Manager High School

Mary Donita Booher

*** ******** ***., ********** ** 07039

Ph: 862-***-****

Email: ******@*******.***

About Me: Mature, Intelligent, Responsible, Focused, Detail Oriented, Flexible, Creative, Organized

Experience: Administration, Operations, Client Services, Retirement Services, Underwriting,

Audit, Compliance, Financial Services, Ecommerce, Web & Graphic Design

Underwriting Coordinator

Financial Northeastern Corp

Fairfield NJ US

January 2001 - July 2012 (Downsized)

Responsible for coordination of documentation, support, and closing process

of the CD Underwriting Department, Brokered CDs / Bank Funding.

Heavy data and documentation with emphasis on detail and follow-up.

Communication with clients, vendors and clearing company via phone and email.

Administrative control of associated processes relative to set up,

update & delivery of settlement documentation.

Set-up and assistance with client’s Internet Account Access.

Accomplishments

Developed policies and procedures related this position

Created client contact database and methods for automated updating

Trained additional support staff in this position

Developed strong relationships with Institutions and Third Party Vendors

Established procedure for initializing client internet access and

subsequent assistance/trouble shooting

Operations Analyst Northern New Jersey

First Union

New Jersey US

September 1997 - September 1999 (Downsized)

Documentation Administration

Responsible for obtaining/updating of required documentation for

investment accounts for Northern New Jersey Region

Restriction of non-compliant accounts

Distribution/coordination with all field representatives

Operations Associate

JB Hanauer

Parsippany NJ US

September 1992 - September 1996 (Resigned)

Administrative Support Equity Trading

New Accounts, Legal Documentation, Trade Entry, Trade Comparison and Correction

Retirement Account Processing

Operations Manager

Prudential Securities

Morristown NJ US

September 1985 - September 1990 (Resigned)

Supervisory All Operations Functions

(New Accounts – Margin/Options - Trade Entry – Cashiering - Retirement Accounts)

Prior Experience available upon request.

Operating Systems: Windows & MAC; Apps: MSFT(Word, Excel, PPT, Expression, IE, Outlook, Access) Adobe: Acrobat, InDesign,

Photoshop) OpenOffice(Writer, Calc, Impress, Draw); Browsers: IE, Firefox, Opera, Safari

Other Interests: Art, Design, Photography, Animal Advocacy

Education: High School - Central Regional HS /Owen J Roberts HS; College - Moore College of Art

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