fund accounting trust analyst resume example with 11+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 9XXX5 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - - -
Highly motivated business professional who is a self-starter capable of effectively functioning with minimum supervision, looking to advance my career with Shore Mortgage to help grow and protect it from risk by utilizing prior experience, knowledge and skills. Known to find solutions to complex issues, while producing quality results on concurrent assignments.
  • Guest services
  • Inventory control procedures
  • Merchandising expertise
  • Loss prevention
  • Cash register operations
  • Product promotions
03/2015 to Current
Fund Accounting Trust Analyst Thermo Fisher Scientific Inc. Champaign, IL,
  • - Compile, review and analyze the department's various regulatory reports and submit with the appropriate authorities by established deadlines.
  • - Complete and review unit's cash and security reconcilements, analyze and resolve all variances, as required.
  • - Review and analyze the unit's various exception reports such as failed trades, cash overdrafts, cost and market value out of balances and take the necessary action to resolve.
  • - May act as an escalation point for the unit's customer complaints. Bring all complaints/issues to formal resolution within department standards.
  • - Produce and analyze ad-hoc customer report requests, as needed.
  • - Create, maintain and update unit's desktop procedures and checklists.
  • - Assist in small to medium projects, as needed.
11/2013 to Current
Quality Specialist III JPMorgan Chase & Co City, STATE,
  • Mastery of the loan modification and originations workflow process.
  • Knowledge of the Chase Sworn Document Policy while reviewing countersign reports to ensure timely processing of countersign documents.
  • Proficiency in all State regulations and policies relating to loan modifications being filed.
  • Monitor work queue and tracking to ensure timely countersignature of documents.
  • Maintain an overall understanding of the various functions within the department.
  • Time sensitive loans are completed within strict timelines.
  • Understanding of the loan modification workflow and related systems An ability to work collaboratively with internal and external business partners to resolve loan modification issues and ensure timely resolution is critical.
  • Excellent verbal and written communication skills to effectively interact with all levels of business.
08/2012 to 11/2013
Senior Funding Review Analyst JPMorgan Chase & Co City, STATE,
  • Enter and verify borrower information and certification of documents on loan packages for possibility of purchase of closed loans by JPMorgan Chase from mortgage bankers to grow business to business relationships.
  • Serve as gatekeepers of quality and complete documentation to avoid monetary losses by company.
  • Meet the aggressive growth demands for team to process 20,000 loans monthly.
  • Quality and Production standards are upheld on a daily, weekly and monthly basis.
  • Knowledge of Mortgage Banking document and procedures; completed required training; performing other duties as assigned by management.
  • Consistently meet or exceed expectations for performance metrics and quality standards.
08/2011 to 08/2012
Business Management Specialist - Workforce Management Intraday / Real Time Analyst JPMorgan Chase & Co City, STATE,
  • Real-time monitoring of call queues across multiple lines of business and collections call center sites; making necessary adjustments to workforce management software to appropriately track the productivity of call center agents; planning and analyzing real-time call trends and making adjustments to staffing.
  • Generating intraday, daily, weekly, and monthly reports; communicating call center trends collectively with management; creating and maintaining reports from scheduling software and other sources; recommending procedural and operational guideline changes to improve communications and operational efficiency.
  • Providing administrative support to call centers and call center management; coordinating appropriate allocation and availability of call center staff in order to achieve company goals; performing other duties as assigned by management.
  • Consistently met or exceed expectations for performance metrics and quality standards; Nominated for Global Command Center MVP in April 2012.
10/2009 to 06/2011
Wealth Management Client Service Associate Bank Of America / Merrill Lynch City, STATE,
  • Accountable for providing service support for all Merrill Lynch brokerage and retirement account products, services, and technology through inbound calls or emails from clients, Financial Advisors, Client Associates, Merrill Edge Advisory Center, and Merrill Edge Self Directed accounts, utilizing professional oral, written and problem solving skills.
  • Required to have broad knowledge of the financial industry, and to provide complete and accurate information including; account balances, holdings, activity, funds transfers, statement reconciliation, and deposit rates.
  • Consistently met or exceed expectations for performance metrics and quality standards.
  • Named Coach of the Month in May 2010, Certified Mentor Coordinator, Certified Mentor, and assisted with the Client Data and NFS Escalation Team.
Expected in December 2005
Bachelor of Arts and Sciences: Criminal Justice
Western Michigan University - Kalamazoo, MI
Criminal Justice Served as a member of the Criminal Justice Student Association

administrative support, Banking, call center, Coach, oral, Criminal Justice, Client, clients, documentation, Edge, Financial, funds, Mentor, NFS, policies, problem solving skills, Quality, real-time, scheduling, staffing, workflow, written, written communication skills

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Resume Overview

School Attended

  • Western Michigan University

Job Titles Held:

  • Fund Accounting Trust Analyst
  • Quality Specialist III
  • Senior Funding Review Analyst
  • Business Management Specialist - Workforce Management Intraday / Real Time Analyst
  • Wealth Management Client Service Associate


  • Bachelor of Arts and Sciences

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