Rosa G.

Banking Operations Analyst @Stretto

Irvine, CA, US

Provided comprehensive client assistance with account openings/closings, fund transfers, FED wires, checks, ACH, stop payments, and other banking inquiries via email and phone.• Ensured smooth and accurate processing of banking instructions and transactions by gaining proficiency in proprietary software.• Identified, researched, and resolved client issues with proprietary software, collaborating with banks and internal teams for timely resolutions.• Onboarded new clients by understanding specific bank requirements and setting up clients in the Stretto database.• Performed daily banking tasks, including SQL database queries and data analysis, while meeting stringent deadlines.• Escalated urgent or unresolved issues following established protocols, collaborating with the BankOps team and higher levels for expedited resolutions.• Submitted bug fix requests and conducted user acceptance testing (UAT) to enhance software functionality.• Updated team procedures and templates in response to changes, fostering effective communication and collaboration within the team.