Sales Customer
Resume:
Jacalyn Schiller
North Woodmere, New York 11581 Cell:
***************@*****.***
PROFILE
. Highly motivated client service professional with 27 years' experience
. Proactively communicates urgency of issues to all stockholders to
coordinate a quick resolution.
. Organized and detailed-oriented individual with exceptional follow up
skills.
. Outstanding at investigating, analyzing and resolving discrepancies.
. Fast learner with excellent communication skills who acquires new
knowledge easily.
. Brings energy and enthusiasm to work.
. Knowledge of Microsoft Word, Power Point, QuickBooks and Excel
.
EXPERIENCE
JP MORGAN CHASE/BEAR STEARNS, Brooklyn, New York October 1986-
November 2012
Banking Operations, Dividend and Client Service Specialist
Ensure that all customer and house accounts are appropriately credited with
corporate bond interest for securities held. Research outstanding debits
and credits on dividend accounts, and direct payment issuance on
appropriate claims with Corporate Bonds, Municipal Bonds, Government Bonds,
CMOs, Freddie Macs, Fannie Maes, and all major mortgage back securities.
. Satisfied a major client by expediting payments to their accounts through
Euro clear to offset delays caused by processing. Communicated urgency
to management to get approval and action for the client.
. Prioritized work to respond to large volume of inquiries internally from
Stock Brokers and Sales Assistants and externally from brokerage houses
and banks. Quickly investigate and resolve claims to eliminate
unnecessary follow up and work efficiently.
. Promoted good client relationships by directing inquiries unrelated to
department function to appropriate areas such as International Dividends
department. Prevented clients' time wasted trying to reach the right
individuals within the bank.
. Rectified a mistake that caused an out of balance of house account.
Researched outstanding receivables and coordinated with Prime Broker to
resolve a long standing discrepancy.
. Prevented potential loss of business by making interest payments on time
to client accounts. Made sure payments received from Depository Trust
Company and Euro clear are processed immediately to appropriate accounts
to avoid penalties.
. Coordinated with Corporate Actions department in capturing interest
payments correctly. Resolved out of balances on bank's and customer
accounts with Balancing & Control department.
. Interfaced with Purchase and Sales department to get information to
clarify counter broker identification number and proof of contract in
purchasing of bonds in order to send a claim interest to the broker.
Proactively alerted Cashiers department of interest due to bank on
claims. Continually checked system and diligently follow up to make
sure funds are received to prevent funds going into suspense account.
. Experience with Cash Dividends, Municipal Bonds,ForeignCurrency and all
Mortgage Backed Securities
DEAN WITTER REYNOLDS, New York, New York: September 1985-
October 1986
Bond Interest Assistant
Responsible for insuring accuracy in applying appropriate customer and
broker accounting for United States Treasury Bonds and Notes, Freddie Macs,
Fannie Maes, Ginnie Maes, and Agency Bonds.
. Investigated, analyzed, and resolved problems arising from cancelled
trades.
. Interacted regularly with Stock brokers, the Federal Reserve Bank, office
managers, and commercial banks.
EDUCATION
Bernard M. Baruch College (C.U.N.Y.)
Bachelor of Business Administration (B.B.A.) in Finance: January 1985
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