Service Representative Data Analyst
Resume:
Bryan Reece
Finance/Business
Contact
************@*****.***
Houston, TX 77019
Education
Bachelor of Science Finance McNeese
State University Lake Charles, LA
Key Skills
Accounting
Mortgage Lending
Financial Analysis/Reporting
Loan Credit Analysis Insurance Sales
Financial Planning
Customer Service
Detail Oriented
Networking
Strong Interpersonal
Skills/Communication
Experience
2/2022-present
Virtus (FIS) • Financial Data Analyst/ Trust administrator II
Support assigned Trust Account Manager in the administration of trust securities accounts
Interact in an ongoing relationship with associated financial partners and trust clients
Assist with account administration functions to ensure client satisfaction
Perform daily account activity
Posting receipts
Entering trade orders and check/wire requests
Raising cash for distributions
Handle account inquiries
Submitting ACH transfer instructions
Open/close accounts
Research account discrepancies
Calculate fee sharing data, including manual calculations when necessary
Reconciliation of various cash flows, accounts, and data sets
Administer all systems related to management of trust accounts
Maintain all account documentation for current and historical monitoring of accounts
Provide guidance and cross-training to others
Financial analysis, modeling, and budgeting of cash flow statements
1/2019-2/2022
Virtus (FIS) • Securities Operations Associate II
Reconciliation reporting, trade fee calculations(spreadsheets)
Highly proficient MS Excel Knowledge of Par/Distressed Loan documentation, pricing letters, netting, Funding memos, participation agreements, consent/elevation
Monitor legal amendments
Reconciled & processed trades
Prepare various trade settlement reports for internal management
Assisted asset administration during quarter ends/ High volume periods
Handled/resolved counterparty client escalations, negotiations
Coordinate with trade counterparties to receive and review trade documents for par/distressed loans
Problem analysis & independent decision making
3/2018 - 10/2018
Louisiana Mortgage Associates Mortgage • Loan Officer
Worked with underwriters to fix application problems and resolve issues.
Explained different types of loans pertaining to each client’s situation.
Planned and dealt with payment schedules.
Reviewed loan files and updated them to match current standards.
Answered telephone inquiries on banking products including checking, savings, loans, and lines of credit
Advised clients on mortgage, educational and personal loans.
Contacted potential clients to pursue sales and gather funds.
Assessed clients' financial situations to develop strategic financial planning solutions.
Organized financials, performed credit analysis, market research and due diligence filings materials for potential clients.
Maintained knowledge on current mortgage products and services 6/2017 - 8/2017
Northwestern Mutual • Financial Advisor Intern
Assisted financial advisors with: Insurance Sales, wealth management, Investments, retirement income.
Profiled investment products to develop customized financial strategies for each client's financial needs.
Answered client’s questions about the purposes and details of financial plans and strategies.
Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan.
Assisted in the recommendation of investments and investment timing for clients, assisted in the development of wealth management solutions.
10/2010 - 02/2011
AT&T Inc • Customer Service Representative
Routinely answered customer questions regarding merchandise and pricing
Greeted customers entering the store to ascertain what each customer wanted or needed
Dedicated to continuously improving sales abilities and product knowledge
Effectively communicated with and supported sales, marketing, and administrative teams daily
Replenished supplies, bags, and other materials at each cash wrap. Investigated and resolved customer inquiries and complaints in a timely and empathetic manner
Organized store merchandise racks by size, style, and color to promote visually appealing environment
Described product to customers and accurately explained details and care of merchandise
Monitored cash drawers in multiple checkout stations to ensure adequate cash supply
Created and maintained an organized database to develop promotional sales
Operated a POS system to itemize and complete an average of customer purchases
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