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Vice President Resume Example

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VICE PRESIDENT
Professional Summary

Organized and detail-oriented Vice President with 21 years of experience in Corporate Trust and Finance. Skilled defining financial capabilities through effective , volume, operational functions and processes. Proven success in designing and implementing optimized practices for increasing productivity and profitability. Distinguished leadership skills with commitment to increasing customer satisfaction.

Skills
  • Microsoft Word, Excel, Access, PowerPoint, Outlook
  • Applications: Global Plus, MCS, Rumba Cashbooks, Titan, AM Trust, One Stop
  • Lotus Notes, Dreyfus Lion Sub Accounting System, DTC, Bloomberg,
  • ACS, AS400 Billing, Etran, DSE, TAS, NOM, Lombardi
  • Languages: HTML, Knowledge of COBOL, C++, Visual Basic
  • Accounting, Reporting
  • AS400, Rumba
  • Billing, Securities
  • Bloomberg, Service level agreements
  • Book, Phone
  • C++, Vista
  • COBOL, Visual Basic
  • Legal
  • Lotus Notes
  • Meetings
  • Access Database
  • Outlook
  • Microsoft Word
  • Negotiation
  • Processes
  • Relationship building and retention
  • Contracts
  • Conversion
  • Clients
  • Client
  • Customer service
  • Documentation
  • Senior Management
  • Fax
  • Financing
  • Financial
  • Funds
  • HTML
  • Notes
  • Managing
  • Access
  • Excel
  • PowerPoint
  • Migration
  • Operating systems i
  • Reconciling
Work History
October 2006-CurrentVice President | Bmo Harris | Seattle , WA

· Client Service Manager responsible for a large number of portfolio Corporate Trust Accounts/Clients serving as the primary account representative for the overall client relationship within each assigned portfolio

· Managing the overall service and relationships of clients, including the day to day administration of accounts, negotiation of new appointments, coordination of services, and monitoring contractual obligations

· Responsible for addressing client issues proactively and efficiently, servicing of client's inquiries, investigating and escalating all client issues

· Monitoring and administering of client service issues including service level agreements, governing document guidelines and/ or indenture guidelines, processing activities, overdrafts, and reconciling cash balances

· Administering debt issuances including various complex financing structures and services related to assigned Corporate Trust products

· Executing monetary transactions, such as securities trades, and processing of semiannual and monthly principal/interest payments

· Managing the relationships of specific assigned products with the portfolio managers, underwriters, issuers, rating agencies, accountants, investors, insurers, default administrators, and clearing system agencies

· Reporting and other activities including specialized client reporting, interfacing with compliance, audit, risk, and legal, as well as assisting with and responding to audit requests

· Overseeing compliance regulations for each assigned portfolio, conforming with all audit recommendations, and maintaining acceptable audit ratings

· Maintaining standard operating procedures for various operation processes within department guidelines

·

  • Identified opportunities to improve business process flows and overall departmental productivity.
January 2005-October 2006Assistant Vice President | Jefferies Financial Group Inc. | Dallas , TX

· Executed all Trustee Duties including account set ups, disbursement of funds for multiple payment distributions, and compliance issues as they arise

· Reviewed legal and financial documents with internal/ external counsel as needed on any new / existing Corporate Trust Deal Closings

· Provided strong customer service by responding quickly to client requests, offering solutions to client needs, and developing client relationships

· Ensured deal information set up on all operating systems i.e. Ticklers, Account portfolio set ups, Billing, Compliance documentation, KYC's

· Timely processed all cash and trade settlement transactions accurately

· Coordinated with Operations area the processing of all Corporate Actions, DWACS, FRACS, security transfers

· Participated in weekly Client Service meetings with Senior Management

· Presented to Senior Management quarterly Client Service Reviews from Clients detailing feedback and suggestions for improvement

· Assisted Team in daily operations and provide back up support during absences

· Part of the JPMorgan Chase Bank NA - The Bank of New York Corporate Trust Asset Conversion

January 2002-September 2005Assistant Treasurer | Idex Corporation | West Henrietta , NY

· Assisted the Department Manager with monitoring a $11.5 Billion Whole Loan Repo Funding Program offered by Client to Mortgage Originators

· Overseen the daily operational functions and inquiries of the UBS facility, including identifying and resolving any issues as they arise

· Managed, evaluated, and resolved issues for staff of 16 employees and consultants, thus facilitating a smooth work flow

· Reviewed and updated short term loans including original notes, mortgages/deeds, and various legal documentation

· Maintained and accurately updated daily Return Note Log Access Database, including reshipping all original notes returned to Investors

· Assisted in Department Wide Audit, resulting in a rating of “A”

  • Reconciled monthly statements, invoices and expense accounts, keeping records accurate and current.
November 1999-January 2002Senior Operations Associate | Success Academy Charter Schools | Queens , NY

· Accurately processed Buys/Sells of State/Local Government Securities and Guaranteed Investment Contracts

· Utilized strong communication skill, handling complaints, inquiries, discrepancies, and special requests

· Reconciled daily all DDA Accounts, Global Plus Accounts, Titan Accounts, AM Trust Accounts

· Involved in Department migration to Texas, assisting with the training and development of new staff in Dallas, Texas

· Processed by phone, wires, on-line, and fax Mutual Fund and Non-Mutual fund purchases and redemptions

· Accurately paid out Mutual Fund Sweep Fees , Vista Fees, Offshore Fees, and 12B-1 Fees on Monthly basis

· Prepared Revenue Mutual Fund and Chase Vista Reports for Chase Monthly Revenue Book on-line

· Opened, Closed, Updated, and Reconciled Mutual Funds and Chase Vista accounts daily

· Updated Dreyfus Lion Sub Accounting System year end processing

· Involved with Department-wide conversion of all Mutual and Non-Mutual Fund Accounts transfers from Dreyfus Lion Sub Account Customer System, Lotus Notes Chase Vista Investment System, and CMFS Investrack System to new Global Plus System

Education
BBA: Management Information SystemsPace University, City, State
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How this resume score could be improved?

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75Average
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Resume Overview

School Attended

  • Pace University

Job Titles Held:

  • Vice President
  • Assistant Vice President
  • Assistant Treasurer
  • Senior Operations Associate

Degrees

  • BBA : Management Information Systems

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