Service Representative Customer

SONIA PEDRO

**** *. **** **** · 602-***-****

PHOENIX, AZ 85041

Email · *****.*****@***.***

To build on current customer service and banking experience in order to advance my career in the financial services industry. To establish strong relationships with internal partners and external clients with the goal of advancing into a leadership position in the industry.

EXPERIENCE

2006 – 2022

The Northern trust company, Phoenix, AZ

SENIOR CLIENT SERVICE REPRESENTATIVE

Opening, servicing and closing client accounts within the proper timeframe and in accordance with regulatory compliance.

Assist partners and clients with initiating all forms of cash movement activities which include wire transfers, funds transfers and bill payments. Researching client issues regarding these activities as needed.

Proactively communicate with the team and affected partners regarding timely execution.

Lead and/or actively participate in the monthly and quarterly auditing of lobby banking activities.

Manage and monitor the cash needs of the banking lobby and submit orders as needed to GARDA.

Process requests for foreign currency for clients.

Balancing general ledgers.

2004 – 2006

THE NORTHERN TRUST COMPANY, PHOENIX, AZ

LOAN SERVICE REPRESENTATIVE

Performed loan modifications and renewals, Equity Credit Line loans and balanced loan general ledger.

Worked with internal partners to research and resolved client account issues.

Initiated wire transfers by completing initial form and fund verification.

Assisted Spanish speaking clients in all aspects of loan origination, document preparation and payment activity.

Processed mailed loan payments.

2001 – 2004

JP Morgan Chase, PHOENIX, AZ

BOOKING SPECIALIST I

Conducted loan documentation audits prior to funding and booking of accounts

Identified and resolved loan documentation irregularities

Communicated issues/concerns to underwriter and assisted in resolution.

EDUCATION

South Mountain College and Phoenix College – General Courses

Bank One Corporate – Various Compliance Courses

SKILLS

18 years customer service experience

16 years of banking experience

7 years of wire transfer/money movement experience

Proficient at multi-tasking

Proficient computer skills (Microsoft office)

ACTIVITIES

Bilingual in English and Spanish.

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