Customer Service Operations Processor

Winnie L. Chen

Boston, MA 617-***-**** *************@*****.***

WORK EXPERIENCE

U.S. Bank Boston, MA

Bonds Operations Processor 5 - Settlement Services July 2021 - December 2024

● Execute high-priority tasks within a fast-paced auditing and settlement services environment, ensuring efficient same-day settlements

● Collaborate cross-functionally to ensure the accurate processing of bonds by facilitating established audit and settlement service procedures

● Track and compile issuances to maintain accuracy and integrity for statistical reporting, while ensuring compliance with legal requirements for special transactions

● Identify and resolve complex issues through corrective processing and account research, assessing appropriateness to ensure accuracy and compliance

Bonds Operations Processor 4 - Original Issuance July 2013 - July 2021

● Conducted bond processing and issuance activities for corporate trust clients with attention to detail and adherence to established protocols

● Implemented effective and standardized procedures to ensure accurate and timely bond processing, enhancing operational efficiency

● Provided prompt and attentive customer service to internal teams and external clients, resolving inquiries efficiently

● Proactively identified and resolved issues, utilizing independent problem-solving skills to implement effective solutions with minimal guidance

Accounting Specialist February 2003 - July 2013

● Managed reconveyance, mortgage satisfaction, and related residential mortgage documentation, ensuring precision and thoroughness

● Produced and certified residential mortgage documents, upholding regulatory standards and safeguarding document integrity

● Managed a tracking system for release and transfer documents from Washington Mutual, ensuring efficient processing and accurate record-keeping

State Street Corporation Boston, MA

Document Custody Administrator October 1999 - January 2003

● Oversaw and cultivated relationships with commercial and residential clients, providing proactive follow-up

● Validated mortgage property details, ensuring conformity with specifications

● Performed quality assurance reviews for Washington Mutual loans, maintaining compliance and operational standards

Security Administrator May 1999 - October 1999

● Maintained system updates for secure and finalized transactions, ensuring data integrity

● Assisted the vault manager with settlement processes and DTC terminal management

● Filed and retrieved documents from the security vault, ensuring proper organization and access control EDUCATION, PROFESSIONAL DEVELOPMENT & SKILLS

Action for Boston Community Development - ABCD Works Boston, MA Apprenticeship Program: Accounting and Computer Applications Asian American Civic Association Boston, MA

Vocational Skills Training Program: Accounting, Banking, and Finance Duanfen Secondary School Guangzhou, China

High School Diploma

Languages: Fluent in English, Cantonese, and Mandarin Public Appointments: Notary Public - Commonwealth of Massachusetts (Exp: April 2031) Skills and systems: Microsoft Office, Data Analysis, Reconciliation, Financial Reporting, Account Principles, Multitasking, Organization, Leadership, Communications, Problem-solving, Research, STA, DTCC, Sharepoint

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