Bryan Hollister
San Diego
Summary
Financial operations professional with over 10 years of experience in banking, compliance, and financial transaction management. Proven background in wire transfer processing, cash vault management, operational risk controls, and financial reporting. Known for collaborating across departments to improve workflows and support business initiatives. Currently pursuing accounting studies to further strengthen financial analysis and treasury-related expertise.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Premium Billing Associate
ICW Group
2023.12 - Current
- Manage workers’ compensation premium billing operations, ensuring accurate processing of audit invoices and timely resolution of customer and employer inquiries.
- Extract and analyze daily financial reports from internal systems and external portals, validating data integrity and reconciling discrepancies to maintain accurate billing records.
- Partner with accounting, payroll reporting, and operational teams to improve data flow and reduce processing risk across billing systems.
- Played a key role in launching a new payroll reporting platform, supporting the transition from PayPro to SmartPay by identifying operational risks and balancing customer experience with internal controls.
- Train and mentor new team members on billing procedures, reporting workflows, and system navigation to ensure operational consistency and compliance.
- Provide operational insights during weekly meetings, contributing recommendations to improve workflow efficiency and reporting accuracy.
Business Purpose Mortgage Processor
Certain Lending
2022.02 - 2022.07
- Reviewed and verified mortgage loan applications and financial documentation including credit reports, title documents, and financial statements.
- Coordinated with underwriters, title companies, and insurance providers to resolve documentation issues and facilitate loan approvals.
- Monitored loan pipelines to ensure accurate documentation and regulatory compliance throughout the lending process.
- Analyzed financial reports and supporting documentation to support risk assessment and underwriting decisions.
Service Manager
Wells Fargo
2019.08 - 2021.12
- Supervised daily branch operations including compliance monitoring, operational risk management, and financial reporting.
- Managed a branch cash vault ranging from $250K–$1M, forecasting currency demand and coordinating shipments with armored carriers to maintain optimal liquidity levels.
- Performed vault balancing, random teller cash audits, and drawer counts to ensure adherence to internal controls and regulatory standards.
- Initiated, verified, and approved domestic and international wire transfers, ensuring dual-control verification procedures were followed to mitigate fraud risk.
- Monitored branch financial activity and compliance reporting, supporting internal audits and regulatory reviews.
- Trained and coached employees on banking procedures, regulatory compliance, and digital banking tools.
Senior Personal Banker
Wells Fargo
2013.08 - 2019.08
- Managed financial relationships for personal, estate, trust, and small business clients.
- Processed high-value financial transactions including wire transfers, account transfers, and complex account servicing requests.
- Collaborated with financial advisors to identify financial opportunities aligned with client banking and investment needs.
- Maintained compliance with federal banking regulations, internal policies, and fraud prevention protocols.
- Delivered financial literacy workshops and public speaking engagements focused on financial management and credit education.
Education
Bachelor of Science - Accounting
Cuyamaca College
El Cajon, CA2028-06
Skills
- Proficient in cash and vault management
- Wire transfer management
- Regulatory Compliance and Internal Audit Support
- Risk management
- Collaborative financial operations across departments
- Proficient in Microsoft Office Suite
- Payroll, Accounting, and Vendor Management
- Skilled in fostering team motivation and development
- Effective timeline oversight
- Advanced Excel spreadsheet management
- Organizational and communication skills
- Proficient in fundamental accounting concepts
Certification
- Notary Public – Since July 2013
- Medallion Signature Guarantee – December 2015 to January 2021
- NMLS – August 2013 to March 2018
Timeline
Premium Billing Associate
ICW Group
2023.12 - Current
Business Purpose Mortgage Processor
Certain Lending
2022.02 - 2022.07
Service Manager
Wells Fargo
2019.08 - 2021.12
Senior Personal Banker
Wells Fargo
2013.08 - 2019.08
Bachelor of Science - Accounting
Cuyamaca College
Community Involvement
- The Center, San Diego, 2023, Present, Assist with voter registration drives, provide career resources, and distribute safety information to community members.
- United Way, San Diego, 2022, Present, Support food bank operations and facilitate voter registration and career development initiatives.
- Project Homeless Connect, 2015, 2021, Helped connect individuals experiencing homelessness with financial access, housing resources, and career development services.
- YMCA San Francisco – Mission District, 2015, 2021, Delivered financial wellness coaching and seminars for community members.
- Wells Fargo Employee Resource Groups, 2013, 2021, Active participant in PRIDE LGBTQIA+, Latin Connection, My Generation, and Project Green initiatives focused on inclusion, sustainability, and professional development.