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Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
  • :
  • single:
Summary

Self-motivated, flexible, and client focused financial professional with over ten years of customer service experience and over seven years in securities operations functions with an exceptional ability to work in fast-paced environments demanding strong organizational, technical, and interpersonal skills. Trustworthy, ethical, and committed to superior client service. Confident in interactions with I individuals at all levels with a strong ability to build relationships, negotiate solutions, and communicate effectively both verbally and in written correspondence. Detail-oriented and resourceful in completing projects and research. Able to multi-task effectively. Capabilities include:

*Customer Service * Research * Quality Assurance *Leadership and Team Building * Reporting * Billing Analysis *Supervising a Staff * Meeting Deadlines * General *Accounting Accounts Payable/Receivable * Managing Data

* Problem Solving/Escalation

Highlights
  • SQL - Level I
  • Grammar UpClaire
  • Performance Management
  • Know Your Client - Anti-Laundering Money
  • Leadership Sessions at JPMorgan Chase
  • Business Writing
  • Risk Audit Reports
  • Six Sigma Awareness
  • MS Visio
  • MS Power Point
  • MS Excel Level III
  • MS Word
  • MS Access
  • Coping with Change
  • Career Management
  • Serving Domestic Clients (Trades and Transactions)
  • Mentor Program at JPMorgan Chase
Accomplishments

Formally recognized for playing an instrumental role in the implementation of cost savings measures: concept and implementation of cost and time saving database for foreign exchange back values.

Formally recognized as Top Performer for excellence and dedicated service to investors.

Experience
LANGUAGE SERVICES, 1993 - Current
University Of Nebraska Medical Center Omaha, NE, AND
  • Lesson planning and preparation of material - Portuguese and English language coaching for adults and children.
  • Translation project management.
  • Localization.
  • Subtitle and voice over.
  • Consecutive interpretation - live and over the phone
  • Revision and editing of translation.
Lead Teacher, 10/2013 - Current
Firstservice Residential Sorrento, FL,
  • Planning of curriculum and lessons
  • Classroom activities
  • New teacher training
  • Classroom management
  • Parent conferences.
Admin, 02/2012 - 10/2013
Crane Worldwide Logistics Austin, TX,
  • General front and back office tasks - phones, filing, customer support, assistant to sales, inventory.
  • Billing: invoice issuance, reporting, monitoring.
  • Accounts Receivable.
  • Collections.
  • Daily, weekly, and monthly closings.
  • Daily deposit
Sr. Operations Specialist, 11/1999 - 01/2011
JPMORGAN CHASE & CO City, STATE,

SR. BILLING ANALYST – DALLAS, TX - FEB 2008 – FEB 2011

Responsible for setting up an average of 30 new and incremental on boarding accounts and relationships for billing purposes. Some of the responsibilities included:

  • read and interpret fee schedules according to their region of performance;
  • daily contacts with Relationship Managers, Client Services Officers, and Revenue Management for follow ups;
  • Generated and verified first invoices for the new on boarding relationship before their release into ongoing Production through Fiserv system for billing, Advantage, running reports to integrate transactions processed in Rumba environment;
  • Monitored not funded accounts and accounts with activity in Suspense queue utilizing MS Excel and Access to create and maintain databases using V Look Up, Pivot Tables, Macro, and Query functions;
  • Created and distributed Weekly Suspense report with detailed, high level analysis to Senior Management and Metrics.

SR OPERATIONS ANALYST – DALLAS, TX - DEC 2005 – FEB 2008

  • Responsible for the production and distribution of Control Reports that support all operations within the Trade Settlements area for Global and North American Trade Operations;
  • Provided domestic and global analysis of Treasury Charges and claims to Operations and Client Services areas;
  • Ensured data consistency between EF&L database and MIS reporting being extracted through global systems (such as CATS/PETS, NOSTRO, Business Objects);
  • Root Cause Analysis (MIS Reporting) for all North American Treasury Charges;
  • Research and closure of Recovery Charges allocated to WSS North America;
  • Assisted Cash Management team with issuing client and broker claims for external errors, mitigating losses;
  • Worked in the capacity of Project Management Assistant by creating the initial work flow and initial concept of the Back value Database and assisting Program Developers with the calculation process to be included in the Database as part of the automation;
  • Participated in the setting up, testing, and release of the database
  • to provide a more efficient and better controlled environment for processing back value requests that come through the Cash Management Team, which expedited the process.

SR. OPERATIONS SPECIALIST – DALLAS, TX - MAR 2004 - DEC 2005

  • Analyzed efficiencies for Trade Settlements by monitoring the various systems used for transaction input (Sun Guard, Internal Trade system, Rumba based reconciliation, Monarch), reporting eventual breaks and trade fails and ensuring daily output standards in which quality and timeliness are met (Q&C duties);
  • Coordinated intra-day and end of day prioritizing and reconciliation of control report process;
  • Responded to internal and external inquiries related to transactions’ discrepancies;
  • Analysis and identification of problem areas to help increase production;
  • Worked as the link between the Reconciliation area and the Trade Settlements group to help resolve outstanding items and exceptions posted to the various DDA’s.

SR. SECURITIES SPECIALIST - DALLAS, TX — JUL 2002 – MAR 2004

  • A valued contributor in the transition and further success of a newly relocated department assisting in the planning and implementation of several key desktop automation and productivity initiatives;
  • Developed database of special Corporate Actions Events to help reduce redundancies, realize time efficiencies, and better track deadlines, cutoffs Claires, and extensions of offers;
  • Identified tedious manual processes that could be made more efficient with the use of desktop technologies helping to reduce expenses and realize additional efficiencies;
  • Audit check for the department, helping to significantly reduce errors and potential losses;
  • Thoroughly researched corporate actions from various vendor feeds to ensure accurate and timely client notification and adherence to service level agreements;
  • Consistently met and exceeded departmental and corporate action deadlines reducing risk for the firm and helping to build client satisfaction;
  • With the use of available reporting and business objects identified in-house (physical) securities that may be subject to corporate action events helping to further reduce risk exposure;
  • Utilizing existing database reporting, implemented new procedures for cross departmental reporting which helped to realize a time savings of over 5 hours per week;
  • Created and delivered Discover USSO presentation for Information Services group;
  • Implemented error-tracking system to help mitigate risk and prevent loss.

INVESTOR & CLIENT SERVICES - PHOENIX, AZ – DEC 1999 – JUL 2002

  • Consistently exceeded expectations by earning several “Top Performer” Awards;
  • Identified and defused complex and difficult client issues preventing further escalation to management and helping to strengthen the client relationship;
  • Orchestrated special events and reservations; managed customer relations; and
  • Provided exemplary service to all customers helping to build strong business relationships and strengthening the core business.
Education
Bachelor of Arts: English and Portuguese, Expected in 1995
-
USP - Sao Paulo, SP
GPA:

123 Credit Hours - English and Portuguese Language and Literature

Licensure: Education, Expected in 1987
-
PUC SP - Sao Paulo, SP
GPA:
Languages

Fluent in English and Portuguese (native).

Proficient in Spanish Speaking and Reading.

Skills
  • Accounts Receivable
  • Automation Process Implementation
  • Billing
  • Business Objects
  • Business Writing
  • Cash Management
  • Coaching
  • Conferences
  • Clients and Customer Relations
  • Customer Support
  • Databases User and Admin
  • Senior Management support: filing, front and back office, instruction, interpretation, inventory, Leadership, MS Access, MS Excel, Exchange, Explorer, Outlook, Calendar and Meeting management, MS Power Point
  • Performance Management
  • Process evaluation and improvement
  • Project Management,
  • Reporting Analysis
  • Research
  • Service Level Agreements

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School Attended

  • USP
  • PUC SP

Job Titles Held:

  • LANGUAGE SERVICES
  • Lead Teacher
  • Admin
  • Sr. Operations Specialist

Degrees

  • Bachelor of Arts
  • Licensure

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