Yolanda Vicario
Palm Coast,FL
Summary
A highly motivated, results-oriented individual who has developed substantial professional corporate experience seeking to develop further my career where communicating, planning, organizing, coordinating, and motivating are important.
Overview
36
36
years of professional experience
Work History
Office Manager/Owner
Champion Cleaning Services of NJ, Inc.
08.2013 - Current
- Manage accounts receivable and accounts payable.
- Schedule necessary staff for job requirements.
- Prepare Bids and Proposal for all perspective clients
Check Authorization Unit
Merrill Lynch
03.2010 - 05.2013
- Security Declines - ran macro for the declines, sent emails to the branch offices, reversed or approved the check or ACH decline.
- Processed cash advances
- IMIS Weekly Billing
- Processed Mid-day check orders
- Provided email support regarding check orders
- Inbox daily –answered and resolved problems and resolutions for other areas
- Processed Pin and Address Changes
- Ran Insufficient Funds macro
- Processed and approved large Dollar Transfers
- Processed Check Reorders, Specification Sheets, and Undeliverable check re-orders
- Affidavits Archiving, Processed Specialty Log, or Validated Time-sensitive Functions (Larmo/InboxSup Q/stop Pays, Move Money Process, handled a high volume of calls 80-100, Harland Specialty Order Project Automation
Senior Deposit Processing Clerk - Custody Retirement Services
Merrill Lynch
09.1996 - 01.2013
- Researched, verified, and input contributions into 403(B) (7) accounts daily, while maintaining accurate records for the bank reconciliation file with First Fidelity
- Processed journal entries to retirement accounts requiring adjustments and provided customer service to branch offices
- Trained and assisted co-workers on unit functions
Processing Representative – Retirement Plan Services
Merrill Lynch
01.1990 - 01.2013
- Processed branch office requests to transfer or rollover assets between qualified and individual accounts, priced security positions, and updated client history file
- Reviewed letters of distribution from outside plans to determine the value of assets rolled over
Card and Check Specialist – CMA Operations
Merrill Lynch
09.1998 - 03.2010
- Worked on a special project that led to the redesign of the unit’s telecommunication infrastructure
- Communicated daily with Financial Consultants, Call Centers, Client Associates, and several internal departments regarding issues related to client check and/or Visa cards
- Worked closely with check-printing vendor (Harland) and shipper (UPS) to expedite the delivery of cards and checks
- Reviewed monthly reports of reissued Visa cards and contacted branch offices, advising them to correct errors found on client cards
- Analyzed undeliverable check shipments and recorded their reasons for return on the mainframe
- Processed reorder forms for checks and updated client address records as needed
- Retrieved and distributed specification sheets to clients who intended to have their checks printed by a different vendor; Ran Macros for IMIS weekly billing, as well as Undeliverable checks, and Reject check reorders that couldn’t be processed due to imprint changes
- Examined notices returned by clients or the post office and contact branch offices regarding locating clients
- Tracked information for returned reissue notices in an Excel spreadsheet
Education
BBA - Business Science
University of Phoenix
12.2012
AA.S. - Business Administration
University of Phoenix
05.2008
No Degree - Small Business Management And Entrepreneurship Cer
University of Phoenix
Phoenix, AZ08-2022
Skills
- MS Excel, MS Word, MS Outlook, MS PowerPoint, Polaris Mainframe Application, Dart View Type 60-70 WPM
Timeline
Office Manager/Owner
Champion Cleaning Services of NJ, Inc.
08.2013 - Current
Check Authorization Unit
Merrill Lynch
03.2010 - 05.2013
Card and Check Specialist – CMA Operations
Merrill Lynch
09.1998 - 03.2010
Senior Deposit Processing Clerk - Custody Retirement Services
Merrill Lynch
09.1996 - 01.2013
Processing Representative – Retirement Plan Services
Merrill Lynch
01.1990 - 01.2013
AA.S. - Business Administration
University of Phoenix
BBA - Business Science
University of Phoenix
No Degree - Small Business Management And Entrepreneurship Cer
University of Phoenix
Awards
Merrill Lynch/Bank of America, Bronze Award, For taking the lead on the Harland Specialty Orders Automation Project: 2012, Recognition Award, A project that involved the conversion of “Check 21 Deposit Slips.” This involved phasing out a program that involved lock boxes and was replaced by creating billing numbers and changes to physical information on deposit slips to convert to branch office addresses: 2008
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