Real Estate Microsoft Office

JACQUELINE GARRETT

**************@*****.*** 718-***-****

EXPERIENCE

****- ******* ***** ******, *** York, NY

NYS LICENSED REAL ESTATE AGENT

Conduct leasing of apartment rentals.

List apartment rentals and houses on company’s proprietary database Present purchase/rental offers to sellers/landlords for consideration Discuss and disseminate disclosure forms, applications forms, leases and contracts. Prepare documents such as purchase agreements, closing statements, and leases 2008-2011 THE BANK OF NEW YORK NEW YORK, N Y

Fund Account Representative for UIT Funds

Used KYC software Goldtier to open all accounts domestic and global for Van Kampen, Guggenheim and Asset Management accounts

Retrieved EIN numbers from the Internal Revenue Service and assigned to UITs. Updated client database and input information of account particulars on EXCEL spreadsheets. Created databases for ad hoc projects

CORPORATE ACTIONS REPRESENTATIVE

Received and processed voluntary events

Entered all responses to events in company’s database Analyzed voluntary announcements

1997 – 2008 CITIGROUP NEW YORK, NY

SENIOR REPRESENTATIVE /WORKFLOW COORDINATOR

REORGANIZATION DEPARTMENT

Reported directly to VP and AVP regarding concerns of the Reorg Department and presented them with new initiatives to reduce the firm’s exposure to risk. Reviewed and interpreted to staff complex voluntary and mandatory corporate action events. Inspected files to insure daily work is complete within time constraints and in compliance with all regulatory procedures.

Coached and trained staff to motivate and promote effective teamwork to achieve results. Researched, analyzed and resolved inquiries and trades which required interaction with the client, internal Financial Executives in the field and senior management. Created, and developed new procedures and policies for the department’s procedure manual as a by-product of conversions and mergers.

Conducted internal self-audit of the Reorg departments’ procedures 1997-1999 CITICORP INVESTMENT SERVICES New York, NY REORG CLERK

Contacted CIS clients and Financial Executives to inform and or educated them on Corporate Action Offers.

Resolved Corporate Action trades.

EDUCATION:

1997 FORDHAM UNIVERSITY/ MARYMOUNT COLLEGE

BA, BUSINESS ADMINISTRATION

LICENSES:

New York State Real Estate License - Current

New York State Life Insurance License 2009-2010

SKILLS:

Microsoft Office, Lotus Notes, and Internet

Contact this candidate