Customer Service Representative

** ******* ******, ******* ** ***** • 201-***-**** • *******@*****.***

Bridget Koval-Teague

** ******* ******, ******* ** 07002 • 201-***-**** • *******@*****.***

Bridget Koval-Teague

Summary

Extensive experience in the Financial Services Arena.

• Strong background in Trading systems and applications.

• Demonstrated ability to work proficiently in a fast paced environment.

Proven project management skills: ability to define, plan, organize, control and complete a variety of

complex and interdependent tasks.

Highly motivated and result-oriented; experienced in installation configuration and troubleshooting of

software with strong aptitude for learning advanced technologies.

Accomplished leader in customer service with demonstrated ability to explain complex technical issues

to non-technical clients.

Assist traders with any problems within the internal system.

Compelling negotiator with excellent communication skills.

Experience

January 1, 2012 - Present Better Homes Realty Bayonne NJ

REALTOR ASSOCIATE

• Rent property for clients.

• Coordinate appointments to show homes to prospective buyers.

• Compare a property with similar properties that have recently sold to determine its competitive market

price.

• Promote sales of properties through advertisements, open houses, and participation in multiple listing

services.

• Generate lists of properties that are compatible with client’s needs and financial resources.

• Review property listings, trade journals and relevant literature, and attend conventions, seminars, and

staff and association meetings to remain knowledgeable about real estate markets.

• Investigate clients' financial and credit status to determine eligibility for financing.

• Superior customer service skills and strong interpersonal skills.

July 21, 2006 - Nov 19 2009

Barclays Capital Jersey City, NJ

PROJECT MANAGER / AP ANALYST

• Supporting change management activates, in the SAP system.

• Supervised the activities in the AIP system.

• Managed the procedures of changes in Vendor master database.

• High powered customer service representative:

- Vendor voicemail & follow up calls

- Supporting helpdesk on status of invoices

• Regular matter relating to Payments Run:

- Printing, scanning & mailing remittance advices & checks

- Inputting & sending wires via E-serve system

- Funding / Unfunding

- Depositing of refund checks

- Urgent payment log maintenance/follow up

• Handling of Corporate card services:

- Processing application, cancellations limit increase, fraud notification

- Mailbox management

- Staff expense support

March 2005 -July 2005

Nyfix New York, NY

ACCOUNT MANAGER

• Processes contracts, account connections, billing and equipment.

• Review Account Coverage on various clients.

• Responsible for the organization of contracts, spreadsheets and filing.

• Responsible for client and company relations.

• Product introduction to current and prospective clients.

• Maintain and update user guides for all products demos and sales.

April 2004 - March 2005

Smith Barney Paramus, NJ

SALES ASSISTANT

• Responsible for processing new accounts, transfers, account distributions, composites reports,

projected monthly reports, list and handling year end IRA distributions.

• Established record of creativity, leadership, organizational and problem solving with clients.

April 1986 - January 2003

Goldman Sachs/Spear Leeds and Kellogg Jersey City,NJ

61 Cottage Street, Bayonne NJ 07002 • 201-***-**** • *******@*****.***

Bridget Koval-Teague

ACCOUNT MANAGER/SALES ASSISTANCE

• Managed in house trading of NASDAQ portfolio.

• Liaison and troubleshooter for back and front office trading.

• Responsible for the preparation of special reports detailing client and company activity.

• Handled the computerized trading systems and applications.

• Maintained and responsible for the preparation of valuations and underwriter reports and

special projects.

• ACT automated confirmation transaction Specialist.

• Responsible for lead generation of stock valuation for licensed broker.

• Researched and prepared the daily activity reports of the trading floor.

• Managed internal relations with other brokerage firms in the USA.

• Started as the Administrative Assistant for brokerage team and worked up to Trading.

Education / Other Skills

• GRECCO Business School (1998)

• Accounting and Trading Trend & Techniques

• Series 7 and 55 (expired)

• Knowledge of PC Applications

• Microsoft Office

References

Donna Kmec –Better Homes Realty 201-***-**** office

Andrew Demarco –Goldman Sachs 732-***-**** cell

Contact this candidate