Operations & Client Services Leader with Treasury Expertise

TEVELL JONES

*************@*****.*** 336-***-**** Clemmons, NC 27012

Summary

Results-driven operations process leveraging over 20 years of proven skills in establishing strong rapport with clients. Highly knowledgeable in treasury management and client services. Keen knowledge of banking operations and systems. Collaborative team-player, diligent about contributing to the achievement of both company and client outcomes. Skills

• Leadership

• Teamwork and Collaboration

• Performance Improvement

• Multitasking and Prioritization

• Time Management

• Strong Analytical and Critical Thinking Skills

• Presentation preparation and Delivery/Public Speaking

• Relationship Building

• Verbal and Written Communication

• Strong Computer Skills

• Goal Setting

• Understanding Clients Needs

Experience

Wells Fargo Business Operations

New Securities Operations Associate

04/2023 – 04/2025

• Participated in low complexity lifecycle support tasks and helped identify opportunities for process improvements within Securities Operations.

• Provided information, collaborated, and consulted with peers, colleagues, and managers, including internal and external customers, to resolve issues and achieve goals.

• Built expertise in operational processes including client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, and general ledger reconciliation.

• Assisted in gathering data to support resolutions of issues; review and analyze functional operational tasks that require research and evaluation.

• Contributed to implementation of projects.

• Monitored daily securities and cash related production work. Wells Fargo Treasury Management

Operations Processor

07/2016 – 04/2023

• Provided ongoing support to clients and maintained positive relationships with primary contacts through daily and weekly communication.

• Identified and resolved clients’ issues.

• Trained clients in products and services to ensure optimal delivery and met implementation needs.

• Helped identify growth opportunities for clients.

• Provided interim support to the Deletes and Reversal Team within Treasury Management.

• Knowledge of ACH Nacha Formatting codes and regulations.

• Assisted in processing item and file changes as requested by our origination customers.

• Over 90% quality score rate each year in ACH-responding to telephone inquiries concerning support and processing.

• Knowledge of all functioning ACH systems ( Mobius, AXIS, TSO, HOGAN, UAM, PERUSAL, PAC2000, ACH History, Auto-Fax)

• Implemented products and services.

• Created settlement reconcilements NACHA files in ACH payment systems. Wells Fargo Home Mortgage

Senior Loan Negotiator

02/2015 - 07/2016

• Mortgage adjustor responsible for reviewing preliminary disclosure documents, title documents and appraisal reports for over $1 Billion in total home values.

• Partnered directly with realtors and closing escrow agents on delinquent mortgage loans requesting a short sale review.

• Delegated to decision homes regarding liquidation options reviews.

• Ensured company and client adherence to guidelines.

• Assisted with loan renegotiations.

• Reviewed customer financial statements and analyzed credit and account information.

• Prepared reports and ensure documents were within proper guidelines.

• Partnered with customers to obtain information on loan decisions.

• Demonstrated ability to provide ongoing support and account management.

Wells Fargo Home Mortgage

Home Preservation Specialist

02/2011 - 02/2015

• Provided a single point of contact with borrowers whose loans were delinquent or had an elevated risk for delinquency.

• Developed, retained, and grew existing accounts to enhance opportunities for customers.

• Assisted borrowers to find solutions to maintain home ownership through loan modification.

• Effectively work in a team environment to achieve team / volume goals and provide superior customer service.

• Lead preservation specialist averaging 45-60 calls a day while maintaining 95% availability in phone queue.

• Answer inbound inquiries on multiple systems to inform borrowers of loan terms, public filing information and important deadlines. Account Manager

Piedmont Nursing Group

09/2008 – 12/2010

Sales Account Representative

Integrative Life Solutions

03/2007 – 08/2008

• Managed team responsible for the day-to-day operational activities of opening a new business, Magnolia House of Health. Successfully opened two different store locations and implemented sales strategy prioritization to achieve sales target.

• Established relationships and contracts with vendors for both store locations.

• Conducted market studies to evaluate competitors.

• Attended community events as promotion for the business.

• Helped establish pricing for items sold by the business.

• Conducted interviews and training of all newly hired staff and management of the business.

• Sold pharmaceutical medicine and medical equipment for the only licensed distributor in the country for the NES computer software medical device.

• Assisted with phone calls to physicians and health care professionals daily to help assist in sales and marketing orders.

• Instrumental in sales and marketing, as well as management of all shipping and receiving sales orders throughout the United States and Canada for the health and wellness clinic using Activate and QuickBooks accounting software.

New Business Acquisition Rep

Dun & Bradstreet

02/2002 – 12-2006

• The recognized leader of global business credit information for risk management, sales & marketing service management.

• Partnered with business owners across the country to better assist them in their decision-making processes for new and existing customers.

• Helped update business credit reports and used financial statements to help establish stronger ratings and payment scores for businesses.

• Developed, retained, and grew existing accounts to enhance clients’ image to help companies make decisions about how to effectively partner with the client.

• Directed investigations and interviews with company principals regarding corporate details and bankruptcy filing from state and county records.

• Updated public filing information, business registrations and payment / banking data from company suppliers.

• Closed business opportunities via telephone daily and maintain $25K a month sales goal.

• Implemented sales strategies and calls prioritization to achieve sales targets.

Education and Training

Ohio University Athens, OH

Bachelor of Science in Health Serv

Community Health Services

08/1999

National Football League

Philadelphia Eagles

Defensive Back

04/1998

Arena Football League

Houston Thunderbears

Defensive Back

06/1999

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