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Skills

  • Client Retention Strategies
  • Business Development
  • Cross-functional team leadership
  • Sales professional
  • Team building
  • Strategic planning and execution
  • Expansion of service offerings
  • High-net-worth client relationship management
  • FHA loan process background
  • Budgets

Work Experiences

  • Improved customer retention by 4% by resolving escalated customer issues.
  • Assumed ownership of relationships with high-net-worth clients and successfully grew client assets under management by $13 within 16 years.
  • Aligned trust administration policies.
  • Collaborated with the wealth management team.
  • Aligned trust services to evolving client needs.
  • Achieved Outstanding Service Award for team performance excellence.
  • Collaborated with external auditors during annual reporting periods, achieving compliance across 45% of trust documents, preventing any negative audit findings.
  • Hired, trained, and mentored 3 employees after recruiting, interviewing, and hiring them. I also implemented a mentoring program to encourage positive feedback and engagement.
  • Submitted loan applications to the loan underwriter for review and approval.
  • Advised clients on philanthropic trust structures, increasing charitable donations by $2 over 14 years, while reducing tax liabilities.

Summaries

  • Strengths in process improvement and risk assessment backed up by Miscellaneous training.
  • Highly skilled at building and leading high-performance teams that focus on meeting and exceeding business goals.
  • Regulatory requirements and successful strategies for maintaining optimal controls are well-understood.
  • Meet bank and customer service standards on a regular basis.
  • Achieved a 83% retention rate.
  • Achieved market-beating performance.
  • Ambitious banker with extensive experience in bank leadership, fraud detection, and teller operations.
  • Adept at improving operational functions.
  • Accomplished Trust Officer with extensive experience in implementing innovative trust portfolio management practices, leading to a 44% improvement in portfolio performance.
  • Conducted internal audits.

Accomplishments

  • Implemented robust fiduciary oversight processes, elevating regulatory compliance by 69% and decreasing potential liabilities.
  • Directed trust accounting improvements that achieved clean audits for 8 consecutive years, ensuring zero compliance violations or penalties.
  • Resolved product issue through consumer testing.
  • Played a pivotal role in securing $3 in asset growth for a major client through strategic estate planning and investment restructuring.
  • Orchestrated a portfolio diversification strategy, enhancing asset security and increasing trust portfolio returns by 74% over three years.
  • Leveraged automation technology in trust reporting tools, reducing fiduciary operation costs by $7 annually while improving data accuracy.
  • Collaborated with team of 11 in the development of procedure.
  • Led the management of trust portfolios totaling over $3 in assets, ensuring compliance and providing tailored investment strategies.
  • Introduced streamlined trust administration processes, resulting in a 41% decrease in administrative errors and improved client satisfaction.
  • Optimized internal processes for trust reviews, reducing audit preparation time by 18% and enhancing audit response times.

Affiliations

  • Leadership Development Program from Brightline
  • Institute for Private Investors (IPI) Membership
  • National Association of Social Workers
  • International Council of Nurses
  • Association for Supply Chain Management (APICS)
  • Private Wealth Management Forum, 2017 Conference
  • Investment Management Consultants Association (IMCA)
  • Trust Advisors Forum, Annual Conference, 2016
  • National Academy of Elder Law Attorneys (NAELA)
  • Lions Club

Certifications

  • Certified Anti-Money Laundering Specialist (CAMS)
  • Registered Trust and Estate Practitioner (TEP)
  • Certified Public Accountant (CPA)
  • ServSafe
  • Investment Advisor Certified Compliance Professional (IACCP)
  • Financial Markets Foundation Qualification (FMFQ)
  • CompTIA Network+
  • Accredited Asset Management Specialist (AAMS)
  • Advanced Estate Planning and Trust Administration Certification
  • Certified Corporate Trust Specialist (CCTS)

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