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Administrative Assistant Data Analyst

Location:
Bear, DE, 19701
Posted:
January 27, 2023

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Resume:

Nakesha Brady

Newark, DE - 302-***-****

ALT # 302-***-****

aduy6h@r.postjobfree.com https://linkedin/in/nakeshabrady

Summary

Experienced self-motivated Analyst, Team Leader bringing forth valuable industry experience and a passion for learning new processes and procedures. Results oriented with a proven track record of working collaboratively with a team or solely to achieve goals. Experienced in both Banking and Retail settings. I adept effectively within all operations and continually think outside of the box.

•Process Improvements

•Project, document and calendar management

•User Acceptance Testing

•Procedure creation and management

•Ensure completeness of loans

•Performance Management

•Internal audit

•Facilitating Meetings

•Production Coordinator

•Team Development

•Prepare loan applications

•Translate Business Requirements

Professional Experience

Cephous Cleaning Services, Bear, DE May 2019 - Present

Administrative Assistant

•Ensure all budgets are met and on target.

•Coordinate daily scheduling.

•Maintain telephone management by answering calls.

•Communicate effectively with clients and employees.

•Assist with obtaining more clients.

•Filing and organization of all documentation.

•Lift up to 50lbs of shipments.

JPMorgan Chase, Newark, DE July 2007 - April 2019

Account and Reference Data Analyst Team Lead

•Production Coordination of all incoming account openings and closings.

•Procedure development and updating of existing procedures.

•Lead a team of seven individuals and ensure all functions were executed with accuracy.

•Train current team members as well as new individuals on new and existing processes

•Provide the team with training and development knowledge as well as materials and resources to help them succeed.

•Prepare and file daily, weekly, monthly and annual production reports for reporting purposes.

•Regulatory reporting to ensure timely implementation of corrective actions

•Point of contact for validating project information provided by the project team.

•Managed capacity issues and concerns with end user testing, validation and sign off to ensure appropriate completion and coverage.

•Ensured coverage of my sole responsibilities.

•Continuous process improvements and implementation

•Process loan application and ensure completeness

•Reconciliation of large data for all accounts closing within the firm.

•Wrote, tested, and executed test scripts.

•Logged Life-Cycle of issues and resolutions via JIRA

•Performed internal audits and regulatory examinations for all functions within the team.

•Evaluate qualifying variables for obtaining a loan

JPMorgan Chase, Newark, De March 2005 – July 2007

Junior Investment Specialist

•Perform all Headsheets (Domestic and International) updates for Private Banking Clients

•Liaise with Account Initiation Group, Fiduciary, Investment Management and Middle Office for all Headsheets related issues and changes.

•Perform User Acceptance Testing for all Headsheets enhancements.

•Process daily Management Information System Control Reports.

•Demonstrated a strong understanding of the Private Banking products and services.

•Opened and maintained accounts in the International Olympic platform.

•Worked on multiple tasks simultaneously with strong focus and attention to detail.

•Managed more than thirty mainframe application with one percent error rate.

•Sole trainer for all Headsheets functions that transitioned to Mumbai India.

•Sole validator for all function and work completed by our India team.

•Managed allocations of Fixed Income, Equities and Alternative Assets for discretionary account portfolios.

JPMorgan Chase, Newark, DE March 2004 - March 2005

Account Opening Specialist

•Perform all account opening functions for the Private Banking clients account level information.

•Daily interaction with the Client Service Account Initiation Group in the receipt of urgent new Private Banking client accounts to be opened.

•Set up manual mutual fund accounts in our International database and expedite necessary information for rush trade transactions.

•Serve as the liaison for issue resolution and research relating to client account opening information queries.

•Perform quality assurance activities to ensure accuracy and consistency of data and information being processed by the team.

JPMorgan Chase, Newark, DE December 2003 - March 2004

File Clerk

•File and set up Alpha numeric folders.

•Retrieve Alpha and Numeric folders to be reviewed by management.

•Research accounts to see if they are active, paid or stopped payment.

•Copy, Fax and prepare documents to be sent out via Fed Ex.

•Insert loans into E-Tran for electronic processing of 7(a) to alleviate manual input.

•Validation of loans to ensure they are being paid in a timely manner.

•Retrieve incoming mail and distribute within the department

Education

Newark High School

Diploma, Business, Newark, DE



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