Customer Service Analyst

Peter O. Lukacko

***** ******** ***** . ********, ** 07728 . 215-***-**** .

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

- Experienced in the areas of credit and investments (including

equities, fixed income and bonds). Adept with Moody's KMV Financial

Analysis, Lotus Notes and Bloomberg.

- Analytical skills are complemented by strong customer service and

problem solving skills.

- Recognized as a team player who is dependable, able to multi-task and

diligent about meeting or exceeding deadlines.

Education

Bachelor of Science in Marketing and Management, The Wharton School,

University of Pennsylvania (Philadelphia, PA). 2005.

Professional Experience

Wachovia Bank, N.A. (Philadelphia, PA) 2006 - 2008

Credit Risk Analyst, Risk Management Group

. Participated in the bank's Credit Analyst training program throughout the

12 months in this role.

. Earned two Shared Success Awards for "Exceeding Expectations" and

"Focusing on Efficiency."

. Provided critical research and analysis that determined the team's

decision to extend credit or underwrite loans of up to $250M to Fortune

500 companies. Gathered and analyzed financial data including operating

trends, financial ratios, debt service capacity and liquidity. Prepared

credit analyses including number of credits processed, modified,

inactivated, declined and initial/annual reviews. Assessed management

quality. Made recommendations to Risk Advisors.

. Researched, analyzed and wrote reports to improve decision making and

sales abilities for the team. Awarded the bank's regional award for

"exceeding expectations" for two special projects:

o Created a 14-page report to predict workflow for the department's

busiest time of the year. Data mined systems to generate 12 months of

data, analyzed the data and built a predictive model. Result: Enabled

leadership team to effectively prepare for its busy season.

o Wrote a comprehensive report on the apparel industry. Researched S&P,

Moody's and Fitch and consulted with the bank's equity research team.

Result: Improved Relationship Managers' ability to market and sell

within the industry.

Client Analyst, Capital Management Group

. Created and analyzed reports on portfolio performance, established new

accounts and securities and processed orders. Completed special projects

for Financial Advisor and Branch Manager.

. Developed strong rapport with clients by effectively providing

information and resolving problems.

Foreign Exchange Analyst, International Group

. Completed buy and sell transactions to ensure bank branches obtained

needed foreign currencies. Completed a special project to reconcile $10K

discrepancy in the general ledger.

Analyst, Employee Shareholder Services Group

. Executed stock trade orders for customers who had their Employee Stock

Purchase Plan managed by the bank (10-15 orders per day). Researched and

resolved problems/discrepancies.

Quantitative Analyst, International Equities Group

. Generated and analyzed portfolio holdings, transactions, security pricing

and accruals for the mutual funds managed by a division of Wachovia.

Reviewed performance returns for accuracy and communicated and reviewed

results with the Money Managers.

Internships Held Concurrently While at Wharton

Analyst Intern, H. Rivkin & Co. (Pennington, NJ), Feb. - Apr. 2005.

. Performed analytical research enabling the managers of this investment

research firm to make decisions on providing debt securities to troubled

and restructuring companies. Contributed to financial models for revenue

and income forecasts, cash flow analysis, balance sheet and quarterly

projections. Consulted with managers of the target companies to confirm

information.

Analyst Intern, Penn Capital Management Co. (Cherry Hill, NJ), Sept. 2004 -

Jan. 2005.

. Assisted the Institutional Sales Group by performing analytical research

on distressed securities, high yield fixed income and small cap equity

companies. Contributed to regular market updates and PowerPoint

presentations for investors and board members.

Financial Analyst Intern, Allied Irish Bank (Philadelphia, PA), Nov. 2003 -

Jan. 2004

. Supported Underwriting and Credit teams in the Capital Markets Group by

researching and analyzing the bank's portfolio, running financial models

using Moody's Financial Analysis, and conducting industry research and

due diligence. Contributed to recommendation memos for credit committee

consideration.

Computer Skills

Microsoft Office Suite (Access, Excel, Internet Explorer, PowerPoint, and

Word). Cat Tools, Hyperion, SQL, C++, SAS, and Visual Basic.

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