DONIELLE D. MCLAREN 268 Herbert Avenue Old Bridge, NJ 08857-1124 (732) 890-1999 Email: dm13a617e@westpost.

net ________________________________________________________________________________ ______________________ SUMMARY OF QUALIFICATIONS Accomplished team leader with outstanding client service skills * Self-motivate d professional, with the ability to communicate with all organizational levels * Superior problem resolution techniques * Detail oriented with excellent verbal and written communication experience PROFESSIONAL EXPERIENCE Merrill Lynch Bank & Trust Co., FSB Employee Benefit Trust Hopewell, NJ Associate Trust Officer, 2008 to 2009 * Review and approve all phases of account administration including contributio ns, distributions, trades, account openings & closings. * Produce ad hoc reporting based on individual client needs. * Interface with Tax Reporting Services on all regulatory requirements revolvin g around the Trust accounts. * Troubleshoot and respond to escalated client and FA/CA/Branch Office inquirie s. * Responsible for the review of overdrafts, client reporting, unique assets and client legal files. Senior Trust Adminstrator, 2006 - 2008 * Received and deposited plan contributions in the form of a check or wire by ty pe (employee, employer, supplemental, loan) * Processed distributions (benefit payments, lump sums, loans, hardship withdraw als) as required by the plan document and in accordance with the terms of ERISA. * Calculated required federal and state withholdings. * Responsible for annual tax review and issuance of 1099-R and 1042-S. * Provided ongoing training amongst team and ensured consistency and adherence t o procedural updates. * Successfully coordinated and lead team with annual client survey action plan. * Assisted Trust Administrators with research of complex issues (i.e. audits, et c.) and provided resolution. * Assisted Trust Officer with special projects and client issues as needed. * Conducted quarterly meetings within Trust Services to enhance productivity, fa cilitate communication across work groups and improve daily processes. Merrill Lynch Hopewell, NJ Priority One Specialist, 2001 - 2005 * Provided world class customer service to field office advisors and upper-ma nagement * Independently resolved escalated issues pertaining to High Net Worth clients

* Supported Branch Office personnel with inquiry resolutions including CMA acc ounts, Customer Accounting, Retirement Plans and New Accounts * Acted as liaison to ensure resolution of Visa discrepancies

DONIELLE D. MCLAREN Resume, Page Two ________________________________________________________________________________ ______________________ Merrill Lynch Somerset, NJ Funds Transfer Service Representative, 1999 - 2001 * Coordinated daily file transmissions between Bank One, Mellon Bank and EDS. * Ensured accurate and timely settlement of all ACH, Check, and FTS credits/debi ts. * Transferred funds for clients to external financial institutions. * Processed daily reports pertaining to insufficient funds, returns and transfer s. Merrill Lynch Somerset, NJ Client and Information Service Representative, 1998 - 1999 * Responded to client inquiries including FTS, Direct Deposit, ACH, Central Ass et, Retirement Plans and Individual Investor accounts * Ordered cancelled checks, statement copies and Visa sales drafts. * Researched check and Visa disputes * Provided information regarding margin interest charges and overdraft loans

PROFESSIONAL DEVELOPMENT Technological Skills: Microsoft Outlook, Excel, Word & Access EDUCATION Old Bridge High School, June, 1995