Manager Sales
Resume:
Resume of Rochelle Rafael
Rochelle Rafael
Chicago, IL 60605
Phone: 847-***-****
Fax:
E-mail Address:
************@*****.***
Rafael resume.doc
Current Status: Professional
University Name: Roosevelt University
Graduation Date: May, 2013
Enrollment Status: Part Time Student
GPA: 3.55
Experience: Driven, personable professional possessing business development, client
servicing, financial and leadership skills. Thrives in time-sensitive environments using
strong analytical and inter-personal skills to achieve team goals. Currently a Consultant
combining client-focused practices with cross-functional financial industry knowledge to
increasingly earn greater responsibilities for institutional client base.
Type of Position Desired: Full Time
Minimum Compensation: Annual, $60,000.00
Date Available: 8/1/2012
Skills Self-Evaluation (1 = modest ... 5 = high)
Writing: 4
Verbal / Presentation: 4
Leadership: 4
Marketing: 2
Selling: 3
Sales Management: 2
Training: 4
Analysis: 4
Computers: 4
Self Description:
Currently working full-time at Northern Trust as a Consultant while attending Roosevelt
University to obtain my MBA with a concentration in Real Estate. My anticipated graduation
date is May 2013. During my last year of school, I am planning a career switch to a real
estate position that also incorporates my undergraduate degree in finance.
Rochelle Rafael
125 E. 13th St Unit 815 Chicago, IL 60605
************@*****.***
Profile and Skills
Driven, personable professional possessing business development, client servicing,
financial and leadership skills.
Thrives in time-sensitive environments using strong analytical and inter-personal skills
to achieve team goals.
Currently a Consultant combining client-focused practices with cross-functional financial
industry knowledge to
increasingly earn greater responsibilities for institutional client base. Professional
Experience
The Northern Trust Chicago, IL 01/2012-PresentConsultant
Implementation Coordinator within Benefit Payments focusing on client transitions. Work
in teams on larger, complex projects beyond 10K+ retirees and lead/project manage smaller
client conversions. Point of contact for day-to-day inquires as well as liaise between
systems group and client service representatives.
Successfully implemented two client transitions on schedule while working half days in
Derivatives
Knowledgeable in state withholding rules and regulation; test and update state
withholding changes
Derivatives Analyst12/2010-04/2012
Point of contact for Client and Investment Managers within Derivatives cash collateral
operations. Helped coordinate workflow and implement new procedures to streamline manual
cash collateral process. Ensured daily instructions were obtained to accurately process
collateral movements. Researched, resolved and communicated with appropriate partners and
external peers regarding client account inquiries and potential errors. Weekly
reconciliation of clients valuation reporting through examination and auditing.
Optimized non-USD cash collateral process to condense accounting and funding errors by
22%
Returned for two month tenure to alleviate cash collateral discrepancies prior to
migration
Led online training sessions for new hires on cash collateral process
Client Service Representative04/2009-12/2010
Liaison for NTRS Benefit Payment Services with over 25 institutional/corporate clients.
Provided proactive support for sensitive clients, installing confidence in coverage
through diligent investigation. Researched and resolved client account inquiries and
potential errors. Resolved inconsistencies with participants on-boarding and account
setup, payment structures, and tax reporting.
Created new protocol for Nonresident Alien account setup, reducing previous client on-
boarding completion time while remaining in compliance with IRS and OFAC regulations.
Awarded Northern Trust s 2010 Service Quality Medallion for UAT Benefit Payment Plan
system testing from the Operations & Technology Award Committee.
Easy Forex Chicago, IL
06/2008-04/2009Account Service Manager
Managed and retained over 250 customer relationships by providing live currency trading
training and education to clients on foreign exchange (FX) market practices. Acquired new
business clients through continual guidance on company platform while earning trust with
capital markets savvy. Trouble-shot clients IT issues and trading system complaints.
Adhered to anti-money laundering security measures, assisted in protecting clients
identities.
Expanded business development by contributing creative proposals such as live training
sessions at Universities, Ethnic communities, and various advertising ideas resulting in a
20% increase of company exposure to many local financial institutions and businesses.
Consistently exceeded team sales goal quotas assigned to staff the sales team; increased
active clients from 4th quarter in 2008 to 1st quarter in 2009 over 15%.
Zurich NA Schaumburg, IL
05/2007-08/2007Finance Intern
Supported the North America Performance Manager of off shoring business processes,
including Accounts Payable and Cash Application divisions. Created/calculated multiple
cost benefit analysis to offshore redundant labor, forecasting a potential total savings
of $1.1 million over 7 years. Developed project presentations for senior management,
updated corporate project plans and deliverables for enterprise wide initiatives.
Recommended by senior management for Associate Program candidacy.
Revamped Differences in Social Norms presentation for outsourced employees.
Education
Roosevelt University Chicago, IL May 2013 Master of Business Administration
concentration Real Estate GPA 3.55/4.0
Northern Illinois University DeKalb, IL May 2008 Bachelor of Science in Finance
Awards, Activities, and Licenses
Member of Alpha Sigma Gamma Honor Society07/2012-present
Turner Construction School of Management 06/2012-08-2012NASD Series 3 registered06/2008-04/2011
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