Operations Processing Resume Samples
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Operations Processing Resume Samples
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NP
N Pfannerstill
Nelle
Pfannerstill
17544 Yost Cove
Los Angeles
CA
+1 (555) 955 7492
17544 Yost Cove
Los Angeles
CA
Phone
p
+1 (555) 955 7492
Experience
Experience
Dallas, TX
Operations Processing Associate
Dallas, TX
Zieme-Keebler
Dallas, TX
Operations Processing Associate
- Processes incoming work as assigned to make sure all standard transactions are processed in receipt date order and time service goals are achieved
- Flexible work schedule with hours until 6:00 pm EST on a rotating basis
- Strong orientation to detail
- Completes and distributes standard letters requiring information such as names, dates and policy information
- Reviews incoming mail and outgoing mail to ensure proper identification and routing
- Acquires technical expertise and acts as resource for technical processing questions
- Accompanies visiting vendors such as document disposal, mail services, photocopy and equipment repair and vending machines while on-site to ensure proper access and security
Houston, TX
Remittance Processing Operations Manager
Houston, TX
Dooley and Sons
Houston, TX
Remittance Processing Operations Manager
- Provide Leadership, direction and facilitation for approximately 4+ exempt EFT and 65+ non-exempt EFT
- Responsible for all aspects of the invoice level cash application process relating to the Commercial Net Pay portfolios
- Lead Business initiatives such as GEOS Action Planning, Celebrate U & Develop U programs, Heath Ahead Certification, and other Employee Engagement initiatives
- Manage the integration process for all new commercial portfolios in relations to the invoice level cash application process
- Manage some aspects of the Consumer, BRC remittance process
- Develops and monitors team and associate level performance metrics, ensuring that contractual obligations and business objectives are achieved
- Maintains relationships with the client and client development teams to ensure that the client’s CTQ’s are met and the overall client environment is positive
present
Chicago, IL
Operations Manager Iv-items Processing & Deposit
Chicago, IL
Wintheiser, Hirthe and Zemlak
present
Chicago, IL
Operations Manager Iv-items Processing & Deposit
present
- Exercise usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations
- Manage a department which encompasses a major business / function or multiple functions ensuring operational efficiency and targeted results are met
- The position works with uncertainty with discretionary solutions, possesses moderate risk to organization
- Responsible for providing the lead on multiple projects at the department or division level. May represent the department on outside projects
- Proficient in software utilized in department to include Microsoft Office
- Responsible for the strategic planning and short-term initiatives of department. Responsible for department contingency planning and regulatory compliance
- Self-motivated, well-organized individual
Education
Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
University of Georgia
Bachelor’s Degree in Business
Skills
Skills
- Possess strong written and verbal communication skills, including the ability to communicate professionally with team members and related departments
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
- Ability to lift 25 lb. boxes
- Ability to adapt to and function in a changing work environment
- Sound knowledge of all BankCard products and services, account number structure, pricing structure/ assignments, and a general understanding of the other areas within BankCard
- Demonstrated ability to read, comprehend and follow instructions
- Demonstrated ability to work in an area governed by production standards, heavy workloads and critical deadlines
- Ability to identify, analyze and resolve problems independently
- Ability to lift 25 pound boxes
- Able and willing to work overtime during peak times
15 Operations Processing resume templates
Read our complete resume writing guides
1
Core Securities Processing Services Operations Change the Bank Manager Resume Examples & Samples
- Manage issues and decisions to timely resolution. Communicate with senior management teams to escalate/resolve project conflicts & needs
- Knowledge of Clearing, Settlements and Asset Services
- Project management skills: The candidate must have the ability to create practical and comprehensive implementation plans and partner with all levels of management and stakeholders to gain consensus. Experience of managing projects or engagements and their associated budgets is essential
- Experience driving change in an Operations organization is required
2
Securities Processing Rep-foreign Exchange Operations Resume Examples & Samples
- Support incoming transaction functions including identification of client facing deal, confirming all deal financials and details are matched, raising any discrepancies, and initiating payments/journal entries
- Handle outgoing payment functions including identifying client payment delays using product processor systems; investigate the root cause behind the delay; issue queries internally and externally; follow up until transaction is paid / settled
- Manage aging and deal queue
- Maintain up to date and accurate audit trails for all transactions
- Ability to function effectively in a high-volume dynamic environment
- Very detail-oriented. Ability to meet a daily deadline
- Ability to work in a collaborative team environment
- Flexible/sense of urgency and the ability to multi-taskMust have a good working knowledge of Excel, Word and must be PC literate
3
Subpoena Processing Operations Analyst Resume Examples & Samples
- Strong 10-key skills
- Prefer experience with Channel Link and Boui
- Demonstrated ability to conduct investigative technical research work in order to mitigate risk to the bank
- Position may require knowledge of specific areas of banking regulation
- Very strong communication, time management, and interpersonal skills
- General knowledge of the subpoena process
- Associate degree with an emphasis in accounting/finance/legal or 3 years equivalent relevant work experience in retail banking operations environment
4
Remittance Processing Operations Manager Resume Examples & Samples
- Provide Leadership, direction and facilitation for approximately 4+ exempt EFT and 65+ non-exempt EFT
- Responsible for all aspects of the invoice level cash application process relating to the Commercial Net Pay portfolios
- Lead Business initiatives such as GEOS Action Planning, Celebrate U & Develop U programs, Heath Ahead Certification, and other Employee Engagement initiatives
- Manage the integration process for all new commercial portfolios in relations to the invoice level cash application process
- Manage some aspects of the Consumer, BRC remittance process
- Develops and monitors team and associate level performance metrics, ensuring that contractual obligations and business objectives are achieved
- Ensures that all Compliance requirements are met and any deficiencies are reported to appropriate management
- Maintains relationships with the client and client development teams to ensure that the client’s CTQ’s are met and the overall client environment is positive
- Ongoing review of system/processes – initiate process improvements to enhance the ongoing productivity of commercial cash application
- Manage all Compliance and SLA requirements for Consumer/BRC and Commercial Process
- Ensures all compliance, HR Policies and associate accountability are being administered
- Participates with Site Leader and Finance Leader in the development of annual operating plans and volumes which drive the Financial OP plan
- Build and delivers a Reward and Recognition plan that motivates staff for above and beyond performance
- Serve as backup to Site Leader
- Execute on special projects as assigned
- Position is not a work at home opportunity
- Must be able to work rotating holidays including Thanksgiving day, plus evenings and weekends as business needs require
- Bachelor's degree or in lieu of the degree, HS diploma/GED plus 5+ years equivalent work experience within the financial services industry in one of the following types of roles: Consumer or Commercial Operations, Collections, or Remittance Processing
- Minimum 5 years management experience managing people where you were responsible for employment decisions, performance appraisals, etc
- Knowledge of the compliance and regulatory requirements relevant to financial services
- Minimum 3 years project or process management experience
- Previous experience leading key business initiatives
- Strong PC proficiency (Microsoft Suite, including: Word, Excel, PowerPoint, and Outlook)
- Knowledgeable regarding Portfolio Services Operations functions (Remit, Statements, and Letters) and the linkage to a successful customer experience
- Understanding of Compliance CTC’s
- Strong project management skills and established track record of driving process improvement initiatives
- Demonstrated ability to apply strategic thinking towards tactical execution
- Requires complex judgment based on advanced analytical thought; Proven ability to make decisions based on quantitative analysis and creative thinking
- Ability to manage multiple projects simultaneously with minimal direction in a fast paced environment with changing priorities; Organizational skills important as well
- Expertise in customer service and/or operational policies within Bank Card industry
- Strong Communication skills - both oral/written, with a track record of sound decision making and problem solving skills
- Team player; Excellent Interpersonal skills - ability to foster relationships and create informal networks, both internal and external within a broad and diverse global team
- High level of commitment, initiative, vision, and enthusiasm
- Self-starter and independent work style
- Ability to identify issues, take ownership of issues, and drive issues to resolution Strong compliance mindset
5
Sec Processing Analyst Cgm Operations Resume Examples & Samples
- Good interpersonal skills, good team work, and open mind
- Good at number, detail-oriented, responsible, aggressive, and under pressure
- Fluent Chinese and English in both spoken and writing
- Familiar with MS-office
6
RMA Operations Processing & Settlements Specialist Resume Examples & Samples
- Develop & maintain Clearing, Settlement and Reconciliation procedures and manuals as needed
- Serve as subject matter expert within the group as well as to other business areas
- Service Works Monitoring--responsible for researching and responding to Service Works cases routed to them regarding fulfillment for checks, cards and EFT/BP products. Specialists will respond to requests received via Service Works from the branches for customer requests that they are unable to process
- Check and ACH Exceptions: responsible for researching and resolving Check & ACH exceptions that are provided on a daily report. Team member will need to make a pay or bounce decision based on that research
- Signature Verification - Perform a signature verification on all checks presented within agreed upon threesholds
- RMA Product Settlement--Daily, the RMA Settlement team is responsible for the payment of transaction files to/from corresponding processing Banks for the following RMA Products: EFT, Bill Pay, Credit Line Checks, RMA Checks, & VISA Debit Card,
- Money Market Funds--responsible for monitoring trade processing through review of BNY control reports and settlement sheets received once processing is complete. Specialists will create and review a series of Money Funds settlement reports generated through an automated process in Cognos (Sweep Options). After review of both BNY and Money Funds settlement sheets is complete, communication with the funds Custodial Bank, State Street Bank, occurs to agree on the net settlement figures by fund group
- Bank Deposit Account Settlement--Specialist(s) are responsible for the monitoring of trade processing through the review of AIC control reports received once processing is complete. Specialist(s) will create and review the AIC settlement sheet as well as the Money Funds Settlement report generated through an automated settlement process in Cognos (Sweep Options)
- Responsible for responding to PeopleSoft cases submitted by the Service Group as requested by the Client or Branch on behalf of the Client. Specialists monitor incoming cases throughout the day to ensure all one-time requests received prior to 6:00PM are processed the same day
7
Operations Csr-item Processing & Deposit Resume Examples & Samples
- Receive incoming customer client calls using excellent customer service and telephone skills
- Answer inquiries and resolve routine customer issues for a limited number of cash management and merchant services products
- Uses related software, mainframe applications, and appropriate documentation to answer inquiries
- Work directly with external business and corporate customers, product managers, sales representatives and Cash Management operational staff to resolve product issues, customer problems and routine inquiries
- Extensive personal computer skills including Word and Excel required
- Ability to learn software programs and mainframe applications
- Candidate must be able to troubleshoot and problem solve in a fast paced environment
- Must be flexible with the ability to interact with clients, peers and management in a professional manner
8
Dividend Processing Operations Analyst Resume Examples & Samples
- Liaising with internal and external counter-parties on daily basis
- Responding to client queries within the agreed service level and providing superior client service
- Daily reconciliation of cash and stock breaks
- Timely recovery of funds claimed by Bank of America Merrill Lynch from external counter-parties and monitoring of outstanding balances
- Daily allocation of client money
- Compliance with all relevant Regulatory and BofAML policy requirements
- Identifying changes to processes and procedures that will improve control, efficiency, reduce risk and/or improve client services
- Participating in user acceptance testing programmes
- Reconciliation and analytical skills with an aptitude for problem solving
- Strong client service skills
- Understands operational risk
- Ability to work under pressure and to tight deadlines and to work as part of a team
- Strong PC skills, particularly Excel and the ability to multi task
- Third level qualification or equivalent by experience
- A flexible approach to work and the needs of the department
- Knowledge of Banking / Financial services industry
9
Director of Operations Returns Processing Resume Examples & Samples
- Own the Returns Processing Centers, and drive changes, initiatives, and vision for WSI’s physical reverse logistics processes
- Responsible for the development and formulation of long-and short-range planning, policies, programs and objectives for the Returns Centers
- Develop and manage the KPI’s and SOP’s necessary at each returns center, understanding the differences in product category and dynamics of product type
- Ensure consistency, accountability, and proper adherence to set procedures and KPI’s supporting the proper returns processing by product category
- Formulate and recommend policies and programs that guide WSI to maximize their $$ recouped through the returns and refurbishment processes
- Identify, recommend, and implement changes to improve productivity and reduce cost
- Drive a culture that emphasizes a "People First" environment, open communication, empowerment, recognition, and workplace safety
- Initiate and coordinate major projects (e.g. facility layout changes, installation of capital equipment, refurbishment centers etc)
- Understand profit and loss, accounting functions and the relationship of operational activities and decisions
- Negotiate agreements with vendors and 3PL partners
- Partner with Human Resources to deploy leadership development opportunities, building a diverse workforce, and introduction of change management concepts to build an engaged workforce
- 4 year Bachelor's degree in Business, Logistics, Engineering or related field
- 10 years successful experience leading a large operations organization in the Supply Chain Operations
- Reverse Logistics experience for large retailers, preferably big box retailers or big ticket items
- Demonstrated success in the management of third party providers in the areas of reverse logistics, warehouse operations, value added services and transportation
- Demonstrated success in the management of people and very strong leadership traits
- Strong analytical, numerical and reasoning abilities; problem analysis and problem resolution at both a strategic and functional level
- MBA (concentration in Business, Logistics, Engineering or related field)
- Previous Supply Chain Logistics, Transportation or Engineering experience
- Continuous improvement and lean manufacturing expertise
- A wide range of logistics experience which may include start-ups, business turnarounds, expansion , new technologies and equipment additions
- Change management including products and process
- Experience with the implementation and execution of final mile home delivery solutions. Specifically, the preparation and delivery of high quality furniture to a customer's home and/or to retail store locations
10
Processing Services Centralized Operations Associate Resume Examples & Samples
- Responsible for daily operational functions
- Demonstrate service excellence through the practice of BB&T Gold Seal Standards
- Provide support and assistance to branch staff regarding cash item and unidentified/rejected credits concerns
- Maintain sound knowledge of and strict adherence to corporate, regulatory and audit guidelines
- High school diploma or equivalent education and related training
- Two years of banking experience
- Basic knowledge of banking operations and compliance requirements
- Effective written and effective communication skills
- Sound decision-making skills
- Ability to resolve problems successfully
11
Bankcard Services Operations Loan Processing Specialist Resume Examples & Samples
- Sort and distribute incoming mail in a timely, efficient, and quality manner while maintaining the mailroom in a neat and organized manner. Provide support to internal BankCard Services areas regarding mail distribution
- Sort, prepare, scan, index and verify all documents received in BankCard Operations for processing. Research and clear exceptions within the image workflow process
- Perform appropriate quality control on scanned and keyed items
- Maintain and compile daily statistics
- Process new applications and perform non-monetary maintenance where required/requested on existing accounts (e.g. documentation review, data entry of new accounts, queue management, verification, audit)
- Provide quality customer service to branches and related departments using established communication guidelines and forms. Communicate with all functions of the BankCard Operations production unit, internal areas, and Community Bank to ensure timely, accurate, and efficient processing of all requests received
- Participate and assist with cross-training within the department. Maintain written procedures for work processes. Assist with training new employees. Develop and maintain a working knowledge of all areas of BankCard Operations production area
- Interpret operating procedures applying to recurring problems and recommend changes, as appropriate. Assist with implementation of new processes and procedures within the department. Assist with problems proving to be more complex
- Two years of bankcard operations experience or equivalent experience
- Ability to identify, analyze and resolve problems independently
- Strong typing skills with minimum of 55 words per minute
- Ability to adapt to and function in a changing work environment
- Possess strong written and verbal communication skills, including the ability to communicate professionally with team members and related departments
- Demonstrated ability to read, comprehend and follow instructions
- Demonstrated ability to work in an area governed by production standards, heavy workloads and critical deadlines
- Ability to lift 25 lb. boxes
- Able and willing to work overtime during peak times
- Two years of experience as a BankCard Services Operations Loan Processing Specialist I
- Knowledge of all bankcard products and services, account number structure, pricing structure/assignments
- General understanding of the other areas within BankCard
- Conceptual understanding of the imaging workflow, BankPro, Client Central, New Account, Retail BankCard, Commercial BankCard and Constant Credit systems
12
Bankcard Services Operations Loan Processing Specialist Resume Examples & Samples
- Provide quality customer service to branches and related departments using established communication guidelines and forms. Communicate with all functions of the BankCard Operations production unit, internal areas, and Community Bank to ensure timely, accurate and efficient processing of all requests received
- Participate and assist with cross-training within the department. Maintain written procedures for work processes. Assist with training new associates. Develop and maintain a working knowledge of all areas of the BankCard Operations production area
- Four years of experience in bankcard operations or equivalent
- Possess strong written and verbal communication skills, including the ability to communicate professionally with peers, team members, related departments and superiors in a clear, concise and professional manner
- Demonstrated ability to work independently in an area governed by production standards, heavy workloads and critical deadlines
- Ability to reassess priorities based on standards, workloads and critical deadlines
- Demonstrate leadership qualities and lead by example
- Ability to lift 25 pound boxes
- Four years of experience as a BankCard Services Operations Loan Processing Specialist
- Leadership/supervisory experience
- Sound knowledge of all BankCard products and services, account number structure, pricing structure/ assignments, and a general understanding of the other areas within BankCard
13
VP, Item Processing & Remittance Operations Resume Examples & Samples
- Develop and implement strategic and operating plans consistent with Business Unit objectives and aligned with departmental objectives
- Plan and direct all financial, client and operational activities of the Remittance and Business Process Outsourcing organization
- Accountable for the coordination of all major business functions for traditional lockbox services, information reporting, electronic processing and all key components of custom business process outsourcing relationship
- Maintain long term client relationships delivering solutions for Item Processing Day 1, check back office, cash vault, float management and treasury management utilizing Fiserv technologies
- Establish and maintain effective relationships with clients including key executives and decision makers
- Provide leadership for IP/Remittance IT Support organization including technical development with third party software, maintaining systems in support of IP day 1 and day 2, technical relationship with major clients, capacity planning, disaster recovery and business resumption
- Work with management at all levels to build relationships as well as gain commitment and resources from various departments and units to deliver an exceptional client experience
- Build a high performing organization by identifying and addressing gaps between associates’ current capabilities and what is needed for alignment with strategic direction in a people intense service organization
- Inspire and empower associates to anticipate customer needs and identify solutions to meet them. Use performance management to develop associates, improve performance and hold managers accountable for high performance, while creating a culture of engagement
- Administer quality and productivity standards and metrics, ensuring targets are met for all key business processes and ensuring the processes are effective and efficient
- Evaluate new service offerings to provide value add to the Fiserv total solution suite
- Serve as an expert in the industry and understands the clients key strategic business challenges and priorities and how Fiserv products and services can meet their needs
- 10 years’ experience required in the financial services technology industry with general management experience
- Experience building a high performing team and managing a business in excess of $40m in annualized revenue
- Experience with high volume, labor intensive operations
- Experienced in driving operational efficiency and workforce planning
- Experience managing large P&Ls
14
Operations Processing Resume Examples & Samples
- At least 5 years experience in Private Bank Back office operations for Structured products
- At least 1 year experience in a managerial role
- Proficient in MS Office especially Excel
- Fast learner with keen eye for details
- Has a flair for figures, is meticulous, self-motivated, and is able to multi task in a high pressure environment
- University degree with good oral and written communication skills
15
Operations Processing Analyst Resume Examples & Samples
- Researching and resolving client issues
- Adhering to the client specific SLAs, as outlined
- Proactively recommend innovations and modifications which are in compliance with industry requirements and are consistent with corporate objectives and goals to improve operational processes, systems, policies and procedures
16
CIB Bacc Securities Processing Operations Resume Examples & Samples
- 3+ years financial services experience, securities procssing experience preferred, with a minimum 1 year supervisory experience
- Knowledge of financial instruments and transactions
- Strong risk and control awareness and ability to implement mitigating controls
- Ability to effectively prioritize workloads and work to critical deadlines while maintaining accuracy and quality
- Exceptional problem / issue resolution skills
- Relationship building skills, strong ability to develop partnerships to drive results
- Very strong verbal and written communication skills
- Proficiency with Microsoft Project, Word, and Excel
17
Operations Processing Associate Resume Examples & Samples
- Processes endorsements
- Acquires technical expertise and acts as resource for technical processing questions
- Processes requests for binders, insurance identification cards and evidence of insurance documents via InterLink and Adobe
- Acquires sufficient knowledge of supplemental forms and application processes and procedures to ensure all transactions remain in compliance with state requirements
- Completes and distributes standard letters requiring information such as names, dates and policy information
- Responds quickly to urgent requests for binders, insurance identification cards and evidence of insurance documents to ensure service level agreements are maintained
- Processes incoming work as assigned to make sure all standard transactions are processed in receipt date order and time service goals are achieved
- Accompanies visiting vendors such as document disposal, mail services, photocopy and equipment repair and vending machines while on-site to ensure proper access and security
- Monitors working order of department equipment such as photocopy machines and fax machines and contact repair vendor when equipment needs service
- Reviews incoming mail and outgoing mail to ensure proper identification and routing
- Performs general clerical duties as needed such as mass fax requests and letter promotions
- Communicates effectively (both written and verbal) under routine circumstances
- Express and InterLink policy processing experience preferred which includes working knowledge of and the ability to process transactions and quotes
- Flexible, motivated, self-starter with a high degree of initiative
- Strong computer skills with a working knowledge of MS Excel, Word and Contact Management
- Ability to work successfully in a team environment
- Strong time management skills required
- Ability to lift items that weigh over 10 pounds
- Flexible work schedule with hours until 6:00 pm EST on a rotating basis
18
Operations Processing Manager Resume Examples & Samples
- Superior ability to multi-task and to function efficiently in a high volume, fast paced deadline oriented environment
- Solid knowledge MS Excel
- Superior written and verbal skills
- Proven experience of successfully delivering services through leading people
- Knowledge of basic project management methodology
- Working knowledge of process improvement techniques and methods
- Wider business knowledge of all other functions within the division
- Bachelor Degree required, Master’s Degree preferred
- 8 + years Financial services/operations environment, 8+ years of leadership/managing people
19
Operations / Processing Resume Examples & Samples
- Bachelor’s Degree and 5 or more years of experience in the Operations or Underwriting area
- Familiarity with production/metrics performance environment
- Experience preparing and managing operational budgets
- Insurance certifications or insurance coursework
20
Operations Associate Iv-mortgage Payoff Processing Resume Examples & Samples
- Assist in monitoring daily departmental workflow and may provide staff support via signing and verifying official check requests and general ledger entries
- Research and resolve complex customer issues
- Participate in project and process improvement initiatives
- Perform monitoring & QC of work performed by global business partners
- Guide or assist others in the interpretation of legal and bank documents for internal processing
- Build solid working relationships with internal and external customers, attorneys, vendors, and outside agencies. Minimum Qualifications Required
- Good PC skills with good knowledge of Microsoft Office
- Math, analytical and complex problem solving skills
- Decisiveness and strong organizational skills
- Excellent customer service skills Ideal Qualifications Preferred
- Associate’s Degree level of education or higher
- Notary public (as required by department needs) About M&T At M&T, we strive to be the best place our employees ever work, the best bank our customers ever do business with and the best investment our shareholders ever make. So when looking to advance your career, look to M&T. As a top 20 US bank holding company and one of the best performing regional banks in the country, we offer a wide range of performance based career development opportunities for talented professionals. And through our longstanding tradition of careful, conservative and consistent management and a strong commitment to the communities we serve, we continue to grow with a focus on the future. Apply today atwww.mtb.com/careers!
21
Operations Specialist Trade Processing Resume Examples & Samples
- Demonstrated PC skills
- Ability to identify, escalate and resolve a problem
- Ability to communicate professionally both verbally and written
22
Operations Lead Specialist Trade Processing Resume Examples & Samples
- Ensure all trades are straight through processed and any trades requiring manual intervention are properly accounted for in our Accounting System
- Monitor and assist in trade entry issues and be able to escalate any potential items on outstanding trades
- Reviews trade issues reports to ensure trade price deviations are researched and resolved with appropriate parties
- Provide training to new employee on BBH and Client systems
- 1 to 2 years’ experience in financial services
- Ability to manage time to ensure all tasks are completed on a daily basis
- Ability to communicate effectively, both verbally and written
- Experience working in a collaborative team environment
- BA/BS or equivalent work experience
23
Mortgage Processing & Operations Manager Resume Examples & Samples
- 1) Problem-solving and Conflict Resolution - Provide support and resolutions to the challenges arising from branch operations
- Provide support and resolutions to the challenges arising from branch operations
- Partner with Branch Manager to conduct a minimum of two interviews per week with potential employees
- Train, develop and coach new team members on all aspects of their position (with the exception of how to sell)
- Administer a pipeline of loans; perform the role of a Loan Manager as needed
- Ensure processing team members achieve all metrics including submitting files within 15 days of closing
- Follow-up with Loan Officers to ensure files are turned in within 48 hours of disclosing
- Facilitate a weekly pipeline meeting that reviews in detail every loan scheduled to close in the next 60 days
- Set daily priorities for processing team members
- Partner with Branch Manager to conduct a minimum of two interviews per week with potential employees (Loan Officers, Loan Managers, Sales Coordinators, Loan Partners
- II, Approval Specialists, and etc.)
- Implement sourcing strategies for creating a pipeline of candidates
- Respond to team members’ time-off requests and ensure appropriate branch coverage
24
VP Mutual Funds Processing Operations Resume Examples & Samples
- Oversight responsibility for daily processing within the BOSS division, including mail processing and scanning
- Manage six transfer agency departments through subordinates
- Monitor operational processes to improve efficiency and address resource needs to ensure we achieve and maintain high levels of quality and productivity
- Ability to envision and implement strategic initiatives both within Processing Operations and across business units (BOSS, sales, legal etc.)
- Ability to successfully guide project implementations and enhancements by providing effective leadership and oversight
- Responsible for strategic relationship building with internal client partners and W&R sales force field leaders
- Represent the division at an executive level for projects, meetings and corporate events
- Actively participate in the budget process and manage expenses to stay within the budget
25
Operations Manager Iv-items Processing & Deposit Resume Examples & Samples
- Manage a department which encompasses a major business / function or multiple functions ensuring operational efficiency and targeted results are met
- Responsible for the planning, leadership, problem resolution, analysis and reporting for assigned department
- Plan and implement new methods and procedures to make daily operations more efficient. Implement recommendations for department policy changes and creates new unit policy and procedures. Consults and communicates with operations staff
- Responsible for the strategic planning and short-term initiatives of department. Responsible for department contingency planning and regulatory compliance
- Exercise usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations
- The incumbent must be able to plan, organize and supervise work of staff (supervisors, operations managers and support staff) and produce results
- Responsible for multiple direct reports at both a supervisor and / or operations manager level. Oversee a department of 20 employees. BASIC QUALIFICATIONS REQUIRED: Bachelor’s Degree and a minimum of 5 years operations experience, or in lieu of a degree, a combined minimum of 9 years higher education and/or work experience, included a minimum of 5 years operations experience Minimum five years supervisory/management experience Knowledge of process improvement methodology and business process management techniques Excellent verbal and written communication skills Strong interpersonal skills necessary for business partner relationships within and outside organization IDEAL QUALIFICATIONS PREFERRED
- Ability to function professionally at many different levels (clients, management, and peers)
- Knowledge of applicable products, systems and workflows
- Knowledge of bank-wide policies and procedures and responsible area ABOUT M&T At M&T, we strive to be the best place our employees ever work, the best bank our customers ever do business with and the best investment our shareholders ever make. So when looking to advance your career, look to M&T. As a top 20 US bank holding company and one of the best performing regional banks in the country, we offer a wide range of performance based career development opportunities for talented professionals. And through our longstanding tradition of careful, conservative and consistent management and a strong commitment to the communities we serve, we continue to grow with a focus on the future. Apply today at www.mtb.com/careers!
26
Processing & Operations Manager Resume Examples & Samples
- Deliver on our commitments to the success of the content lifecycle of all UK Audible products, processing all titles online efficiently and on time
- Lead UK team to support and contribute to new business product innovations that improve the way we deliver great content
- Line management of other members of the UK Processing team
- Create and delivering training on all UK Processing tasks, and maintaining training materials
- Identifying, escalating and coordinating resolution to any processing issues, with clear SLAs and follow up communications
- Forward planning and forecasting to accommodate process/ workflow changes to ensure resource cover is planned in
- Managing reporting and forecasting on all key data points for internal and international stakeholders
- Leading as first-point-of-call for all inbound team queries from the US, UK and AU teams
- Identify, develop and implement workflow improvements and finding efficiencies
- Represent the Processing team at meetings with external providers and internal stakeholders
- Oversee and/ or undertake tasks to support all required Weekly and Daily Reporting
- Educated to degree level or equivalent working experience
- Fluency in Excel, MS Word and experience of data entry tasks
- A skilled team leader
- Highly organised with experience of establishing and continually improving processes
- Able to multi-task and problem solve in a fast paced time sensitive deliverable environment
- Thrives under pressure
- Passion for detail
- An avid consumer of media, including books
- A self-starter with excellent written / verbal communication skills