TRACY JANICEK
Summary
Dedicated professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
27
27
years of professional experience
Work History
Commercial Relationship Specialist
UMB
Denver, CO
09.2019 - Current
- Manage onboarding new customers for assigned Banking Officer’s located in Colorado/Utah territories for Small Business/Commercial and Real Estate groups
- Research and resolve existing customer inquiries via individual/team collaboration
- Prevented external wire fraud with same customer for over $1M on multiple occasions by identifying fraudulent email requests
- Strengthen relationships of existing and new customers
- This is completed by exceeding their expectations and driving performance to achieve desired results with innovative thinking and collaboration
Specialized Processing Associate
OppenheimerFunds
Centennial, CO
02.2002 - 01.2019
- SME for Bank, Abandoned Property, check writing, and reject reports
- Mentor new employee's in training for all Bank functions (Ach, manual checks, wires, returns etc.)
- Process and resolve all incoming and outgoing rejects for Transfer Agency (return checks, ACH etc.)
- Provide excellent internal and external customer service to resolve inquiries and escalations
- UMB Bank liaison for Holiday Processing, system troubleshooting, peer training, and system enhancements
- Peer coach, and mentor for existing and new employees to Transfer Agency resulting in employee retention and customer satisfaction
- Research and correct processing errors which have occurred on shareholder accounts by identifying root cause
- Complete inbound and outbound calls to customers and financial representatives, attorneys, and third- party administrators
System Conversion, Fellowship, OppenheimerFunds
Centennial, CO
06.2015 - 11.2015
- Compare historical and test information and escalate discrepancies
- Create test environment and data for system conversion
- Copy and modify report scripts for Monarch and run in test environment
- Tested embedded software applications for use in Transfer Agency.
Help Desk Analyst Fellowship
OppenheimerFunds
Centennial, CO
07.2010 - 10.2010
- Responded to customer requests via telephone and email
- Installed and updated hardware, software and applications on Mac and PC devices
- Logged support tickets and closed when issues were resolved
- Resolved technical issues by troubleshooting
- Maintained equipment inventory list to keep updated record for management
- Installed new hardware and upgraded firmware throughout Transfer Agency
Information Security Analyst Fellowship
OppenheimerFunds
Centennial, CO
07.2009 - 10.2009
- Perform various intrusion tests such as Wireless Walkabouts and Phone Sweep
- Learned to analyze reports and view various dashboards and system monitors for possible intrusion into network and possible internal security issues
- Compose and submit audit findings for high level company audit
- Run reports and identify users that need additional security access forms for FTP
Pension Consultant
MetLife
Denver, CO
11.1995 - 02.2002
- Underwrite and price new and existing 401(k) business for cases over $50,000
- Identified financial report issues with major company that was eventually charged by SEC for fraud
- Trained new customer service reps in Call Centers out of state
- Managed customer relations and customer service through daily communication and interaction with only 403b Plan Administration and over 15,000 participants
Education
Bachelor of Science - Fraud Examination And Investigation
Kaplan University
Online2009
Skills
- Cross-functional team collaboration
- Self-direction
- Skilled problem solver
- Motivated team player
- Account management
- Over 12 years telecommute
- Computer Proficiency
- Detail-Oriented
- Relationship Building
- Verbal and Written Communication
- Customer Service
- Analytical Thinking
Timeline
Commercial Relationship Specialist
UMB
09.2019 - Current
System Conversion, Fellowship, OppenheimerFunds
06.2015 - 11.2015
Help Desk Analyst Fellowship
OppenheimerFunds
07.2010 - 10.2010
Information Security Analyst Fellowship
OppenheimerFunds
07.2009 - 10.2009
Specialized Processing Associate
OppenheimerFunds
02.2002 - 01.2019
Pension Consultant
MetLife
11.1995 - 02.2002
Bachelor of Science - Fraud Examination And Investigation
Kaplan University