Management Customer

EUGENE L. MANLONGAT

551-***-**** * ***************@*****.***

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CAREER

Bank of America Merrill Lynch- Hopewell, NJ August 2009 – Present

Banking Relationship Officer- Americas Consumer Lending Services and Operations

• Review, approve, and confirm various trades including collateralized foreign exchange (CFX), mutual funds, fixed income, bond, and foreign exchange (F/X) trades plus loan and deposit transactions.

• Analyze all inquiries received from private lending advisors, client associates, and financial advisors regarding operational and market risk, trade confirmations, funding status, collateral changes, and Reg U violations.

• Coordinate with Credit department regarding approvals for new loan and CFX facilities, amendments to existing loan and CFX facilities, risk management, security evaluations, and lending values.

• Assist in special projects such as LMA migration, production credit reviews, annual reviews, procedural reviews, and contributor for weekly service newsletter distributed to the branches.

Merrill Lynch International –Greenwich, CT March 2008 – July 2009

Client Associate- Global Wealth Management

• Review high net-worth clients’ portfolios and ensure that they are in good standing.

• Analyze market performance, the impact of corporate actions, and index data for clients on both a reactive and a proactive basis.

• Add value to clients and colleagues with in depth and up-to-date knowledge of new product developments/enhancements.

Merrill Lynch Global Bank Group - Princeton, NJ June 2004 – March 2008

Banking Relationship Specialist

• Analyze and review loan portfolios for high net-worth clients, domestic and international.

• Perform internal file audits, lien, and litigation searches.

• Prepare and verify compliance of all collateral releases, swaps, and loan funding.

Mellon Investors Services- Ridgefield Park, NJ October 2001- June 2004

Lead Customer Support Specialist

• Receive heavy inbound calls regarding investment transactions, inquiries on corporation changes, and resolving customer issues.

• Process lost dividend checks and stock certificates, as well as transfers and reinvestments.

• Train new employees regarding responsibilities of the customer support representative role.

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EDUCATION

Rutgers University, NCAS- Newark, NJ

Bachelor of Arts, Sociology and Psychology

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TECHNICAL SKILLS

Bloomberg, Reuters, ThomsonOne, ILX, Merrill Lynch Banking Internal Systems, Microsoft Office 2007

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