Microsoft Office Professional Experience

Ronald Weinstein

** ***** ****, *******, ** ***** 978-***-**** ***.*********@*******.***

Professional Profile

• Ability to define problems, collect data, establish facts and draw valid conclusions.

• Self-motivated with the ability to work within a deadline and detail oriented environment.

• Tenacious problem solver resulting in superior levels of accomplishments.

• Good research and analytical skills with the ability to analyze large amounts of data, decipher higher risk attributes

(transactional, geographical, product, customer type, etc.) and disposition appropriately.

• Exceptional ability to understand customer needs and build excellent rapport.

• Microsoft Office, FSR, Web Image, DRAS, SharePoint, VLOOKUP and Social Media Marketing.

• Embraces continuous learning and improvement.

PROFESSIONAL EXPERIENCE

BNY Mellon Westborough, MA

Quality Assurance Specialist III

2014 - 2016

• Effectively utilized SOP and QA procedures to perform effective quality assessment.

• Minimized any exposure to gain/loss/fraud or financial risk.

• Reviewed client presentations for accuracy of data.

• Analyze data and trends, and suggested performance improvement measures.

• Consistently addressed and responded to all client inquiries professionally and with timely follow-up.

• Kept current with new departmental, client, corporate procedures or policy changes and ensured they were consistently adhered to AML policies.

Investor Services Specialist V- Institutional Trade Desk 2012 - 2014

• Instilled a strong group work ethic to complete tasks with a sense of urgency, accuracy and energy.

• Assisted in the training of new personnel and cross-trained existing staff members.

• Developed collaborative relationships with internal and external clients to facilitate goal achievement and operational success.

• Monitored workflows and work distribution to ensure that all team tasks and assigned deadlines were completed and that client deliverables were met.

• Collaborated with the management team to identify process improvements and implemented streamlined standardization procedures, resulting in a significant decline in errors and increased customer satisfaction. Broker Dealer Specialist IV

2011 - 2012

• Processed and assisted in broker/dealers and fund company’s inquiries and transactions.

• Processed new accounts and dealer agreements in a timely and accurate manner.

• Built and retained strong client relationships, resolving client specific inquires and problems.

• Demonstrated the ability to keep up broker /dealer volumes while producing a high quality of work.

• Worked under limited supervision. Followed established procedures while working on daily agendas.

• Delivered excellent client service to broker/dealers while strengthening relationships to new and existing clients. RE/MAX Whitinsville, MA

Income/Commercial Property Specialist/ HUD Qualified 2008 - 2011

• Dealt with all owners, tenants, rent received, maintenance calls, and evictions, reports and screening tenants.

• Developed and utilized cold calling, sales networks, telemarketing and advertising to gather buyers and sellers.

• Facilitated and coordinated property closings, document signatures and disbursement of funds.

• Established positive flow of communication and ability to evaluate bids from contractors and coordinated inspections.

• Negotiated leases and prepared lease contracts and documents on behalf of clients. PFPC Global Fund Services Westborough, MA

Performance Analyst- Performance Measurement & Analytics Group Commissions Analyst- Commissions Group

2005-2008

• Responsible for the daily reconciliation of the demand deposits accounts of management companies.

• Prepared and provided the monthly performance information that is required by the Funds, including total returns and 30-day SEC yields.

• Reviewed financial statements and prospectuses to ensure the accuracy of the performance information.

• Processed semi-monthly mutual fund commissions, as well as provided high level service, support and accurately responded to commission based inquiries from advisors and brokers.

• Processed advisor-of-record changes in a timely manner in accordance with established guidelines.

• Ensured pay periods closed with successful release of compensation payments to advisors and brokers.

• Investigated and resolved errors, variances and reconciled commissions for advisor and broker terminations.

• Produced and verified daily financial statements and prepared proofs of account balances.

• Assisted auditors to meet full SEC compliance for all funds. EDUCATION

University of Massachusetts, Harbor Campus Boston, MA Bachelor of Arts Degree

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