Warehouse Coordinator Clerk

Roy W. Koeckritz

**** ******* ****, ****** ****, IL, 60477

Phone: 708-***-**** Email: ************@*****.***

CELL: 708-***-****

EXPERIENCE

G4S Technology LLC, Willowbrook,IL

WareHouse Coordinator 2014

. Use of the Great Plains Software for Fulfilling Supply Orders & Sales Order Processing, resulting in the

Creation of shipping documentation as well as enabling invoices to be produced for goods despatched.

. Use of UPS Worldship software to process both Package & Freight shipments, Importing & Exporting

Shipping data to and from other business systems.

EXPERIENCE

JAM Trucking Company, 1100 North Ellis, Bensenville,IL 2013-2014

Driver

Education

5 week training at Star Truck Driving School., Hickory Hills, IL

Class-A CDL License issued February 11th, 2013

SUMMARY OF QUALIFICATIONS

Certified CDL driver with DOT medical card.

Successful goal-orientated finance operations professional with over 30 years of experience with strong interpersonal skills.

Track record of steady growth in level of skill, and responsibility.

Highly skilled in out-trade and professional balancing reconciliation.

Proven ability to train and motivate staff. Outstanding record of customer satisfaction.

Detail-oriented, yet able to see whole picture.

Succeeds in fast-paced, time-sensitive, team-oriented environment.

Hands on operations professional, who thinks quickly and spots problems before they happen.

Highly skilled in dealing with financial products, stocks, stock options, index options, index futures, convertible stock, convertible bonds, corporate bonds, and foreign stock.

Knowledge of Microsoft Office software: Excel and Outlook

EXPERIENCE

Peak6 Investments Inc., Chicago, IL.

2002-2011

Middle Office Operations

Responsible for all morning financial products, out trades, and position balancing.

Responsible for balancing US and Non-US corporate actions as well as, special dividends.

Experience in stock loan and stock borrow operations.

Hands on: Operates with Peak6 and other traders, along with corresponding with clearing firms, and major exchanges such as: NYSE, CBOE, ISE, PHLX, NASDQ, BATS, BOX, etc.

Process monthly brokerage bills.

Conducted daily position adjustments between traders and accounts.

Monitor inflow of filled trades from exchanges.

Corresponded with clearing firms on such daily issues as buy-ins, mismarked stock tickets, option trades clearing in wrong range, hard to borrow securities, and processing stock tenders.

Compile trade and position activity for class action law suits.

Goldman Sachs (GSEC), Chicago IL.

1997-2002

PnS and Cage Clerk

Liable for ID stock trade breaks T+1 thru T+3. Correspondent clearing stock breaks T+1 thru T+3.

Balanced clearing firm stock record T+4.

Process stock borrow/stock loans and SPO mark to market charges thru DTC.

Computed daily broker to broker trades thru DTC, pledging and releasing of stock thru DTC.

Conducted stock borrow and NSCC buy-ins, along with adjusting customer positions.

Performed end of day settlement balancing with DTC, NSCC, and participating banks.

O’Connor & Associates, Chicago IL.

1987-1997

Cage Operations Clerk

Responsible for balancing firm control account, which all settling stock trades, daily settlements from DTC+ NSCC, fail to receive, fail to deliver, stock borrow, loans, and reorganization positions flow into.

Balancing stock record, fails to deliver, fails to receive.

Foreign trade matching and settling thru Euro-Clear.

Working with transfer agents and DTC when dealing with physical stock.

Carried out morning out trades on CBOE floor.

Options exercise and assignment balancing.

Worked night outs, 2nd shift stock and option processing.

First Options of Chicago, Chicago IL

1983-1987

The Options Clearing Corp, Chicago IL.

1982-1983

Midwest Stock Exchange Clearing Corp, Chicago IL.

1978-1982

Personal and professional references supplied upon request.

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