Crm Administrator Financial Analyst
Resume:
Michael Recato
**** * ****** *****, ***. I***, Tempe, AZ 85282
Cell: 860-***-****
E-mail: *********@***.***
OBJECTIVE
To obtain a position within a company where my skills and abilities will be utilized to the fullest. WORK HISTORY
Iota Communications, LLC October 2018-Present
Phoenix, AZ
- Spectrum Partners Group Administrator
- Assist in Sales for Spectrum Program
- Sugar CRM Administrator/Coordinator
- Previous Salesforce CRM Administrator/Coordinator M2M Spectrum Networks, LLC August 2013-October 2018 Phoenix, AZ
- Spectrum Partners Group Administrator
- Assist in Sales for Spectrum Program
- Sugar CRM Administrator/Coordinator
- Previous Salesforce CRM Administrator/Coordinator Smartcomm, LLC February 2010-August 2013
Phoenix, AZ
- Leads Department Coordinator
- Assign Lead Names & info to Sales Team
- Call Leads from Database regarding Spectrum Program US BANK – Corporate Trust February 2007–December 2008 Hartford, CT
- Trust Financial Analyst 3/Trust Officer
- Responsible for cash movement for debt service payment for accounts primarily consisting of leveraged leases and aircraft loans
- Provide high level of service to both internal and external (Bondholders) customers
- Responsible for cash movement for debt service payment for Letters of Credit accounts
Addecco/Temp. Agency January 2007 – February 2007
StanleyWorks, New Britain, CT
- Catalog Editor
JOBPRO/Temp. Agency Sept. 2006 – December 2006
SBLI/VantisLife, Windsor, CT
- Life Policy Services & Annuities Representative
Advest Trust/Merrill Lynch August 2005 – May 2006
Hartford, CT
- Trust Administrator (same duties as the last position at Bank of America) JOBPRO/Temp. Agency May 2005 – June 2005
- Telemarketer – Solicited for internet advertisement for businesses in the industrial field
Bank of America/Fleet Bank/CBT May 1988 – February 2005 West Hartford/Hartford, CT
- Senior Relationship Administrator/Trust Assistant (Oct. 2003 – February 2005)
- Responsible for day to day administration of approximately 150 high net worth clients/trust accounts
- Consistently met with clients on a one on one basis to ensure their financial needs were met
- Coordinated and set up meetings between the clients and relationship team
- Managed client finances and educated them on how to successfully manage money
- Offered and added suitable bank products to client portfolios
- Provided office support to other relationship teams with phone coverage, ordering supplies, maintaining office machines (fax, copiers, etc.)
- Estate Settlement Administrator (August 2002 – Oct. 2003)
- Facilitated the timely distribution of high net worth clients’ estate to proper beneficiaries
- Handled day to day administration of estate files
- Coordinated and set up meetings with beneficiaries to assure the clients’ experience with their finances in their time of sorrow were met according to their needs
- Senior Relationship Administrator (June 2001 – August 2002)
- Managed client trust accounts, met with clients to discuss their portfolios and provided new bank products
- Trust Real Estate Administrator (June 1996 – June 2001)
- Supervised six employees to ensure quality service was given to clients
- Administered accounts to ensure clients’ their real estate needs were met (i.e. insurance, taxes, various utility bills, etc.)
- Settlement Analyst/Administrator (May 1993 – June 1996)
- Balanced incoming checks ensuring funds are properly deposited into accounts
- Maintained clients’ files in the file room
- Data Entry/Word Processing (May 1988 – May 1993)
- Typed letters and prepared spreadsheet for administration/management
- Data entry of clients’ information into company’s systems EDUCATION
Central Connecticut State University, New Britain, CT 1989-1995 Liberal Arts
Windsor High School, Windsor, CT 1986-1989
REFERENCES
Gale Dressler Tiffany Hale
Konica Minolta Iota
Phoenix, AZ Phoenix, AZ
SPECIAL SKILLS
Fluent in reading and writing Tagalog and majority of Spanish VOLUNTEER
Feed My Starving Children, United Way, Habitat for Humanity, Local Food Shelters (Foodshare, Hands On, etc.), Special Olympics, etc.
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