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
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.
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:
SR OPERATIONS ANALYST – DALLAS, TX - DEC 2005 – FEB 2008
SR. OPERATIONS SPECIALIST – DALLAS, TX - MAR 2004 - DEC 2005
SR. SECURITIES SPECIALIST - DALLAS, TX — JUL 2002 – MAR 2004
INVESTOR & CLIENT SERVICES - PHOENIX, AZ – DEC 1999 – JUL 2002
123 Credit Hours - English and Portuguese Language and Literature
Fluent in English and Portuguese (native).
Proficient in Spanish Speaking and Reading.
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