04 Apr 2017

Behind the “Green” Curtain: Alex Hernandez

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Providing superior support to our clients is a key differentiator for BMS. We consistently hear from clients that they appreciate the assistance they receive from the team members in the BMS Support Center. You’ve heard their voices over the phone through the years. But who are they? Take a closer look in our continuing series “BMS Behind the ‘Green’ Curtain” where we profile a different BMS team member each month!

This month, meet Alex Hernandez—Banking Operations Analyst. Alex is part of the BMS Banking Center and helps clients with any issues that may arise with banking within their software:

Q: Describe your role at BMS.

A: I am a Banking Operations Analyst. I’m responsible for reviewing and analyzing banking reports and transactions to identify anomalies, rejects or other banking related issues that deviate from the normal flow.

Q: Where are you from originally and how did you get into your current role in the BMS Banking Center?

A: I am originally from Whittier, CA. I was hired on as a client service representative for the BMS Banking Center, and was promoted to my current position in 2015. I studied computer technology, and before working at BMS, I worked in retail bank branches for both J.P. Morgan Chase and Bank of America. Working for the banking department of a software company is very fitting with my experience.

Q: How long have you been working with BMS?

A: It seems like it was just yesterday, but I have been with BMS for 3 years!

Q: What do you love about your job?

A: What I enjoy most about my job is the investigative role I take on when there is an issue. There is a lot of researching involved, but as you go into it you can piece the puzzle together and understand why something happened, as well as how to fix it.

Q: What is a unique challenge you’ve helped a client overcome?

A:  When I helped one of our clients reconcile a large case, I could not find the issue right away, although I can usually resolve reconciling issues pretty quickly. I went through each transaction one at a time, and finally came up on the discrepancy—a deposit was entered for the wrong amount with two numbers transposed. When I called the client back, they said they would have never found that if it wasn’t for my help!

Q: What is the greatest compliment you’ve received from a client?

A: A client in the middle of an audit urgently requested copies of deposits and checks, so I called Rabobank and had them pull the images while we were on the phone. I sent it back to the client right away and she was very grateful for the quick turnaround time. She asked for my manager’s contact information and took the time to express her gratitude for my assistance!

Q: What Banking tip do you think all clients should know?

A: If you use CaseLink², I recommend that you review the ‘Bank Activity Report’ under Banking in the global menu. Match the ledger and banking entries during your monthly bank reconciliation.

If you use CaseLink Office or TrustWorks, I recommend you check your ‘Bank Communication >> Received Items’ on a daily basis to verify that checks have cleared with the correct reference number. If a check was cleared with the wrong reference number, it is because the depositing bank (the payee’s bank) manually entered the wrong check number or their check scanner did not properly scan the MICR line. To correct this issue, mark the check as “Reviewed” from the Received Items screen. Then, enter the clear date of that check on your ledger.

Q: What’s your favorite part about working at BMS?

A: My favorite part about working for BMS is being able to work with a diverse and talented group of individuals. Every day I get to work directly with our clients, other client facing and non-client facing teams here at BMS and our team over at Rabobank. Everyone is happy to help out and ensure we can keep things running smoothly.

Q: What do you enjoy outside of working at BMS?

A: I recently completed the Los Angeles Marathon on 3/19. For the last few months I had been spending most of my time training for the 26.2 mile race. I participated in several 10k or 5k races throughout the year. The Marathon was by far one of the hardest things I’ve done in my life. It was both physically and mentally challenging. But in the end, crossing that finish line was so worth it. I look forward to training harder this year and beating my time next year.

Q: Share a fun fact about yourself!

A: I have a twin sister who is about 3 minutes older than me. Technically that makes me the middle child of my family!