Microsoft Office Service

Jennifer Ruffing

*** ******* ****** **********, ** 15211 - 412-***-**** - *************@*****.***

A strategic results-driven financial services professional; specializing in Problem Solving, Teamwork and Risk Management.

EXPERIENCE

The Bank of New York Mellon, Pittsburgh Associate Client Service Manager

August 2015 - January 2017

Managed portfolios of Collateralized Debt Obligations (CDOs) for institutional clients and investors.

Interpreted and analyzed complex legal documents governing CDO transactions, ensuring compliance.

Prepared and published reports for clients, investors, rating agencies and auditors.

Distributed funds and related reports by the required deadlines with client and auditor approvals.

The Bank of New York Mellon, Pittsburgh Workflow Leader

February 2012 - August 2015

Supervised and monitored the workload for a team of 11+ associates to ensure accuracy and timeliness in accordance with Firm and Business policies and procedures.

Provided coaching, guidance and feedback to maximize team potential; collaborated with Team Leaders on mid-year and year-end performance reviews.

Interviewed candidates for new associate positions and consulted with Team Leaders on hiring decisions.

The Bank of New York Mellon, Pittsburgh Sr. Trust Associate

August 2011 - February 2012

Actively researched and resolved cash and asset discrepancies for Client Service Managers.

Processed and monitored trade settlements; partnered and collaborated with internal and external clients to avoid failed/late trades.

Trained and mentored associates to maximize their potential to meet key team objectives.

The Bank of New York Mellon, Pittsburgh Trust Associate

May 2008 - August 2011

Diligently monitored and processed daily movements of funds, trade settlement and compliance.

Balanced cash flows for monthly reports; researched and resolved open items on system of record.

Promoted to Sr. Trust Associate in 2011.

Fiserv Lending Solutions, Pittsburgh Supervisor of Appraisal Operations

May 2006 - May 2008

Allocated work assignments, issued deadlines and supervised a team of 10+ associates to ensure they were proceeding on schedule to meet established quality standards.

Identified and evaluated associate performance in conjunction with conducting yearly performance reviews.

Fiserv Lending Solutions, Pittsburgh Team Leader of Appraisal Operations

October 2004 - May 2006

Observed and organized the workflow of the team and implemented action plans to maximize team performance.

Fiserv Lending Solutions, Pittsburgh Appraisal Operations Associate

October 2001 - October 2004

Expedited the assignment, completion and review of Real Estate Appraisals for the largest lender in the organization within required deadlines.

SKILLS

Proficient in most Microsoft office applications

Leadership by example

Teamwork and Collaborative Work

Analytical Thinking and Research

Planning and Strategic Thinking

ACTIVITIES

Client Service Team of Excellence

Document Retention Lead

Corporate Trust Workflow Committee

Employee Engagement Committee

Newsletter Committee

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