Summary
Overview
Work History
Education
Skills
Timeline
Generic

Qiana F. Burnes

Kansas City

Summary

Seeking a position with a progressive, established company that values innovation and collaboration. Proven track record of achievements complemented by strong interpersonal skills, fostering effective teamwork and communication. Eager to contribute to organizational success by leveraging expertise and a results-driven mindset. Committed to continuous growth and making a meaningful impact within the team.

Overview

18
18
years of professional experience

Work History

Wire Transfer Operations Associate

UMB Bank
06.2025 - Current
  • Review exception and repair wire transfer iteam an determine appropriate actions to ensure timely and accurate processing.
  • Follow detailed procedures to complete reviews and escalate as needed.
  • Communicate with internal business partners to obtain missing information or provide updates.
  • Utilize systems such as MTS ( ACI Wire Transfer System) and Hogan ( Core banking) to research account details and process items.
  • Maintain attention to detail and accuracy while working in high- volume, time sensitive environment.
  • Collaborate with teammates and ask questions when clarification is needed.
  • Adhere to standard operating procedures and compliance expectations.

Senior Trust Securities Specialist

Commerce Bank
06.2022 - 06.2025
  • Perform pre-balancing of forecasting payments and process allocated income payments. Resolve cash differences due to allocation changes.
  • Balance domestic and foreign income.
  • Research and Resolve cash and position differences.
  • Monitor and respond to Global Tax inquiries and reports on foreign entitlements and payments throughout the day.
  • Balance and process monthly automated cash sweep income and monthly national unit adjustments.

General Clerk

Internal Revenue Service
01.2008 - 06.2025
  • Also worked as a Data Transcriber, Lead Data Transcriber, Control Desk Clerk and Frontline Manager.
  • Thorough knowledge of ISRP, IDRS, BBITS, TDS, EUP, TAPS/SETR and HRCONNECT.
  • Reviews and analyzes internal documents and/or taxpayer returns, prepares coded entries to amend and complete records, refers questionable returns and/or documents to appropriate area for corrective action. Transcribes and/or keys a variety of standardized documents as well as document correction.
  • Performs a variety of administrative tasks using an automated system which involves assigning, maintaining, monitoring, or updating work status and inventory records; ordering research; acknowledging correspondence; maintaining, updating and initiating personnel records; timekeeping; and performing other support activity.
  • Prepares and maintains regular production/inventory reports/attendance records using established formats and sources of data applicable to the program, functional, or organizational reporting requirements. Prepares special reports as directed.
  • Receives, opens, sorts, processes and distributes both incoming and outgoing mail and products; routes mail and products to various points within and outside the organization. Utilizes mail processing devices as needed. Ensures all mail contains sufficient information for proper delivery. Maintains logs for mail and product accountability purposes.

Tax Examiner

Internal Revenue Service
04.2019 - 04.2022
  • Also worked as a Data Transcriber, Lead Data Transcriber, Control Desk Clerk and Frontline Manager.
  • Thorough knowledge of ISRP, IDRS, BBITS, TDS, EUP, TAPS/SETR and HRCONNECT.
  • Reviews and analyzes internal documents and/or taxpayer returns, prepares coded entries to amend and complete records, refers questionable returns and/or documents to appropriate area for corrective action. Transcribes and/or keys a variety of standardized documents as well as document correction.

Services Operations Specialist

UMB Bank N.A.
01.2015 - 04.2022
  • Variety of processing, data entry, moderately complex financial calculations, and clerical duty related to securities and cash transactions for investors and check processing and deposits. Problem solving skills to determine what action needs to be taken to ensure assets are booked to the correct accounts and organizations.
  • Shares and alternative investments are received on/delivered and or transferred to the correct accounts. Responding to client inquiries and record keeping. DTC- The Depository Trust & Clearing Corporation Monitoring of incoming assets/posting tickets.

Ops Trading Specialist

UMB Bank N.A.
01.2015 - 04.2022
  • Clearance and settlement (deliver & receive) securities via DTC- The Depository Trust & Clearing Corporation.
  • Ensuring records are maintained and retained in accordance with regulatory requirements.
  • Clearing and settlement of all transactions while maintaining high accuracy (99%).
  • Preparing management reports regarding securities positions, clearance, settlements, and safekeeping activities.
  • Review reports of Fails to deliver and fails to receive securities.

Education

Associates Degree -

Penn Valley Community College
Kansas City, MO
07.2015

Skills

    ● Global Plus
    ● Intrader
    ● Bloomberg
    ● Options
    ● Fed
    ● Corp Actions
    ● Muni Set Up
    ● Mainframe

Timeline

Wire Transfer Operations Associate

UMB Bank
06.2025 - Current

Senior Trust Securities Specialist

Commerce Bank
06.2022 - 06.2025

Tax Examiner

Internal Revenue Service
04.2019 - 04.2022

Services Operations Specialist

UMB Bank N.A.
01.2015 - 04.2022

Ops Trading Specialist

UMB Bank N.A.
01.2015 - 04.2022

General Clerk

Internal Revenue Service
01.2008 - 06.2025

Associates Degree -

Penn Valley Community College

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Qiana F. Burnes