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Customer Service Management

Location:
Waipahu, Hawaii, 96797, United States
Posted:
February 18, 2018

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EDGAR VAZQUEZ

FINANCIAL AND BUSINESS PROFESSIONAL COUPLED WITH 30+ YEARS OF PROGRESSIVELY RESPONSIBLE FINANCIAL SECURITY EXPERIENCE FOR MAJOR COMPANIES AND DIVISIONS OF LARGE CORPORATIONS. HIGHLY ORGANIZED, MOTIVATED TEAM PLAYER AND PROBLEM SOLVER WITH COMBINED PROGRAM AND PROJECT MANAGEMENT, PLANNING, OPERATIONS, AND WRITING/EDITING EXPERIENCE, INCLUDING 30+ YEARS WITHIN THE FINANCIAL COMMUNITY WORKING WITH INTERAGENCY AND INTERNATIONAL PARTNERS. DEMONSTRATED RESOURCEFULNESS, DIPLOMACY, AND ADAPTABILITY; IN THE SPIRIT OF COOPERATION, STRONG PERFORMANCE INDIVIDUALLY AND ON A TEAM. SUMMARY OF QUALIFICATIONS

Developed innovative transformation strategy to convert agency's digital information systems and launched an award winning, world-class content management system, scaled to accommodate 100s of millions of documents Leading Change

Established and executed strategy to provide bulk data, in collaboration within the Financial Institutions and the Office of the Federal Reserves. Leading Change

Established a comprehensive Enterprise Architecture program to guide the agency on technology selection, migration, and management. Business Acumen

Managed agency's IT operations, achieving industry recognition for green initiatives and utilization of advanced solutions, such as virtualization and cloud computing. Business Acumen

Structured and staffed a technology management organization. Defined system requirements, selected optimum technologies and delivered complex solutions. Leading People, Results Driven

Established Program Management Office that now functions as one of the highest performing and in-demand groups, effectively selecting optimum technologies and delivering complex agency-wide solutions. Results Driven, Leading People

SKILLS

Knowledge of fiscal law, accounting and payment principles/procedures, financial management systems, and basic computer applications, reporting requirements, analysis techniques, financial management policies, procedures and regulations, management principles and controls, budgeting principles, financial management decision support techniques, visual, oral, and written presentation techniques.

Program/Project Management; Planning; Writing and Editing; Current & Future Operations; Research & Strategic Assessment; Strategic Communication; Public Relations; Marketing; Proofreading

Proficient in PC and Macintosh Operating Systems, Microsoft Office, Outlook, SharePoint, Internet. CHRONOLOGICAL EXPERIENCE

2010 – Present Department of Operations, Bank of Hawaii (Honolulu, HI) Fraud investigator

Provides financial decision support, services, and resources to support Bank of Hawaii’s global initiatives. Performs, supervises, manages and directs financial management activities for corporate and individual member services. Provides customer service. Maintains financial records for corporate and member 94-961 NALII STREET • W A I P A H U, H I 96707

P H O N E : 808- 554- 4104• E - M A I L : ac4iq8@r.postjobfree.com 2

transactions. Maintains accounting records and prepares reports. Determines fund availability and propriety of claims. Accounts for and safeguards cash, checks, and other negotiable instruments. Processes commitments and obligations, payments, and collections. Compiles, analyzes, and summarizes data. Prepares and executes budget execution plans. Performs audits and implements fraud prevention measures. Provides customer service. Advises, interacts and coordinates with organizations on financial matters. Interprets and supplements financial directives. Prepares, verifies, computes and processes, and audits pay transactions. Processes, verifies, audits claims, estimates costs, determines fund availability, and performs follow-up on outstanding transactions.

Processes financial transactions. Performs follow-up on commitments, outstanding obligations, and processes disbursement and collection transactions. Disburses, collects, and safeguards cash, negotiable instruments and certified vouchers. Prepares accountability records and reports. Determines propriety of funding and certifies fund availability. Records, reconciles, and verifies entries into automated systems based on accounting documents. Certifies and processes payment and collection vouchers. Maintains appropriated funds, accounting records, and files. Schedules, prepares, verifies, and submits financial reports.

Analyzes accounting reports and financial data to identify trends for evaluating effectiveness and efficiency of BOH activities. Develops and compiles factors for improved planning, programming and budgeting. Prepares budgets and execution plans and reports. Analyzes financial execution, identifies and explains variances, and prepares narrative justification to support financial requirements. Reviews financial data for accuracy and resolves discrepancies. Receives, reconciles, and distributes funding authorities. Examines funding and reprogramming actions to determine financial implications. Reviews reimbursement program status. Utilizes financial management decision support techniques to deliver sound financial advice to all levels of leadership.

2000 – 2010 Department of Operations, Wachovia Securities (Honolulu, HI) Operations Manager

Supervised branch office and support personnel to ensure smooth branch operation. Also advised investment brokers and staff regarding policies and procedures. Resolved operational problems and errors for broker and branch manager.

Assigned and reviewed work practices, interviewed and hired prospective employees. Received checks for deposits, prepared daily disbursement requests from clients or investment brokers, maintain petty cash balance and reconcile as needed. Ordered all supplies for the branch, processed fed wire transfers to banks, input trades of securities and mutual funds, opened new accounts and trouble shoot all client issues. 1995 - 2000 Department of Operations, Smith Barney Co. (Honolulu, HI) New Accounts & Financial Management Coordinator

Assisted financial consultants and support staff with opening, reviewing and maintaining account files. Processed account and money transfers to banks and other firms. Conducted cashier and wire processing, mail distribution and ordering of office supplies. Produced marketing materials and supervised all sales assistants in handling human resources functions for the company. Analyzed responsibilities that include support of the management team in a variety of operational decisions. Assisted with forecasting, budgeting, engaging in cost reduction analysis, and reviewed operational performance. 3

1992 - 1995 Department of Operations, New York Life Insurance Co. (Honolulu, HI) Executive Assistant

Managed schedule for the Director. Developed strategic concepts for daily functions of the offices operations. Conducted task management. Prepared Director’s briefs, talking points or other outgoing communication. Coordinated multiple daily schedules with Corporate offices and staff. Developed strategic concepts and assisted creating an integrated process which culminated strategic framework to support interagency coordination and public/private engagement. Developed bookkeeping and planning concepts for banking reconciliation, the paying agent and their commissioning salaries. Developed partnership initiatives within Hawaii, interagency partners, and the public/private sector. Maintained security protocol for Communication Security Material and was appointed as the local office element custodian. 1989 - 1991 Department of Operations, Morgan Stanley and Co. (New York, NY) Senior New Accounts Manager

Coordinated all direct contact with brokers and trade personnel. Reviewed and updated all foreign documents. Developed and maintained project reporting tools, controlled project documentation, and interfaced with jurisdictions and other regulatory committees. Managed the project’s daily finances and budget and processed funds. Created and implemented marketing materials and directed design team. Developed proposals and executed events for project development. Served as a liaison between clients and management team to assist with assessing the needs of the client’s portfolio and developing solutions. 1987 - 1988 Fleming Securities Inc. (New York, NY) 1985 - 1987 Wall Street Clearing Co. (New York, NY) MILITARY AFFILIATION

1980 - 1984 Department of Defense, United States Army Honorable Discharge: The U.S. Army’s mission is to fight and win our Nation’s wars by providing prompt, sustained land dominance across the full range of military operations and spectrum of conflict in support of combatant commanders. To include organizing, equipping, and training forces for the conduct of prompt and sustained combat operations on land. Executed missions assigned by the President, Secretary of Defense and combatant commanders.

LANGUAGE SKILLS

Spanish: Fluent Aptitude: Spoken, Written, Read.

EDUCATION

Diploma; Lehman High School, Bronx, NY

REFERENCES

Provided upon Request



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