Kimberly Faison

Experience

• 

  Credit Suisse

  Jan 2013 - Dec 2018

  Supervised, planned, organized, developed, and directed the overall operation of the income processing team of seven in asset serving. •Facilitated most successful dividend season in 3 years by proactively holding weekly team meetings in order to identify challenges and implement effective solutions in a timely manner•Evaluated subordinate performance bi-annually for mid and year end reviews to further assist in employee career development•Managed cross-functional team collaboration between global network management, client services, tax team, and new agent banks in order to gather necessary documentation to ensure successful migrations of newly created accounts as well as to ensure current tax elections are processed efficiently•Leveraged as the main point of contact for local custodians to provide valuable feedback on relationship and client issues•Led a project to implemented new procedures for tax elections in order to remain compliant with new tax laws and regulations Show less Managed the daily processing and controls for American Depository Receipts (ADRs). Also acted as a backup for the team lead of international dividends.•Acted as subject matter expert for international dividends by handling more complex issues, completing thorough reviews of client needs, and working to resolve system flaws•Created detailed process documentation for American Depository Receipts (ADR), Tax Elections and international dividend daily processing.•Developed a training guide that allowed successful training of seven new employees of the income processing team on how to effectively complete their daily tasks/activities.•Established and implemented daily controls to minimize the overall cycle time of income processing and tax elections Show less Handled the daily processing of foreign cash dividends.•Processed approximately 7500 + international dividends across 50 different countries during peak dividend season.•Liaised with client operations for various client inquiries in order to provide solutions for client issues•Maintained a positive relationship with three of the organization's largest external stock loan counterparties by holding monthly status meetings to track progress of outstanding items.•Participated regularly in Swift Messaging Advocates meetings in order to inform team members of MTXXX swift messaging changes and updates•Managed and ran daily control reports to track team progress and ensure daily goals were successfully attained•Completed System Integration Testing (SIT) and User Accepted Testing (UAT) for various assigned system enhancement projects Show less

  • Income Processing Team Lead

    May 2016 - Dec 2018

  • Senior Operations Analyst in Asset Servicing

    Jan 2015 - May 2016

  • Operations Analyst in Asset Servicing

    Jan 2013 - Jan 2015
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  Paul Mitchell the School-Raleigh

  Jan 2019 - now

  Cosmetology Instructor
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  Cisco Capital

  Jun 2019 - now

  Client Relationship Manager