Microsoft Excel
Joshua Revier
Forest Lake,MN
Summary
Seasoned Operations Manager and talented leader with 19+ years of experience applying exceptional planning and problem-solving abilities toward enhancing business plans and day-to-day activities. Results-driven and resilient in developing teams while improving processes and increasing productivity. Bringing solid understanding of industry trends, excellent communication skills, talent for spotting areas in need of improvement and implementing changes with strategic approach.
Overview
19
19
years of professional experience
Work History
Operations Manager - Payment Processing Manager
U.S. Bank
06.2017 - Current
- Managed and coordinated the operational activities for the Benefit Payment Services division.
- Ensured quality service and effective operations support for assigned internal and external customers.
- Supervised operations staff, ranging from non-exempt to exempt level professionals, and kept employees compliant with company policies and applicable laws and regulations.
- Participated in the review and recommendation of operational systems and procedures affecting assigned units.
- Supported, and participated in, prospective business RFP presentations.
- Supported and participated in the onboarding of new clients.
- Supervised operations staff and kept employees compliant with company policies and procedures.
- Led hiring, onboarding and training of new hires to fulfill business requirements.
- Developed and maintained relationships with external vendors and suppliers.
Operations Manager - Recon-Tax Manager
U.S. Bank
07.2012 - 06.2017
- Managed and coordinated operational activities associated with the recon and tax divisions of the Benefit Payment Services Team.
- Managed staff ranging from non-exempt through exempt level professionals.
- Ensured benefit payments, related to qualified and non-qualified retirement plan distributions, were compliant with IRS and state withholding agency requirements.
- Ensured required scheduled payments to IRS and state agencies were remitted and reported on required payment schedules.
- Ensured annual IRS returns 945, 941, and 1042, as well as various state agency returns were completed accurately and submitted.
Trust Account Associate
U.S. Bank
10.2008 - 07.2012
- Responsible for maintaining high level of service and administration to custody clients in various legal capacities.
- Assisted clients with analysis and rebalancing of assets and cash within various portfolios.
- Processed ACH, Check, and Wire transactions related to various custodial client requirements.
- Assisted internal Relationship Managers and Account Managers with day-to-day relationship needs of custodial clients.
Accounting Specialist
U.S. Bank
08.2005 - 10.2008
- Processed cash transactions between custodial client accounts and in-house processing accounts.
- Reconciled account information by comparing to bank account statement each month.
- Ensured daily, monthly, and annual processing requirements were processed with required service level agreements.
- Updated and revised operational desk procedures.
Education
Bachelor of Science - Business Administration
Winona State University
Winona, MN12-2003
Skills
- Workforce training
- Compliance with IRS tax types 945, 941, and 1042 related to benefit payments
- Complex problems analysis
- Unsurpassed work ethic
- Client relations
- Process improvements
- Data evaluation
- Operations monitoring
- Operations management
- Employee motivation
- Microsoft office expertise
Software
Microsoft Word
Innopay
Timeline
Operations Manager - Payment Processing Manager
U.S. Bank
06.2017 - Current
Operations Manager - Recon-Tax Manager
U.S. Bank
07.2012 - 06.2017
Trust Account Associate
U.S. Bank
10.2008 - 07.2012
Accounting Specialist
U.S. Bank
08.2005 - 10.2008
Bachelor of Science - Business Administration
Winona State University
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