Trust Professional

Jennifer Collins

*** *********** **. ******,** **020--- CELL561-***-****---EMAIL: ******@*****.***

PROFESSIONAL OVERVIEW

• Financial operations and management professional experienced in retail banking and trust administration

EDUCATION

• Bachelor of Business Administration. Emphasis in Accountancy.

• California State University, Long Beach. 3.5 GPA.

EXPERIENCE

Trust Administrator-Ongoing Administration and Estate Settlement

Merrill Lynch Trust Company. April 2002-December 2002; April 2004 -November 2007. Boca Raton, FL

• Account management and administration of >400 accounts of high net worth individuals (>$1M asset value)

o Maintained asset profiles

o Reviewed trust documents for account management

o Handled partial and full distributions of cash and securities

o Processed and researched client billings, invoices, and fees

o Analyzed account relationships for necessary changes (e.g., legal review, beneficiary updates, trust amendments review, change in investment strategies, etc.)

o Prepared spreadsheets for account valuations, accruals and account tracking

o Corresponded with beneficiaries, attorneys, financial advisors, and CPAs

o Gathered and compiled account information for trust and clients’ tax returns

• Account opening and account closing processes

o Document preparation and reporting

o Coordination with internal departments to ensure alignment with bank policies

Corporate Treasury Analyst

Randstad Staffing Agency. August 2003-March 2004. Huntsville, AL

• Account receivable lifecycle servicing for regional telecom provider

o Prepared bad debt analysis for write-offs

o Prepared account summaries for collection agency placements

o Maintained credit and bankruptcy files and aging reports

o Researched and posted exception items to client accounts

o Posted, reconciled, and adjusted daily bank balances

Operations and Service Manager

Wells Fargo Bank, Long Beach, CA. June 1994-October 2001

• Lead branch operations of a Tier 1/ Flagship retail bank

o Held progressive positions of Teller, CSR, Officer and Manager in a flagship branch of 30 employees

o Conducted monthly staff meetings and various training programs in branch

o Provided support and mentored others in products, policies, and procedures

o Monitored internal and governmental compliance, ensuring daily and monthly certification deadlines met

o Maintained payroll, scheduling and other personnel issues

o Reviewed general ledger accounts for expenses and losses, processed accounts payable and incoming shipments

o Handled escalated customer issues, recognizing financial needs

o Reviewed transactions and accounts for fraud and risk exposure

SKILLS

• Proficient with Microsoft Office (Excel, Word, Outlook) and proprietary financial systems (account set-up, management, transaction monitoring, etc.)

• Account analysis and decisioning

• People management

• Customer acumen

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