Manager Training

IRENE R. JONES

*** ****** *** #* ( Buffalo, NY - 14222 ( Mobile: 716-***-**** ( Email:

**********@*****.**.**

SUMMARY OF QUALIFICATIONS

Dynamic, self-motivated MBA-educated professional offering 2 years of full-

time experience in the financial institution, including a track record of

considerably reducing the processing time for loan documentation by 50%,

resulting in faster loan disbursement and higher marginal profit exceeding

operations target for the branch.

Initiated an ageing report system for stock broker clients and analyzed

performance metrics to track negative balances of clients and paved the way

for better management of risk and brought down the default rate from 40% to

15%.

Managed a team of 15 @ branch level in the absence of branch manager; fast

learner and demonstrated expertise in using financial models and

forecasting; Expertise in MS Office (Word, Excel, Power Point, and

Windows).

EDUCATION

Master of Business Administration, MBA (Finance), Canisius College,

Buffalo, NY Aug 08 - May 10

Master of Business Administration, MBA (Finance/HR), Anna University, India

Bachelor of Commerce, University of Madras, India

FINANCIAL POSITIONS

Infrastructure Leasing & Financial Services (ILFS), Chennai, India -

Officer Mar 05 - Apr 06

Derivatives: Reported Fund positions for margin obligations and handling of

securities, fixed deposits and bank guarantees towards Initial Margins @ $7

- 10 Million per month; coordinated with the head Office for enhancement of

exposure limits for trading members; client interaction with regards to

important circulars from National Stock Exchange [ NSE ].

Depository Services: Monitored depository-related activities, such as

account opening, dematerialization and closing of accounts, for a client

base of 13,000 accounts; constantly monitored the daily client volume and

prepared waiver requests based on their trade volumes for clients as a

special incentive.

Margin Funding: Created "Credit Approval Memorandum" to initiate the

approval process of margin funding loans; identified risks in process and

suggested improvements; handled documentation of new, enhanced and renewal

margin funding loans; ascertained valuation of shares constantly and

maintained regular client servicing for Line of Credit accounts.

Kotak Securities Ltd, Chennai, India - Franchisee Coordinator

June 04 - Feb 05

Managed a clientele of 15 franchisees and the strong rapport built with

existing clients led to the expansion of business to 20 franchisees within

a span of a year.

Developed a clear understanding of the equities broking business within the

first 6 months of on-the-job training and was given responsibility of audit

and process of account opening documents @ branch level amounting to 500

per month and given representation as an "authorized signatory" for

company.

Co-coordinated with the risk manager to enhance the exposure limits for

franchisee clients based on the portfolio size.

INTERNSHIP

Independent Health, Amherst, NY - Learning Center Intern

Aug 09 - Dec 09

Conducted training sessions for new employee orientation to familiarize

them with the employee resource technology.

Scheduled one on one introductory citrix remote access training for

employees.

Obtained technical training on maintaining employee intranet and was

responsible for updates by posting pictures, documents and granting access

rights to new users.

Created and tracked quizzes/surveys using the articulate software module

for the Compliance department

OTHER EXPERIENCE

Canisius College, Buffalo, NY Aug 08 - May10

Tutor/ Mentor Aug 10 - May 10

Created a plan of action to help students master the subject and achieve

their academic goal

Guided and helped students with English, Economics and Management courses

Program Assistant, Aug 08 - May 09

Provided technical support to set up equipment and overheads for business

conferences

Responded to customer queries, organize conference rooms and provide

refreshments

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