Jason - Legal & IT Support Specialist with 8+ years in Banking and Education

Los Lunas, New Mexico, United Statesen

Processed and responded to garnishments, levies, liens, citations, subpoenas at Wintrust, ensuring compliance and timely resolution.

Supported legal and operational tasks across banking branches and enterprise, maintaining detailed record-keeping in SharePoint.

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Summary

Dedicated professional with over 8 years supporting legal operations, banking transactions, and IT infrastructure. Skilled in compliance, legal research, and technical support across banking and educational sectors. Adept at managing complex legal requests, supporting network systems, and ensuring...

Key Achievements

Assisted with network setup, maintenance, and system imaging at Western Springs School District to enhance educational technology infrastructure.

Skills

Legal Requests CoordinationExpert

Managed legal case materials, responded to legal inquiries, and maintained compliance records at Wintrust.

Banking OperationsAdvanced

Verified and approved wire transfers, handled GL reconciliation, and supported banking tasks across branches.

IT Support & Network InfrastructureAdvanced

Supported network setup, maintenance, and user support in educational and banking environments.

Systems & Software SupportIntermediate

Developed system images for schools, supported desktops, printers, Chromebooks, and managed user accounts.

Experience

Legal Requests Coordinator

Wintrust Financial Corporation

2016-Dec - 2024-Aug

Process and respond to all garnishments, levies, liens, citations, subpoenas, and the like., E-discovery research using Global relay., Assist bankers with legal questions within enterprise., Review all holds, restrictions, and debits placed by Operations relating to legal matters., Assist other...

Branch Support Specialist

Wintrust Financial Corporation

2016-04 - 2016-12

Assist with legal tasks., Verify and approve wire transfers., Research assorted items using current and legacy systems., Assist with switchboard system by helping bankers and directing calls., Assist with all questions from bank branches., Assist with GL reconciliation., Ensure consistent coverage...

Assistant Technology Coordinator

Western Springs School District

2012-01 - 2013-06

Assist with setup of new network infrastructure., Assist with network maintenance., Develop and implement new system images for student/staff computers., Provide remote, and desktop support to end users., Manage users in PowerSchool., Install and maintain various technologies such as printers and...

Operations Rep and IT Support

Elgin State Bank

2009-01 - 2012-12

Track, prioritize and document requests via IT-Support email., Desktop Software and Hardware Support., Software Support in conjunction with Integrated Banking Technology., Active Directory/User Maintenance., Distribute and track Annual Acknowledgement of IT related policies., Set up equipment for...