Account Manager Analyst

Wendy L. Gordon

Chicago, IL *****

708-***-**** ************@*******.***

PROFESSIONAL SUMMARY

Highly motivated, enthusiastic professional with over twenty-five 25+ years of client servicing experience, an incomparable work ethic, and a remarkable skill set. Attention to detail with an ability to work in a high-volume environment. Detail-oriented, and success-driven self-starter. Persistent team leader experienced in supervising training and motivating five 5 team members. Collaborative leader with a dedication to partnering with coworkers to promote an engaged, empowering work culture. Uses independent decision-making skills and sound judgment to positively impact company success. SKILLS

• Soft Skills

• Adaptability, Dependable, Diligent, Driven, Efficient, focused, Self-Starter, Initiative, Integrity, Leadership, Management, Proactive, Problem-Solving, Professionalism, Respect, Success-Driven, Time Management, and Work Ethic

• Hard Skills

• Excel, Lotus Notes, Microsoft Office Suite, Microsoft Teams, Outlook, Partner Passport,

• PowerPoint, Scribe, Skype, Trade, Order Entry, Trade Order Workflow, and Zoom WORK HISTORY

Team Leader/Account Manager – Institution Trust 01/2019 to 5/2023 Northern Trust Company, Trust

• Manager the work of the team, assigns tasks, and sets short-term priorities

• Oversee, review, and approve trades

• Works diligently to mitigate losses due to error

• Point of escalation for the Account Managers on my team

• Monitor all activities and ensures timely and accurate completion of the work

• Coordinates and participates in training

• Reports on all errors, incidents, and sensitive issues to management on a regular basis

• Provides input in the performance management process and staffing decisions Technical Coordinator – 01/2017 to 01/2019

• Researches and resolves complex differences in accounts and makes the needed adjustment

• Ensure team meetings are being held on a regular basis

• Coordinate training and coaching for all team members

• Assist the Manager in establishing goals and objectives for the team Trust Account Analyst – 01/2014 to 01/2017

• Responsible for assisting account and relationship managers in security movement and maintaining designated cash liquidity levels for trust clients

• Process all direction letters for relationships assigned, including cash movement, trading activity, spreadsheets, and Account Manager (AM) direction letters in an accurate manner, and meeting partner deadline

• Review/research and communicate to the Account Manager (AM) of miscellaneous wires and ensure postings are being completed

• Review prior day work to ensure accurate processing and posting EDUCATION

Robert Morris College – Completed Course 1983

ACTIVITIES/VOLUNTEERISM

South Suburban Public Action to Deliver Shelter (PADS) - 1999 to current

• Volunteer in multiple activities with this program

• Demonstrates excellent traits consistently such as respect, professionalism, competence, and compassion in dealing with guests from all over the world with varied backgrounds.

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