Senior Credit Information Group Officer / Project Lead Resume Example Bank Of America Merrill Lynch

SENIOR CREDIT INFORMATION GROUP OFFICER / PROJECT LEAD

Professional Summary

Experienced Business/Operations Analyst with over 20 years of experience in the Financial industry . Excellent reputation for resolving problems, improving customer satisfaction, and driving overall operational improvements. Consistently saved costs while increasing profits.

Skills

Microsoft Office Suite
ADP
Bloomberg
TA2000
CRM
Rumba
Citrix
Tableau
SAS
Mantas
SAP
Salesforce
SharePoint
Ad hoc analysis
PPM Financials
Loan Runner
ACBS
Clear Par
Global Storm
Credit Center

Aladdin
U.S. GAAP
Loan IQ
Everest
Agile / SPIN development methodologies
Accounting, Documentation, Legal and Compliance, Phone
ADP, Due diligence, Litigation
Ad, Email, Managing
Agile, Equity, Materials
Bloomberg, Senior management, Microsoft Office Suite
Budgeting, Financials, SharePoint
Business plans, Financial, Policies
Cash management, Financial analysis, Prime
Citrix, Fixed income, Reporting
Credit, Focus, Rumba
CRM, Forecasting, SAP
Clientele, Funds, SAS
Client, IQ, Spanish
Clients, Latin, Spreadsheet
Direction, Legal, Tableau

Work History

Senior Credit Information Group Officer / Project Lead, 09/2017 to Current
Bank of America Merrill Lynch – Charlotte, Boca Raton, NC, FL

Manage the Information Wall and provide borrower information to the clients and counterparties in a timely manner while overseeing the credit event process such as amendments, waivers, bankruptcies and corporate restructuring.
Provide support to the Global Credit Special Situations and Emerging Markets Trading lines of business by trading in a variety of products such as syndicated loans, bilateral loans, private equity and aircraft.
Review and interpret legal documentation and other materials related to complex credit events.
Analyze client portfolios and perform due diligence required by federal regulators for trade and credit events.
Working with Emerging Markets / LATAM (Latin America) trading desk, coordinate the information flow for projects with desk direction to their prospective investors.
Handle the sourcing, NDA process, legal input, data site build and dissemination of information with external clientele.

International Team Lead / Senior Financial Analyst, 05/2013 to 09/2017
Neuberger Berman Group LLC – New York, NY

Communicated effectively with institutions, banks, financial advisors, brokers and third-party administrators to assist on all aspects of new account set up, trading and account maintenance.
Researched and Developed new business ventures in Latin America (LATAM).
Worked directly with internal and external operational groups in managing $3 billion dollars of institutional accounts invested in Neuberger Berman equity, fixed income and specialty funds.
Managed business relationships with institutional clients domestically and in Latin America.
Developed / revised and implemented strategies to execute business plans to achieve desired results such as increase client base, gross production and Portfolio Management assets.
Oversee daily review and validations of account opening and KYC/AML Documentation.
Performed expense analysis for advisers, administration, accounting, Blue Sky, and 12b-1 fees and expenses.
Reconciled P&L spreadsheet reports on a weekly basis and process 12b-1 invoices.
Reconciled discrepancies regarding management, advisory and 12B-1 fee dollar amounts in a suspense account.
Assisted with financial analysis, forecasting, budgeting and risk assessments.

Consultant - Corporate Trust Administrator, 10/2012 to 05/2013
The Bank of New York Mellon – New York, NY

Served as a subject matter expert for trade and transaction reporting, supported senior management to focus on business ethics and understanding regulatory requirements.
Responsible for DTC breaks and being a liaison between prime broker and counterparty on open trades.
Reconciled trade discrepancies.

Team Lead / Senior Institutional Client Specialist, 03/2008 to 04/2012
Legg Mason LLC – New York, NY

Maintained business relationships with U.S.
Private bankers and Institutional clients in Latin America (LATAM).
Responsible for overseeing the day to day cash management, operations and onboarding process in Latin America.
Reviewed / opened new accounts for U.S.
And Foreign Corporations by obtaining supporting documentations.
Handling account relationships that typically generate aggregate fee income in the $150,000 to $1 million range.
Followed up on missing documentation and information with clients via phone/email.
Review/Validate/Authorize received documentation from clients.
Investigate and resolve wire failures and/or redemptions not processed or being sent to the wrong DDA.
Liaised with Legal and Compliance Division with customer complaints / litigation and prepared SARs packages.
Served as a subject matter expert for complex compliance, regulatory matters, internal policies and procedures.

Education

Master of Business Administration (MBA): Finance, 2018
University of Massachusetts - Lowell, MA

Bachelor of Arts (BA): Economics, 2015
Queens College, City University of New York - Flushing, NY

Certifications

FINRA Series 7 & Series 63

Resume Overview

Companies Worked For:

Bank of America Merrill Lynch
Neuberger Berman Group LLC
The Bank of New York Mellon
Legg Mason LLC

School Attended

University of Massachusetts
Queens College, City University of New York

Job Titles Held:

Senior Credit Information Group Officer / Project Lead
International Team Lead / Senior Financial Analyst
Consultant - Corporate Trust Administrator
Team Lead / Senior Institutional Client Specialist

Degrees

Master of Business Administration (MBA) : Finance , 2018
Bachelor of Arts (BA) : Economics , 2015

Senior Credit Information Group Officer / Project Lead Resume Example

Resume Score: 80%

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