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Team Lead Operations Specialist

Location:
Houston, TX
Posted:
October 21, 2023

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Resume:

Ashlei Frazier

***** ****** ******* ** ******* TX 77429 314-***-**** *******@*****.***

Education

LINDENWOOD UNIVERSITY – Saint Louis, MO

Bachelors of Science in Business Administration, 2013

Key Skills

Analytical/Research

Government Accounting/Book keeping

Flexibility/Adaptability

Record Organization & Management

Journal Entries & General Ledgers

Teambuilding & Staff Supervision

Professional Experience

SYSCO SBS – Cypress, TX

Cash Apps Analyst 12/2016 to 01/2021

Check deposits (Net and MA remote): reconcile cash clearing and cash suspense accounts

Research and resolve reconciling items

Driver collected cash and money orders: reconcile STS Cash report to reverse ATM deposits and money order

Maintain general ledger reconciliation

Responds to email requests from OpCos

Audit MA deposits

Create return payment disputes

Purchasing and Agreements-CPAS 06/2014 to 12/2016

Assist in day-to-day processes including entering, researching, and interpreting agreements

Validate and approves team members agreement entries

Mentoring and teaching co-team members how to process day to day processes

Process claims and disputes

Research and analysis reasons for missing or skipped incentive and process manual analysis

Develop templates for manual analysis

Continues to enter agreements and perform related duties as directed by the Team Lead.

WELLS FARGO ADVISORS – Saint Louis, MO

Securities Operations Specialist 2/IRA Associate 02/2010 to 11/2013

Handle the processing of:

incoming requests of distribution,

liquidations,

contributions,

write offs,

refunds of excess,

re-characterizations,

escalate issues that require research and analysis

Technology Summary

MS Office (Word, Excel, PowerPoint, Access, Outlook) Windows (all) SUS SAP/Vistex



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