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Senior Credit Information Group Officer / Project Lead Resume Example

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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 – City , STATE
  • 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 – City , STATE
  • 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 – City , STATE
  • 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 – City , STATE
  • 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 - City, State
Bachelor of Arts (BA): Economics, 2015
Queens College, City University of New York - City, State
Certifications

FINRA Series 7 & Series 63

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Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

How this resume score could be improved?

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Resume Overview

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

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