JEREMY (JAY) T. PETERS

Colleyville, Texas

817-***-****

ac19tk@r.postjobfree.com

https://www.linkedin.com/in/jpeterstx

QUALIFICATIONS SUMMARY

Experience working with mutual funds and securities

Experience verifying compliance with bank loans

Understanding of accounting principles and inventory

Ability to prioritize and manage time to meet tight deadlines

Experience with mortgage loans and financial statements

Exceptional interpersonal and communication skills, both written and verbal

Strong ability to effectively multi-task in a fast-paced environment

Vast experience in client service

Solid proficiency in PC Operating Systems and Microsoft Office: Word, Excel & Outlook

Able to deliver high quality, analytical, error free, and attention to detail

Big team player

PROFESSIONAL EXPERIENCE

Brokerage Operations Representative

July 2015-June 2017

Fidelity Investments, Westlake, Texas

Responsible for the accurate and timely processing of transaction requests for Fidelity Retail and retirement customers

Analyzed supporting documents to confirm legal requirements have been met

Delivered effective written and verbal communication to appropriate business partners and customers when requests are not in good order

Provided quality customer service through accurate and timely processing of written requests

Gained working knowledge of core Money Movement processing systems: FBSI, Cactus, BJET, XTRAC, FDOT, RWOE, Salesforce, and others

Winner of Quality Award for accuracy multiple times

Attained ability to process hundreds of items per day during peak hours

Client Service Representative

Served as primary contact for service-related activities for account holders and/or financial advisors affiliated with them. Performed daily processing functions to support established workflows within Service Delivery, ensured daily work meets accuracy standards and is completed in a timely manner

Performed in top 25% of all Representatives during Giving Season

Processed more than 50+ Grants and Contributions per day during Giving Season

Used tools and conversational techniques to understand the scope of a customer’s situation, captured relevant information and identified a solution. Used sound judgment to determine appropriate escalation needs

Was selected as backup for other functional groups in Client Services, including Private Donor Group and Advisor Service Team

Participated in Fidelity Cares volunteer events

Financial Monitoring Administrator

Bank of America, Dallas, Texas

January 2014-November 2014

Independently monitored a portfolio of 100+ clients, based on industry, size and complexity

Proactively managed the financial reporting cycle of the client(s) including the completion of Financial Statement spreading for up to previous 5 years

Verified compliance with loan agreement covenants and updated monitoring systems accordingly

Participated in projects and other initiatives in order to improve associate and business partner satisfaction, operational performance and transformational process improvements

Communicated across different lines of business, including Portfolio Managers, Analysts/Associates and team members in order to achieve business wide goals and objectives

Community Liaison

Hygia Healthcare, Arlington, Texas

January 2012-August 2012

Networked with physicians and other medical professionals to identify needs and maintain effective working relationships

Interacted with hospital, social services/discharge planning, and other appropriate personnel

Provided ongoing education/in-service to the agency, medical community, and public

Represented the company at public hearings and community activities. Oversaw preparation of informational resources: publications, sales promotions, sales contact, and press contact

Diagnostic Consultant

Texas Medical Diagnostic, Inc., Fort Worth Texas

July 2010-August 2011

Educated physicians and office staff in identification of sleep disorders

Called on new referral sources, maintained and grew current referral base

Prepared daily activity call log, identified referral coordinator, nurse, or key decision makers

Effectively communicated problems or concerns presented by referral sources and worked to fix

Kept current with knowledge of associated disease processes that are sleep disorders

Winner of monthly referral contest as top new representative

Assistant Marketing Representative and Assistant HR Director

The Spine Center, Grapevine, Texas

August 2008–April 2010

Physician Marketing & Marketing Event Planning Assistant

Supervised and implement direct mail campaigns leading to 10% increase in new patients

Promotional Item research and printing. Assisted in advertising plans

Implemented bi-weekly educational seminars leading to 10% increase in new patients

Assisted operations manager with several aspects of HR and operations including interview training/hiring decisions, and skill sets for positions

EDUCATION

Bachelor of Business Administration, Marketing Concentration

University of Texas at Arlington, Arlington, Texas

August 2008

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