Data Entry Service Representative
Resume:
Apartment **
Orange Park Fl 32073
Mobile: 347-***-****
Email: **************@*****.***
Shawuan M. Samuels
Professional Summary
Hard working professional who has been consistently praised for excellent customer service and very detailed-oriented by my co-workers and management. Over the course of my 20 year career, I’ve developed a skill set directly relevant to the role you are hiring for. Overall, I have consistently demonstrated analytical, creative thinking and teamwork abilities in every aspect.
Education
Medgar Evers College Brooklyn, NY
Business Finance
September 1992 – December 1992
Skills
Excellent Customer Service
Complex Problem Solving
Critical Thinking
FINRA Financial Industry Regulatory Authority
Certified and Licensed insurance agent
Professional Experience
Bank Of America / Merrill Lynch – Jacksonville, Fl 2022 - 2023
CUSTOMER SERV REP/Call Center – Wealth and Management Services
Banking and Brokerage
Reset User Id and Passwords
Activate Debit Cards
Account Maintenance
National Income Life Ins Co – Long Island City, NY 2020 - 2021
INSURANCE AGENT
Life Insurance – Whole/Term Life Insurance
Supplemental Health Insurance
No-Costs products – Accidental Death policy, Child Safe Kits
Citibank, Jersey City, NJ 2005 – Retired 2019
SENIOR DIVIDEND SPECIALIST – OPERATIONS
Customer Service
Process dividends for cash / stock / enhanced / reclaim dividends for sponsored and unsponsored issues, including dividends paid for complex countries, such as Taiwan and Korea.
Approve preliminary and final payment notifications to NYSE, NASDAQ, DTC, brokers, and also prepared tax rate notifications.
Research and reconcile record date differences with custodians, DTC, Equiserve for complex sponsored and unsponsored issues. Perform research on claims received for complex transactions.
Perform Interim Accounting for complex claims, multi-rate and enhanced stock dividends.
Book Transfers, Wire Transfers
Identify and track overpayments to brokers and initiate claims for complex sponsored and unsponsored issues.
Process corporate actions, such as name changes, ratio changes, rights offerings, for sponsored and unsponsored issues.
1099 Tax Reporting
Globetax Services, RAS and Tax Reclaim processing
DTC Super Access Coordinator
Assist in cross-training, Approximately 300 -1000 dividend issues are paid annually.
Citibank, New York NY 1998 - 2005
BROKER SERVICES-DIVIDEND MANAGER
Document Administrator, File Maintenance
Stock Loan Tracking, Confirm releases
Monitor and distribute faxed material
DT40 Routing and Control, Citi-Advice, Rems
Mark to Markets, DTC
Install new securities in CitiADR
Macy’s East Division – Brooklyn NY
CUSTOMER SERVICE REPRESENTATIVE
Data Entry, Set up new service, Schedule Deliveries
Process returns, exchange & update previous orders
Credit customer for returned merchandise
Colgate Palmolive Company, New York NY
DOCUMENT ADMINISTRATOR
Supervised and trained other staff members in data entry procedures
Account file maintenance, troubleshoot data entry errors, process military invoices for billing
Accounts payable, Reprographics / Microfiche
INTERESTS: World Traveler,,Politics and Fashion
REFERENCES Will be furnished upon request
Contact this candidate