High School Six Sigma

Kay A. Ivanski

**** ********* ******

Cleveland, Ohio 44109

(C) 216-***-**** (H) 216-***-****

**********@*****.***

CAREER SUMMARY

Financial services professional with extensive experience in banking with focus in trust operations

including marketable and non-marketable securities. Strong communication skills with internal

and external clients. High level of collaboration among co-workers and clients. Self motivated

who consistently pursues new challenges to stretch abilities, expand knowledge and bring

significant return to employer.

. 10 Key Calculator . Lean Six Sigma

. Microsoft Word . Reconciliation

. Microsoft Excel . Production Operations

. Data Entry . Accounting

PROFESSIONAL EXPERIENCE

GlobalTech Temp Agency

Bearing Tech December, 2013- January, 2014

Catalog Department

Viewing Auto part bearings in three different systems to verify correct auto part numbers.

Inputting he correct part number and any other important information inot the DT Component

system (catalog) for vendors and clients.

. Utilizing Timken, Federal Mogul, and SKF systems for bearing part numbers.

. Utlizing VC viewer for drive type ( AWD, 4WD, FWD, and RWD) and cylinder type ( 4c, 6c,

8c.).

. Researching for cars, cuvs, suvs and trucks.

Kelly Services Temp Agency

Pnc Bank, Cleveland, Ohio May, 2012- March, 2013

Document Management Service

Prepped Government and Critical documents to be scanned into the document service system

for trust accounts. Indexed these documents into the appropriate sub-type category.

. Inserting appropriate scan sheets either government (trust agreements, wills, investment

agreements, ect.) critical (death certificates, birth certificates, ect.) documents for scanning.

. Prepared for the Cleveland, Pittsburgh, and Philadelphia areas.

. Re-filed the documents back into the correct trust accounts.

PNC (formerly National City Bank), Cleveland, Ohio 1981-2010

Corporate Trust Processor II 1985-2010

Analyzed corporate reorganizations balancing trust accounts versus depositories including either

cash and / or stock. Allocated data in excess of $100M to accounts. Coordinated with internal

and external clients on monthly basis for mutual funds opt-outs to verify re-investment or cash.

Additional, instructed depositories on options and allocated data to trust accounts.

. Instrumental in helping with 12 major bank conversions ($100B) and 2 system conversions.

. Reconciled multiple securities and trust accounts (5 to over 10,000) previously out of

balance (over 7 months) completed in 3 months.

. Allocated class action payments to open trust accounts and verified with Trust Officers on

placement of payments on closed account and allocated payments as requested.

. Balanced end of day processing to come to a zero balance on daily basis.

. Provided backup coverage on full calls and maturities as needed during staff absences.

. Cross trained in Security Lending Department.

. Awarded and recognized for development of effective workflow processes.

Trust Tax Department 1983-1985

Interpretation of cost basis allocation of 1 to 1,000 entries per day) for trust clients on corporate

reorganizations. Prepared check request for Trust Officers or Administrative Officers. Worked

closely with Trust Officers, Administrative Officers and Tax Advisors.

. Verified entries received from corporate reorganization department to correctly identify cost

basis allocations.

. Prepared checks for clients upon request from Trust Officers or Administrative Officers.

. Awarded and recognized for development and effective workflow processes.

Proof Clerk 1981-1983

Allocated, managed and forecasted multiple budgets with several divisions with Trust

Operations.

Assisted multiple departments and functional areas as needed.

. Batched 1 to over 1,000 transactions per day, meeting or exceeding deadlines and

accuracy

requirements.

EDUCATIONAL / PROFESSIONAL DEVELOPMENT

Diploma, Cuyahoga Heights High School

Trust Operations Course, E-Learning Course, National City Bank

Basis knowledge of financial applications, Omni, SEI, Bloomberg, UBOC, Federal

Reserve

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