Data Entry Client Services

JORGE PENA

305-***-**** ************@*******.***

OBJECTIVE

Highly capable and energetic professional with over 20 years of experience in various financial industries, seeking to apply my knowledge and skills with a dynamic and progressive company.

EXPERIENCE

Assistant Store Manager

TMX Finance of Florida Inc. 07/22 – 09/23

Client Services:

Open/Close Loan Accounts

Lien Release Title Documents

Calls to clients – Due/Late Payment

Processing client's payments; Bank Deposit

Responsible for record Keeping and archiving documents

Client Associate - Operations

MMBG Investment Advisors Co. 9/21 – 3/22

Client Services:

Open/Close Loan Accounts

Calls to clients & Financial Institutions – Due/Late Payment

Wire transfers document control.

Client Account Management.

oProcessing of client’s bill payments and credit card (Visa) payments.

oTransaction processing and data entry

Client Associate - Operations

Ballestas Group LLC 11/15 – 9/21

Client Services:

Open/Close Loan Accounts

Calls to clients & Financial Institutions – Due/Late Payment

Wire transfers document control.

Client Account Management.

oProcessing of client’s bill payments and credit card (Visa) payments.

Transaction processing and data entry

Operations Associate

RBC – International Wealth Management 7/03-7/15

Deposit and Payment Services/Operations

Responsible for processing all new, renewals and cancellations of Term Deposits (CDs) in USD and FX for all US international clients.

Revise, distribute and mail all TD confirmations to clients

Responsible for booking bank placements

Verification and distribution of departmental reports

Transaction processing and data entry

Processing of client’s bill payments and credit card payments

Verification and postings of ACH Transactions, Internal Transfers, Check Deposits, Cashier/Official Checks

Responsible for record keeping and archiving documents

Assist and support Teller on daily opening/closing process

Provide assistance to Operations Manager on investigations, compliance and regulator’s requests.

General Services/Operations

Responsible for the ordering and distribution of bank supplies to RBC IWM Miami, NY and Houston offices

Processed incoming and outgoing mail such as regular mail, hold mail, courier, registered/certified mail, check collection and returned mail.

Distribution of mail charges to the cost centers for all US branches

Mailing of the interest payment notices and client’s interim statements

Responsible for the ordering and mailing of client’s checkbooks

EDUCATION

Business Administration

La Salle University

Business Public Relations and Resources

National Training Service (SENA)

SKILLS

Computer: Microsoft Word, Excel, Outlook, Power Point. Windows

Software: AS400, NetX360, Axys, Addepar.

Problem solving and communication skills

Excellent interpersonal and people skills

Bi-lingual English/Spanish

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