Profile: Customer-focused and team-oriented professional. Excellent skills
in diplomatic problem solving and interfacing with all levels of
Main duties include picking up and transporting passengers to their desired
places in a safe and timely manner.
. Holding both driver's and TLC licenses issued by the state government
. Immense driving experience with at least one visit to most of the
metros across the states
. Vast knowledge of roads and streets in New York and Tri State area
. Extraordinary driving skills with no DUI
Governments & Mortgages Rep 2005-2006
Mortgage account representative responsible for opening over 300 accounts
and provided customer support; updated and maintained new and existing
accounts required to ensure proper regulations are being observed.
. Retrieved acronym with the access code off the alert system and
distributed account number to representatives in the field.
. Compiled daily and weekly monthly stats for upper management.
JP Morgan Chase Bank New York, NY
Operation - CISC New Accounts Specialist
Responsible for the establishment, certification and maintenance of various
types of institutional brokerage accounts including individual, joint,
custodian, retirement, corporate, estate, profit sharing, investment clubs,
trusts and foreign accounts.
. Representative liaison to brokers for account service issues including
. Updated and maintained customer account files and authorizations,
ensuring NASD compliance, KYC rules, Patriot Act regulations are
The Bank of New York New York, NY
Personal Banking Representative 2001-
Maintained full knowledge of specialty services and bank tools in order to
enhance customer-banking experience, promoted appropriate banking products.
. Monitored customer banking behavior to ensure that customers meet bank
. Accurately and efficiently opened and closed customer accounts.
Pershing & Co. Jersey City, NJ
Senior Operations Representative, Direct Brokerage Services
Served as Liaised between companies with 100+ direct brokerage
correspondents at more than 10 high-profile financial institutions such as
City Bank and Chase Brokerage composing over $2M in annual revenue.
Provided technical and operational support to direct brokerage
correspondents at high-profile financial institutions.
. Investigated and diplomatically resolved customer issues.
. Trained new hire correspondents on Firm's reporting system and
enforced policy and guidelines.
. Handled settlements, margins and documentation to ensure all
transactions authorizing paperwork are in place.
. Interfaced with senior management on a daily basis or as needed.
Borough of Manhattan Community College - Credit, Business Management
Proficient in Microsoft Word applications, Lotus Notes and Internet
navigation, trained in System One, Fidelity, FBSI