Client Service Consultant

Joel Cabrera

**** ********** **** *****. * Columbia, MD 21045 u (301) 919-3044u *********@*****.***

Profile:

I am highly motivated, self-driven professional that is solution oriented, analytical and efficient with tasks. With over seven years of diverse working experience in technical project management and financial services; I am comfortable undertaking a high workload, meeting strict deadlines, as well as working with a team, or independently, to solve any problems and complete any tasks at hand. Professional Experience:

ACCELERED

Project Manager/Client Service Consultant

(April 2019 - Present)

Served as a Scrum Master in the Data Migration team for the university wide Student Information System

(SIS) implementation. Responsible for vendor management, resource management, coordination of data migration and validation activities and executive reporting. The program will result in a new student experience for over 80,000 students, an administrative experience for over 5,000 staff and faculty members. u Collaborated with key stakeholders to identify and prioritize business and technical requirements

u Facilitated cross-functional business process reengineering sessions with key stakeholders, resulting in process improvements in critical user experiences for students, staff and faculty. u Managed a geographically dispersed team across several time-zones u Responsible for initial triage of bugs submitted through Data Validation; ensured that the bugs were prioritized in our backlog accordingly and requirements were thorough u Conducted and managed Agile Sprint Ceremonies, such as Sprint Planning, Retrospectives, and Daily Standups

u Created ad hoc queries for troubleshooting, and data analysis using both Oracle SQL Developer and SQL Server Management Studio (SSMS). u Created Power BI Reports leveraging SSMS and OData that was distributed to multiple levels of stakeholders

u Reviewed and validated changes to code and output of data extracts, prior to being sent to stakeholders for user acceptance, across multiple functional areas. u Point of Contact for all work streams on inquiries related to Data Migration from the legacy system to the Student Information System

WELLS FARGO (CORPORATE TRUST SERVICES)

Account Manager/Assistant Vice President– Corporate Trust Februray 2015-April 2019

u Responsible for overseeing the administration of a trust from inception through termination in accordance with the applicable governing documents, state and federal laws, internal policies, and procedures

u Team Lead experience developing junior analysts through training and on the job mentorship while serving as a reviewer of new deal setup and exception processing, while answering questions and providing clarification on complex cases u Addressing escalated ad-hoc inquiries/ requests, and project work that involves in depth review of the governing documents

u Frequent interaction with internal and external parties requiring strong client service skills. u Second level review of monthly SEC 10-D filing, as well as part of the yearly SEC 10-K filing team

u Administered weekly, monthly and yearly auditing of our temporary safekeeping log. u Officer responsible for Medallion Stamp Guaranteeing necessary paperwork for Wells Fargo Corporate Trust in order to complete transfer of Securities u Project lead of converting a paper log infrastructure to an electronic tracking system for the Temporary Safekeeping Vault

Securities Administration Analyst III – Corporate Trust (Ginnie Mae Portfolio) February 2015 – July 2018

u Develop leadership skills while completing projects, mentoring, and assisting others with issues during monthly operations

u Reviewed and validated reports for new deals, and exception processing, that were distributed to clients, and ensured they were in compliance with the governing documents u Complete contract driven deadlines in a high volume environment on a month to month schedule

u Build business relationships with external and internal parties to resolve issues. u Participate in the formulation of work procedures, policies, job aides/user guides, and methods within the business line to ensure compliance with Wells Fargo, legal, investor, and regulatory requirements

u Analyze trends and characteristics of data for the purpose of aiming to identify and prevent future issues

u Review the completion of tasks by other team members to ensure accuracy of reports to clients

u Utilized multiple databases for the reconciliation of the entire Ginnie Mae Portfolio on a monthly basis for over ~1500 deals to ensure accuracy of payments u Responsible for conducting and reviewing the Corporate Trust LIBOR processing, as well as the lead for LIBOR rates related inquiries

u Leveraged SQL Server Management Studio (SSMS) to create ad hoc queries for troubleshooting issues

MORGAN STANLEY (BANKING OPERATIONS)

Private Banking Analyst III (Bank Reconciliation Support) February 2014 – February 2015

u Responsible for the Reverse Positive Pay and reconciliation of the firm’s branch issued checks u Reported to senior management for all aged items in accounts and advised on resolution u Completed Standardized Operating Procedures for onboarding new employees to the team, as well as updating procedures to meet internal and external audit demands u Responsible for logging all undeliverable branch checks, voiding and sending alerts to the branch

Private Banking Analyst II (Portfolio Loan Account Disbursements) June 2013 – February 2014

u Processed, reviewed and executed high volume wire and check disbursements for High-net worth clients in the retail security based lending product u Ensured processes maintained and abided by strict regulatory standards u Coordinated with internal and external groups to ensure proper reporting procedures and controls were followed and updated in accordance with Dodd-Frank u Handled escalations from branches and advisors with regard to transaction and deadline needs u Quality Control for daily processing to ensure detailed accuracy for high dollar loans UNISPEC ENTERPRISES (INTERN)

Intern/Finance Assistant

Summer 2011 & Summer/FALL 2012

u Directly assisted the Director of Finance and CEO in 2011 and 2012 u Assisted in managing payroll personnel and processing u Assisted in overseeing and implementing Unispec conversion from ADP easy pay to ADP Resource for its launch on the summer of 2011

EDUCATION:

UNIVERSITY OF MARYLAND BALTIMORE COUNTY- Catonsville, MD Bachelors of Science, Financial Economics May 2013 Key Courses:

Elements of Quantitative Methods for Management, 4 Accounting Courses, Financial Investment Analysis, Venture Capital and Capital Market Imperfections, Fundamentals of Financial Management. Applied Statistics for Business and Economics. Econometrics. SKILLS:

u Communications/Interpersonal skills fully developed through interaction with co-workers, customers, team mates and mentoring

u Comfortable researching, analyzing and combining material from several different sources u Proficient in the use of Microsoft Office Products (Excel, Access, Word, SQL Management Studio, Power BI, Azure DeVops)

u Efficient in creating custom queries using Oracle SQL, SQL Server Management Studio, OData

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