VP, /Section Manager
National City Bank
02.1980 - 12.2006
Some College (No Degree) - Trust
Cleveland Community College
GED -
Mentor High School
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