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HEATHER MACKANOS
2400 Indian Tree Run
Wildwood, MO 63038
(314) 753-1036 Cell
heathermackanos@aol.com
OBJECTIVE:
To obtaina management,analytical orclientmanagement/salespositionwithina dynamicorganization.
EDUCATION:
Missouri State University:B.S.Finance
AREAS OF EXPERTISE:
● ProblemAnalysis&Resolution ● Credit/LendingSales
● Office Management ● Cost BasisAnalysis
● Compliance/RiskManagement ● Developing/ManagingClientRelationships
● Oral & WrittenCommunications ● ProficientwithMSOffice,Word,Excel &PowerPoint
● HeldNASDSeries7,6, and 63 Licenses
EMPLOYMENT HISTORY:
Roman CatholicFoundationof Eastern Missouri – 3/16/2015 – Present
12 Archbishop May Drive,Saint Louis, MO 63119
Campaign FieldDirector
 Manage multiple parishfundraisingcampaignswithinacapital campaign.
 Work withclergyandvolunteerleadershiptoexecutethe parishcampaignplan.
 Devise tailoredfundraisingandcommunicationstrategies.
 Provide coaching andtrainingtoparishcommittees.
 Draft parish-specificfundraisingmaterialsandcommunications.
 Lead the planningandexecutionof campaigneventstotimelycompletion.
 Top directorforsellingparish endowments.
The Archdiocese ofSt. Louis – January – March 2015
19 Archbishop May Drive,Saint Louis, MO 63119
SecuritiesAccountant (temporary opportunity)
 Performeddailyreconciliationof primaryaccount.
 Processedweeklystockdonationsandcompletedthe general ledgertickets.
 Entereddailygeneral ledgerstoparishes.
 CompletedweeklyPayPal reportsandenteredthe general ledgerticket.
Bank of America– 9/23/2010 - 3/25/2014
19 Research Park Ct.,Saint Charles,MO 63304
Legacy Asset Servicing– Project Manager / Assistant Vice President(4/1/2012 – 3/25/2014)
 Successfullymanaged the NewServicerInquiry/ResearchRequestfunction.
 Re-publishedprocedures,createdflowchartsanda mappingdocument.
 Institutednewprocesses/proceduresasrequired.
 Preparedandpresentedabi-monthlyBusinessReview Meeting slidetoexecutive leadership.
 Accuratelymaintainedthe dailyaccountingfunctionfor4 accountsand 4 sub-ledgers.
SeniorAuditor II, RESPA Remediation/ Assistant Vice President(3/1/2011 – 3/31/2012)
 Selectedasa managerto leada teamon a year-longprojecttoresolve the bank’sreverse
mortgage RESPA researchand remediation.
 Successful completionof projectwithintimerestraintsandaccuracyrequirements.
 Contributedtoall stepsinthe process.
 Involvedindirectpaymentapprovaltoborrowers.
Mortgage ServicingTeam Manager / AssistantVice President (9/23/2010 – 3/1/2011)
 Supervisedthe qualityandproductionof anOpeningteam forforwardmortgageswhile
concurrently managingateamof customerservice call representatives.
 Auditeddocumentpackages,ranreportsandassignedloans.
 Monitoredandreportedcall volumesandcoachedusingresultsof call monitoringactivities.
 Mentoredthree associates.
Edward Jones
8229 ClaytonRoad,SaintLouis,MO 63117
Branch Office Administrator(11/16/2009 to 9/22/2010)
 Maintainedbranchoffice andsupportedthe financialadvisor.
 Provided costbasis analysistoclientsandtax preparers.
 Preparedforappointmentsbyupdatingportfoliosandcreatinghypothetical reports.
 Made phone callstofollowuponmarketingmailings.
 Promoted accountservices.
Bank of America
800 Market Street,SaintLouis,Missouri,63101
Group Banking SalesOfficer/ Assistant Vice President (5/16/2006 – 2/16/2007)
 Partneredwiththe Commercial Bankingteamto cross –sell productstoclientsandprospects.
 SalesthroughC-levelindividuals.
 Preparedandpresentedmaterials.
 Designedimplementationplans.
 SalesterritoryincludedMissouri,IowaandKansas.
Bank of America
7800 ForsythBlvd.,SaintLouis,Missouri,63105
Salesand Service Associate / Team Leader(8/13/2003 to 5/16/2006)
Preparedvarioustypesof loanapplicationsandbrokerage documentsforclientsinthe Wealth
Managementgroup.
 EarnedNASDSeries 7 license.
 Facilitated tradesandopenedbothbrokerage andbankaccounts.
 As a teamleader,approvedKYCs(Know YourCustomers),performedquarterlyreviewsfor
team,approvedtimesheetsandprovidedsalescoaching.
Bank of America
15886 ClaytonRd.,Ellisville,Missouri,63011
Banking CenterManager (1/20/2000 to 6/20/2002)
 Managed a highnetworthbankingcenter inthe St. Louismarket.
 Accomplishedandmaintainedthe largestaccountvalue/base inthe region.
 Exceededclientsatisfactionbyscoringinthe toptenpercentof the region.
 Provided salescoachingtothe Personal Bankers.
 Monitoredbranchsalesproductivity.
 EarnedNASDSeries6 and 63 licenses.

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HEATHER_MACKANOS_-_ Resume UPDATED

  • 1. HEATHER MACKANOS 2400 Indian Tree Run Wildwood, MO 63038 (314) 753-1036 Cell heathermackanos@aol.com OBJECTIVE: To obtaina management,analytical orclientmanagement/salespositionwithina dynamicorganization. EDUCATION: Missouri State University:B.S.Finance AREAS OF EXPERTISE: ● ProblemAnalysis&Resolution ● Credit/LendingSales ● Office Management ● Cost BasisAnalysis ● Compliance/RiskManagement ● Developing/ManagingClientRelationships ● Oral & WrittenCommunications ● ProficientwithMSOffice,Word,Excel &PowerPoint ● HeldNASDSeries7,6, and 63 Licenses EMPLOYMENT HISTORY: Roman CatholicFoundationof Eastern Missouri – 3/16/2015 – Present 12 Archbishop May Drive,Saint Louis, MO 63119 Campaign FieldDirector  Manage multiple parishfundraisingcampaignswithinacapital campaign.  Work withclergyandvolunteerleadershiptoexecutethe parishcampaignplan.  Devise tailoredfundraisingandcommunicationstrategies.  Provide coaching andtrainingtoparishcommittees.  Draft parish-specificfundraisingmaterialsandcommunications.  Lead the planningandexecutionof campaigneventstotimelycompletion.  Top directorforsellingparish endowments. The Archdiocese ofSt. Louis – January – March 2015 19 Archbishop May Drive,Saint Louis, MO 63119 SecuritiesAccountant (temporary opportunity)  Performeddailyreconciliationof primaryaccount.  Processedweeklystockdonationsandcompletedthe general ledgertickets.  Entereddailygeneral ledgerstoparishes.  CompletedweeklyPayPal reportsandenteredthe general ledgerticket. Bank of America– 9/23/2010 - 3/25/2014 19 Research Park Ct.,Saint Charles,MO 63304 Legacy Asset Servicing– Project Manager / Assistant Vice President(4/1/2012 – 3/25/2014)  Successfullymanaged the NewServicerInquiry/ResearchRequestfunction.  Re-publishedprocedures,createdflowchartsanda mappingdocument.  Institutednewprocesses/proceduresasrequired.  Preparedandpresentedabi-monthlyBusinessReview Meeting slidetoexecutive leadership.
  • 2.  Accuratelymaintainedthe dailyaccountingfunctionfor4 accountsand 4 sub-ledgers. SeniorAuditor II, RESPA Remediation/ Assistant Vice President(3/1/2011 – 3/31/2012)  Selectedasa managerto leada teamon a year-longprojecttoresolve the bank’sreverse mortgage RESPA researchand remediation.  Successful completionof projectwithintimerestraintsandaccuracyrequirements.  Contributedtoall stepsinthe process.  Involvedindirectpaymentapprovaltoborrowers. Mortgage ServicingTeam Manager / AssistantVice President (9/23/2010 – 3/1/2011)  Supervisedthe qualityandproductionof anOpeningteam forforwardmortgageswhile concurrently managingateamof customerservice call representatives.  Auditeddocumentpackages,ranreportsandassignedloans.  Monitoredandreportedcall volumesandcoachedusingresultsof call monitoringactivities.  Mentoredthree associates. Edward Jones 8229 ClaytonRoad,SaintLouis,MO 63117 Branch Office Administrator(11/16/2009 to 9/22/2010)  Maintainedbranchoffice andsupportedthe financialadvisor.  Provided costbasis analysistoclientsandtax preparers.  Preparedforappointmentsbyupdatingportfoliosandcreatinghypothetical reports.  Made phone callstofollowuponmarketingmailings.  Promoted accountservices. Bank of America 800 Market Street,SaintLouis,Missouri,63101 Group Banking SalesOfficer/ Assistant Vice President (5/16/2006 – 2/16/2007)  Partneredwiththe Commercial Bankingteamto cross –sell productstoclientsandprospects.  SalesthroughC-levelindividuals.  Preparedandpresentedmaterials.  Designedimplementationplans.  SalesterritoryincludedMissouri,IowaandKansas. Bank of America 7800 ForsythBlvd.,SaintLouis,Missouri,63105 Salesand Service Associate / Team Leader(8/13/2003 to 5/16/2006) Preparedvarioustypesof loanapplicationsandbrokerage documentsforclientsinthe Wealth Managementgroup.  EarnedNASDSeries 7 license.  Facilitated tradesandopenedbothbrokerage andbankaccounts.  As a teamleader,approvedKYCs(Know YourCustomers),performedquarterlyreviewsfor team,approvedtimesheetsandprovidedsalescoaching. Bank of America 15886 ClaytonRd.,Ellisville,Missouri,63011 Banking CenterManager (1/20/2000 to 6/20/2002)  Managed a highnetworthbankingcenter inthe St. Louismarket.  Accomplishedandmaintainedthe largestaccountvalue/base inthe region.  Exceededclientsatisfactionbyscoringinthe toptenpercentof the region.  Provided salescoachingtothe Personal Bankers.  Monitoredbranchsalesproductivity.  EarnedNASDSeries6 and 63 licenses.