Kendra Cameron
Minneapolis
Summary
Accomplished Securities Operations Specialist with expertise in payment processing and compliance at Wells Fargo. Demonstrated leadership in team training and process improvement, enhancing efficiency by 20%. Skilled in discrepancy resolution and regulatory adherence, ensuring seamless operations. Proficient in wealth management strategies, driving successful outcomes through strategic problem-solving and effective communication.
Overview
9
9
years of professional experience
Work History
Securities Operations Specialist- Oil, Gas, Mineral- Specialty Asset Servicing
Wells Fargo
Minneapolis
02.2025 - Current
- Reviewing and verifying lease agreements: Ensuring the terms and provisions of the lease are understood and accurately reflected in the payment calculations
- Processing payments: Handling lease bonuses, royalty payments, delay rentals, and other related disbursements
- Maintaining accurate payment records: Tracking all payments and maintaining a detailed history for each lease and mineral interest owner
- Monitoring production data and royalty calculations: Verifying the accuracy of royalty payments based on production volumes and market prices
- Managing bank drafts: Handling sight drafts and other forms of payment used in lease transactions
- Addressing discrepancies and resolving payment issues: Investigating and resolving any errors or disputes related to lease payments
- Communicating with mineral owners and operators: Providing updates, addressing inquiries, and maintaining positive relationships with all parties involved
- Ensuring compliance with legal and regulatory requirements: Adhering to all relevant regulations and industry standards
Wealth Management Securities Operations Specialist - AVP - American Depository Receipts
Wells Fargo
Minneapolis
01.2022 - 01.2025
- Supervised and supported team with time sensitive monitoring of securities, cash related production work, and tax reclaims
- Coaching and training
- Quality control
- Identified and communicated gaps and areas of improvement to leadership, providing actionable solutions
- Process improvement
- Arranged management level reporting, including staff performance, volume tracking, and compliance related records
- Lead all audit related activities
- Effectively communicated with all levels of the organization
- Performance testing working closely with application developers
Wealth Management Senior Securities Operations Representative - Receipts/Collateralized Mortgage Obligations
Wells Fargo
Minneapolis
01.2017 - 01.2022
- Ordered daily reports using accounting and reporting systems
- Reconciled all house accounts
- Maintained documentation according to compliance regulations
- Communication with third party vendors
- Completed, reviewed legal documents for tax reclaims
- Resolved inquiries regarding payments and more complex issues requiring research.
Education
High School -
Spring Lake Park High School
06-2007
Skills
- Accounting and accounts payable
- Payment processing and compliance
- Lease agreement verification
- Discrepancy resolution
- Regulatory adherence
- Process documentation and improvement
- Team leadership and training
- Complex problem-solving and analysis
- Taxation and securities operations
- Wealth management strategies
Environments
- Microsoft Suite (Excel, Word, Outlook, Teams, & Project)
- Google Workspace (Docs, Sheets, Drive)
Timeline
Securities Operations Specialist- Oil, Gas, Mineral- Specialty Asset Servicing
Wells Fargo
02.2025 - Current
Wealth Management Securities Operations Specialist - AVP - American Depository Receipts
Wells Fargo
01.2022 - 01.2025
Wealth Management Senior Securities Operations Representative - Receipts/Collateralized Mortgage Obligations
Wells Fargo
01.2017 - 01.2022
High School -
Spring Lake Park High School
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