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American Retirement Association

Arlington, VA

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AdventHealth

Riverview, Florida

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Pfizer

New York, New York

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University of California Office of the President

Oakland, California

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Cornell University

Ithaca, New York

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Texas Tech University School of Law

Lubbock, Texas

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Cardinal Health

United States - Nationwide

New York State Defenders Association

Albany, New York

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La Raza Centro Legal

San Francisco, California

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Texas Tech University School of Law

Lubbock, Texas

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Texas Tech University School of Law

Lubbock, Texas

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AdventHealth

Hinsdale, Illinois

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University of California Davis Health System

Sacramento, California

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AdventHealth

Hinsdale, Illinois

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Greystar

South Carolina, South Carolina

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Mayo Clinic

Rochester, Minnesota

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Mayo Clinic

Rochester, Minnesota

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AdventHealth

Shawnee Mission, Kansas

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Major, Lindsey & Africa

Washington, D.C.

University of California Office of the President Logo
University of California Office of the President

Oakland, California

New Jersey Attorney General’s

East Rutherford, New Jersey

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Santa Clara Valley Health and Hospital System

San Jose, California

Sidley Austin LLP

New York, New York

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AdventHealth

Shawnee Mission, Kansas

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SUNY Brockport

Brockport, New York

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Quality Control Specialist - Retail Banking
Duties and ResponsibilitiesDisplay ownership and ensure timely response and resolutions of issues.Provide phone, chat and email for Service Center Managers regarding regulatory and procedural policies.Assist with review Trust, Estate and Power of Attorney Documentation.Help trouble shoot system issues.Assist with review of medallion Guarantee DocumentationProvide IRA documentation supportReview quarterly cash audits information for assigned areas for the quarterly audit.Review audits for accuracy and correct processesAssist with the opening and closing of branches.Assist Service Centers in placing cash orders and completing daily balancing functions


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