Alan Thomas Dugan *** Soto Street, Apt # D*
Cell: 925-***-**** Martinez, CA. 94553
Email: **********@***.***
After working in the banking industry for the last 20 years. I’m seeking a new career path that would allow me to collaborate within a team environment and provide an opportunity for growth. Looking forward to taking on new challenges. Bank of Montreal merged with Bank of the West - Work History (20 years) BMO HR Support Services - 2023 to 2024 (Staff Reduction) San Ramon, CA
Assisted with answering employee questions on policy
Created work orders for the vendors, followed for completion BOTW Payroll Specialist - 2021 to 2023 (Worked Remote) San Ramon, CA
Assisted with answering bank employee questions (Policy)
Worked alpha, was responsible for 2500 employees
Corresponded with Employees via Email, Phone, Team (On-Line)
Processed Off Cycle Checks for New Hires, Separations, Retro Payments
Pay Sheet Entries (Open Pay Cycle), Adjust Accruals for ABS, VAC, PER
Pay Sheet Entries (Open Pay Cycle), Reg Hours, Overtime, ABS, Retro, Holiday
Update system with State and Federal Tax Docs provided by the employee
Update Direct Deposit account information based on employees’ request
Upload garnishment files to system
BOTW Bankruptcy Specialist - 2017 to 2021
San Ramon, CA
Assisted with answering bank employee questions (Policy)
Assisted customers with processing Western Union Payments (Wires)
Assisted customers with voluntary repo, written authorization via email or fax, wrote summary in CACS, coordinated with Repo
Corresponded with Court, Attorneys, Trustees and Debtors via Email, Phone (Recorded), and Fax
Scan daily mail and distribute by alpha to department reps via email
Scan and upload all new and discharged bk’s to Filenet, coordinated with reporting department
Maintained spreadsheet for all mortgage accounts, coordinated with Charge Off and Foreclosure Departments throughout BK
Maintained spreadsheet for daily caseloads for the department
System / Platform used: Pacer, Sagent (Fisver), CACS, RMS, ALS and TMS
BK Chapter researched: CH7, CH11, CH12, CH13
Wrote summary and pull documentation for Proof of Claim, Reaffirmation, Legal Objection and Motion of Relief
Reviewed admin documents for Proof of Claim, Reaffirmation, Legal Objection and Motion for Relief before they are sent to BK Attorney to file with court
Created Work Orders based on calls, emails and faxes received by the customer: ACH Agreement, Coupon Book, Payment History, Title Research, Lien Release, Reconveyance of Deed
Request management to run a Trace on a customer location BOTW Payroll Specialist - 2015 to 2017 (Department Relocated) San Ramon, CA
Assisted with answering bank employee questions (Policy)
Worked alpha, was responsible for 2000 employees
Corresponded with Employees via Email, Phone, Fax
Completed requests from HR such as Worker’s Comp Wage Requests, Subpoenas, Verification of Employment
Ran Biweekly Reports (Timecard), sent out notifications via email if an employee reported less than their standard hours
Processed Off Cycle Checks for New Hires, Separations, Retro Payments
Pay Sheet Entries (Open Pay Cycle), Adjust Accruals for ABS, VAC, PER
Pay Sheet Entries (Open Pay Cycle), Reg Hours, Overtime, ABS, Retro, Holiday
Update system with State and Federal Tax Docs provided by the employee
Maintain database for FedEx labels for distributing payroll checks
Maintain supplies for FedEx, Ordered labels, Envelopes and Plastic Pouches
Coordinate with the bank’s Mail Room on FedEx pick up times Alan Thomas Dugan 400 Soto Street, Apt # D6
Cell: 925-***-**** Martinez, CA. 94553
Email: **********@***.***
BOTW Monetary Specialist – 2013 to 2014 (Department Relocated) San Ramon, CA
Processed payment received via USPS, DHL, UPS, FedEx
Maintained spreadsheet of all trackable packages and payments received
Receive requests from customers in writing to cancel Service Plans and Gap Coverage on their collateral, called dealerships, faxed authorization, once a refund is received it would be applied to the loan, then notify customer
Processed refund checks for customers
BOTW Collateral Specialist – 2012 to 2013 (Department Relocated) San Ramon, CA
Maintained spreadsheet of daily titles received from the mail
Audited 50 UCC accounts daily
Pulled 150 titles from drawer (Daily), reviewed/compared against contract for match, noted CACS, sent titles to vendor (FDI) If titles did not match the contract, I would forward to rep who was handling that state for further research
For all Repo titles found within the mail, I would create a spreadsheet and note CACS, titles would be sent over the next morning
Ran reports, pulled titles from drawer and handed them off to reps to research BOTW Peripheral Printer Operator – 2009 to 2011 (Outsourced) Concord, CA
Print Statements, Commercial Loans, Postcards, IRD's and CBO Letter's
Create CD’s for Corporate and Share Draft Customer
Operate and Maintain Commercial Printers - Oce 4120 and 5160
Train coworkers and temp employees
BOTW Mail Clerk 3 – 2004 to 2008
Concord, CA
Called banks Transaction and Sorter teams when work came in
Handled Transportation issues between 12:00am - 6:00am
Processed incoming and outgoing Branch and Department mail
Metered US mail
Operated FedEx Café System
Ran Reports
Updated logs for managers
Write department procedures
Train coworkers and temp employees
Education
Martinez Adult Education Center
September1986 – November 1988
General Ed, GPA 3.14
Diablo Valley College
December 1997 – May 1998
AutoCAD, GPA 4.00
Martinez Adult Education Center
September 2024 – January 2025
Payroll Accounting, Certificate
References
Demia Anderson Polly Shiver
Global Payroll Manager SR BMO Payroll Manager