Grand Rapids Metropolitan Area
This is my personal LinkedIn profile. Thoughts and opinions expressed on this site do not reflect my employer, Fifth Third Bank. Currently supporting the Estate Settlement team at Fifth Third Bank, I assist with fiduciary account management, trust system maintenance, and compliance with probate and estate policies. My role involves coordinating with Estate Officers, reviewing documentation, and ensuring operational accuracy across trust workflows. With a background in IRA/CD operations and customer solutions, I bring a strong understanding of financial processes, risk management, and regulatory standards. My role involves strategic collaboration with multiple business units, managing risk, and maintaining adherence to regulations.My professional journey is driven by a commitment to growth and operational excellence, underpinned by a keen understanding of the financial sector's evolving landscape.
-Partner with Estate Officers to support estate administration, including beneficiary communications, coordination with external advisors, and internal operational alignment. -Maintain and reconcile trust accounting systems and Workflow tools, ensuring accurate reporting and compliance with fiduciary standards. -Assist in the collection, documentation, and distribution of estate assets, including probate filings and discretionary actions. -Monitor daily account activity and documentation to ensure adherence to internal estate policies and regulatory guidelines. -Collaborate with internal operations teams and external service providers to optimize estate administration processes and enhance client satisfaction. -Manage competing priorities across multiple estate officers while maintaining a strong focus on risk mitigation and client service excellence.
-Maintained a thorough understanding of IRA/CD products and services, streamline operational procedures for increased efficiency and profitability in the banking center. -Researched and resolve entries on CDs, IRAs, and other internal accounts. -Collaborated with Financial Centers on IRA/CD operations, ensuring compliance with operational and risk functions. -Validated IRS and state-specific documentation for IRA/CD transactions, process complex IRA distributions, and handle risk-based transactions. -Addressed compliance and documentation exceptions, liaise with various business units, and collaborate on process enhancements with management and IT. -Executed necessary transactions for department functions and perform miscellaneous maintenance tasks. -Demonstrated solid knowledge of IRS regulations related to information reporting and tax withholding. -Handled IRS reissue and correction processing for IRA and CD transactions, including various tax forms. -Participated in assigned projects and fulfill any additional duties as assigned.
-Contacted bank customers via dialer campaigns and manual calling efforts to discuss account resolutions such as payoffs, payment plans, and settlements to recover losses -Skip traced, conducted transactional and historical research, ordered payment histories, credit bureau reports, statements, and credit applications as necessary to support the line of business obligations -Retained all customer communication efforts via the internal system of record ensuring that all interactions are documented accurately -Identified and escalated customer complaints and situations with inherent risk circumstances to leadership as outlined by the bank’s complaint management program. -Reviewed performance reports to evaluate productivity and achieve individual and team commitments -Ensured completion of all projects and/or additional tasks assigned within required timeframe
- Maintained a clean and safe working environment - Read prints, drawings, and sketches - Adhered to company policies and safety procedures - Assembled between 6-7 motorhomes a week
- Evaluated and diagnosed roles to make appropriate recommendations - Developed solutions for maximized operational efficiency - Completed curbside pickup and order fulfillment with excellent customer service - Worked collaboratively with other on the team to meet customer needs