OPERATIONS MANAGER Summary My goal utilize 20 years banking experience education business management human resources order expand management experience. Skilled financial reporting, account balancing reconciliation, project management, analytics. Highlights Quantitative analysis metrics Account reconciliation balancing Complex problem solving Staff leadership development Expert MS Office Suite Conflict resolution Strong interpersonal skills Procedure development Experience Operations Manager October 2011 Current Company Name City State Manage daily functions Real Estate Oil, Gas, Mineral AP(accounts payable) AR(accounts receivable) transactions Manage team 15 staff members perform duties across multiple lines business Conduct employee performance reviews individual development plans success Daily monthly account reconciliation internal house suspense accounts Accurately document report items SLA senior management correspondence field partners Provide training team members job responsibilities cross-train opportunities Research resolve complex variances Review daily work quality control errors Conduct year-end tax 1099 1098 statements Real Estate Assets Loans Personal Banker/ Business Champion July 2007 October 2011 Company Name City State Profile analyze clients financial situation order provide proper recommendation bank products services Coach teller line send referrals bankers achieve sales goals Interact clients bank personnel daily basis order reach branch, team individual goals Originate applications personal, mortgage, business loans meet customer needs Exceed sales goals maintaining strong book business Provide hands system training new bankers Oversee daily operations branch compliance regulations Wealth Management Group Relationship Associate III June 2004 May 2007 Company Name City State Provide administrative support Private Bankers, Financial Consultants, Trust Advisor's Investment Bankers ensure client needs met highest quality service Assist Private Banker management book business held 180 clients Account reconciliation Private Banking general ledger accounts Submit large commercial consumer loan applications, schedule appraisal appointments, order loan documentation, assist clients closing loan requests, ensuring documents properly recorded Receive incoming client contacts handle client request inquiries timely efficient manner Identify client needs revenue enhancement cross-sell opportunities Prepare Personal Financial Statements clients annually request updated tax returns maintain client files Maintain accurate record incoming personal client information via excel spreadsheets Deposit Risk Operations Fraud Manager June 2001 June 2004 Company Name City State Perform complex research quick shot analysis suspected fraud accounts Managed team 12 fraud analysts daily process review suspicious account activity new account fraud Provide job training, facilitated team meetings, participate associate development reviews Avert one million dollars potential loss bank Recruit conduct interviews open analyst positions Cross train new employees fraud database systems Create, monitor, process database paper files using MS Access Excel Maintain statistics prepare month end reports Provide support special projects analysis presentations Restrict customer accounts Customer Identification Policy compliance Place foreign currency orders balancing general ledger accounts ensure accuracy currency received disbursed Monitor work flow staffing needs ensure service levels deadlines met Daily assignment job duties, create maintained department work schedules Education Bachelors Business Management Human Resources University Phoenix University Phoenix: Bachelors Business Management Minor Human Resources Skills Software Applications PeopleSoft, Commercial Electronic Office, FileNet, Hogan, Microsoft Outlook, QuickBooks, SEI Trust 3000, Trust Real Estate Management System, Trust Mineral Management System, SharePoint, Kronos, LexisNexis, Lotus Notes Computer Skills Proficient Microsoft Excel, Word, PowerPoint, Publisher, Access, 12,000 KSPM ten-key, Accurate typing 75+WPM Professional Skills Strong analytical skills, ability effectively multi-task, dependable, outstanding customer service skills, leadership skills, excellent problem solving skills