Jeffrey Rosentrater
@jeffreyrosentrater
Operations and bank accounting leader focused on GL accuracy, risk-aware decisions, and process automation.
United StatesWhat I'm looking for
I’ve built my career in bank operations and accounting, most recently as an Officer, Bank Operations Accounting at Raymond James. I monitor and reconcile Bank GL (General Ledger) accounts daily, review and rectify transactional posting rejects to client SBL (Securities Based Lending) accounts, and make final decisions on client check reviews while partnering closely with the Fraud/Anti-Money Laundering Team when needed.
Before that, I served as an Operations Management Specialist overseeing daily functions of the ACH, Cash Control, and Credit teams, acting as the first point of contact for escalation/exception calls. I also led coaching and performance review through monthly one-on-one meetings, evaluated associate phone calls, managed payroll approval, ensured proper coverage through calendars and schedules, and supported hiring by conducting interviews and training/mentoring new associates. I’ve consistently driven automation efforts and helped create and maintain an extensive department training guide.
Experience
Work history, roles, and key accomplishments
Monitored and reconciled bank general ledger accounts daily and resolved transactional posting rejects for client securities-based lending (SBL) accounts. Reviewed client check decisions and coordinated with Fraud/Anti-Money Laundering teams as needed while supporting departmental automation efforts.
Oversaw daily operations for ACH, Cash Control, and Credit teams, serving as the first point of contact for escalation and exceptions. Led associate coaching through monthly 1:1s, monitored call activity, reviewed and approved payroll, managed coverage schedules, and supported new-hire interviews, training, and mentoring.
Provided credit operations support as an Operations Rep III, handling credit-related operational needs and escalation support. Ensured processes were executed accurately and supported effective day-to-day operations.
Operations Rep III - Corporate Actions
Mar 2012 - Oct 2013 (1 year 7 months)
Worked in corporate actions operations as an Operations Rep III, supporting the operational processing of corporate action-related activity. Managed operational exceptions and maintained accurate records to support downstream processing needs.
Served as a Credit Liaison for credit-related operational support, coordinating credit workflows and supporting issue resolution. Maintained accurate documentation and helped ensure timely, correct processing of credit operations.
Performed loan recovery responsibilities as a Loan Recovery Specialist. Managed recovery cases and supported the administrative and operational follow-through required for recovery work.
Recovery Agent (Contract)
GMAC
Feb 2004 - Feb 2005 (1 year)
Worked as a contract Recovery Agent performing recovery-related responsibilities for the organization. Maintained case records and completed required follow-up activities during the contract period.
Education
Degrees, certifications, and relevant coursework
Western Michigan University
Bachelor’s degree in Business Management, Business Management
Earned a bachelor's degree in Business Management from Western Michigan University.
Availability
Location
United StatesAuthorized to work in
Job categories
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