PATRICIA A. PRIMUS

Lansdale, PA *****

610-***-****

acw5j4@r.postjobfree.com www.linkedin.com/in/paprim

SUMMARY

Dedicated, well-organized professional experienced in the data aggregation

and integrity of various financial products. Strong strategic skills and a

quick learner, with a background in customer service, who is always seeking

more efficient ways for 'getting the job done'. Flexible team-player, that

thrives in a constantly changing, fast-paced work environment.

EXPERIENCE

FRED BEANS FAMILY OF DEALERSHIPS, Doylestown, PA 3/2013-Present

Accounts Payable, Accounting 2013-Present

Reviewed vendor invoices for accuracy and authorized approval, then

generated payment.

. Posted all invoices, to their proper accounts.

. Reviewed vendor invoices for accuracy and authorized approval, and then

posted on-line.

. Reconciled vendor and manufacturer's statements, verifying whatever

discounts were taken.

. Setup and/or modified vendor data on-line, as necessary.

. Reconciled manufacturer statements.

Collection Clerk, Accounting (Parts Warehouse) 2013-2013

Assuring the proper control of the wholesale receivable accounts.

. Made daily collection calls working off a 30-, 60-, 90- and 120-day past

due analysis report.

. Maintaining accurate notes of all conversations and contacts with

customers to be used in case of legal proceedings.

. Keeping amounts within acceptable guidelines as put forth by the

company's Accounting Policies and Procedures.

. Kept management abreast of all problem or concern accounts.

. Assisted customers with any copies and/or concerns.

CVS PHARMACY, Lansdale, PA [Part-time] 7/2012-7/2013

Shift Supervisor 2012-2013

Assisting store manager with the responsibility of administrating daily

store operations, including customer service, employee supervision, loss

prevention, monetary settlement and merchandising activities, along with

carrying out all opening and closing procedures.

NCO FINANCIAL SYSTEMS, INC., Horsham, PA 7/2009-8/2011

Provides business process outsourcing, including accounts receivable

management, customer relationship management and back-office services for a

diversified customer base.

Production Manager, Payment Processing 2009-2011

Management of 12 employees, with various aspects of payment processing for

financial institutions and retailers, via lockbox/remittance processing.

. Monitored workload, ensuring quality standards are consistently achieved

and guidelines are followed and met.

. Maintained Paid Time Off (PTO) records.

. Responsible for progressive discipline regarding attendance, performance

and all aspects of company policy.

. Supervised operation of various equipment used to open, extract and

post incoming payments.

. Coordinated routine preventive maintenance and cleaning of all

equipment.

. Aided team with working payments within exception queues.

. Supported department with researching any escalated payment

inaccuracies.

. Oversaw collection of all pertinent back-up data.

. Developed, documented and implemented policies and procedures.

PATRICIA A. PRIMUS Page 2

LINCOLN INVESTMENT PLANNING, INC., Wyncote, PA 11/1999-

4/2008

Broker-dealer firm with more then $7 billion in assets, nearly 125,000

clients; specializing in the retirement planning needs of educators and

employees of non-profit and tax-exempt organizations.

Supervisor, NSCC Control 2005-2008

Management of 8 employees, involved in the data quality and reconciliation

of almost 700,000 mutual fund and annuity accounts, across 63 various fund

families (e.g. AIM, Oppenheimer, Security Benefit Life and

Prudential/American Skandia).

. Conducted interviews and participated in selection process of new hires.

. Writing of performance appraisals and conducting of performance

evaluations.

. Recommendation and execution of any disciplinary action.

. Establishment and monitoring of both individual and team goals.

. Planned and monitored daily work flow.

. Communicated to both internal departments and external customers.

. Worked with upper management to continually improve procedures.

. Oversaw preparation and quality control of quarterly statements.

. Suggested procedural changes to aid in keeping processing current.

Coordinator, NSCC Control 2003-2005

Assistance with duties of reconciliation specialist, updating of AS400

system, as necessary, and taking steps to correct both internal and

external processing errors.

. Identification and coding of fund products on internal system.

. Training of co-workers on all job unit functions.

. Confirm and statement generation.

. Performed back-up duties relating to Fund/SERV execution and

reconciliation.

. Identifying potential recurring problems that may indicate larger scale

issues.

. Worked with funds and/or other internal departments to bring resolutions

to problems.

. Suggestions for any procedural and/or processing practices.

. Miscellaneous project work as directed by management.

Specialist, NSCC Control 1999-2003

Daily maintenance, balancing and networking of all electronically

transmitted funds.

. Coordination of mutual fund and annuity products via NSCC, DST Vision,

Advisor Central, FAN Mail, IPS (DTCC's Insurance Processing Service),

Pershing and TD Ameritrade Systems.

. Networking preparation of internal system for transmissions via NSCC or

Fund/SERV.

. Reconciliation of any on-line error reports.

. Reviewed all reports resulting from daily activity within accounts.

. Performance of adequate follow-up of expected activity.

. Reallocation of Transfer-in-Kind assets into professionally managed

diversified accounts.

. Receipt and investigation of 403(b) loan repayments.

. Processing of loan repayment default letters.

. Provided 2nd verification on any investor tax withholding activity.

PRUDENTIAL INSURANCE COMPANY, Dresher, PA 1/1977-4/1999

Held various positions during my tenure with this company.

PROFESSIONAL DEVELOPMENT

Electronic Technology, Pennsylvania Institute of Technology, Media, PA -

1985-1990

KEYWORDS: Lockbox, Remittance, Payment, Manage, Supervisor, Supervise,

Data Aggregation, Data Integrity, Reconciliation, Fund Accounting, Account

Management, Data Management, Microsoft Office, Outlook, Excel, Word

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