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Microsoft Office Manager

Jersey City, New Jersey, United States
August 22, 2018

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Albert Rotondo

*** ***** ******, ****** ****, New Jersey 07306 – (C) 201-***-**** (H) 201-***-****


Operations Specialist with management experience and exceptional people skills. Versed in and skilled: FRB Clearance Broker Dealer, Income Collection, Corporate Actions and Compensation. Ability to work independently as well as in a team environment handles large volume of work under pressure and meets deadlines. Reliable, Proficient, Customer Focused, Seasoned and Experienced. With attention to detail. Adept at required computer systems. Desires a challenging role as a Controller.

Core Qualifications:



●Excel in Compensation, User Acceptance Testing and assisting Internal and External clients

●Financial Transactions and processing

●Records Management

●Microsoft Office

●Quick learner


●Customer-focused Service

●Client Relations

●Time Management

●Strong Organizational Skills

●Good-Problem-Solving Skills

●Good-Interpersonal Skill

●Funds Transfer (OFAC)

●Compensation Claims (IFSA)

●Regulatory Compliance

●Cross Trained

●Financial Policies & Procedures

●Processed client Fees & billing

●Presentation Skills

Computer Skills: Microsoft Office Suite, Maine frame, Rumba, PEGA, GFP, GFC, Enterprise System,

SAP business, FSD, Web Vault and Service portal, BDAS, GCH, ACAP, PBS, and Acupay.


JPMorgan Chase, Brooklyn, NY 2000 - July 2014

Transaction Processing Specialist: CIB Broker Dealer Services

●Managed the day-to-day operation of Compensation Functions.

●Incoming Collection Asset back securities/Mortgage back securities, researched, Identified, documented and process claim inquiries.

●Corporate actions Identified and adjusted all positions in the acupay system. Ensured the clients ED's elections were changed from unfavorable rate to read zero exempt for tax purposes in the PBS system.

●Prepared and Presented Compensation classes to the entire department.

●Participated and completed projects ensuring completion on a timely fashion.

●User Acceptance Testing Team Identified, Improved and completing Tri-Party Repo Marketing reform and meeting all requirements that required the Investor and Dealer to verify Triparty agreements and credit risk.

●Ability to provide on the job training on various functions outside of my daily responsibilities.

●Presented and trained coworkers on compensation located in Dallas, Mumbai and New York.

●Created Funds Transfers following OFAC and Money laundering Guide Lines.

●Broker Dealer Clearance, Collateral Management and Tri-Party repo market which involved oversight of the processing of functions Fed Clearance, Settlements, Client Inquiries and Custody.

●Ensured Tri Party Collateralization Agreement between Investor/Dealer, verifying confirms and financing.

●In Addition to the above and to clarify, my position was to enhance each duty as clear that my customers, would understand and communicate to me what their needs were and how they wanted their inquiries to be handled, in each case of duty proceeded every day. My knowledge to each and every point of delivery correctly to keep all concerned Satisfied.

●ID customers Incoming and outgoing funds wired via Fed and Chip, System (GFP).

●Monitoring Status codes to verify funds are settled and credit to customers DDA System (FSD) (PEGA).

●Monitor Fed Funds on hold in funds transfer as suspicious Activity coded as 15.

●Bank Procedures and policy applied (OFAC) Persons Name or country.

●Knowing your customers work flow and reporting something unusual.

●Money Laundering.


DeVry Technical Institute, Woodbridge, NJ

Certificate - Associate in Computer Technology-Electronics Technician Program

Volunteer: C.E.R.T Community Emergency Response Team (Emergency Management & Home Land Security).

Group title is Jersey City CERT (Community Emergency Response Team).

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