Customer Service Professional Experience

Bhargav Patel

**** ******* **, ******, ** *****

908-***-**** *******.*****@*****.***

Summary of Qualifications

Dynamic leader with experience in all aspects of banking and finance distinguished for consistently exceeding expectations. Exceptional customer service and relationship-building skills with a keen ability to identify and resolve complex problems. Versatile self-starter with strong technological skills combined with sharp ability to mentor and nurture talent. Demonstrated management skills that drive sustained organizational performance and improve efficiency.

Core Strengths

Management

Team Building

Analytical & Financial Skills

Report Generation

Client Service

Problem Analysis/Resolution

MS Office Suite

Product Testing

Scheduling

Directives & Trades

Quality Assurance

Reconciliations

Technical Expertise

Microsoft Office (Outlook & Excel, including V-lookups and Pivot Tables), FMS, Keystone

Worldview, ECMS, BIDS, Bloomberg, InnoTrust, Echos, MINT, GBASE, OSS,

Intellitracs, Metro Cars

Professional Experience

Mitsubishi UFJ Trust & Banking Corporation, New York, NY 2014-2015

Funds Transfer/Cash Manager

Lead to ensure proper processing of all investments, various reconciliation responsibilities, and special projects. Responsible for testing and training of SunGuard ECHOS and SWIFT gateway system.

Key Accomplishments:

Accountable for authorization of multiple aspects of operations, including daily Euroclear Reconciliation, daily Sweep Package with processing on Sweep Maps, and SWIFT payment orders on the MINT system.

Analyzed the Monthly Sub-Custodian Expense Report, Cash Control Innotrust & BBH Procedures, and monitored custody cash balances for potential overdraft situations, notifying CSG if necessary.

Recognized for ensuring that all cases and CHIPS, FED, SWIFT, EuroClear -related payments were processed/released in a timely and proficient manner.

Responsible for NOSTRO reconciliation

Ensured accuracy and completeness of prior day’s JPMChase versus Innotrust Reconciliation and intraday cash activity at JPMorgan Chase (JPMC), and monitor intraday custody cash activity at JPMC.

Effectively collaborated with co-workers and supervisors when faced with bank exposure to client inquiry, claim or loss.

Continually ensured that all client inquiries were thoroughly and promptly investigated and handled.

Provide support to other departments as needed.

Assurance of proper data collection and preparation of reports, reconciliation, risk control measures to prevent operational errors, authorize investment calculations, and oversee BBH cash activity.

Brown Brothers Harriman, Jersey City, NJ 2008- 2014

Team Leader Operations Analyst

Exceeded client expectations as Team Leader for the Funds Transfer Control & Receipt team by completing multiple tasks on deadline. Successfully coordinated all major functions and projects with high attention to detail and highly developed communication skills, such as conducting tests on new products and services to ease manual workflow, and generating detailed reports and statistical data for senior management.

Key Accomplishments:

Mentored BBH Relationship Teams with Worldview, SWIFT, IBMS, BIDS, and other BBH products and services.

Supported supervisor in boosting productivity and performing specialized operational securities processing activities to support business lines.

Handled various NOSTRO & Depo reconciliation and resolving any issues in a timely manner

Processed incoming/outgoing CHIPS, FED, SWIFT-related payments and inquiries were resolved in a timely manner.

Engaged clients and colleagues, including senior management team, by building and maintaining positive relationships.

Bhargav Patel, Page 2

Professional Experience, Continued

Performed reconciliation for SWAPS directives, incoming and outgoing SWIFTS, and initiated daily reports for reconciliation at close of business.

Collaborated with relationship managers to review client documentation while liaising with the Payment Processing Group to identify and resolve client directive orders.

Accurately authenticate and validate trades/manual directives.

Consultant 2008 – 2011

Collaborated with the CSG team to provide outstanding financial services to clients.

Initiated daily reports of incoming and outgoing client directives for reconciliation at close of business.

Led processing of client directives and trades, such as payments, expects and book transfers.

Leveraged solid analytical skills to authenticate and validate trades with clients.

Partnered with clients and team members as part of the FT Control & Receipt Team.

Education & Training

Bachelor of Science (Finance & Accounting), 2008

Long Island University

Awards & Distinctions

FT BBH Innovation Committee, resulting in improved workflow and generation of fresh ideas

Developed various macro-enabled coding Elhappi’s to improve automation and eliminate manual processing

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