Kelly Quintero
**** ** **** **, ******* Creek, FL 33073
786-***-**** (mobile)
********@*****.***
Professional Skills:
. Detail oriented and analytical skills
. Computer skills include Windows and Microsoft Office (advance
knowledge of Excel, Word, Access and Power Point).
. Trained in accounting fundamentals including preparation of financial
statements, adjusting and closing entries, among others.
. Excellent interpersonal skills developed while servicing customers on
a daily basis.
. Effective in a highly disciplined environment with formal procedures
that are needed to meet regulatory and security requirements.
. Experienced using banking applications for transaction processing and
customer information management.
. Management skills include employee training in procedures and job
responsibilities as well as monitoring employee performance.
. Able to multi-task and work under pressure.
. Effective team member and strong individual contributor.
. Bilingual in English and Spanish.
Work Experience:
CITIGROUP, Fort Lauderdale, FL 2007 to 2010
Operations Support Specialist
. Assist US clients with the opening/updates of securities accounts.
. Plan, review and analyze documentation for the implementation of
and/or updates of global Securities Products for the Americas Hub
(ACASH).
. Participate, support and ensure 48 hour turn around time for
country/hub requests.
. Interface directly with the countries, Relationship Managers, Account
Managers, as well as clients to obtain and satisfy documentation
requirement for US and global custody accounts.
. Provide a quality check of work being submitted through the ACASH Hub,
and capture metrics for active deals.
. Assist Senior Management in special documentation projects.
. Ability to multi-task and project management experience.
. Support of the Tax Operations Department on regulatory and compliance
issues related to US Internal Revenue Service withholding and
information reporting requirements.
. Review and analyze client tax documentation, W-8 forms and W-9 forms,
along with review of related documentation (know-your-customer, anti-
money laundering, account set-up, etc.).
Workflow Specialist
. Scanning/indexing and management of Citidocs (document management
system) images.
. Electronic Banking documentation review.
. Liaison with countries for backend set-ups and confirmations for third
party electronic cross border setups.
. Training for countries in the Citidocs management.
. Manage the Business Relationship Manager (BRM) work queue for cross-
border entitlement activation.
. Manage the account reservation process.
. Distribute and track Citidocs requests.
. Review and process US Delivered Products.
. Assist in the production of metrics for the department using SQL and
RAG status analysis.
WASHINGTON MUTUAL, Boca Raton, FL 2005 - 2007
Processing Representative - Cash Management
. Research, analyze and accurately process Consumer Loan payments and
payoffs.
. Maintain department time frames and standards.
. Maintain supporting files and records.
. Perform clerical and routine office assignments in support of
department objectives.
. Perform other relevant duties as assigned.
Senior Teller
. Supervision and training of teller staff to ensure all activity
complies with bank policy and regulations.
. Oversee tellers' daily transactions and verify their work.
. Responsible for managing the branch vault (receiving and handling cash
supply).
. Processing customer financial transactions.
. Ensure daily operations are in balance.
. Active identification of fraudulent activity so as to prevent
potential losses to the bank.
. Identifying and selling Washington Mutual products and services.
. Address customer questions/concerns and follow-up referral to internal
resources for resolution.
. Establish and manage customer accounts.
. Continuous and proactive education on all matters related to new
products and services.
. Versed in use of Visual Banker and HOST.
. Winner of Front Line Recognition for being in the top 2% nationwide.
CENTRO MEDICO LAS AMERICAS, Miami, FL 2004 - 2005
Administrative Assistant
. Coordinated daily operations and handled office tasks such as
correspondence, committee minutes, shipping, file management and
database administration.
. Bookkeeping tasks included recording and reconciling of account
transactions.
. Served as a liaison to vendors; recognized for negotiating favorable
accounts, reserves and terms.
. Helped in the preparation of employment taxes, as well as other
government forms.
. Responsible for the reconciliation of the company bank account.
. Worked independently to determine methods and procedures for new
assignments.
Education:
Master of Business Administration with a concentration in Finance, Nova
Southeastern University, Fort Lauderdale, FL
Bachelor of Business Administration in Economics, Santo Tomas University,
Bucaramanga (Colombia). Graduated Cum Laude with honors