Customer Service Manager

Personal information

First name(s) / Isabella Carciumaru

Surname(s)

Address **** **** ***

***** *** *********, ** (United States)

Telephone(s) (1-415-*******

E-mail(s) ********.**********@*****.***

Personal profile BS in Biochemistry, my experience in Biotechnology is about

one year lab work as Research Assistant in a fermentation

project for the University of Bucharest, Romania plus four

years of school lab work.

AA degree in Management with about three years and a half

of direct, hands-on administrative and customer service

experience in the financial sector; treasury and foreign

exchange operations.

Work experience

Name and The Change Group, Ca Inc

address of employer 114A Powell St, 94122 San Francisco (United States)

Type of business or sector

Foreign exchange and Foreign exchange derivatives

Dates 01/10/2008 >

Occupation or position Senior Foreign Currency Consultant

held

Achievements Understanding of financial systems. Office management.

Market research/ optimization. Supports administrative and

technical operations by performing various duties requiring

knowledge of organization systems and procedures.

Coordinates with customers, management and other

organization groups to resolve technical and administrative

issues. Maintains a strong knowledge of organization and

discipline practices, budget and planning methodologies,

Main activities and training methods and audit methodologies.

responsibilities

-Manage all daily operations in the absence of the

operation manager, including buying foreign currencies,

tracking exchange rates on the international market,

providing outstanding customer service to the international

and the domestic traveller.

-Created deposit balances, sell, trade local and foreign

currencies with banks.

-Preparing the expense report.

-Accounting duties; weekly reconciliation (bank

reconciliation, wholesale reconciliation, inter -branch

reconciliation: reconciling internal positions with

external custodians) - data entry, light accounting (GAAP),

the profit/loss report, consolidation report.

-Act as treasurer

-Keeping track of the treasury balance and order local and

foreign currencies according to the current needs of the

company.

-Processes daily treasury movements using the

reconciliation report.

-Provides cash flow forecasts

-Performs daily cash flow management, including monitoring

of daily cash position

-Ensures that financial statements are accurate

-Assists with the month-end accounting process

-Coordinates with banks to ensure proper account setup and

maintenance.

-Maintain balances in local currency and foreign currencies

on daily basis to ensure that the balance does not exceed

the stock limits.

-Negotiates prices at which such exchanges shall be made

(purchased and sold); based on demand, supply and stability

of currency.

-Prepare filings for Currency Transaction Reports (CTR).

-Preparation of government SAR forms.

-Clear understanding of the AML legislation and hands-on

experience with AML compliance (OFAC, SAR, KYC, CTR, CIP,

etc).

-Detect, monitor and research suspicious financial

transactions.

-Maintain a database of customers and applying the Anti-

Money Laundering Legislation when processing a transaction.

Maintain current knowledge on compliance regulations (Bank

Secrecy Act, Know Your Customer, OFAC and Anti-Money

Laundering). Research and evaluate AML alerts.

-Research and write case investigations.

-Review transactions against OFAC criteria.

-Process new accounts, including risk assessment and

background checks.

-Maintains and update account files, records, and/or other

documents.

-Maintains and updates compliance manual files

-IT support (backup, troubleshooting.

-Counselling the international and domestic traveller on

their spending needs, make suggestion over the itinerary.

-Refers to the international market rate to determine

foreign exchange rates.

-Establishes local rates based upon international rates,

size of the transaction involved, stability on the market,

and bank's balances available to fund customer requirement.

-Providing training and directing other to do the same

while consistently improving the existing skills and

etiquette.

-Preparing and putting together the wholesale of foreign

currencies and traveler's cheque.

-Ensure that the proper credit policies are followed.

-Follow the internal Service Level Agreement of The Change

Group Inc.

Perform a variety of administrative functions:

Schedules appointments and gives information to callers.

Compose memos, transcribes notes. Research and create

presentations. Performs detailed research.

Generates reports, handles multiple projects, and prepares

and monitors invoices and expense reports.

Assist with compiling and developing the monthly and the

annual budget.

Making travel arrangements

Managing calendars and incoming emails as required.

Purchase or order office supplies and maintain inventory of

supplies

Copying; maintaining/establishing files. File, scan and box

documents.

Receive, log, sort and deliver packages.

Create and maintain spreadsheets.

Data entry

Using initiative, discretion and tact, receive and handle

email, telephone calls and other requests.

Create PowerPoint presentations and work with Excel

spreadsheets.

Provides high level customer service to both internal and

external customers.

Assist manager with new employee orientations and

processing new hire packages

Review invoices for accuracy and validity

Receive and distribute incoming mail and materials

Generate reports, memoranda, correspondence and other

materials with speed and accuracy.

Coordinate with customers, management and other

organization groups to resolve technical and administrative

issues.

Perform data compilation, analysis, review and

administrative tasks that support the operation of the

organization.

Support multiple and concurrent activities, provides

guidance to project management, analyze and interpret

customer reporting requirements and evaluate system

controls to measure regulatory compliance.

Maintain a working knowledge of organization and discipline

practices, budget and planning methodologies, training

methods and audit methodologies.

Responsible for taking, transcribing, and distributing

meeting minutes, project tracking (i.e. budget, database,

timelines).

Schedule and arrange meetings and coordinate all logistical

aspects to include ordering refreshments.

Ensure accuracy and completeness of data

Take responsibility for following up on action items based

upon commitments and deadlines.

Name and address of The Marketing Group

employer San Francisco (United States)

Administrative And Support

Type of business or sector Service Activities

Dates 10/10/2007 - 01/08/2008

Occupation or position Marketing Agent

held

Achievements Supports multiple and concurrent activities, provides

guidance to project management, analyzes and interprets

customer reporting requirements and evaluates system

controls to measure regulatory compliance and performance.

Main activities and

responsibilities -Develop strategic marketing campaign ideas that resulted

in increase of profit for the team.

-Responsible for organizing and maintaining marketing

systems, such as contacts tracking, and project databases.

-Working with cross functional teams to identify and

implement best practice for presenting the products.

-Determine actionable insights from results and use them to

further optimize the customer relationship building.

-Provide forecast and tracking for customers and their

needs.

Name and address of University of Bucharest, Biology Faculty

employer Bucharest (Romania)

Education

Type of business or sector

Dates 09/15/2006 - 06/30/2007

Occupation or position Research Assistant

held

Achievements Help design, conduct and manage a fermentation process

conducted on Sweet Sorghum with the purpose of cultivating

the gram negative bacteria Z.mobilis and studying the

inhibitory effect of polyphenols over the activity of

Main activities and Alcohol Dehydrogenase.

responsibilities

-Use test results and makes decisions to accept or reject

different methods in order to obtain the best result.

-Track the materials used.

-Understand and able to use simple or complex chemistry and

biochemistry procedures and translate them into the

mathematical expression.

-Great accuracy at obtaining solutions and using the

reactants for finalizing the experiment.

-Help design, conduct and manage experiments to

characterize Alcohol dehydrogenases in bacteria Zymomonas

mobilis .

-Summarize and interprets data, including the use of

statistical packages.

-Ensures that records and raw data are properly retained.

-Records all information obtained in experiments according

to established procedure.

- Operates and maintains laboratory equipment; operates

analytical and other instruments.

-Practices safety and quality policies and procedures.

-Execute different cell-based assays using luminescence and

fluorescence based detection methods.

-Perform testing and analyses on DNA specimens using PCR

methodology.

-Perform release and stability testing for appearance,

reconstitution time, HPLC chromatography, pH, UV content,

SDS-PAGE, Western blot and gas chromatography-mass

spectrometry.

- Cell Cultures

- Colorimetric Analysis

-Analyzes test data and completes required documentation.

-DNA sample collection.

-Managed and analyze experimental date.

-Serve as an internal source of scientific expertise

regarding the action of polyphenolic compounds from Sweet

Sorghum over Alcohol Dehydrogenasess.

-Training and supervising research associates.

- Data Entry.

- Maintain Lab Equipment.

Name and address of Zara Romania

employer

Retail chain

Type of business or sector

Dates 01/10/2006 - 07/30/2006

Occupation or position Assistant Manager in Training

held

Education and training

Dates 09/15/2003 - 06/30/2007

Title of qualification Bachelor of Science degree in Biochemistry

awarded

Principal subjects / Biochemistry.

occupational skills

covered

Name and type of University of Bucharest, Romania

organisation providing Bucharest (Romania)

education and training

AA degree in Management, at the Romanian-American

University, Bucharest.

Personal skills and

competences

English, Romanian, French, German(poorly), Spanish,

Language skills Italian(poorly)

Social skills and -People oriented, friendly, excellent team player.

competences -An enthusiastic go getter.

-Reliable and responsible.

-An excellent self-starter, fast learner, highly motivated

and creative.

Organisational skills -Over three and a half years of administrative

and competences experience/customer service experience in the financial

sector.

-Strong aptitude for learning new skills and procedures.

-Excellent math, analytical and organizational skills.

-Smart, accurate and detail oriented.

-Efficient and with a professional approach to successfully

working in a team-based, fast paced, detail-oriented

environment.

-Self-motivated, flexible, proactive, dependable, dedicated

and possesses the drive to surpass goals.

Computer skills and -PC Skills; Microsoft Office Suite (Excel, Power Point,

competences Word, Access), Adobe Acrobat, QuickBooks(working knowledge)

, PhotoShop(working knowledge), Outlook, Internet

Explorer, Safari, Apple iWork.

Other skills and Excellent organizational skills.

competences Excellent research and analytical skills.

Strong multi-tasker and enjoys working in a high paced

office.

Comfortable working independently with lots of phone and

on-line interaction and able to complete assignments

on-time without supervision.

Very comfortable making decisions independently

Accustomed to making independent decisions/judgments about

work priorities

Strong attention to detail and aptitude for working on

multiple projects simultaneously.

Organizing own work, coordinating projects, setting

priorities, meeting deadlines and following up on

assignments with a minimum or no direction

Exemplary customer satisfaction skills;

Business correspondence formatting;

Standard office administrative practices and procedures,

including the use of standard office equipment.

Analyzing and resolving office administrative and

procedural problems.

Ability to take initiative, multi-task & work well under

pressure

High level of proficiency in the use of Microsoft Office

programs, especially MS Word, MS Excel, and MS PowerPoint.

Proficient in the simple maintenance of necessary office

equipment.

High energy, positive attitude and strong teaming skills.

Maintain high level of confidentiality.

Contact this candidate