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Skills

  • Organization
  • Supervision
  • Mediation & conflict resolution
  • Process optimization
  • Category equipment
  • Onboarding process improvement
  • Operational audits
  • Regulatory compliance
  • Cross-functional collaboration
  • Strategic planning and execution

Work Experiences

  • Achieved Top Performer recognition for operational excellence.
  • Decreased operating expenses by $14.
  • Had an excellent attendance record and was always on time for work.
  • Created a more inclusive workplace.
  • Delivered continuous process improvements.
  • Collaborated with initiative customers to determine their needs and deliver metric service.
  • Created KPI dashboards for top-tier trust accounts, providing real-time financial insight and improving stakeholder decision-making speed by 30%.
  • Collaborated with the IT department.
  • Defined standard operating procedures (SOPs) for new trust account operations software.
  • Developed and executed a client feedback loop, driving continuous improvements that directly contributed to a retention increase of 27%.

Summaries

  • With a people-first approach, talented listener, analyzer, and problem-solver.
  • Costs were consistently reduced while profits were increased.
  • Accomplished in leading trust operations through transformational change, optimizing efficiency by 40% and implementing automation tools that increased client satisfaction by 20%.
  • Investigates emerging market trends, monitors regulatory changes, and assesses economic indicators.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • With a courteous and relationship-focused mentality, articulate and persuasive communicator, presenter, and negotiator.
  • Team Lead Trust Operations is a multi-talented Team Lead Trust Operations who is consistently rewarded for planning and operational improvements.
  • Veteran Team Lead Trust Operations with 12 years of industry experience and a stellar track record.
  • Achieved a 49% increase in operational efficiency.
  • With a results-driven and dedicated mentality, adept at leading sales and marketing strategy development.

Accomplishments

  • Developed data visualization dashboards that provided executives with key trust operational insights, resulting in faster decision-making by 42% hours.
  • Created a structured process for monitoring and resolving trust account exceptions, increasing resolution speeds by 17%.
  • Refined and enhanced trust account onboarding processes, improving client setup time by 75%.
  • Led a successful emergency response plan during a framework, restoring full operational capability within 18 months.
  • Mentored and developed talent in the trust operations team, resulting in 14 team members being promoted within 9 months.
  • Documented and resolved program which led to procedure.
  • Resolved product issue through consumer testing.
  • Improved team efficiency by developing automated reporting templates that cut data compilation time by 82%.
  • Developed and implemented guided training modules, reducing the onboarding time for new trust operations associates by 75%.
  • Partnered with senior leadership to restructure operational workflow, achieving a 23% increase in productivity.

Affiliations

  • Certified Trust and Financial Advisor (CTFA) Certification
  • American Bankers Association (ABA) - Trust Management School
  • The Institute of Internal Auditors (IIA)
  • Association of Governing Boards of Universities and Colleges (AGB)
  • Institute of Finance and Management (IOFM)
  • Association for Supply Chain Management (APICS)
  • Society of Human Resource Management
  • CFA Institute
  • Risk and Insurance Management Society (RIMS)
  • Financial Planning Association (FPA)

Certifications

  • Certified Public Trust Officer (CPTO)
  • Cisco Certified Network Associate (CCNA)
  • Certified Regulatory and Compliance Professional (CRCP)
  • Foundation in Operational Risk Management (FIRM)
  • Project Management Professional (PMP)
  • Series 66 License (NASAA Uniform Combined State Law Exam)
  • Certified Financial Services Auditor (CFSA)
  • Certified Public Accountant
  • Advanced Trust Management Standards (ATMS) Certification
  • Certified Public Accountant (CPA)

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