Customer Service Sales

CHARLES EDWARD STEED, JR.

*** ******* **.. ************, ** 60048 . 708-***-**** mobile) . 847-281-

**** ******) . ***********@*****.***

A talented financial professional with extensive financial industry and

customer service experience

SUMMARY OF QUALIFICATIONS

. More than 10 years of financial industry experience. . Proven ability

to lead effective teams.

. Familiar with various financial software applications. . History of

increasing sales and profitability.

. Strong analytical ability and sales track record. . Hard working,

able to multi-task effectively.

. Outstanding training, leadership, and communication skills.

PROFESSIONAL EXPERIENCE

MF Global, Chicago, IL 2007 -

Present

Treasury Associate

. Key functionality in treasury/accounting department, including

producing financial reports utilizing spreadsheets and reporting

software, balancing and reconciling statements, providing financial

analysis of reports.

. Daily administration of domestic/international bank accounts

(incoming/outgoing wire processing), investments, and debt obligations

to include required funding and check disbursements, compilation of

cash position, and various key punching activities.

. Identify proper approval for transactions and initiate domestic and

international electronic funds transactions for settlement of company,

and company affiliate obligations, and approve appropriate

transactions. Maintain and develop enhancements to treasury transaction

and informational database system.

R.J. OBRIEN, Chicago, IL

2004 - 2007

Treasury Associate

. Amenable for producing financial reports utilizing spreadsheets(GMI)

and reporting software, balancing and reconciling statements,

providing financial analysis of reports.

. Daily administration of domestic/international bank accounts

(incoming/outgoing wire processing), investments, and debt obligations

to include required funding and check disbursements, compilation of

cash position, and various key punching activities.

. Identify proper approval for transactions and initiate domestic and

international electronic funds transactions for settlement of company,

and company affiliate obligations, and approve appropriate

transactions. Maintain and develop enhancements to treasury transaction

and informational database system.

Lakeshore Accounting Group, Chicago, IL

2003 - 2004

Contract Employee- R.J.OBRIEN

. Key functionality in treasury department, including producing financial

reports utilizing spreadsheets(GMI) and reporting software, balancing

statements, reconciling and providing financial analysis of reports

. Responsible for incoming/outgoing wire processing, check disbursements,

and maintained

key records and assigned to train new hires

Contract Employee - Federal Home Loan Bank

. Responsibilities include performing key and critical functions on the

FHLB Advance Pricing Desk; acting as the primary liaison between the

financial markets and banking groups in providing price quotes for

member's advance requests

. Executed PFI transactions according to established internal control,

procedures, and policies, and interacted with PFI's to solve issues

Access National Mortgage, Oak Brook, IL

2002 - 2004

Account Executive

. Process loan applications, reviewing financial information reported and

determining financial status and ability to pay

. Originate and process residential mortgages while educating clients on

the home-buying and financing process

. Responsible for generating leads from outside companies and receive

leads from company marketing and advertising campaigns

. Negotiate terms, structure loan financing based on risk considerations

and present credits for approval to appropriate levels of authority

with the bank as required

. Ordered title work, appraisals, and surveys, including environmental

and flood insurance designation

. Represented Access National at closings to ensure loan is closed,

secured all required signatures, checking for completeness/validity of

documents

Ira Epstein & Company, Chicago, IL

2000 - 2002

Commodity Brokerage Associate

. Interact with clients while utilizing excellent customer service,

communication, and multitasking abilities in order to manage accounts,

handle customer inquiries, process trade/brokerage transactions, and

balance client accounts to avoid margin calls

. Prove teamwork by supporting other departments with opening new client

accounts, processing checks, verifying preliminary reports, and

maintaining account balance

. Responsible for efficient knowledge of high-tech brokerage software

such as IRA Trade, GMI, SQG, RAND Order, and Future Source

. Collection on past-due invoices and establishing payment arrangements

Infinity Brokerage Services, Chicago, IL

1996 - 2000

Commodity Brokerage Associate

. Responsible for assisting commodity brokers with all aspects of client

accounts, online trading, handling customer service issues and

inquiries, avoiding margin call

. Responsible for efficient knowledge of high-tech brokerage software

such as IRA Trade, GMI, SQG, RAND Order, and Future Source

. Collection on past-due invoices and establishing payment arrangements

EDUCATIONAL BACKGROUND

Trinity University - GPA 3.4

B.S. in Finance

Jackson State University - GPA 3.0

Business Economics

PROFESSIONAL REFERENCES AVAILABLE UPON REQUEST

Contact this candidate