Financial Analyst Customer Service

Eryn Pickett

*** ****** ***** **** ****, SC ***** 803-***-**** *************@*****.*** LinkedIn.com/in/eryn-pickett-64aa74292

Financial Analyst

I am a goal-oriented professional with a record of achieving results.

Experienced Financial Analyst Driving Profitable Outcomes: Over a Decade in Finance and Investments, Leveraging Expertise in Investment Allocation, Risk Management, and Financial Strategies for Enhanced Client Relationships and Market Insights.

Summary of Qualifications

Seasoned Financial Analyst with over 10 years of experience in finance/investment industry, excelling in investment allocation, risk and liquidity management, and corporate finance. Proven aptitude in cultivating client-centered relationships and fostering intra-team collaboration, with direct experience at MetLife, LPL Financial, and TIAA.

Proficient in Excel analyzing macro/microeconomic factors used in managing short and long-term liquidity and hedging strategies; skilled in translating forecasted data into profitable opportunities using multiple derivative products.

Additional experience in forecasting for foreign exchange market, understanding derivative products and financial instruments.

Eager to learn by engaging in continuing education courses through FINRA every 2 years and maintaining licensure, attending seminars offered by various financial institutions to understand daily operations, risk, and financial trends.

Ability to observe and assess my (and peers’) performance, building strong customer relationships, collaborating with others, utilizing critical thinking to evaluate solutions to issues.

WOW Award for outstanding customer service 2014, Focus Award 2019 for service excellence, Volunteer at Sandy River Baptist Association #2, Rock Hill School District 3, and Affinity Healthcare, Series 6 License, certified in Microsoft Office Suite.

Core Competencies

Investment Analysis: Evaluating returns, recommending short-term and long-term investments based on suitability

Workbench Systems: Familiar with Bloomberg, Financial systems, Citrix, to monitor cash and other financial instruments

Cash Management: Optimizing cash flows, forecasting, and managing liquidity to ensure proper use of funds

Financial Analysis: Demonstrated the ability to analyze financial data and assess risk

Debt Management: Knowledge of debt instruments, ensure compliance

Banking Relationships: Ability to manage relationships banks, communicate efficiently

Communication: Collaborate with cross functional teams, stakeholders

Problem Solving: Identify complex financial issues and adaptability to changing financial market

Risk Management: Understand financial risk, foreign exchange risk

Professional Experience

TREASURY ANALYST II TIAA MAY 2022-PRESENT

Delivers financial analyses for forecasting, budgets, expense allocation, and enterprise-level consulting. Facilitates daily discussions on financial variances, ensuring thorough review by senior management to guide company wide financial decisions.

·Document transactions, update ledgers, and interpret financial data. Implementing short-term investment strategies to maximize returns on surplus funds.

·Execute core financial processes, including managing bank accounts for Fortune 500 financial institutions such as JP Morgan, Citibank, and Wells Fargo to include monitoring liquidity/managing daily cash flows, liability, budgeting forecasts. Managing daily cash positions and reconciling discrepancies for over 300 bank accounts

·Analyze bank service charges and review invoices to ensure banks are compensated only for those services provided; resolve any discrepancies directly with banking officers.

·Execute foreign exchange spot trades via Bloomberg, monitor trade activity

·Review Repo Funding Agreements initiated with Federal Home Loan Bank to manage daily cash flow and short-term liquidity (borrowing) needs

·Proficiency in Excel-Based Data Analysis to include Financial Modeling, Spreadsheet Management, and Data Manipulation/Macros

SR. LOAN PROCESSOR INDECOMM GLOBAL CHARLOTTE, NC SEPT 2020-APRIL 2022

·Review new files within 48 hours of receipt and verify compliance documents are issued within designated time frame. Prioritize and monitor daily workflow to ensure loans are being worked in accordance with company’s guidelines

·Maintain a pipeline of 25 or more loans

·Verify, gather, and prepare necessary loan application data through Empower

and collect documents for underwriting including but not limited to ordering third-party documentation

·Use effective communication with loan originator and borrowers during the application process—voice of the borrower

SERVICE CONSULTANT LEAD LPL FINANCIAL, FORT MILL, SC SEPT 2016-SEPT 2020

Served as the support to LPL’s dedicated RIA High Net financial advisor team and supervised a team of 15 financial services representatives.

·Addressed concerns for advisors and internal team members in the pursuit of exceptional customer service—dedicated to one-call resolution. Awarded the focus award for outstanding customer service in 2019.

·Managed escalated inquiries, coaching internal/external clients on compliance procedures. Mentored new hires, delivering effective job coaching, shadowing, and staff development.

·Cultivated relationships, ensured issue resolution with internal/external contacts. Advocated for employees, launching a cross-site engagement committee to boost morale and foster positive reinforcement.

ANNUITIES SERVICES TEAM LEAD METLIFE, CHARLOTTE, NC NOV 2014-SEPT 2016

Ensured workflow efficiency, customer service excellence, and quality assurance as Annuity Services Team Lead. Spearheaded streamlined client portfolio access, supervising a 10-member annuity support team.

●Resolved escalated financial concerns, implemented lasting solutions for customer retention. Earned 2015 WOW Award for outstanding customer excellence, nominated exclusively by external clients.

●Assessed employee mastery and retention of job information, offering coaching and deficiency management. Achieved highest quality scores in service center, averaging 93.4%, during 2015-16.

●Informed customers about self-service online tools for investment management and viewing, enhancing autonomy, and satisfaction.

Education

CLINTON COLLEGE, ROCK HILL, SC

BACHELORS OF SCIENCE, BUSINESS ADMINISTRATION DEC 2024 DEAN’S LIST 3.89 GPA

ASSOCIATES OF SCIENCE, BUSINESS ADMINISTRATION MAY 2023 MAGNA CUM LAUDE

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