Sandra Aponte

** **** ******, ***** ******, NJ **047

Cell – 201-***-****

E-mail – adzdiz@r.postjobfree.com

PROFESSIONAL SUMMARY

Self -directed individual with demonstrated ability to utilize initiative and creativity in data entry as well as many other office functions. Demonstrated ability to interact with and support business professionals and senior management. Excellent aptitude for learning, strong math skills and ability to exceed performance expectations. I am able to organize and control multiple projects, an effective supervisor, skilled in training, customer service, motivating, and providing feedback.

SKILLS

Microsoft Office, Data Entry, Scanning, Filing, Typing 65 wpm, Accounts Receivable, Accounts Payable.

PROFESSIONAL EXPERIENCE

CIT / First Citizens Bank, New York, NY

Business Management Coordinator 03/2015 – 05/2023

Coordinated with the insurance team to ensure placement of mortgages interest insurance for all transactions.

Obtained vessel valuations from various sources for the portfolio.

Received invoices from vendors and sent to A/P to process.

Billed clients for various expenses and followed up with clients if necessary.

Prepared expense reports for Group Head and Relationship Managers.

Assisted in maintaining Sales Force with new client projects and update, when necessary,

Responsible for KYC, KYC periodic reviews and vendor management updates.

Onboarding new employees, ordering new equipment and various systems.

Ordered supplies including business cards for Maritime Finance team.

Responsible for clean desk report twice a year.

Responsible for FedEx, USPS and distributing mail to proper individuals.

Responsible to setting up meetings for team and clients.

Responsible for greeting guests and entering them on visitor system.

Performed other duties as assigned by Group Head.

NYC DCP/FA Score/Great-West Financial, New York, NY 09/2014 – 12/2014

Account Administrator/Data Entry (Temporary)

Analyzing information on Deferred Compensation Plan applications

Updating participant’s information on system

Contacting participants if needed

Entering data into system so participants can get their funds

If participant is offsetting loans give application to the loans department

If participant is updating beneficiary information give application to operations department

Send back application to participant if application is missing vital information

File applications when processed and approved

JP Morgan Chase and Company, New York, NY 05/2014 – 08/2014

Data Entry Operator (Temporary)

Entered data into JP Morgan Chase resiliency data management system for their disaster recovery system

Part of a team entering data for Asset Management (AM) group

Updating spreadsheets with BIA, BP and BPC numbers

Follow up with AM group for correct information when incorrect

Analyzing data to enter into system

Creating business impact analysis (BIA) for AM group

Creating various business plan components (BPC) for each business plan

Entering recovery data into the AM groups RDM system

Morgan Stanley, New York, NY 03/1999 – 09/2013

Senior Service Associate

Coordinated all required actions to support the successful operation and management of high volume and complex New York Stock Exchange (NYSE) ticket orders

Ensured all lines of daily accounting were in accordance with corporate directives and regulations by entering extensive trade transactions with accuracy

Transmitted and received administrative messages and various forms of official communications between the branch, New York departments, multiple exchanges and other corporate branch offices

Identified and resolved complex operational issues.

Managed account receivables, authorized and processed payments into internal cliental accounts and the Chase Corporate banking system

Cross trained staff employees as new procedures were implemented

Processed security stock certificates for clients

Reduced rejections rate by proof reading and proof scanning all client documentation

Scanned all new client documents for processing and letters of authorizations from clients to process checks, journals and wire transfers

Assisted in the processing of daily incoming mail, Fed-Ex and UPS

Managed accounts payable, validated corporate authorizations and prepared client payments

Maintained necessary hardcopy compliance records, electronic files/databases and arranged trade transaction by month

Performed other duties as assigned

PREVIOUS EMPLOYMENT

PaineWebber/NYC/1988 to 1998/Data Entry/Customer Service

Gibraltar/NJ/1998 to 1999/Wire Operator

Fiserv/NJ/ 1998 to 2000 (part-time)/Encoder

Dr. Leonards (product catalog)/1999 to 2001 (part-time)/Customer Service

EDUCATION

Kaplan University, Miami, FL

Bachelor of Science in Accounting

December 2012

Global Academy of America, Fairview, NJ

Certificate in Bookkeeping/QuickBooks

March 2014

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