Customer Service Manager

Jesse L. Chavarin

**** ****** ****** *********: (562) 869-

7079

Downey, CA 90240 Cell: 562-***-****

Summary: Approximately 20 year's broad and varied administrative experience

with financial institutions. Experience in handling multi-million dollar

financial transactions in a timely and accurate basis. Accustomed to

working with all levels of management.

Experience

1997-2009 The Bank of New York Trust Company, Los Angeles, CA (Business

Unit moved)

Account Administrator / Customer Service

Administrator for Institutional Trust and Custody Services.

Daily administer the funds and securities settlement with

brokers for assigned clients in global markets. Ensure that all

assets are recorded according to specifications. Research and

analyze inquires from Investment Managers and clients regarding

investment activity and reporting. Ensure that Client audited

statements are accurate. Open new accounts and establish

document files and system set-up. Prepare Insurance reports for

California Department of Insurance. Participate in client

presentations regarding new business and fee schedule. Maintain

an annual client call program.

1992 - 1996 Bank of America, Costa Mesa, CA (Trust Business sold)

Business Manager

Trust Administrator for Institutional Trust & Securities

Services. Manage a Custody portfolio in excess of 10 billion

dollars. The securities portfolio was very diverse requiring

extensive securities knowledge to adapt and develop service

capabilities.

1988 - 1991 First Interstate Bank, Los Angeles, CA (Securities Business

Unit sold)

Manager

Managed the Government/Money Market/Funding Unit. Prepare

budget, manage operating expenses, establish product pricing and

support strategies. Review and approve legal agreements between

bank and customers. Ensure compliance with all government and

regulatory agency requirements in the settlement of securities.

Perform the funding requirement for ten cost centers. Maintain

all related general ledgers in agreement with the operation

system.

Safekeeping Department: Responsible for the safekeeping of

client securities.

Education BS, Business Administration, emphasis on finance, West Coast

University, Los Angeles, CA - Cal State University, Los

Angeles, CA

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