Customer Service Manager
Resume:
Maria Olmedo
South Amboy NJ, **879
********@*****.***
Residence (732) 588 - 5899 Business
Career Profile
Dynamic Operations Specialist with many years of experience in the
Financial and Banking Industries. I have the capability to multi task
during stressful situations without losing sight of priorities. My
organizational skills are exceptional, and my work with facts and figures
is particularly accurate.
EXPERIENCE
Morgan Stanley Smith Barney, Jersey City, NJ
July 2007 - Present
Operations Specialist
. Confirmation of Foreign Exchange conversions for all income streams.
. Reconcile trading account for all foreign currency input (Euroclear,
Citibank Direct), confirm and settle foreign equities and fixed income
through the use of Euroclear system, Crest and local markets.
. Monitor and adjust shares position and money breaks. Review short
sales and converse with branch management to minimize exposure of the
firm.
. Reconcile cash activity for all custody fees (all markets) and
delivery versus payment accounts with London operations.
? Assist manager with miscellaneous administrative support functions.
Banorte Securities, New York, NY May
2006 - July 2007
Operations Specialist- Private Banking
. Served as operational liaison between New York and more than 75
branches in Mexico.
. In conjunction with the Compliance Department, monitored the process
of opening new accounts and reviewed all documents.
. Worked closely with the ACAT, Euroclear and DTC departments in the
clearance of equities, fixed income and mutual funds.
. Responsible for all aspects of trade input. Assist traders in a timely
and professional manner to resolve trade discrepancies and improve
customer service.
. Worked with the Cash management and Margin department to reconcile
discrepancies in the bank link settlement account and ensure funds
availability.
Bank Hapoalim, New York, NY February 2001 - May
2006
Relationship Officer- Private Banking
. Support the Private Banker group in the management of high net worth
accounts throughout Israel and Latin america.
. Conducted investigations and serviced assigned accounts.
. Actively resolved high volume of customer's requests and/or questions
concerning: account balances, money discrepancies, heavy volume of
wire transfers, stop payments, trade processing, dividend, interest
posting and credit documentation.
. With the purpose of improving efficiency and the quality of our
customer service, I was assigned to prepare and analyze, financial
spreadsheets to reflect clients' asset allocations.
. Prepared and reviewed new account documentation for client's signature
and perform necessary follow up.
. Placed orders with the Trading Room for the purchase and sale of fixed
income, equities and foreign currencies.
. I worked closely with the Credit Department in the preparation of
documentation to issue; Standby Letters of Credit, Commercial, Back to
Back and Personal loans.
Quick and Reilly, New York, NY Sep 2000 -
February 2001
New Accounts
. Opened new accounts and reviewed account documentation for clients'
signature.
. Interfaced with traders and helped them resolve trade discrepancies.
. Reviewed account financials and linked bank and brokerage accounts for
all branches in United States.
Vectormex, New York, NY May
2000 - July 2000
Operations Specialist
. Assisted the Operations Manager processing wire payments and prepared
daily spreadsheets to reflect all cash activity for trading accounts.
. Researched and resolved money discrepancies.
. Interfaced with traders and solved all trade discrepancies.
. Prepared and reviewed new account documentation and perform necessary
follow-up.
. Acted as liaison between the custodian and all branches in Mexico to
complete securities transfers.
Republic National Bank, New York, NY February 1995 -
May 2000
Operations Specialist
. Balanced and reviewed all income-revenue processing for commission
spreadsheets and management reports.
. Prepared and recorded error reports. Worked with the Operations
Clearing Supervisor in solving trade discrepancies, procedural changes
and corrections.
. Prepared and analyzed daily and monthly spreadsheets reflecting
commissions earned.
. Trade input for stocks, commodities and foreign exchange.
. Updated branch reports with regards to missing documentation.
Prudential Securities, New York, NY June
1988 - Feb 1995
Trade Support
. Trade input for stocks and commodities.
. Handled phone inquiries and processed all account adjustments
regarding trade processing.
Education
Bachelor of the Arts; Herbert Lehman College - 1996, Major: Economics,
Minor: Office Administration
Undergraduate; University of Puerto Rico - 1981, Major: Labor Relations
Skills: Experience with following systems: Euroclear/Crest/Citibank
Securities/GMI/ Intermediate Microsoft Word and Excel. Language skills:
bilingual, English/Spanish.
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