Tiffany Carr
Pineville,NC
Summary
Personable business professional bringing successful 20-year career in financial roles within large and fast-paced corporations.. Excellent reputation for resolving problems, generating and maintaining reporting requirements and improving customer satisfaction. Results-driven and resilient in improving processes and increasing productivity. Bringing excellent communication skills, talent for spotting areas in need of improvement and implementing changes with strategic approach.
Overview
21
21
years of professional experience
Work History
Sr Operations Specialist
LPL Financial
01.2022 - Current
- Improved operational efficiency by streamlining processes and implementing best practices.
- Collaborated with cross-functional teams to develop innovative solutions for complex operational challenges.
- Managed IRA portfolio to provide tax reporting for customer transactions and EOY reporting.
- Monitor Cash Control processes for both quality and risk. Primarily wires.
- Streamlined transaction workflows, resulting in improved client satisfaction and reduced errors.
- Utilized analytical skills to identify and resolve operational challenges, boosting team productivity
- Collaborated with cross-functional teams to implement process improvements.
- Streamlined operational workflows and managed complex financial transactions while ensuri mitigation in securities processing.
- Wire Tracking- Logging, tracking, reporting and follow up of bank held OFAC.
- Review checks, wires, arch's, deposits and journals for Quality Risk and mitigate fraud.
Sr.Financial Collections Clerk
General Motors(GM) Financial
06.2013 - Current
- Maintained current and compliant financial records, monitoring and addressing variances through detailed analyses
- Provided ease of access and navigation for important data by compiling, organizing and uploading organizational documents to Default Manager database
- Managed multiple projects simultaneously using organizational and analytical skills
- Monitored accounts for compliance with established payment plans and flagged those in violation
- Created documents for court such as affidavits, modifications and forbearance agreements
- Reduced data errors by [100]% by managing multi-step QA process
- Completed time-sensitive data entry requests
Sr. Exceutive Admin/Specialized Billing Clerk
Cloninger Ford Toyota & Scion
01.2012 - 06.2013
- Scanned confidential documents into electronic filing system & categorized them for retrieval and review
- Handle new & used car loan paperwork including writing checks and receipting them into budgeting software
- Entered title and vehicle information into database
- Arranged payoff checks for trade-ins and new vehicles
- Received and processed paperwork for titles, new license plates and renewals
HR Training Coordinator/Document Specialist
Ei Inc
01.2010 - 12.2011
- Maintain Safety manual, safety training, and recordkeeping while ensuring compliance to OSHA regulations
- Created and prepared paperwork for all new hires, tracked attendances, recorded personal and vacation time and ensured that benefits department was notified of all leaves of absence on a weekly basis
- Evaluated training records for adherence to good documentation practices
- Prepared digital files, physical documents and work requests in compliance with company guidelines
Financial Analyst/ Investment Rep
Bank of America
08.2004 - 12.2009
- Set up, imputed and entered data to brokerage and shareholder systems which included account maintenance, processing checks, disbursements, securities, TOAs
- Set up over 75% new investment brokerage accounts
- Adhered to compliance/risk procedures and exhibits detailed attention to disclosure policies
- Maintained clear and effective communication with Brokers and Sales Assistants
- Compiled daily reports containing department information for management review
- Executed wire transfers, stop payments and account transfers
- Met SLAs and internal and external regulatory standards by conducting scheduled procedural and tool audits
Education
Master's - Human Resources
Liberty University
Lynchburg, VA01.2022
Bachelor of Arts - Psychology
Winston-Salem State University
Winston-salem, NC05.2003
Skills
- Relationship Building
- Quality Control
- Data Interpretation
- Client Advisory
- Problem Solving
- Analytical Thinking
- Document Management
- SQL
- POS systems operations
- Strategic Knowledge
- Call Center
- Cross-Functional collaboration
- Case management
- Microsoft Office
Timeline
Sr Operations Specialist
LPL Financial
01.2022 - Current
Sr.Financial Collections Clerk
General Motors(GM) Financial
06.2013 - Current
Sr. Exceutive Admin/Specialized Billing Clerk
Cloninger Ford Toyota & Scion
01.2012 - 06.2013
HR Training Coordinator/Document Specialist
Ei Inc
01.2010 - 12.2011
Financial Analyst/ Investment Rep
Bank of America
08.2004 - 12.2009
Bachelor of Arts - Psychology
Winston-Salem State University
Master's - Human Resources
Liberty University
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