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Customer Service Real Estate

Location:
Denver, Colorado, United States
Posted:
October 09, 2017

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Resume:

LOTEM SELLA

*** ***** ******** ******, ******, CO 80209 C: 303-***-**** ac2obk@r.postjobfree.com

PROFESSIONAL SUMMARY

Graduating in December, and looking for an opportunity in FP&A or treasury operations. Highly motivated

quantitatively minded individual.

SKILLS

Capital markets knowledge Advanced Excel use

Customer service Financial modeling

Leadership @Risk software

WORK HISTORY

High Net Worth Service Associate, 08/2015 to 08/2017

Fidelity Investments – Greenwood Village, CO

Had a 100% trading accuracy, meaning no customer order was ever handled incorrectly.

Helped create a national policy relating to residual credit issues with old professionally managed accounts.

Provided local team with weekly statistics relating to their performance metrics.

Was a constant top performer in regards to customer satisfaction and efficiency scores.

Distributions Processor, 07/2014 to 08/2015

PENSCO Trust Company, a subsidiary of Opus Bank – Denver, CO

Wrote over a thousand quit-claim deeds to help re-register IRA real estate assets from an acquired firm.

Relied upon for quality control of other team member's work.

EDUCATION

Master of Science: Finance and Risk Management, 2017

University of Colorado Denver - Denver, CO

Favorite classes were financial modeling, derivatives, and short-term financial management.

Built an investment portfolio based on fundamental indexing that created excess risk-adjusted returns as

compared to the Dow Jones for 80% of the years tested.



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