Management High School
Resume:
Jewel D. Smith
**-** **** ****** ***** Park, NY *1416
Phone: 646-***-****
Email: *******@***.***
Executive Summary
A detail oriented professional with great organizational skills, effective communication skills, a self starter, and a great problem solver.
Employment History
CIBC World Markets
February 2013 - March 2015
Assistant Associate - Regional Management and Business Continuity Department
Assisted the Chief Operating Officer with presentations and the Board of Directors meetings.
Assisted and managed special projects on behalf of Regional Management.
Scheduled meetings using outlook.
Prepared US and international travel expense reports.
Drafted responses to internal and external correspondence.
Edited the company website to reflect up to date information.
The Records Management Coordinator and had the responsibility of assembling onsite and offsite records to ensure compliance with the company records retention policy.
Responsible for the Business Continuity Management and Insurance programs of the businesses in the US and reinforced that we were in alignment with the company’s overall Corporate Risk Management objectives.
Presented on the status of the Insurance and Business Continuity programs at the annual Board of Directors meeting.
Worked in partnership with the Technology Department to ensure that the business unit’s critical application needs would be met in the event of unforeseen emergency or disaster.
Worked with the Building Management and the Facility Department regarding building occupancy, inspections, and insurance for the US Offices.
Coordinated the Business Continuity testing exercises for the critical line of businesses to ensure readiness during disasters.
Trained the Business Continuity Coordinators on how to complete the documentation.
Placed and managed the Insurance Programs for the US Region, and worked with Brokers to secure new policies.
Assisted employees with filing their worker’s compensation claims, and maintained detailed records of the filings.
Worked with the Insurance Board to manage the annual Worker’s Compensation Audit, which entailed handling confidential employee information.
CIBC World Markets
April 1995 - February 2013
Assistant Associate - Structured Finance Department
Provided deal team support to the Marketing Officers assisting them with RFP’s, presentations, and other ad hoc tasks.
Monitored receipt of the lease payments on all transactions, and communicated with the client’s in writing or orally on the status of their leases when payments were delinquent.
Prepared calculations to ensure that there was adequate collateral for the transactions that were defeased with Letter of Credits, and immediately notified the Marketing Officer’s if additional collateral needed to be posted.
Coordinated wire transfers for the Tax Lease fundings and other miscellaneous payments.
Prepared the monthly mark-to-market exposure reports for Senior Management.
Followed for timely receipt of the insurance certificates, financial statements, and UCC filings in accordance with the documentation covenants to ensure receipt and to prevent them from being reportable on the internal Irregular Liabilities Report.
Ordered annual desk top appraisals for the Leveraged Lease transactions where residual positions were held to determine if reserves needed to be setup to prevent any financial impact to the company.
Managed and coordinated the Internal Revenue Service audits, and helped to minimize fines and fees.
CIBC World Markets
September 1990 - April 1995
Executive Assistant - Leasing Department
Supervised the secretarial staff, to ensure that adequate administrative support was maintained at all times.
Prepared pitch books for road shows and client presentations.
Assisted the Marketing Officers with administrative tasks.
Maintained an efficient filing system for the client files.
Ordered supplies for the department.
Answered phones and redirected calls as necessary.
Prepared expense reports for US and international travel arrangements.
Evaluated the department General Ledger Statement to verify charges and resolved any incorrect line entries.
Assisted the Tax Department in the departmental year end reporting requirements.
Education
Nyack College – New York, New York
Bachelor of Science Degree in Organizational Management
National Business College – Roanoke, VA
Diploma General Secretarial Studies
Pamlico County High School – Bayboro, NC
High School Diploma
Skills
Proficient in:
● Microsoft Outlook, Microsoft Word, Excel, and PowerPoint
● Ariba Expense Management System
● Concur Expense Management System
● My Time/PeopleSoft
● Investran Database
● Lotus Notes
● Warren & Selbert Pricing Program
● Bloomberg
References
John Meckley Ann Oliveri-Fusco
CIBC 203- 454-5567 (Home) CIBC 212- 455-6411(Office)
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