Vanessa Hopkins
Denver
Summary
Experienced professional in asset valuation with a track record of resolving complex valuation issues and maintaining accurate accounting data. Skilled in quality assurance practices and adept at investigating customer complaints and non-conformance. Excellent analytical and problem-solving abilities, focused on driving improvements in business operations. Committed to supporting team and organizational goals.
Overview
23
23
years of professional experience
Work History
Asset Valuation Senior Specialist
Columbia Private Trust/Pacific Premier Trust
Denver
03.2023 - Current
- Updated valuations for all private investments and real estate assets.
- Researched valuation issues and resolved complaints efficiently.
- Supported clients and asset sponsors with timely valuation updates.
- Trained new employees on valuation processes and company policies.
- Managed project timelines and resources to enhance operational efficiency.
- Analyzed complex problems, identifying effective solutions for improvement.
Real Estate/ Private Equity Expenses Specialist
Pacific Premier Trust
Denver
09.2021 - 03.2023
- Processed monthly and quarterly HOA assessments efficiently.
- Handled property maintenance expenses to ensure timely payments.
- Managed processing of property taxes to maintain compliance.
- Updated loan balances to reflect current financial status.
- Researched and processed worthless assets for accurate asset management.
Asset Maintenance Specialist
PENSCO Trust/Pacific Premier Trust
Denver
01.2004 - 09.2021
- Established new investments for public and private assets within trust system, updating prices and contact details.
- Conducted research on underperforming assets to evaluate removal feasibility.
- Generated debits and credits for incoming transactions related to public trades.
- Updated client shares to reflect accurate statements.
- Processed corporate actions, including tender offers, mergers, and stock splits.
- Distributed certificates for liquidations and other distributions.
SMAC Associate
Lincoln Trust Company/ Fiserv Investment Support Services
Denver
01.2003 - 01.2004
- Posting dividends to clients’ accounts
- Researching outstanding dividends
- Opening and closing our internal vault, vaulting stock certificates, promissory notes, & deed document received by investors.
- Auditing the vault and sending out coins, gems, and overnighting stock certificates to transfer agents or clients.
Education
RITA Certification - Retirement
Retirement Industry Trust Association
Sarasota, FL09-2023
Associate of Applied Science - Accounting
Colorado Technical University Online
Colorado Springs, CO10-2012
Associate of Arts - Business Administration
Northeastern Junior College
Sterling, Co08.2009
Teller Certificate -
National Teller School
Denver, Co09.1993
Skills
- Asset valuation
- Project management
- Effective communication
- Attention to detail
- Time management
- Team collaboration
- Continuous improvement
- Problem solving
- Multitasking
- Goal setting
- Client relations
Personal Information
Title: Asset Valuation Senior Specialist
Timeline
Asset Valuation Senior Specialist
Columbia Private Trust/Pacific Premier Trust
03.2023 - Current
Real Estate/ Private Equity Expenses Specialist
Pacific Premier Trust
09.2021 - 03.2023
Asset Maintenance Specialist
PENSCO Trust/Pacific Premier Trust
01.2004 - 09.2021
SMAC Associate
Lincoln Trust Company/ Fiserv Investment Support Services
01.2003 - 01.2004
RITA Certification - Retirement
Retirement Industry Trust Association
Associate of Applied Science - Accounting
Colorado Technical University Online
Associate of Arts - Business Administration
Northeastern Junior College
Teller Certificate -
National Teller School