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Team Leader, Officer - Operations Analyst Resume Example

Resume Score: 90%

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TEAM LEADER, OFFICER - OPERATIONS ANALYST
Summary

Enthusiastic Team Leader in post-settlement FX investigations who leads banking associates in creating and resolving wire investigations, while meeting and exceeding Remittance Transfer regulatory compliance goals and delivering excellent internal and external customer service.

Highlights

Excellent communication skills

People-oriented

Excels in team leadership

Strong interpersonal skills

Complex problem solving

Able to work independently

Proactive, self-starter

Willing to take ownership

Excellent work ethic

Great organizational skills

High level of professionalism

Able to multi-task and prioritize job duties

Able to work well under pressure

Work well in a team environment

Highly effective analytical skills

Require limited direction

Excellent time management skills

Strong Attention to detail

Quick to develop expert technical skills

Adapt quickly to new work processes

Experience
Team Leader, Officer - Operations Analyst02/2012 to CurrentBank of AmericaCharlotte, NC
  • Matrix Reporting
  • Review Case Management of team for quality control
  • Ensure Compliance guidelines are met for all Remittance Transfer wire investigations
  • Review internal and external communications between associates and clients
  • Assign new cases and investigations to bank associates
  • Escalation contact to ensure quick and efficient resolution
  • Create Standing Settlement Instructions (SSI) and payments for re-effected payments, fee reimbursement and various investigation fees.
  • Communicate directly with various corresponding and agent banks to resolve pending issues or delays.
  • Investigate and resolve ledger breaks
  • Take ownership of RT Investigation from breaks to settlement regardless of the CCY, Zero Tolerance for errors, and end to end responsibility
  • Conduct and manage team meetings
  • One on one coaching
  • Instructed new hires concerning the education and training of the RT Wire Investigation Team, ROE Team, and the Consumer Solutions Call Center.
  • Created guidelines and procedures for governmental compliance & Dodd-Frank eligible wires.
  • Monitor and report operational risk issues.
  • Conducted regular team meetings and report to upper levels of management.
  • Interact regularly with other financial institutions, and internal/external clients communicating both written and verbally.
Orthopedic Physician's Assistant08/2001 to 07/2011Northshore Orthopedics & Sports Medicine CenterMooresville, NC
  • Surgical First Assist on numerous orthopedic cases and specialty cast applications.
  • Directed and ensured proper equipment, treatment, and care was provided by all personnel levels.
  • Educated and trained complex procedures and techniques to both internal and external clients.
  • Created a strong income producing custom brace clinic, in place of outsourcing.
  • Regular coverage of night and weekend ER and OR call.
  • Supply Manager for the practice.
  • Managed the project development and growth of the clinic.
Orthopedic Assistant09/1998 to 08/2001Charlotte Ortho/Nalle ClinicCharlotte, NC
  • Surgical Assistant for multiple surgical procedures.
  • Regular coverage of night and weekend ER and OR call.
  • Educated and instructed casting application and procedures.
  • Assist physician with all patient needs and wound care.
  • Many letters of patient appreciation.
  • Custom Brace and DME application.
Clinic & Supply Mgr., HM, Ortho. Tech02/1991 to 03/1998U.S. NavyBeaufort, SC
  • Hospital Corpsman (HM)
  • Orthopedic Tech.
  • Managed enlisted HM's in Sports Med. Clinic at Paris Island, SC.
  • Project Manager for creation and development of the first Sports Medicine Clinic at Paris Island, SC
  • Instructor for HM Screener program
  • Lead Petty Officer for after-hours clinic
Program and Software Proficiencies

QZ Task, WTX, GIN, Bankers Almanac, BOSS, PEGA, CashMan / JCASH, Client Onboarder, RDS Tool, Cash Pro FX, Sierra, Compass, Task Tracker, Avaya Phone System, and Python.

Microsoft Office: Word, Excel, Access and PowerPoint.

Education
BS: Business AdministrationAug 2015Gardner-Webb UniversityIndianapolis, INGPA: GPA: 3.71

Focus on Business Management and Marketing

Certification: OrthopedicsDec 1992NBCOPAIndianapolis, IN

Passed National Board on 1st attempt.

Certification: Orthopedics1992National Naval Medical CtrIndianapolis, IN

Highest to graduate from the program 98.6 of 100.

Affiliations, Awards, & Achievements
  • Phi Theta Kappa Honor Society - President, Nu Tau Chapter 2012
  • American Society of Orthopedic Physician's Assistants (ASOPA)
  • Delivered the highest Score on Manual Regulatory Audit for case management accuracy on a global scale.
  • Received numerous recognition cards, letters of commendation, and appreciation, for my efforts in productivity and delivering outstanding customer service.
  • 3 Silver Awards - given for a higher level of effort, impact or results, including exceeding expectations or goals, being proactive on a project or contributing directly to the team or line of business.
Volunteer Support
  • Volunteer Support.
  • YMCA Healthy Kids Day, booth volunteer, promoting healthy lifestyles for children.
  • Medical Coverage for local school sporting events and assist with sports physicals.
  • Assist with local Food Pantry and other charitable institutions as a financial supporter.
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Resume Overview

Companies Worked For:

  • Bank of America
  • Northshore Orthopedics & Sports Medicine Center
  • Charlotte Ortho/Nalle Clinic
  • U.S. Navy

School Attended

  • Gardner-Webb University
  • NBCOPA
  • National Naval Medical Ctr

Job Titles Held:

  • Team Leader, Officer - Operations Analyst
  • Orthopedic Physician's Assistant
  • Orthopedic Assistant
  • Clinic & Supply Mgr., HM, Ortho. Tech

Degrees

  • BS : Business Administration Aug 2015
    Certification : Orthopedics Dec 1992
    Certification : Orthopedics 1992

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