Jhanna Powell

• Monitor day-to-day activity of clients; work with operations staff to deliver consistently high levels of service; and take responsibility and ownership over resolution of all client service-related issues. • Assist clients with customer, deal, and asset onboarding. • Support your team and clients in day-to-day routines and financial processing. • Troubleshoot and access system issues for quality service levels, as well as perform daily servicing activities ensuring timeliness and accuracy. • Assist in developing procedures that ensure processing functions are completed accurately and timely with minimal risk exposure. • Assist with various tasks related to loan closings. • Lead, participate in and monitor special projects involving client relationships. • Communicate status of client assignments with management structure • Communicate and resolve trade issues and escalate when necessary. • Lead personnel in management of the client relationship. • Solve complex problems through research and/or communications with other departments. • Work closely with other management teams to provide clients with world-class service and swift problem resolution. • May select, develop, and evaluate personnel to ensure the efficient operation of the function.

• Monitor and manage large volumes of loan closings. • Perform reconciliations and update data in systems. • Communicate with internal and external parties regarding loan closings. • Troubleshoot and assess system issues for Quality Assurance • Build deal templates and user profiles, as well as onboard clients. • Create fund account profiles in the system. • Field client queries and exercise judgement in problem-solving and/or escalation to IT • Coordinate with trade counterparties to receive and review par and distressed trade documentation. • Coordinate trade closings among counterparties, agents, and other groups to include formulation of pricing. • Review funding memos for discrepancies prior to settlement • Communicate and resolve trade issues. Escalate when necessary. • Process and reconcile pending trades to client’s trade tickets/blotter. • Update fee calculation spreadsheets • Prepare loan settlement or special client request reports for internal management. • Assist Asset Administration during quarter-end and/or high-volume periods.

• Processed account openings, maintenance and closings for escrow, municipal and corporate loans. • Ability to read and interpret Indentures, escrow agreements, credit agreements and bond agreements. • Performed daily tasks using, Goldtier, Pega, Jira, Eagle, Microsoft Office tools and other systems to ensure the client needs were met. • Communicated closely with internal and external clients to meet timely and efficient deadlines. • Ensured all billing and bond calls were setup in the required systems for client’s access.

• Responsible for monitoring global discrepancies and systems errors. • Created various internal reports as needed and handled all global level issues. • Managed the WSO subscribed assets using systems such as: Markit, Fax Manager, Excel and Citrix. • Researched 300-40,000 transactions weekly acting as liaison between Markit and the asset administration team in order to resolve outages. • Maintained 90% subscription rates in the WSO platform to ensure cash impacts was timely.