project management

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Professional Summary

I am a self-motivated financial service professional, with a successful background in securities processing and project management. Significant strengths are excellent communication and intrapersonal skills with the ability to build and maintain strong business partnerships.

Objective

A driven professional looking for new career challenges that appropriately utilize my extensive knowledge and experience while learning new skills and expanding my career in the business market.

Employment

J.P. Morgan Chase, Physical Sec. Income Proc. Dec 2008-Dec 2009

Responsible for payment of principal and interest to customer accounts for physical positions held as Private Placement securities

Prepare payments to be made to schedules on file

Monitor positions in client accounts and ensure that balances are correct with schedules

Identified and resolved problems regarding correct security types.

Resolve missing payments, payment and position differences, and off-schedule payments.

Heavily use AIRS system

Correct balance differences and insure adjustments are made to accounts

J.P. Morgan Chase, Sr. Securities Specialist Jan 2002-Dec 2008

Research and confirm securities that are scheduled to mature

Process and reconcile payments received from the Federal Reserve Bank and the Depository Trust Company corresponding to maturities.

Report daily volume through matrices

J.P. Morgan Chase, Class Actions Sec. Jan 2001-Jan 2002

Research various types of security transaction records to satisfy the documentation requirement needed to complete a Class Action Claim

Mail out custody notice litigation to clients.

Bank of America, Support Specialist V Sept 1999-Jan 2001

Input maintenance requests from internal clients received nationwide

Maintain files and archive completed requests

Monitor infinity online system for incoming and completed requests

Assists maintenance tracking teams in processing requests through maintenance tracking system

Bank of America, Change Order and A.P. Oct 1990-Sept 1999

Prepared and verified customer's change orders daily

Balanced over $15 million in currency control area

Assisted in other administrative duties as assigned

Special Skills

Software: Titan, DTC interface, Foxtrot, Bloomberg, People Soft, MS Word, MS PowerPoint,

MS Excel, MS Access, MS Outlook, etc.

Typing: 40-50 WPM

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