Customer Service Representative
Resume:
281-***-**** *********@***.***
SUMMARY
Detailed-oriented Financial Services specialist with more than 20 years of professional banking experience, G/L balancing, wire transfer, report generation, payment processing and documentation.
PROFESSIONAL HIGHLIGHTS
BANK OF NEW YORK – MELLON Sept 2015 – Sept 2016
Corporate Trust Associate (Temporary Position)
Process wires/checks as requested by CSM via DSE and ICO systems.
Reviewed customer account balances, verified documentation and signatures, applied holds when necessary and await approvals.
GENERAL DYNAMICS INTERNATIONAL TECHNOLOGY 2013 – 2014
Customer Service Representative
Receive, log and process incoming phone calls for Health Insurance.
CENTRAL BANK OF HOUSTON 2005 – 2013
Wire Operator/Treasury Management Assistant
Process incoming/outgoing wires via Fed-Line, Wire-Xchange and balance daily.
Initiate wires as requested to maintain balances at FED &/or FHLB.
Maintain monthly wire report and process AA customers wire fees.
Maintain file of Wire Agreements and customer PIN.
Create wire templates as necessary for repeat wires.
Process ACH/EFTPS files, balance several G/L accounts
Key-in and submit data weekly for FR 2900.
COASTAL BANC OF TEXAS, HOUSTON TX 1995 - 2004
Staff Accountant/Wire Transfer Rep
Verify and process purchases/sales on SunGard System.
Process principal & interest payments/balance receivable/payable accounts.
Generate monthly/quarterly reports to track expenses/income billion dollar portfolio.
Process and balance incoming/outgoing wires via Fed-line System.
Process & balance ACH files via Business-Link System.
Prepare posting journals and monthly summary of wire activity.
BANK UNITED OF TEXAS, Houston, Texas 1977 – 1995
Securities Operations/Legal Research
Maintained million dollar accounts via wire transfers
Generate monthly/quarterly reports to track expenses of $3.4 billion dollar portfolio.
Establish bank accounts nationwide maintaining signature card file.
Process principal & interest payments/balance receivable accounts.
Processed levies, summonses, subpoenas, estates, guardianship and other court documents.
Prepared 1099 (interest income) corrections, submitting 1096 forms to the IRS.
PROFESSIONAL DEVELOPMENT/TRAINING/TECHNICAL SKILLS
Microsoft Excel, Word, Outlook, and all required Bank Training annually
Medisoft System, 2014, Ten Key, DSE and ICO.
EDUCATION
Bachelor of Science, Mathematics
Florida A&M University, Tallahassee, Florida
MBOP Certification
Houston Community College, 2015
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