MARCELLA HORNE

H: 720-***-**** ad1ijb@r.postjobfree.com

Summary

Self-motivated and dependable Senior Investment Processing Expert, with short term supervisory experience and more than 20 years of experience in the financial industry. I am skilled in reviewing loan and real estate documents for accuracy, working with Self Directed IRA’s and Retirement Plans. Demonstrated the ability to complete tasks accurately, while achieving high performance with minimal supervision. I also have a strong ability to review and improve both general and complex processes. I enjoy training as well as finding ways to build morale and create incentives programs across the company. I have over ten years telecomuting experience. Skills

● Microsoft Office Suite

● Document Direct (reports research system)

● Self Sufficient and adaptable to change

● Purchase Balancing System

● Transaction Auditor System (quality

control reporting system)

● Skype for Business

● Highly proficient in SAP

Experience

2022 to current

Mark VII Equipment LLC

● Excellent time management and communication skills

● Great conflict resolution

● Team player and collaboration expert

● Coordinating technicians based off of location and priority of service calls

● Interfacing with clients to determine their requests 2021 to 2022

Empower Retirement Denver, CO.

● Excellent time management and communication skills

● Great conflict resolution

● Team player and collaboration expert ● Records Management Database System ● Consistent achievement in quality and efficiency metrics

● Teamworks / Innotrust

● Processing Associate

● Monetary Control

● Incoming and Outgoing wires, Lockbox Check

● Heavy Excel Reports

● Data entry work

Office Manager

2020 to 2021

Arner and Associates Denver, CO.

● Responsible for payroll, Accounts payable, receivable sales

● Customer Service

● Empower Retirement

Current

● Processing Associate

● Monetary Control

● Incoming and Outgoing wires, Lockbox Check

● Heavy Excel Reports

● Data entry work

Investment Processing Associate / Pensco Trust Company 08/2019 to 11/2020

● Collect, review, analyze and interpret real estate, loan, court documents and private debt instruments to ensure compliance and feasibility.

● Process investment payoffs and sales transactions.

● Consult with mortgage brokers, loan servicers, escrow officers, attorneys, clients and financial advisors to accurately complete investment transactions.

● Quality check peers work.

● Research and follow up on old items and resolve any issues.

● Explain differences to title companies of investing through the self-directed IRA.

● Follow up on outstanding matters to make sure transactions were competed. Senior Processing Associate / Quality Liaison 12/2002 to 06/2019 Oppenheimer Funds Centennial, CO

● Delivered an exceptional level of service to each customer by addressing concerns and providing resolution to any questions.

● Executed daily reports in regard to financial transactions, daily balances, and any discrepancies with client account information

● Identified and recommended changes to existing processes to improve the accuracy, efficiency and responsiveness of the current processing procedures.

● Did a two year 403b cleanup project.

● Responded to inquiries and researched and resolved problems related to transactions handled by the department.

● Support Liaison for the Transfer Agency’s processing department as well as the training and education center.

● Served as a peer coach by assisting others in accurately performing their functions. ● Self-disciplined telecommunication participant as well as advocate, with experience in utilization of VDI/VPN (remote workforce).

● Provided operational support to Brokers and Third Party Administrators.

● Subject matter expert in Retirement plans.

Third Party Administrator

1992 to 2002

Sun America Financial Denver, CO.

● Manage all aspects of client’s retirement plans for assigned accounts while keeping a high retention rate.

● Responsible for managing 65 retirement plans, calculate employer contributions, determine participant eligibility and allocate earnings and contributions, and review all plan distributions.

● Responsible for incoming as well as outbound calls with clients both internal and external.

● Responsible for multiple cleanup projects.

Education and Training

Associate Degree: Accounting 1992 Red Rocks Community College Denver, CO Self-Directed IRA Training

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