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Customer Service Manager

Location:
The Colony, Texas, 75056, United States
Posted:
May 26, 2010

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Nancy E. Mancilla

**** ********* *******, #**

The Colony, Texas 75056

(972) ***-****

abmq7q@r.postjobfree.com

____________________________________________________________________________

__

OBJECTIVE

To obtain a position at a financial services firm, utilizing my experience

and education.

EDUCATION

Southern Methodist University

Dallas, Texas

Bachelor of Science in Economics with Finance Applications

GPA 3.3/4.0

Series 7 license - FINRA General Securities Advent/Axys -

Advanced

Series 66 license - Uniform Combined State Law Microsoft Office Suite

- Advanced

Studying for Series 55 exam - Equity Trader Fluent in

Spanish

PROFESSIONAL EXPERIENCE

Southwest Securities, Inc.

March 2007 - Present

Portfolio Administrator

Dallas, Texas

. Perform portfolio accounting and administration on the Advent Axys

portfolio management software system

. Set-up new accounts and initial investment positions (including cost

basis)

. Run daily downloads and post account data from back-office system into

Axys

. Provide daily reconciliation of accounts versus the back-office system

. Administer the download/interface between back-office system and

Advent

. Prepare monthly performance measurements on accounts

Southwest Securities, Inc. August 2006

- March 2007

Administrative Specialist

Dallas, Texas

. Assist Administrative Services division on multiple special projects,

which will require compiling data and analysis

. Document and track confidential information

. Engage in internal and external customer communications

. Contact brokers for required documents and account information

Visas International March 1995

- November 2001

Office Manager Dallas,

Texas

. Expedited the process of obtaining passports and travel visas for

corporate and private clients

. Researched visa requirements and restrictions for multiple countries

. Managed daily operations, which included: providing customer service,

monitoring application status, legalizing documents, and scheduling

meetings

. Supervised three department employees and translated documents

References available upon request.



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