A Team Document Specialist

Angel M. Williamson

** **** **** ******

Bayonne, NJ 07002

Mobile: 201-***-****

EMAIL: ad5oco@r.postjobfree.com.

Highly organized and detail oriented, self starter, strong communication and interpersonal skills with the ability to multi-task and effectively juggle assignments. I am able to work within a team environment. I have the ability to work under pressure and meet all deadlines.

E M P L O Y M E N T:

2004-2022 – Sr. Data Document Specialist

UBS, Weehawken, NJ

●Review document images to ensure accurate and completeness.

●Validate correct applications are being used for each account and that the quality of the image is acceptable.

●Approve check & cards when request on application. In addition I process documents received from the branch and solve any issues. I respond to the branches via written correspondence.

●Investigate and respond to inquiries related to fund account openings.

●Maintain and review daily department reports pertaining to mutual fund account openings.

2001-2004 - Mail/UPS/FedEx Clerk, Morgan Stanley, New York, NY

●Distribute and delivery all incoming mail and responsible for obtaining recipient signature.

●Enter data of arrival and delivery in the system.

●Track postage usage and generate Monthly Postage Allocation Report for the Manager.

●Responsible for allocation of proper cost centers.

●Handle special mailings for individual Departments.

●Process outgoing letters and packages with proper postage sorting by type of mail, i.e. Priority, First

1998-2001 - Floor Representative, Morgan Stanley, New York, NY

●Coordinate mail for sorting and delivering to staff’s inbox and pickup from there outbox.

●Retrieve outgoing mail for classification and postal processing.

●Monitor updates for staff change of address.

●Research correct recipient for incoming mail of bad address, missing name or incorrect information.

●Responsible for providing back up to other mail center locations. Assist with special projects as needed.

●Handled incoming request for Prospectus and mailed out the same day.

●SKILLS: Microsoft Word, Excel, Internet, Outlook, Bony Systems, Mutual Funds,

Bloomberg, Research Notification, DTC

●REFERENCES: Available upon Request

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