Manager, Client Relations Resume

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Posted on: 2007-09-22

 Manager of Client Relations for the Incentive Compensation Group, Human Resources. Located in West Hills, CA, AZ and Plano, TX.
 Manage, administrate and oversee a variety of Incentive Compensation Plans for the Wholesale and Specialty Lending Groups.
 Manage and administrate the monthly, quarterly and annual bonus incentives.
 Correspondence with offsite senior management in Chandler, AZ.
 Proficient with Access, Excel, Word and PeopleSoft applications.

– Wells Fargo Bank Beverly Hills/Los Angeles, CA
AVP & Senior Financial Analyst
 Manage and administrate a variety of Incentive Compensation Plans within Wholesale.
Operations Manager for the Beverly Hills Trust department.
Audit of Operations and Administration experience.
 Suggest and test new methods to enhance current database.
Prepare and Analyze data for operating and/or strategic plans relating to business segment or product line.
Implemented training course for new recruits — speeding profitability.
Quarterly Management reporting.
– City National Bank Beverly Hills, CA
Senior Trust Administrator Assistant – Personal Trust
 Managed over clients with discretionary payment requests.
 Managed monthly payroll for selected clients.
 Managed and administered daily overdrafts and resolved problems.

First Interstate & Wells Fargo Bank
Assistant Supervisor/Team Lead - Operations
Trust Fees Senior account specialist.
Quarter Management reporting.
Managed operation and Trust administration staff.
– Director’s Guild of America Health & Welfare Plan Los Angeles, CA
Field Auditor
 Analyzed and prepared reports of earnings and contributions of member companies.
 Preparation of quarterly audit compilation report for Board of Directors meetings.
EDUCATION
– California State University, Northridge Northridge, CA
 B.A., Business Administration – Media Management.
 A.A., Pierce Junior College – General Education
INTERESTS
Travel, tennis, movies, horseback riding, photography and Art
ADDITIONAL PROFESSIONAL ACTIVITIES
 Team member: Compensation, Analysis and Reporting Platform (CAARP)
 Commercial Wholesale Banking Mentor/Mentee Program participant
AWARDS RECEIVED
 August “Incent One” Outstanding Contribution Award (SVP and Above Direct Issue). In recognition of significant contribution to the Corporate HRIC Process Decomposition Recognized for Collaboration and Team Work
 Fourth quarter “Best Shot” nominee - Wholesale Finance Commercial Banking WFB
 Third quarter “Best Shot” nominee - Wholesale Finance Commercial Banking WFB
 Received the highest rating possible upon completion of the annual PCS Trust compliance audit – WFB


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