Customer Service Manager

Nilda D. Se eriz

** ****** ******

Garfield, NJ *7026

Cell #201-***-****

Email: ********@***.***

PROFESSIONAL

EXPERIENCE:

August 2009 - February 2010: JP Morgan Chase

Client Service Specialist

. Providing one-on-one client service.

. Determine cash forecasting on current investment portfolios.

. Created daily Share Activity Projection analysis.

. Responded to client's inquiries on a timely basis.

. Prepared precise overdraft reports when applicable.

. Maintained strong relationships and daily communications with clients

and their varied departments.

October 2007 - June 2008: American Red Cross Of Northern New Jersey

Disaster Response Manager for Passaic County, NJ

. Responded to emergency disasters.

. Assisted client's with their immediate emergency needs.

. Created strong relationships with local officials to facilitate

emergency service preparedness.

. Assisted in the writing of the Emergency Disaster Plans for Passaic

County as related to the Chapter.

. Created Excel spreadsheets that track how much money were spent each

month on emergencies.

. Recruited, mentored and supervised new volunteers.

. Obtained new vendors contracts for hotels, motels and retail stores to

ensure preparedness.

. Assisted managers from the other Chapters within the NNJ area with

large, multiple disasters.

. Ensured the accuracy of the Team Leaders and Responders casework

reports.

. Participated and represented the Red Cross in regional community

special projects.

April 2000 - October 2007: Bank of America -(Formally U S TRUST COMPANY)

SECURITIES SERVICES OPERATIONS

Sr. Reconciliation Analyst

. Reconciliation of cash and assets for all Mutual and Non-Mutual Fund

Excelsior and Investment Advisory accounts.

. Liaise with Administrators, Portfolio Managers, and Traders.

. Prepare Weekly Metrics report.

. Reconcile and balance various Suspense, Operating, Internal Controls

accounts on a daily, weekly, and monthly basis.

. Distribution of the Daily, Weekly, and Monthly reports to senior

management.

. Maintain communication with administrators and management on problem

trades.

. Supervise and cross train new employees as well as existing staff.

. Authored the department procedures manual for the reconciliation

process.

SPECIAL PROJECT

. Accurate Conversion Project:

Centralization of all Investment Advisory Accounts into one central

system. System conversion from Advent onto Accurate Tool.

. EXCELSIOR IA: Investment Advisor Accounts

Balance all assets and cash accounts by comparing our statements versus

the Custodian's prior to conversion.

. CA-VIEW CONVERSION

I supervised the conversion of our reporting system for all of

Operations and was part of the team, which did a firm wide system

conversion.

Achievements:

I took on the project of eliminating all Micro-Fiche for all of Operations

which resulted in saving the company over $250,000.00 per year. My manager

nominated me for an achievement award, which I won for Outstanding

Contribution to the company.

Sept. 1998 - Aril 2000 CHASE MANHATTAN BANK/GLOBAL INVESTOR SEVICES

DTC AND GOVERNMENT SETTLEMENTS

Sr. Analyst

. Customer Service - servicing the clients with one-on-one relationship.

. Liaise with clients and Administrators in resolving any and all

queries.

. Receive and Deliver.

. ADP system

. Supervise and cross train new employees as well existing staff.

. Organize department meetings.

Latin American & Canadian Settlements

. Liaise with our Latin American and Canada agent banks on all trade

settlement and queries.

. Analyzed, reconcile, and balance aged settlement reports.

. Ensure orderly records and audit trails were being maintained.

. Create spreadsheet, which include all transaction for the day.

. Balance and reconcile all accounts at end of day.

PC SKILLS: Proficient in: MS Word, MS Excel, MS Access, MS PowerPoint

VOLUNTEER

WORK: The American Red Cross of Northern New Jersey since 2001:

DAT Team Leader (Disaster Action Team), Mass Care & Mass

Destructions, Shelter Operations, Family Service, Case Worker,

Disaster, and Logistics. Shelter Manager for Paterson, NJ Office

of Emergency Management.

LANGUAGE: Fluent in English and Spanish - Speak, Read, & Write

EDUCATION: Bergen Community College

Major: Liberal Arts

John Jay College, New York, N.Y.

Major: Forensic Psychology

REFERENCES: Furnished Upon Request

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