Manager Assistant Service Representative

Lorita Hoxha

******.*@*******.*** 347-***-**** Chicago, IL 60607

EDUCATION

Bachelor of Science (BSc), City University of New York – Baruch College New York, NY Dec. 2019

-Courses include Human Resources, Statistics, Finance, etc.

Securities Industry Essentials – SIE FINRA April 2022

PROFESSIONAL EXPERIENCE

Merrill Lynch Chicago, IL Jan 2021Present

Supervision Associate, Outlier Monitoring Oversight

Executing an in-depth review and analysis of outliers presented for evaluation in the workflow and demonstrating sound and consistent judgment based on a thorough and systematic review of information available.

Communicating effectively (both written and oral) with colleagues, branch office partners, and Business Oversight and Supervision leadership using clear, concise, and understandable language.

Coaching and modeling a congenial and collaborative approach to analyzing and addressing potential risk issues for partners across Merrill Lynch Wealth Management.

Merrill Lynch New York, NY Oct. 2018 – Jan. 2021

Market Supervision Manager Assistant

Support Senior Market Supervision Manager in managing supervision and administration of 175+ associates. Ownership, response, and follow-up on requests from Financial Advisors and Client Associates.

Responsible for the calendar, inbox, and meeting prioritization. Lead on several processes and procedures within the market and first point of contact on several initiatives within the market.

Bank of America New York, NY May 2017 – Oct. 2018

Relationship Banker

Engage customers in the lobby to assist, educate and train customers on how to conduct simple transactions through self-service technologies and work with retail customers to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs.

Open deposit accounts and sell banking products based on the financial priority of the client. Recognize and refer cross-sell opportunities and refer opportunities to appropriate partners.

Leverage available resources and technologies (such as tablets and banks by appointment) to optimize the customer experience and serve our customers with operational excellence and accuracy.

Bank of America New York, NY May 2016 – Apr. 2017

Client Service Representative

Managed day-to-day operational processes to assist in maintaining an operationally proficient Financial Center. Performed daily routines to ensure all operational aspects of the financial center are within company guidelines as well as regulatory requirements.

Assisted with various functions that supported the transactional part of the business relating to teller operations and accurately processed client transactions through an efficient method, and in accordance with established policies and procedures.

ADDITIONAL INFORMATION

LANGUAGES: English, Albanian (native), Turkish (proficient)

SKILLS: Proficient in MS Office and Outlook, problem-solving skills, strong communication skills,

AWARDS: Rising Star Top Performer – Bank of America 2017

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