Sales Engineer
Resume:
Everett E. Sanders IV
**** ****** **** **** *** Albany, OH 43054
****************@*****.***
OBJECTIVE: I want to utilize my problem solving & communicative skills. I
seek a stable results-oriented firm and I am willing to
work hard and smart to solidify a career.
EDUCATION: The Ohio State University
Columbus, Ohio 43210
College of Arts & Sciences - Applied Economics
RECEIVED: 06/2006
Franklin University
Columbus, OH 43215
Business College - B.S. Finance & M.B.A. - Finance
Concentration (Joint Programs of Study - ONLINE)
Projected Degree: 08/2010
John Swett High Graduate
Crockett, CA 94575
COMPUTER Microsoft Visio Java 5.0 2006
EXPERIENCE: Microsoft Office Suites 2007 C++ Programming
AutoCAD 2006 Pro/Engineer Wildfire
3.0
XP Adobe PhotoShop 8 Corel WordPerfect
Bloomberg Professional Oracle Database
Sunguard 5.0 (Portfolio performance) Six Sigma training
(currently)
WORK
EXPERIENCE:
November 2009- JP Morgan Chase, Columbus, OH
Current Private Investor Portfolio Analyst
I timely and accurately reconcile, report and remit on
approximately 40 Prime Private Investor portfolios. I
perform reconciliations, researching outages, and balancing
the investor books with deadlines that are needed to be met
bi-weekly, monthly and yearly. I also move funds to and
from the investors accounts by wiring funds. I manage
these day to day activity which encompasses working closely
with Management as they audit my performance and due
diligence everyday.
November 2008- JP Morgan Chase, Columbus, OH
November 2009 Mortgage Portfolio Analyst - Officer
As a Mortgage Officer within the Homeowner's Preservation
Office I manage over 300 Investor portfolios accounts.
Making sure that each customer is receiving accurate
calculations with their possible modifications; assist in
decision making process of modifications within every
account. In contact daily with every client answering
questions about all mortgage products and providing
accurate updates of account status.
May 2008- Citigroup Corp, Columbus, OH
November 2008 Investment Fund Accountant Analyst
I work within the mutual fund services department as a fund
accountant calculating the Net Asset Value of two multi-
billion dollar portfolio securities. I perform daily
reconciliations to several prime brokers and/ or portfolio
managers, calculating income and expense accruals. I
maintain a general ledger of all accounts held and
determine economic allocations of profit and loss to
partners. I assist with computation of tax allocations and
adjustments as well as preparation of tax reporting to all
asset management clients.
March 2008- JP Morgan Chase; Columbus, OH
May 2008 Jr. Mortgage Sales Consultant (temporary position)
I was responsible for assisting Home Loan Direct sales with
pre-approval lead management. I was the point of contact
for our pre-approval customers during the shopping phase of
the sales cycle. I maintained consistent contact with these
customers and provide updates and/or answer questions as
needed to them and the Sr. Consultants. I provided support
for all sales functions including, referral programs, loan
pipeline maintenance, desk coverage for absent Mortgage
Consultants and document retrieval when necessary.
June 2007- Nationwide Insurance; Columbus, OH
January 2008 Jr. Investment Associate Intern/Co-op
I worked within the Office of Investments working under the
direction of the Director of Municipal Bonds and worked
directly with other Senior Investment Professionals with
day-to-day changes in Bond & Securities spec sheets,
bookkeeping of all trades that occurred on the trading
floor. I was the direct line of communication between
Brokers and Investment Traders in the trading room so that
daily multi million dollar trades occurred in the most
efficient way on and off market hours.
June 2005- International Truck & Engine Corp., Fort Wayne, IN
September 2005 Summer Intern - Product Design & Patent Engineering
I worked directly under Executive Tire Manager creating the
development of intranet database and HTML web design for
steering group. Assisted Patent Engineer with patent
applications with detailed searches of prior Patents passed
and communicated data found with Patent Agents
ACHIEVEMENTS: NSBE (National Society of Black Engineers) -Treasurer
O.S.U. Chapter (2004-2006)
Freemasonry Fraternal Member - Lodge #110
Mutual Fund Certification
Fund Accounting Basics Certification
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