Sales Representative

Lourdes M. Balseiro

** ****** ** *** **, Hackensack, New Jersey 07601

Cell #: 917-***-**** Home #: 201-***-****

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

OBJECTIVE

A highly skilled experienced professional with proven success in the

financial industry seeking a position that will enable me to use my

extensive knowledge in a progressive, multi-faceted environment. Possess

strong problem solving skills with the ability to see tasks through to

completion. Learn new concept easily.

SUMMARY OF SKILLS

. Bilingual (English/Spanish)

. Effective liaison between sales and operations

. Securities Lending Representative, U-4 Form

TECHNICAL SKILLS

. Peachtree and QuickBooks Accounting

. Microsoft Office 2007

. Sequent, DTC, ADP, LOANET, MAGICS

EXPERIENCE

Bank of America 2008 to 2009

Domestic and International Billing

. Emailed all accounts that required hard copies of monthly bills.

. Contacted brokers to settle bills and sent charges via DTC, ATS or Fed

Wire.

. Approved and transferred DTC charges for balancing.

. Printed and balanced DTC charges to ADP entries. Posted charges in-house

billing system

Domestic Recalls

. Processed daily incoming and outgoing recalls within established

deadlines.

. Analyzed recall report to avoid house exposure. Followed up with a list

of exposed items to sales desk for coverage

Lehman Brothers

2003 to 2008

Operations Support

. Accepted stock loan returns and processed stock borrow returns in a quick

and efficient manner

. Processed daily stock loans and stock borrows

. Analyzed contract comparison corrections in LOANET

. Processed mandatory and voluntary corporate actions and stock splits

. Prepared journal entries to off-set LOANET

. Registered with NYSE as an authorized Securities Lending Representative;

U-4 Form

. Communicated with traders to authorize short sales in a highly

competitive pressure filled environment

. Analyzed daily, monthly and annual figures of the banks and brokers;

computed firms business with each

. Negotiated with banks and brokers to establish contacts and increase

volumes

. Analyzed the firm's business relationships and operating procedures to

avoid SEC violations

. Balanced the daily income of the Stock Loan Department

Neuberger Berman

1995 to 2003

Operation and Sales Support

EDUCATION

CDM INSTITUTE: Certificate in Computerized Bookkeeping and Administration

2010

PACE UNIVERSITY

1995

Bachelor of Administration in International Management; Spanish minor

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