Dedicated Banking Operations Specialist with 7 years of experience specializing in the monitoring, safekeeping, and
custody management of actionable and collateral documents. Proven track record of ensuring seamless end-to-end loan
closures by efficiently processing Collateral Release Advice for fully paid home and auto loan accounts. Highly adept at
preparing custody certifications, assisting with internal and external audits, and providing exceptional support to clients
and relationship managers to resolve complex inquiries.
Experience: 2 - 5 years
Assisting customers with new line applications and processing contract renewals by matching their usage with the most efficient plans.
Experience: 5 - 10 years
Securities Custodian Assistant - Monitoring and Safekeeping of Actionable and Collateral Documents in vault. - Processing of Collateral Release Advice of Fully Paid Home and Auto Loan Accounts. - Assisting with audits, responding to inquiries from clients and relationship managers, and preparing custody certifications. Loans Processor - Process Loan Releases, Renewals, Interest and Principal Payments, Penalties. - Processing loans ensuring accuracy of maintenance of loan records in the Loan Subsystem, preparing batchsheets and balancing workstations for daily transactions; servicing account officers requests.
“I have one of the best VAs I've had in a long time...she's been amazing”
Davonna Willis
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