operations specialist resume example with 20+ years of experience

Jessica Claire
, , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - -

Sensible Operations Specialist with a passion for business and operations. Driven, ambitious and dedicated to managing the flow of the workplace and optimizing day-to-day activities. Over 14 years of strong experience in the industry.

Inventive Operations Specialist with comprehensive knowledge of business techniques, methods, and principles. Outstanding expertise in diverse business functions, including content management systems, report analytics, expense management and market research. Exceptional negotiation and multitasking abilities.

  • Fully bilingual English-Spanish
  • Knowledge on various platforms: Pershing, Globus, JPMorgan, Jack Henry Systems, Fedlink, Silverlake, 4Sight
  • Strong in professionalism, accountability, customer/client focus, and teamwork
  • Excellent interpersonal communication skills, both written and verbal
  • Strong organizational skills with ability to prioritize activities
  • Maintain a strong client focus
  • Skills in the MS Office software suite (Word, Excel, PowerPoint, Outlook, etc.)
  • Capable of handling multiple tasks and responsibilities
  • Ability to work independently and take initiative while being part of a team
  • Proven work ethic with a high level of integrity to build trust with clients and colleagues
  • Can get excited about joining a start-up team and contributing to the direction and growth of the company over time
01/2015 to 11/2021
Operations Specialist Arthur J Gallagher & Co. Missoula, MT,
  • Work with three platforms: Globus, Pershing, JP Morgan.
  • Responsible for initiating high risk, high volume, and large dollar (US dollar and foreign currency) international, domestic, tax, etc. wire transfers including regulatory Dodd Frank eligible payments under a specific deadline.
  • Accountable for the entire review process and following established policies, procedures and regulatory requirements.
  • Assuring all necessary wire information is properly and accurately completed before submitting for approval
  • Works closely with our Custodians to effect payments and responds to complex wire inquiries, wire investigation case, incoming wires, wires pending Risk and OFAC review, and wire cancellations.
  • Processing return notifications emails and calls as needed
  • Participates and supports overall customer service goals and is required to communicate with other departments or managers to resolve customer issues.
  • Identify risk factors and provide alternatives to mitigate
  • Check deposits and Check requests
  • Cash Journals
  • Swift requests
  • Ach and Standing instructions
  • Money Market fund purchases and redemptions
  • Customer refund requests
  • Responsible for processing American Express bulk payments and reconciling
  • Evaluating, responding, and correcting any audit exceptions or concerns.
  • End of Month Statement reports
  • Daily Advice trade blotter reports
  • Credit/Debit card applications
  • Travel Alerts, Troubleshoot cards and Fraud verification
  • Pershing/Netxchange Client Access and Password Resets
  • Scanning
  • Mailing of client correspondence (daily and month end)
  • Fulfilment of Client Statement, Valuation Portfolio and Advices requests
  • Monthly Broker Statements
  • Distributing of Safekeeping, Management and Handling Fees
  • Work with highly sensitive and confidential documentation and I adhere strictly to company policies.
  • Identified operational and performance issues and worked with managers to resolve concerns.
  • Reduced process lags and trained team members on best practices and protocols.
  • Completed various reports and analyzed each report to decide where improvements could be made.
  • Analyzed operational performance to identify pain points and provided actionable solutions to management.
  • Supported asset transfers, lender and equity requests, and audit inquiries.
  • Tracked outgoing and incoming money of EFG Capital Int’l and assisted in quality control management duties.
  • Maintained safety and emergency readiness among personnel by disseminating information on and monitoring compliance with regulatory and organizational policies.
  • Developed initiatives for process improvement and reviewed and assessed ongoing operations.
  • Open and Close Accounts for all platforms.
  • Account Changes and updates.
04/2007 to 01/2015
Operations Wire Transfer Specialist Sumitomo Electric Group Torrance, CA,
  • Completed financial trades, wire transfers and payments.
  • Verified data when processing incoming and outgoing checks and wire transfers to increase accuracy.
  • Executed wire transfers to local and international vendors, scheduled ACH transactions and prepared batch checks for mailing to vendors monthly.
  • Assisted with completion of documentation answered questions and delivered key information.
  • Received and posted payments to loan accounts.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Demonstrated self-reliance by meeting and exceeding workflow needs.
  • Demonstrated leadership by making improvements to work processes and helping to train others.
  • Subpoena Specialist
  • Demonstrated understanding of and adherence to federal and state regulations for financial aid.
02/2002 to 08/2007
Assistant Store Owner Mcp Racing City, STATE,
  • Managed operations budgeting, accounts payable and accounts receivable and payroll.
  • Kept records for production, inventory, income and expenses.
  • Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability.
  • Set pricing structures according to market analytics and emerging trends.
  • Reconciled daily sales, returns and financial transaction reports and prepared bank deposits.
  • Assessed business operations to implement realistic annual budget.
  • Monitored supplier operations to verify quality, delivery schedule and conformance to contract specifications.
  • Interviewed, trained, and supervised employees.
  • Calculated credit amounts and commission payouts, priced merchandise and generated credit memos for returned merchandise.
02/2000 to 07/2002
Assistant Manager Bellini Day Spa City, STATE,
  • Bookkeeper
  • Organized schedules, workflows and shift coverage to meet expected business demands.
  • Implemented training processes for newly hired employees and supervised department managers, shift leads and production personnel.
  • Reviewed sales reports to enhance sales performance and improve inventory management accuracy.
  • Improved efficiency and productivity by implementing organization systems for financial reports, schedules and inventory control.
Education and Training
Expected in 07/1998
M.D.: International Economics And Finance
Universidad De La Sabana De Bogota - Bogota Colombia ,

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Resume Overview

School Attended

  • Universidad De La Sabana De Bogota

Job Titles Held:

  • Operations Specialist
  • Operations Wire Transfer Specialist
  • Assistant Store Owner
  • Assistant Manager


  • M.D.

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