Customer Service Sales Representative
Resume:
Jeffrey Thornton
Chicago, IL
*********@*****.***
• Demonstrated achiever with strong knowledge of financial markets, business practices, securities operations, customer service, and sales.
• Knowledge of Microsoft Word, Access, Outlook, Excel, and Bloomberg, along with securities processing systems such as Fundmaster, Portia, Perform, Eagle, GMI, and DTC. Willing to relocate: Anywhere
Work Experience
CSR Agent-Remote
Pollmakers - Arlington, TX
October 2020 to June 2023
Contacted people throughout the US in order to get their opinion on pertinent issues and political leaders.
• Responded to inquiries and issues about the current survey
• Explained the topic regarding the research being conducted
• Addressed customers with a polite and professional attitude CSR-Remote
Healthcare Solutions Team - Lombard, IL
December 2019 to October 2020
Scheduling meetings with prospects
Generating leads for new business
Prequalifying potential customers
Derivatives Analyst/Contractor
Northern Trust - Chicago, IL
June 2017 to July 2018
Responsible for processing incoming and outgoing wires related to fees and interest payments and receipts, in order to cover the variation margin associated with the investment trading strategy. Securities Analyst/Contractor
Northern Trust - Chicago, IL
September 2016 to November 2016
Responsible for the transfer of customer assets to and from both new and existing accounts, using Fund master, as part of the New Business Unit with the Transitions Team. Sales Representative
Trugreen - Hickory Hills, IL
May 2014 to April 2015
Sold lawn care and horticulture services to residential customers. Exceeded sales goal every week. Team Leader
National 1 Energy - Chicago, IL
October 2012 to May 2014
Responsible for managing a team of three to five Energy Consultants for the purpose of selling reduced energy rates for electricity and natural gas to commercial business owners. Signed over 55 customers in Q1-2013 through Q1-2014, resulting in an aggregate savings to customers of about $120,000 over a two-year term.
Research Associate
Madison Street Capital - Chicago, IL
January 2012 to April 2012
Generated business leads for Regional Directors in order to sell investment banking services. Services included raising capital for small business and mid-sized corporations, providing M&A advice, and negotiating and structuring deals for companies up for sale. Wrote 24 qualified leads in Q1-2012, closed eight sales and secured three engagements, resulting in nearly $100,000 in revenue for the firm. Analyst
Northern Trust - Chicago, IL
December 2010 to May 2011
Responsible for processing all fixed income securities for the Corporate Actions Department. These included short and long duration Corporate Bonds, Municipal Bonds, Unregistered Tender Offers, and 144 A Voluntary Exchanges. Prepared and maintained trade files from bond issuance to bond redemption. Pledged and posted securities using Portia, Perform, Eagle, and Quantport security processing systems. Utilized DTC, State Street, and Workbench websites for information and research. Senior Service Representative
BMO Capital Markets Corp. - Chicago, IL
August 2009 to May 2010
Responsible for processing Municipal Bonds and various other securities. Maintained the files for all trade tickets generated by our Sales Department and verified and corrected, if necessary, any trade information. Assisted Department with FINRA price reporting. Transmitted all trade data which accumulated throughout the day to clearing broker, BONY. Consultant
Federal Home Loan Bank of Chicago
2008 to 2009
Advised and assisted in the processing of MBS/CMO transactions executed by the Financial Markets Area. Processed all futures and options trades and maintained and recorded a daily balance for these accounts, using the GMI trade processing module. Provided support for the SBA loan settlement process. Verified and documented Federal Funds transactions. Forward Markets Settlement Processor
Federal Home Loan Bank of Chicago
2005 to 2007
Facilitated the process of SBA approved SBIC Loans. Prepared the necessary documentation, verified transactions with counter-parties, and maintained trade files. Processed all futures trades, MBS and CMO securities, and Agency Bonds. Maintained a daily balance in our futures account, prepared trade tickets, verified trade information, and conducted research on past activity. Utilized Bloomberg, Microsoft Word and Excel on a daily basis. In 2006, successfully processed over $1 billion worth of SBIC Loans, $3 billion worth of Agency Bond Issues, and nearly $12 billion worth of CMO Securities. Night Options Trade Checker
ABN-AMRO Inc - Chicago, IL
1998 to 2004
Responsible for the processing of options transactions executed on the Chicago Board of Options Exchange. Examined, verified, and edited trade information and cross referenced such information against Exchange generated trade reports. Speed and accuracy were essential in order to meet the Exchange mandated deadline. Communication with Company Brokers, Exchange Personnel, and various representatives from other Clearing Firms was frequent. Remote Instructor Part-Time
American School - Chicago, IL
January 1996 to June 1998
I taught Consumer Economics and Fundamentals of Sales to HS children working on their HS diploma or GED
Education
Master's in Finance
Saint Xavier University - Chicago, IL
2006
Bachelor's in Economics
Illinois State University - Normal, IL
1991
Skills
• Bloomberg
• Analytics
• Financial Analysis
• Portfolio Management
• Business Analysis
• Budgeting
• Financial Report Writing
• Forecasting
• Accounting
• Journal Entries
• General Ledger Accounting
• Account Reconciliation (5 years)
• Microsoft Word
• Bank Reconciliation
• Sales
Assessments
Customer focus & orientation — Proficient
February 2022
Responding to customer situations with sensitivity Full results: Proficient
Sales skills — Proficient
January 2022
Influencing and negotiating with customers
Full results: Proficient
Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.
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