Corporate Trust Administrator

Posted on: 2009-03-01

The Bank of New York Mellon, Los Angeles, California Corporate Trust Administrator, September 2007 to Present · Responsible for assisting the Relationship Manager in the management of a portfolio typically consisting of Corporate Trust Municipal accounts · Accountable for the gathering, organizing and analyzing of information and data from various departments within the bank as well as from various agencies outside of the Bank · Maintain cash flows and balances of client’s accounts using fundamental accounting practices · Contribute to the overall service and relationships of clients, including the day to day administration of accounts, negotiation of new appointments, and coordination of services and monitoring the contractual obligations · Execute monetary transactions, such as securities trades, and the processing of semi-annual and monthly interest payments · Expected to understand bank systems, bank controls, banking laws and basic auditing principals to maintain all accounts to comply with the Office of the Comptroller of Currency, The Securities Exchange Commission and the Municipal Securities Rulemaking Board and other Federal, State and bank level rules and regulations · Responsible for understanding and complying with all executed documents related to each bond issue Wescom Credit Union, Riverside, California Teller, January 2007 to August 2007 · Provided quality front line member service by completing various monetary transactions and Providing account information to members · Use of basic accounting principals to determine financial balances and adjustments · Protected the Credit Union’s financial interest by controlling and balancing assigned cash drawer and negotiable items received and disbursed during daily transactions, as well as understanding and complying with all Federal, State and bank level rules and regulations · Supported growth objective by presenting Credit Union products to members or by referring members to other Credit Union personnel · Responsible for complying with all banking laws Wells Fargo Home Mortgage, Riverside, CA Home Mortgage Consultant, March 2006 to August 2006 · Generated new business through presentation of bank products and consistent follow up with clients · Provided loan and debt consolidation counseling to clients as well as educating customers on building wealth through home ownership · Organized First Time Home Buyer Workshops and seminars within the community · Necessary skills included extensive fact finding, investigative abilities and strong oral and written communication, ability to draw conclusions and recommend action Wells Fargo Bank, Riverside, CA Teller, January 2004 to March 2006 · Generated new business through presentation of bank products and consistent follow up with clients · Identified and made sales referrals, recommended alternate channels, cross-sold bank products/services · Continually exceeded aggressive sales goals · Provided leadership, training and support to less experienced representatives and other staff members