Trust operations, data entry, customer service

** **** **** **** * 724-***-****

Homer City, PA *5748 ************@*****.***

Rose Patterson

A dedicated individual with over 35 years experience in customer service, order entry, and trust operations.

Objective Desire to become a leader in the trust operations area with growth in knowledge through education, training,

and hands on applications.

Experience July 2022 – January 2023 Trust Management Network Dallas, TX

Shadow Posting Specialist

Shadow post any transactions needed for assigned banks.

Go through daily exceptions for transactions that had errors or rejected

Work on the corrections needed for the transaction and repost to correct banks

Run daily balance sheets

Month end and month beginning were extensively busy correcting and entering

month end transactions, balancing the account and getting the reconcilement

or statement ready for the client

June 2013 – July 2022 American Trust and Services Financial Co.

Johnstown, PA

Trust Operations Supervisor

Approving large disbursements before distribution

Guidance and supervision of 4 trust clerks in the trust operations

Setting up all clients by application for online access to their trust accounts

Review and approve all ACM transactions including the wires to be sent

Processing federal withholding payments to the IRS

Prepare and file the 945 tax return for Federal withholding at year end

Balancing and reconciling of all internal accounts

Reconciling of all held away accounts

Monthly pricing of all unique assets

1999 – June 2013 S&T Bank

Indiana, PA

Trust Operations Supervisor

Created a check list to help in the flow and routing of closing accounts

Reconciled many mutual fund, stock, and bond statements to current system

Assist in the gathering of information, tracking and processing of fiduciary

tax returns for approximately 400 clients

Balance all withholding for employee benefit participants or IRA recipients,

prepare and file the 945 tax return for federal withholding at year end.

Open all new accounts on the system, make synoptic changes when necessary.

Compiled all opening paperwork for each core account on a large common

trust fund account with over 1200 sub-accounts

Liaison with Sungard on conversion, mergers, any problems, new ideas, changes,

or updates.

Collect and prepare all trust income data on a monthly basis, prepare reports,

and send income to accounting

Prepare month end reports for management, New vs. Lost, Comparative Summary,

and Revenue

1976-1993 Season-All Industries Indiana, PA

Order Entry Supervisor/Asst Customer Service Representative

Assisted in direction of a staff of 8 employees in the residential customer service/

order entry department

Handled incoming phone calls from dealers and homeowners concerning new orders,

remakes, problems, deliveries, etc.

Processed order changes, cancellations, etc. Calculated sizes and ordered any special

glass needed for windows or doors

Served as a liaison between department and manufacturing facility concerning issues

and problems

Education Business graduate Indiana Area High School Indiana, PA

Hobbies Camping, reading, spending time with my grandkids

References Available on request

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