Partner with the Global Treasury Management team to support institutional client needs by facilitating onboarding, enhancing cash monitoring processes, and ensuring accurate trade lifecycle execution.
Collaborate with Treasury Management Officers to identify client-specific treasury solutions and contribute to pricing and profitability analysis.
Oversee end-to-end trade processing of 100+ daily institutional transactions, ensuring 99%+ accuracy and avoiding trade fails through strong coordination with internal partners.
Resolve high-value discrepancies (up to $5M) via root cause analysis, implementing remediation strategies to mitigate risk and enhance operational controls.
Support audit readiness through workflow improvements and general ledger reconciliation enhancements, contributing to reduced operational risk.
Corporate Accounting/AP Clerk
Johnson Brothers Liquor Co
Saint Paul, MN
12.2022 - 12.2023
Entered and coded over 300 invoices weekly into the accounting system with over 98% accuracy, supporting operations across four regional distribution hubs.
Assisted over 50 suppliers with onboarding processes, including W-9 collection, payment method setup, and Workday entries.
Calculated and filed beverage taxes for multi-state jurisdictions, ensuring timely submissions and full compliance during audit reviews.
Reconciled general ledger entries and prepared daily bank deposits to support accurate month-end close reporting.
Audited supplier invoices, POs, and deliveries, resolving discrepancies prior to payment, and improving close efficiency through cross-team collaboration.
Associate Quality Assurance Administrator
Wells Fargo
Saint Louis Park, MN
04.2022 - 12.2022
Led quality assurance reviews for 20 to 25 mortgage loans daily, identifying procedural lapses and regulatory discrepancies aligned with decision-quality frameworks.
Drove the integration of risk controls into daily processes, aligning team procedures with compliance expectations, and reducing control gaps across daily operations.
Documented and analyzed recurring quality issues, helping to implement improvements that increased review accuracy by 10% across the department.
Facilitated training sessions to improve understanding of quality standards, enhancing team proficiency, and ensuring adherence to regulatory best practices.
Escalations Representative (Contract)
Wells Fargo
Shoreview, MN
11.2020 - 03.2022
Resolved 5-10 high-priority client complaints daily as a senior escalation point, maintaining a satisfaction rate of over 95%, and contributing to a 20% reduction in repeat escalations.
Investigated complex cases and recommended process improvements that enhanced first-contact resolution and shortened response times.
Collaborated with Legal, Risk, and Customer Advocacy to ensure accurate resolution and documentation of escalated cases in alignment with compliance standards.
Managed daily queues of 30-40 cases, identified emerging trends, and provided insights that led to improvements in service delivery and risk mitigation strategies.
Collateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NACollateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NA
Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)