Coordinate schedule and training material, Teach courses for Senior computer training. Class cirriculum developement. Assist senior financial officer with wide range of transactions and reporting.

Administrator and Relationship Manager for Corporate and Municipal Bond Issues, Escrows, Defeasance Portfolios, Like Kind Exchange Escrows, etc. New document review to limit banks risk exposure. Retentive and new client sales. Supervisor of assistants daily responsibilities and continued training.

Administrator and Relationship Manager for Institutional Custody and Escrow accounts. Retentive sales. Assumed Full account load after two week systems training.

"Wholly owned indirect subsidiary of National City Corporation"

Bond Administrator for Corporate and Municipal Bond Issues, Escrows, Defeasance Portfolios, Like Kind Exchange Escrows, etc. New document review to limit banks risk exposure. Retentive and new client sales. 1 Increased new revenue by 43% over the last two years by leveraging the banks franchise and existing relationships. 2 Enhanced customer satisfaction by meeting with the client to discuss and summarize the client’s responsibilities and obligations as outlined in the governing documents. 3 Managed the transfer and administration on contracted servicing of Trust accounts for a small Midwest bank to limit risk exposure. 4 Member of 2-person team on internal system cleanup project to streamline administrative processes to realize efficiencies and cost reductions

"Subsidiary of J. P. Morgan Chase, a global financial services institution with assets of $1.2 trillion. "

Researched customer inquiries unanswered by phone representatives through document review and account analysis on Home Equity Lines of Credit. Federal Funds Coordinator. Statement reconciliation.