Customer Service Administrative Assistant

MARK HIATT

East Meadow, NY *****

917-***-****, ***********@*****.***

EDUCATION

Cornell University, New York, NY

Concentration in Finance and Business (GPA: 4.0), September 2004 – June 2005

EXPERIENCE

Sovereign/Santander Bank, Melville, NY

Financial Services

Leasing Specialist/Documentation Analyst August 2006 to June 2015

Lead departmental specialist for all equipment deals, including training of all new hires & writing departmental guidelines for procedures & policies on all equipment fundings

Review & process legal lease/loan documentation and prepare for funding

Team Leader for all Santander/Sovereign Bank Equipment deals & Santander/Sovereign Bank contact for branch managers & officers who have lease/loan questions

Responsible for calculating lease payments, Broker points, T-Values/Rate Factors/PV (Present Value)

and interest assessment

Review legality and compliance of legal documents in conjunction with state laws and taxes

Detailed knowledge of lease lending laws particularly in regards to equipment leases

Basic working knowledge of vehicle titling and registrations

Excel Spreadsheet management of all funded & non funded deals & daily spreadsheet calculations of all monetary transactions

Backup for payment postings

Lloyd Staffing, Melville, NY

Protex International (Temp Position)

Credit Analyst/Junior Accountant May 2006 to August 2006

Handle all of the accounts receivable from the company’s clients

Responsible for a daily factor report analyzing funds distribution, monies payable and received on a daily basis which is then submitted to the companies owner and CFO.

Responsilbe for written summary of companies financial situation, along with a daily Excel spreadsheet calculation of company assets and liabilities.

Investigations for collection of both factored and non-factored company accounts

JPMorgan Chase, Lake Success, NY (October 1989 – May 2005)

BSA/Compliance

Senior Operations Specialist, April 2005 to May 2005

Tracked and located monetary funds in excess of $10,000 ensuring compliance with the Patriot Act.

Submitted reports to the IRS with full details of the aforementioned transactions.

Customer Information Systems

Senior Operations Specialist, August 1992 to April 2005

Trouble shot branch problems, ranging from account discrepancies to complicated bankcard issues.

Resolved requests involving removing or adding owners to accounts or transferring accounts between owners.

Handled complex issues dealing with accounts having three or more owners, fiduciary account maintenance and custodial/minor accounts.

Competitively selected to join a special committee designed to provide solutions for branch managers in newly acquired Texas branches in the execution of proper firm procedures and policies. (When this position was transferred to Louisiana, was appointed by management to travel there to train new hires.)

Quality Assurance

Administrative Support, October 1989 to August 1992

Listened to and evaluated upwards of three hundred calls a day at a bank service center, where thousands of calls were received daily.

Was the primary Adminstrative Assistant to the department V.P. which included handling all correspondences, phone messaging & any and all special departmental projects

Ensured proper procedures were followed, and that information was given in a courteous and an accurate fashion by customer service representatives.

Handled the database and distributed end of month reports (which required the creation and usage of Excel macros) to my entire department and to all call center managers.

Was promoted from an Administrative Assistant to a Quality Control Monitor which gave added responsibility of listening to and evaluating incoming phone calls.

SKILLS

Highly proficient in Microsoft Access, Excel, Outlook, and Word; good working knowledge of other Microsoft Office programs, including PowerPoint. Skilled typist

AWARDS

Recipient of multiple JPMorgan Chase service star awards for outstanding performance

Recipient of multiple “Employee-of-the-Quarter” awards

Employee of month at Sovereign Bank August 2012

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