Loan & Trust Documentation Specialist

Mable Muwayi

Saint Paul, MN *****.

Summary

Direct Loan and Trust Documentation Experience

Hands-on experience issuing, maintaining, and reviewing Letters of Credit, trust documents, and client account records at U.S. Bank, Ameriprise, and Wells Fargo.

Proven Ability to Handle Complex Transactions and Escalate Issues

Experience processing money transfers, updating financial accounts, and opening brokerage/trust accounts demonstrates competency in moderately complex transactional tasks and has tracked records of escalating non-routine issues to supervisors.

Strong Attention to Detail and Multi-System Expertise

Consistently demonstrated accuracy in data entry, document management, and review of financial statements, while navigating multiple systems and platforms (EY software, Excel, SharePoint, and bank-specific tools).

Education

A.A.S., Business Studies – National American University, Roseville, MN

Core Skills

Loan & Trust Documentation Support

Performed data entry and account updates across multiple systems.

Used SAP in finding client information efficiently.

Bank/Financial Statement Review

Differentiate Assets vs. Liabilities

Complex Transaction Processing

Multi-System Navigation (2–3 screens)

Typing Speed 30 - 40 wpm.

Customer Service & Collections

Accuracy & Compliance

Document Management & Filing

Database Management

Escalation & Issue Resolution

Microsoft Office Suite (Excel, Outlook, Teams, SharePoint)

Adobe, EY document retrieval software

Proficiency in Excel, Access and other data applications handling large, complex data sets.

Work Experience

US Bank - Minneapolis, MN (Contract) Oct 2025 - Nov 2025

Customer Service Representative – Contract Data Entry.

Handled inbound/outbound client calls regarding collection accounts, ensuring accuracy and compliance.

Performed data entry and account updates across multiple systems.

Processed financial transactions and payment transfers, reconciling account balances.

FRS – Mendota Heights, MN Contract (Laid Off) Sep 2025 – Sep 2025

Customer Service Representative – Loan/Collections Support/Data Entry

Handled inbound/outbound client calls regarding collection accounts, ensuring accuracy and compliance.

Performed data entry and account updates across multiple systems.

Processed financial transactions and payment transfers, reconciling account balances.

DCM Services – Bloomington, MN Oct 2024 – Feb 2025

Customer Service Representative – Loan/Collections Support/Data Entry.

Handled inbound/outbound client calls regarding collection accounts, ensuring accuracy and compliance.

Performed data entry and account updates across multiple systems.

Processed financial transactions and payment transfers, reconciling account balances.

Allina Health – Minneapolis, MN Sep 2023 – Mar 2024

Customer Service Representative – Patient/Financial Support/Data Entry.

Scheduled and managed patient appointments while updating sensitive records in databases.

Executed data entry and account maintenance, ensuring compliance with internal policies.

Escalated non-routine issues to supervisors for resolution.

Dept. of Health – Saint Paul, MN (Contract) Aug 2023 – Sep 2023

Administrative Specialist – Loan/Trust Documentation Support Data Entry

Prepped, sorted, and mailed official health and trust-related documents.

Conducted data entry and verification of client accounts.

Reviewed and updated trust documentation in the system database.

Escalated exceptions and collaborated with supervisors on non-routine cases.

Ameriprise Financial – Minneapolis, MN (Contract) Nov 2022 – Aug 2023

Trust Department Administrative Specialist /Data Entry.

Supported investment and trust department operations, maintaining accuracy in financial documentation.

Performed data entry and account updates across multiple systems.

Performed account updates, expense reports, and invoice management.

Issued and maintained Letters of Credit, ensuring compliance with financial regulations.

Coordinated with internal teams and escalated unusual client requests.

Utilized EY document retrieval software to locate and review client and trust account documents.

U.S. Bank – Minneapolis, MN Feb 2022 – Aug 2022

Credit Department Administrative Specialist/ Data Entry

Issued and maintained Letters of Credit in the International Credit Department.

Scanned, imaged, and filed financial documents for accuracy and compliance.

Managed incoming/outgoing mail and financial document distribution.

Performed data entry of financial records with attention to detail.

Computershare – Minneapolis, MN (Contract) Sep 2021 – Nov 2021

Operations Processor 3 /Data Entry.

Executed moderately complex financial operational tasks from receipt to resolution.

Coordinated financial information across multiple operational areas and customers.

Performed data entry and account updates across multiple systems.

Wells Fargo – Minneapolis, MN Feb 2019 – Sep 2020

Customer Service Representative – Data Entry Trust Contact Center

Handled 50+ daily inbound/outbound calls supporting trust and brokerage account holders.

Processed money transfers, account openings, and financial transactions.

Performed data entry and account updates across multiple systems.

Assisted clients with account inquiries while escalating complex cases to higher-level staff.

Ensured compliance and accuracy in financial updates across multiple systems.

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