Customer Service Management

Resume of: Stephanie Y. Sturdivant P***/R***

** ******** ** ***.*** 917-***-****(cell)

Brooklyn, NY 11225 **********@*****.***

Objective: To work with a company that will enhance the skills in which I have obtained over the years. My

background includes working with transfer agents, reconciliation, wire transfers, as well as journal entries. My

knowledge of Systems include Excel, Access, MS Word and Lotus. I am a team player as well as quick learner. I am

looking for an opportunity with an organization that I can be a part of as well as bring what I already know to the table.

Experience:

Bank of New York Mellon, Brooklyn N.Y. 01/07 to 12/11

Income Specialist

• Monitor the missing info reports for variable/fixed rates for the US and Global markets on a daily basis.

Responsible for update rejected workflow breaks from Report 11. Research and reply to all global market Q

tracks. Assist in the authorization breaks and special projects.

Brown Brothers Harriman, Jersey City, NJ 07/06 to 01/07

Staff Accountant / Funds Transfer (Temp)

• Manage and track incoming client instructions on various events including but not limited to subscriptions,

redemptions, transfers, claims processing and payments allocations.

• Perform asset reconciliation of receivables, payables and exceptions for US and Foreign currency.

Refco, New York, NY 03/06 to 06/06

Staff Accountant (Temp)

• Researched all opening accounts with daily activity for current year.

• Created profiles for debits and credits for monthly income and disbursements.

Legg Mason, Baltimore, MD 07/05 to 01/06

Financial Research Analyst

• Performed daily investment research, financial, and expense comparison and analysis of profit and loss and

income statement.

• Revised all LMT Portfolio accounts for bank reconciliation.

• Prepared reports of finding and recommendations to managements.

• Evaluated all cash flow quality, significance, and sustainability.

Old Mutual Financial, Baltimore, MD 02/05 to 05/05

Treasury Analyst (Temp)

• Updated cash management reports.

• Researched and recorded incoming wires.

• Processed outgoing wires and ACH's through treasury system.

Verizon, Baltimore, MD 05/04 to 11/04

VT Help Desk Tech (Temp)

• Verified and updated all incoming vendor inquiries to perform technical support using the ATS/VTS console

using scanning equipment. Supplied customer service on a daily basis.

Depository Trust Clearing Corp, New York, NY 09/98 to 09/03

First Associate/ Cash Management

• Reconciled bank balances, Automatic Clearing House (ACH), Dividend and Redemption allocations as well

as balancing settlement accounts daily.

• Researched various accounts for wire transfers.

• Suppressed, released, and/or forced month-old items for day allocated base dollar amount.

• Monitored all incoming wires received by the company.

• Assisted customers and dispersing agents in resolving various issues and inquiries.

• Examined wire instruction memos for funds being returned to agents.

Education: Long Island University, Brooklyn, NY B.S.,Information Systems 1995

University of Phoenix Online Program Global Management Major

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