Customer Service Management
Resume:
Patricia L. Chandler
** ***** ******, ****** ****, NJ 07305
*********@*****.***
Objective
Obtain a position in a business environment that will utilize my years of experience to secure a position with a leading organization that will result in a long-term career relationship
Professional Experience
Majestic Rehabilitation & Nursing Center, Inc. April 2015 to present
Jersey City, NJ
Unit Secretary
Provided administrative support to a team of professional nurses and staff in a 180 bed facility
Created and facilitated work schedule for nursing employees to ensure proper coverage
Coordinated medial care and travel arrangements for patients to and from facility
Developed and maintained positive relationships with patients, relatives and employees
E*TRADE Financial August 2013
Jersey City, NJ
Restricted Stock Analyst
Developed a thorough understanding of the business process to effectively communicate with transfer agents in processing client’s requests
Processed account status changes on restricted stock certificate to ensure legends were removed from restricted stock within compliance time frames
Created and maintained spreadsheets to organize client information sent to counsel for legal opinion and transfer agent to ensure accuracy of each case
Prepared and maintained weekly data for Metrics reports used by management to report daily work activities for the business unit
Produced weekly reports for management showing work productivity that included cases resolved, documents received from client and sent to legal counsel
E*TRADE Financial
Jersey City, NJ
Cashless Exercise Analyst
Monitored and maintained records when clients were selling stock using the Deposit Withdrawals At Custodians (DWAC) system
Processed daily reviews of documents received from clients requesting to exercise stock option via cashless exercise
Processed large volumes of client requests received via workflow systems
Worked closely with the Stock Plan Administrator to assist with buying or selling of stock options
Maintained effective communication with the Trade Desk to provide accurate details on high profiled client sales and purchases of Cashless Exercise
Patricia L. Chandler
*********@*****.***
DLJ/Harris Direct
Jersey City, NJ
Financial Cashier Analyst
Processed a transfer of stock certificates utilizing Transfer Between Account (TBA) method and verified all documents received were in good order and processed within compliance time frame
Processed coding on IRA accounts to ensure proper reporting was reflected on client’s contribution status
Maintained client’s information using ECHECK system to download checks from database while insuring information was accurately recorded, credited and reported on client’s account
Processed daily reviews to reconcile systems in order to confirm checks statuses were consistent amongst all systems processed
Pershing
Jersey City, NJ
Pro-Cash Plus Associate
Created ACH guidelines for receipt and delivery of funds being processed to and from client bank account through Broker view systems.
Verified all documents received for clients accounts were original and in good order
Processed journal entries and pre-noted accounts for incoming or outgoing activities
Maintained and working relationships with Margin Department Managers and Customer Service Representatives to effectively communicate and execute client requests
Pershing December 1987
New York, NY
Money Desk Analyst
Performed Quality Reviews on checks processed and received into client’s accounts for accuracy to prevent money laundering
Maintained check disbursement requests to ensue client’s had sufficient funds in accounts and the correct mailing address were on file
Reviewed and handled high case dollar amounts on Inbound and Outbound wires to ensure money laundering did not an occur on client’s accounts
Maintained operation process by following policies and procedures and implemented new procedures where improvements could be offered
Education:
2014-2015 Global Academy of America – Fairview, NJ
Certificate Microsoft office – Introduction to Accounting
2011-? St Peter’s University, Jersey City, NJ
Pending Bachelor’s Degree in Business Management
Skills:
Proficient in Microsoft Excel, Words, PowerPoint, Outlook and many other office tools utilized in the work place. I am an organized, independent worker with effective time management skills and flexible to changing environments.
Personal:
Enjoy technology; reading and arts and craft.
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