Management Customer
Resume:
CH ARLES COLLINS
Bear, DE
***********@*******.***
OBJECTIVE: Asset Management Services /Trade and Cash Settlement Operations
H ighlights of Qualifications
• Over 15 years professional experience with the public.
• Personable and persuasive in communicating creatively with thousands
of customers from all cultures and economic levels.
• Proven skill in persevering to solve customer problems.
• Self-motivated and confident in making independent decisions.
• Very well organized and able to meet deadlines.
R elevant Experience
2008 - 2008 JPMorgan Chase – Newark, DE (Consultant) Contracted Position.
P r ivate Banking I nternational Settlement
• Daily Management of foreign exchange rates and trades
• Monitor, analyze, and process trade and cash transactions
• Manage complex operations and settlement problems
• Facilitate the accurate and timely settlement of domestic transactions
• Identify trade discrepancies and unmatched trades/using Excel to prepare reports
1999 – 2008 H SBC BANK USA – Newark, DE
G LOBAL Funds T ransfer/Cash Management
Senior Funds Transfer Specialist
• Executing accurate inbound/outbound payments to beneficiary, and
Corresponding banks daily
• Perform Cash Management operations and t ransfer global funds
• Perform a daily reconciliation of securities movement
• Help to maintain daily settlement of asset backed securit ies
• Interaction with Middle Office, counterparties, and corresponding
banks
• Create and maintain daily and monthly activity reports
1992 – 1999 P NC BANK/P.F.P.C., Wilmington, DE
I nvestment Banker/Accounting Clerk I I
• Transferred and wired Mutual Funds daily
• Supported the Mutual Series Funds and Quality review Department
• Performed direct payment processing of checks and wires
• Processed funds by /fed, book, chips and checks
• Reviewed data and processed adjustments in the consumer credit area
• Maintained extensive financial records regarding individuals and
clients
• Processed a wide range of account changes, and designated
beneficiaries
• Resolve wide range of customer problems by phone and using the
system
E DUCAT ION
B.A. Organizational Management; E ASTERN UN IVERSITY – Saint
Davids, PA
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