Stephanie Bolden

PO Box *****

Kansas City MO ***34

(816) (813-6513)

Career Summary

•Trusted team member and independent self-starter with problem solving and organizational

•skills.

• Knowledge of computer applications including Microsoft Word and Excel.

• Self-motivated, dedicated, detail-minded, interpersonal and analytical skills.

• Basic knowledge of the mutual fund industry.

Education:

Metropolitan Community College, Kansas City, MO

Associates in Applied Science

Accounting, May 2009

Experience

Ascensus, Kansas City, MO

Mail Sorter Representative

November 2018 - January 2019

•Opened and prepped college savings 529 plans mail to scan into system for processing.

•Sorted college paperwork into appropriate box for storage.

•Separated checks from paperwork for deposit by cashiering department.

•Scanned overnight mail into system for prepping.

•Labeled boxed paperwork accordingly to 529 plan for shipment to storage facility.

Nations Property Solutions, (NPS), Overland Park, KS

Inspection Processor

November 2017 – July 2018

•Reviewed photos of homes submitted by inspector for NPS client.

•Determined if home is occupied or vacant based on indicators submitted on fill form paperwork.

•Generated daily quality reports with inspections listed for processing.

•Emailed and called vendors regarding status of incomplete inspections.

Interstate Photography, Lees Summit, MO

Remittance Processor

August 2017 – October 2017

•Opened mail and processed cash and check deposits.

•Reviewed checks for acceptable content.

•Deposited cash into nightly deposit at bank.

•Entered checks into check processing system to accurately match check tape.

•Reviewed photo invoices to match with payment.

UMB Bank

Contractor

May 2017 – August 2017

•Sorted returned mail and banking forms.

•Alphabetized mail and forms received.

•Entered pertinent data into Excel spreadsheet.

•Monitored invoices in Outlook inbox.

•Performed maintenance as needed on cross reference file.

H&R Block, Kansas City, MO

Bookkeeper

January 2017 – April 2017

•Researched and validated bank deposits daily.

•Contacted field offices to inquire of nightly closing procedures and cash drawer variances.

•Reconciled cash drawer over/short for assigned districts.

•Verified bank accounts on a daily and monthly basis.

•Received operational data for verification of daily receipts.

Waddell and Reed, Shawnee, KS

Classic Operations Non Proprietary Fund (NPF) Associate

2007 - 2016

•Provided phone service and assistance to Waddell and Reed representatives with questions completing paperwork for clients.

•Inputted new accounts into Onboard database for record keeping of client accounts.

•Audited Waddell and Reed statements ensuring accurate reporting of accounts.

•Processed daily maintenance work items in work queue.

•Scanned NPF paperwork and forward to respective fund companies.

•Corrected NPF accounts inputted incorrectly on Excel audit report to ensure proper reporting.

Senior Quality Associate

2003-2007

•Quality reviewed trade transactions and accounts received and processed by mail.

•Trained new quality assurance associates.

•Provided assistance with the work flow in queue.

•Monitored number of work items in work queue to be processed and quality checked.

Customer Service Representative

1999-2003

•Provided customer service to clients regarding transactions of their accounts.

•Assisted Waddell and Reed representatives with questions regarding client accounts.

•Created work items for processing of customer phone requests.

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