Patricia Burtchell
Trust Administrator at Certified Strategies Inc, | Los Angeles Metropolitan Area
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Patricia Burtchell serves as a Trust Administrator at Certified Strategies Inc, where she leverages her extensive banking operations expertise to enhance fiduciary services and ensure compliance with regulatory standards. With a robust background in financial services, Patricia has become a pivotal figure in the organization, spearheading key projects that focus on probate administration and conservatorship. Her proficiency in forensic accounting allows her to conduct thorough operational due diligence, ensuring that all trust activities align with both internal policies and external regulations.
In her current role, Patricia is dedicated to fostering an environment of transparency and accountability, which is essential in trust administration. She collaborates closely with cross-functional teams to implement strategic initiatives that enhance operational efficiency and mitigate risks associated with bank fraud. Her leadership development skills enable her to mentor junior staff, promoting a culture of continuous improvement and professional growth within the organization.
Patricia's commitment to quality control reviews and internal audits has significantly strengthened the organization’s operational integrity. By utilizing advanced tools such as Microsoft PowerPoint for presentations and Cisco Webex Meetings for remote collaboration, she effectively communicates complex financial concepts to stakeholders at all levels. Her ability to navigate the intricacies of trust administration while maintaining a focus on diversity and inclusion makes her an invaluable asset to Certified Strategies Inc. As she continues to drive strategic goals forward, Patricia remains a trusted partner in the organization’s mission to deliver exceptional fiduciary services.
Trust Administrator at Certified Strategies Inc, in January 2024 to Present
Layoff/position eliminated at Career Break in September 2022 to January 2024
Vice President or VP, Regional Service Manager at OneWest Bank in March 2017 to September 2022
Assistant Branch Manager at OneWest Bank in August 2013 to March 2017
Assistant Manager at Santa Barbara Bank and Trust in December 2007 to October 2012
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Financial Services
Compliance Testing
Benchmarking
Operational Due Diligence
Financial Audits
Attention to Detail
Organization Skills
Leadership
Data Analysis
Finance
Quality Assurance
Auditing
Microsoft Office
Communication
Branch Banking Operations
Internal Audits
Operational Risk Management
Regulatory Compliance
Analytical Skills
Strategy
Problem Solving
Bank Fraud Prevention
Coaching & Mentoring
Operations Management
Operational Excellence
Collaborative Leadership
Collaborative Problem Solving
Internal Controls
Banking Relationships
Team Motivation
Diversity & Inclusion
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
Microsoft Outlook
Cisco Webex Meetings
Facilitation
Leadership Development
Branch Management
Loans
Banking
Retail Banking
Credit
Mortgage Lending
Risk Management
Credit Analysis
Commercial Banking
Financial Analysis
Customer Service
Self-confidence
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What is Patricia Burtchell email address?
Email Patricia Burtchell at [email protected]. This email is the most updated Patricia Burtchell email found in 2026.
What is Patricia Burtchell phone number?
Patricia Burtchell phone number is +18188859065.
How to contact Patricia Burtchell?
To contact Patricia Burtchell send an email to [email protected]. If you want to call Patricia Burtchell try calling on +18188859065. (updated on November 05, 2024)
What company does Patricia Burtchell work for?
Patricia Burtchell works for Certified Strategies Inc,
What is Patricia Burtchell's role at Certified Strategies Inc,?
Patricia Burtchell is Trust Administrator
What industry does Patricia Burtchell work in?
Patricia Burtchell works in the Banking industry.
Patricia Burtchell Email Addresses
Patricia Burtchell Phone Numbers
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