Waldorf University

Banking Assistant Manager

Wintrust Financial Corporation

Relationship Management Officer

-	Coordinate, administer and manage account openings and closures with key relationship banks
-	Oversee payment operations via wire, ACH, LOAs, checks, and book transfers 
-	Maintain a deep understanding of foreign and domestic payment processing
-	Extensive experience with multiple bank platforms including JPM, Wells Fargo, CNB, FRB, CIBC, Wintrust, Bank of America, Citibank, etc.
-	Complete KYC and due diligence for all payments requested and processed
-	Work with custodians to ensure investor disbursements are credited and processed
-	Train and monitor development of Treasury team members locally and globally
-	Work collaboratively with all internal teams including Risk, Compliance, Accounting, and Implementation
-	Reconcile variances between investor transactions and internal requirements 
-	High level review and analysis of account reconciliation on a daily and weekly basis
-	Influenced and lead the development of Treasury Team handbooks, trainings, processes, and policies in collaboration with Treasury VP
-	Communicate with and assist all clients and investors with payment detail issues and updates
-	Analyze work flows and volume to forecast future needs and team structure 
-	 Work closely with auditors to fulfill yearly requirements for all clients

Opus Fund Services

Assistant Vice President, Treasury

-Creation, development, and management of training manual and policies
-Assisted with client needs and concerns
-Spearheaded promotion of the company to clients and vendors
-Researched and implemented ways of better fulfilling the needs of clients

Energie Inc/ Demi-Bar Pilates

-Responsible for the safety and education of campers registered to the program
-Supervised for the care and safety of 15-20 horses throughout the season
-Creation and implementation of lessons for campers
-Coordinated the training and placement of wrangles and WITs (wranglers in training)

Jessica Hess