Customer Service Management

Eric Lottman *** *nd Avenue, West Babylon, NY ****4

631-***-****

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

Objective

Experienced Financial Services professional eager to contribute dynamic operations and coordination skills in a challenging Senior Buy-Side Operations/ Trading assignment.

Career Profile

1. Bachelor of Science degree in Business Management.

2. Skilled in exceptional customer service and complaint resolution.

3. Solid experience with Total Return Equity Swaps, Currency Forwards, Convertible/Distressed Bonds and Equity/Over-the-Counter Options.

4. Well-versed in all facets of the compensation function, payment processing and documentation.

5. Notable coordinator and facilitator with strong leadership skills.

6. Knowledgeable in portfolio accounting and stock option processing.

7. Well-organized multi-tasker with strong detail orientation.

8. Self-motivated, self-directed.

9. Knowledgeable in business unit operations.

10. Contributor in critical process improvement.

11. Adept in relationship development and facilitating repeat business.

12. Proven accomplishments in coordination, strategic planning and project management.

Professional Experience

New York Community Bancorp, Westbury, NY 2010 - Present

Compensation Administrator

1. Process Restricted Stock Awards and Incentive Stock Options for executives.

2. Manage stock option inquiries and processed month-end reports for management.

3. Update and cross-check Equity Edge database and ran accounting and tax reports.

4. Streamline procedure manual and improve learning processes.

Allied North America, Jericho, NY 2009 - 2010

Imaging Associate

1. Prepared and verified digital representation of over 10,000 pages of documentation.

2. Served as key team member.

Baker Nye Advisors, New York, NY 1997 - 2008

Senior Portfolio Administrator

1. Prepared daily cash and position reconciliations between funds, prime brokers and trustees.

2. Tracked and verified P&L daily, analyzed F/X, deal arbitrage, risk exposure and corrective measures.

3. Processed trader transactions into multi-currency system for fixed-income, derivative and equity portfolios.

4. Replaced manual reconciliation procedures with automated spreadsheets and electronic files.

5. Maintained relationships with Accounting, Client Service, Custody and Offshore Administrators.

Education

State University of New York, The College at New Paltz, New Paltz, NY

Bachelor of Science, Business Management 1996

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