Financial Services Ops

Wilmington, DE *****

Mobile 267-***-****

Experience

-Syndicated Loans Processor

Citigroup

Oct 07-Dec 08

•Investigated payment breaks by examining loan positions.

•Arranged with loan agency and trading units to fix issues.

•Negotiated with investor trustees and custodians to achieve resolution of loan participation discrepancies.

•Wired and transferred funds to reconcile loan accounts.

•Kept notes on causes of breaks for statistics data.

•Updated investors’ administration details.

-Client Service Officer

Citigroup

Jul 06-Oct 07

•Managed inquiries from the US Mint and US Passports.

•Monitored queue for internal/external inquiries.

•Coordinated with other units to fix incidents.

•Researched payments and documents with company system.

•Sampled fraction of passport applications for quality.

•Created daily & weekly instances and events reports.

-Derivatives Ops Specialist

JPMorgan

Apr 04-Jan 06

•Investigated settlement breaks in derivatives trades.

•Negotiated with counter-parties to resolve discrepancies.

•Operated with middle office to correct trade document disputes, and with accounting team to book repairs. •Utilized in-house systems to help resolve items.

•Wired payments to counterparties when necessary.

•Held weekly call with middle office to discuss open breaks, their status and the progress made.

-Collector

Chase Manhattan Bank

Dec 02-Apr 04

•Negotiated payment arrangements with credit card debtors.

•Instructed clients on payment options.

•Notated accounts for further follow up.

•Posted payments and update accounts' information.

•Used CBRs, internet to gather leads to locate debtors.

-Wells Fargo Mortgage/DE Labor Dept

General Clerk-Claims Taker(temporary)

Dec 01-Oct 02

•Received mortgage documents, photos and appraisals and distributed within the Mortgage group.

•Completed special data-entry and filing projects.

•Answered reception telephone lines and redirected calls.

•Interviewed filing unemployed workers and compiled data to determine eligibility for monetary benefits.

-DuPont

Records Clerk (seasonal)

Mar 01-Aug 01

•Assisted manager with annual data microfilming.

•Collected lab notebooks from scientists.

•Sorted drug-research records library.

•Performed other clerical office duties.

-Skip Tracer

Berks Credit & Collections

Feb 00-Mar01

•Telephoned leads, used CBRs, web trade services and mail to gather contact information.

•Helped with Spanish language calls.

•Updated accounts in the system.

•Reviewed follow-up actions with collections team.

-Data Validator (temporary)

Lance Systems Inc./GM Saturn

Oct 99–Feb 00

•Gathered brake-test data from car assembly line.

•Averted bogus test data.

•Aided line operators with use of testing units.

•Reviewed data and compiled into readable format.

•Submitted data to Quality Control engineers.

-Telesales New Accounts Representative

MBNA America

Jun 99-Oct 99

•Sold credit cards to businesses and individuals.

•Utilized system to access and scan potential new accounts.

•Gathered new applicants’ information for approvals team.

- Shipping & Receiving Clerk/Assembler

Thomson Industries

Oct 93–May 95

•Assembled ball bearings used by industry and government.

•Checked incoming and outgoing material shipments.

•Picked, packed, sealed, labeled, affixed postage to outgoing boxes, crates and pallets.

•Prepared work orders and invoices to route materials.

•Determined shipping method, according to routes and rates.

•Recorded weight, charges, count, space for recordkeeping

•Delivered materials by hand truck and forklift.

Skills

 Economics degree, training in statistics, financial instruments, capital markets and foreign exchange.

 Trained in JPMorgan’s derivatives products academy.

 Strong MS Office Word & Excel.

 Knowledge of Basic Accounting Principles.

 Bilingual; Self-motivated; Dynamic team player.

 Organized and perform well under pressure.

 Analytical, problem-solving skills.

 Excellent client and communication skills.

Education

 BA in Economics 1999, University of Delaware, Newark, DE.

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