Kimberly Adams, AAP

Experience

• 

  KeyBank

  May 1996 - now

  In my role I am focused on the Client Servicing aspects of our operational processing. I manage teams who specialize in research, adjustments, corporate billing, interest rate control and day to day servicing of specific corporate accounts/products. I have many years operational experience coupled with managing complex teams. I'm a proponent of using technology to make processes as efficient as possible so as to allow associates to focus on work that makes a positive impact to our clients. In this role I continued responsibility for the Research and Adjustments team with the addition of the Return Items team. During the time we continued our strong client focused performance while at the same time taking advantage of a number of opportunities to reduce redundancies, cross train associates and continue our effective audit/risk controls. As national manager of Research and Adjustments, I focused on our further improving the efficiency our our tasks while continuing to focus on a strong client focused environment. Responsible for managing day to day department functionality for all facets of check processing. These teams included Virtual Item Processing, Adjustments and Image Retrieval. In doing so the team focused on processing from the source through to post clearing servicing. Managed the team responsible for ACH and EDI processing within KeyBank. In my role I was regularly involved with our Enterprise Commercial Payments team and their clients. In doing so, I provided assistance from early conversations through implementation. In doing so I developed strong relationships with many of our clients and internal partners. During my tenure, I built significant efficiencies into our processes while maintaining a solid record of accuracy and audit effectiveness. Responsibilities included the review of available systems/reports in order to detect possible fraud and take action to control fraud losses. As part of those activities, I was responsible for preparing case files in order for continued investigation and potential law enforcement action. Lastly, I was responsible for employee training, procedural documentation, and serving as knowledge resource for analytical staff for complex case research. Responsible for the daily funding, processing and reconciliation needs for Corporate and Public Sector clients. Duties included the initiating of mainframe batch jobs, report distribution, DDA/GL account proofs, customer account research and supporting departmental associates. In doing so, I was responsible for ensuring that all defined service levels were consistently met or exceeded.

  • VP, Service Digitization Lead

    Apr 2022 - now

  • VP, Onboarding & Servicing Technology and Operations

    Jul 2018 - Apr 2022

  • VP, National Manager Research, Adjustments and Return Items

    Oct 2017 - Jul 2018

  • VP, National Manager Research and Adjustments

    Oct 2016 - Oct 2017

  • VP, National Manager Check Operations

    Feb 2015 - Oct 2016

  • AVP, Department Manager, ACH/EDI Operations

    Jan 2008 - Feb 2015

  • Team Leader, Fraud Detection and Risk Analysis

    Sept 2001 - Jan 2008

  • Account Reconcilement

    May 1996 - Sept 2001