Kerri-Ann Lukaszyk (Lopez)
** ****** ******, ***. *, Jersey City, New Jersey 07307 * 201-***-**** *
*********@***.***
Objective
A dedicated individual with 18 years of Administrative experience reporting
to various levels of Departmental and Executive Management. I am seeking a
position where I may apply my skills and knowledge for the benefit of my
Employer. Willing to teach, assist and mentor peers, and contribute my
skills for the betterment of my Employer and their Staff, while remaining
open to constructive criticism and advice.
Employment
Bank Of Tokyo-Mitsubishi UFJ. Ltd
Harborside Financial Center, Jersey City, New Jersey 07311
Deposit Services Unit/International Operations Department - Senior
Administrator - December 2001 - July 2010
Organized and maintained written procedures for all department
functions, ensuring the procedures consistently satisfied
the organization's documentation requirements; Designed Posters and
forms using MS Office and Photoshop for use by the
Bank; Received and processed all Currency Transaction Reports from all
departments and branches and forwarding all necessary documentation
and information to the IRS Department of the Treasury; Monitored all
Inactive and Dormant Accounts following Bank procedure up to and
including the escheatment of account holdings to the State of New
York; Assembled eight different monthly department reports;
Coordinated business travel arrangements for department Management
(when necessary); Maintained Staff Member records; Coordinated
department expenses including submitting invoices for payment and
Staff Member reimbursement for business expenses; Reported Daily
Account Status Changes regarding Inactive/Dormant Accounts to
Executive Management; Prepared memos, spreadsheets, presentations and
emails at Management's request; Coordinated department expenses;
Answered phones; Ensured that all department equipment is properly
maintained (i.e.: fax machines, copiers, printers, etc.) and reported
necessary repairs to the appropriate contact person; Assisted Staff
Members with questions regarding MS Office applications, guiding them
through the use of unfamiliar functions within the programs and
enhancing their knowledge of the applications; Supply order and
inventory; Event planning (department breakfasts, luncheons, Holiday
celebrations, etc.).
Pershing
95 Christopher Columbus Drive and Harborside Financial Center, Jersey City,
New Jersey 07311
Margin Department - Margin Associate - Fed Fund Unit - July 1999 -
June 2001
All aspects of processing Fed Fund Wire Requests, collected all
necessary documentation from Correspondents; Reviewed
account activity and checking fund availability; Telephone and email
contact with Correspondents to resolve problems with
wire requests; Followed Anti-Money Laundering guidelines and reported
suspicious activity to Legal/Compliance; Entered
relevant Standing Information into "Notepad" program attached to
customer accounts within the mainframe; Entered account
number and dollar amounts of each Fed Fund Wire received into a
cabling system for Treasury Department use.
Margin Department - Administrative Assitant - January 1997 - July 1999
Maintained numerous reports for Management; Preparing Memos,
Spreadsheets and Staff Performance Evaluations at
Management's request; Tracked all deliveries from the Margin
Department to the Money Desk; Maintained all aspects of the
Extension process; Entered relevant Standing Information into
"Notepad" program attached to customer accounts within the mainframe
assisting the Fed Fund Unit with heavy work volume; Supply order and
Inventory; Answered Telephones.
Security Information Department - Administrative Assistant - May 1996
- January 1997
Created, organized and maintained written procedures for all
department functions and ensuring that the procedures
consistently satisfied the organization's documentation requirements;
Maintained numerous reports pertaining to Securities
Pricing; Organized schedules and business travel for department
Management; Prepared memos, spreadsheets and Staff Performance
Evaluations at Management's request; Maintained Staff Attendance
Records and Vacation Schedules; Answered telephones.
Trust Company of New Jersey
Operations Department - Junior Secretary - September 1992 - May 1996
Performed the daily data entry of all Customer Information for new and
existing accounts (checking, savings, Christmas Club, etc.) into the
mainframe; Verified that all account information was entered correctly
by comparing individual forms to the information displayed on a report
generated the following business day; Processed Series EE Savings Bond
Applications entering all application information into the Fedline
system and transmitting to the Federal Reserve Bank; Answered
telephones.
Skills
MS Office Word, Excel, Powerpoint and Outlook; Intermediate Photoshop and
Gimp Photo Manipulation Software; Excellent Written and Verbal
Communication; Excellent Telephone Etiquette and Organizational Skills;
Education
Saint Aloysius High School - Diploma received.
Accomplishments
Received two Customer First Awards between 2007 and 2008.
Designed Poster Art for BTMU that was eventually distributed to branches
worldwide.
REFERENCES available upon request