Description
SKILLS SUMMARY * Management: Deliver comprehensive wealth management and fiduciary administration by staffing, training and leading highly successful Trust, Estate and Operations teams in the administration, distribution and termination of trust and estate accounts within a fluid, dynamic and complex model. * Financial Services: Excellent track record leading Austin teams to score #1 nationally identifying new sales opportunities by retaining or cross-selling $55mil (32% of $174mil) within other bank units, and by setting an annual record-breaking $15mil in full fee collections from the regional center's customer accounts. * Customer Service: Proven written and verbal communication skills used to develop innovative solutions, improve service and resolve internal and external customer service issues up to the enterprise level. * Business Processing: Developed tools to identify and track analytical, accounting, income/expense processing requiring extensive knowledge of disparate unit functions and systems. * Operations: Developed procedures, fulfilled requests and provided oversight for wire & ACH transfers, Specialty Assets (closely held), Oil, Gas & Minerals, Loans, Real Estate, Stocks, Bonds, CDs, Mutual Funds, REITS and Life Insurance policies. * Fiduciary Resource and Specialist: Executive level liaison between Fiduciary Centralized Service Teams, National Management, Operations, Real Estate, Loan, Legal, Oil, Gas and Mineral, Investment and Project Management teams. Assisted with department and division committees, projects and audit remediation. * Tax Planning/Review: Experienced tax preparer (F1040, 1041, 706, 709) familiar with 940, K-1, 1099, 1065, 1120. Worked with CPAs and Attorneys across several states for effective account administration.
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