QUALIFICATIONS SUMMARY
Highly qualified, goal oriented professional with 9+ years of experience in relevant industries. A portfolio of achievements, including leading a department from 65% of sales quota to 95%. Resourceful at independently researching, negotiating and resolving complex problems with account representatives, clients, and customers. Deft financial service representative with experience in all aspects of finance: accounting, banking, and operations. Broad-based skills and experience in customer service, analytic research, data entry, sales, billing, business accounting procedures, accounts payable / receivable, employee scheduling. Worked in an operational capacity to further develop small business. Proficient with: Microsoft Word, Excel, Outlook, SharePoint, Dynamics 365, Appro, and Oracle.
COMPETENCIES
● Excellent writing, communication, leadership, and organizational skills
● Resilience and stamina to work well under pressure and maintain confidentiality
● Skilled at initiating and maintaining long-term business-to-business relationships
● Ability to work both on team and independently
● Advanced analytical, problem solving and decision-making skills, and work through ambiguity
● Ability to provide professional customer support to enhance the client dedication
● Ability to analyze market’s financial data and to provide appropriate data-based analysis
PROFESSIONAL EXPERIENCE
December 2018 - Present
Financial Services Operations (Asset Management Solutions)
Kansas City, MO
● Provide innovative financial operations solutions for world-leading asset management companies (Banking companies, Broker-Dealers, Distribution Companies)
● Process institutional transactions / trades to accounts (purchase, reductions, transfers, exchanges)
● Use independent judgement to identify financial discrepancies and escalate to appropriate department
● Work closely with specific financial operations groups (control, accounting, analyst) to hold, verify, and
secure funds by NYSE exchange cut-offs
● Responsible for all aspects of financial operations, including: monitoring accounts and assets, closing
funds, creating and releasing institutional wires, and creating estimates
● Update job knowledge by tracking financial markets, and general economic conditions, during shifting
regulation change
February 2018 - September 2018
Financial Services Representative
Seattle, WA
● Guided clients towards profitable / secure financial decisions, and built win-win relationships
● Provided strategic advice across a variety of financial products and services (debt management, cash management, investments)
● Conducted new account interviews, opened CDs, IRAs, trust accounts, and all major financial products
● Reviewed legal documents, and processed loans applications and closing documentation
● Researched and complyed with all aspects of federal and state laws, taxes, and policy
● Discerned, researched, and corrected account discordances with independent judgement
October 2017 - February 2018
Wholesale Accounts Representative
Seattle, WA
The wholesale department has established accounts with government agencies, industrial companies, corporate institutions, and small businesses. Transferred to Seattle in 2017 as part of a small team to reorganize the Seattle wholesale department.
● Accounts representative to high volumes of high-priority business accounts
● Coordinated delivery arrangements with municipal government agencies
● Oversaw cost-saving methods for internal and external department purchasing, lowering shipping costs
● Investigated existing problematic procedure, and streamlined internal accounting / billing and delivery
● Independently negotiated with accounts on pricing and scheduling, and collaborated with existing sales
team in implementing new relationship strat...
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