Customer Service Sales

Patricia Morato-Williams

**** ****** **.

Flint, MI 48504

Cell. # 908-***-****

**********@*****.***

Objective

To find a creative and challenging position that will allow me to use my

excellent customer relations service, organizational and time management

skills

PROFESSIONAL EXPERIENCE

Nemet Motors, Jamaica, N.Y.

Nov. 2012 - May 2013

Sales Associate

Successfully matched clients to new and used cars by providing customers

with a professional meet and greet, a very detailed walk around

demonstrating how the products safety features, functions, and accessories

meet their needs. Maintained excellent customer service after sale allowing

for repeat sales and customer referrals.

GOLDMAN SACHS, Jersey City, N.J.

Technical Specialist March 2000

- Sept. 2011

(International and Domestic Settlements, Associate)

Specializing in troubleshooting and problem solving for domestic and

international settlements. Providing outstanding client experience.

1. Contacting counterparts and clients for documented details for Buy-

in, extension, and reclaim trades.

2. Notify the clients on potential Buy-in trades, extension trades,

trades due for close-outs, and reclaim trades.

3. File for settlement extensions with DTC on clients behalf

4. Monitoring and escalating reclaim issues to risk management

5. Analyzed Fail trades, DK trades, and Exposure Reports to confirm

settlement. Reviewed trades for Non-Prime Broker accounts to complete

Free Fund Letters.

6. Notified clients and custodians on high exposure items to avoid

issues on settlement day

1. Notified clients on outstanding settlement issues to ensure prompt

settlement of their trades

2. Researched clients' assets for transitioning to new custodian, and

cleared agent accounts for closure.

1. Provided a high level of customer service to internal and external

clients to ensure on time settlements.

1. Implemented new procedures to reduce security breaks and to eliminate

interest charges.

1. Reviewed daily reports to monitor training issues with new personnel

to ensure proper training on new systems.

1. Implemented system enhancements to cash/ variance proofs to eliminate

discrepancies.

1. Enhanced pledges and releases' procedures in order to accommodate

more activity in the same time.

1. Monitored the RVPs' and DVPs' of a wide array of physical securities.

And reconciled the security clearance and money

1. Trained new hires and summer interns

1. Responsible for reducing firm and customer risk by monitoring

securities in transit with counterparts banks

1. Review and update the team's process documentation to ensure

compliance with regulators

1. Reconciliation of client accounts, assured trades were booked

correctly and were always in balance

1. Responsible for the reconciliation of the previous day's trade

discrepancies

1. Assist traders with ADR conversions and FX transactions

1. Responsible for opening new accounts for institutional clients

1. Responsible for calculating and balancing the Sell-Side Trading daily

and quarterly P/L

1. Assisted with the implementation of Straight through Processing

1. Assist Sales Traders in giving clients accurate confirmations for all

domestic and international equity trade

1. Oversee daily departmental functions to maintain quality client

service

1. Product Knowledge: Domestic/International Equities, ADR Conversions

Fahnestock and Co., New York, N.Y.

June 1994 - March 2000

Data entry clerk and COD clerk in margins department

SKILLS

REDI Plus, Omgeo Alert, Omgeo Oasys Direct, Global Oasys, Microsoft Word,

Excel, Outlook

References furnished upon request

Contact this candidate