Lead Operations Specialist

• Handles daily securities and cash related production work for various investment managers.
• Leads the implementation of various process improvements within the department.
• Provides training on various process changes to new and existing staff.
• Coordinates with peers and other Principal departments to provide excellent customer support in a dynamic environment.
• Researches complex situations and provides timely resolutions to business partners and clients.

• Liaison into Wells Fargo Trust Operations for various external investment managers.
• Headed business process documentation, testing and procedure writing in preparation for Wells Fargo’s IRT conversion.
• Coordinated with peers and other Trust Operations departments to gain a deeper understanding of business practices in order to provide more effective client support.
• Successfully migrated to a fully remote working environment in support of COVID safety without disruption in the service to the external investment managers I support
• Managed high volume and time-sensitive tasks across multiple computer applications ensuring all queries were researched and resolved promptly and efficiently.

• Led apartment tours, answered questions, and highlighted property amenities reaching 100% occupancy annually.
• Acted as the main point of contact for vendors and current tenants; investigated and resolved complaints.
• Performed administrative duties such as monthly rent collections, processed lease applications, planned and executed resident functions, and coordinated move-ins and move-outs.