Operations Specialist

Keith E. Roberts

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

Charlotte, N.C. 28216

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

704-***-****

Skills Summary

• Customer Service

• Project Management and technical research

• Data Analysis

• Team Building

• Client Relations

Application proficiency; ( MS Word, Outlook, Excel, Access, PIT, Captiva, Beta, Documentum, Siebel, ASAT, Oracle, Branch Net, Pegasus, Portia, LPM, Pulse, Blue Zone Encompass, Citrix, IBPM, File Net

Professional Experience;

BB&T ( Truist ) Treasury Management ( April 2019- October 2020 ) Client Support Specialist

• Responsible for supporting clients to ensure understanding of updated application

• Maintaining contact while updating contact information

• Instructing and supporting transactions ACH, Wire transfers, Positive Pay..etc )

• Detailed research for client technical entitlements

• Scheduling training using a controlled metrics for new client onboarding Hearst Deliveries ( Jan 2019-April 2019 )

• Responsible for incoming and outgoing mail

• Maintain records for receipt and delivered products

• Produce copies and printed materials for corporate meetings and distribution

• Review and update printed materials for distribution

• Maintain records for all functions

Charlotte Mecklenburg Schools ( Sept 2018-Dec 2019 )

• Volunteer for after school programs

• Served as an exam proctor

BB&T Treasury Management.. ( Contract.. ( Jan.2018-Aug. 2018 ) Client Support Specialist

• Responsible for supporting clients to ensure understanding of updated application

• Maintaining contact while updating contact information

• Instructing and supporting updated technology

• Detailed research for client technical entitlements

• Reporting daily to management through share point LPL Financial

One of the nation's leading financial companies Charlotte, N.C. ( May 2013-December 2017 ) Sr. Operations Specialist/ Fortigent

• Responsible for obtaining account statements from outside investors

• Creating matrix information for share point reporting

• Review account information for future queries

• Manage incoming account notifications and changes Specialist I Advisory Operations LPL

• Actively reconcile advisory account changes in a fast paced, high volume environment

• Review advisory accounts to ensure accurate billing and commission updates

• Review and update any changes and discrepancies in Portia application

• Manage terminations,billing changes and accounts set ups

• Siebel application request and Source of Funds for advisory mediation Specialist Client Compensation / Technology Management

• Review and process advisory technology access for internal applications

• Ensure that all TSA (Technology Subscription Agreement) requests are completed daily

• Notify Integration Managers via email of completed requests

• Add or delete any additional technology access as needed

• Record all actions in Siebel application

Zenta Mortgage March 2009-September 2011

Loan Processor/ Subordination Specialis

Processed loan applications, Coordinated Closings, Obtained Requested subordination agreements from subordinate lenders subordination request packages

individual company guidelines for proper request

Decision One Mortgage-HSBC January 2004-February 2009 Loan Processor

Processed Correspondent loans and re-processed for bulk sale to outside investors Trailing Document Specialist

Recovered and researched from outside vendors and stored properly as legal mandates Negotiated terms with attorneys for lien releases and foreclosures Branch Coordinator Advised and assisted processors for west coast operations Correspondent Loan Specialist

Contact this candidate