Operations Associate Skills

• Coordinated and supported Operations Associate in shipping and receiving activities to ensure accuracy, integrity and optimum customer service.
• Provided administrative support to the agency by coordinating sales leads, document retention, customer service and general office support
• Register inventory Unload trucks Skills Used Time management General Math Skills Verbal Communication Customer Service Resolving Conflict Teamwork Client Relationships
• Monitored daily processing logs from internal and/or external sources and provided customer service to internal and external customers.
• Transitioned from customer service role at an owner/inventor-operated company into a corporate culture for personal growth and opportunity.
• Led and documented reorganization transition resulting in effective incremental changes, increased morale, and improved customer service.
• Provided quality customer service in fast paced environment by interacting with customers and explaining differences in merchandise.
• Worked effectively on a team of sales representatives and operation managers to provide quality customer service.
• Received incoming shipments * Processed orders for various shipments * Customer Service regarding orders and delivery
• Facilitate Circulation Department's Network Account Requests, Customer Service Requests and Telecommunications Service Request.
• Headed meetings regarding incoming customer service calls and weekly reported on and analyzed service metrics.
• Exercised exceptional customer service skills while maintaining admirable relationships with co- workers as well as management
• Guided tours of facilities and explained program details to potential participants with exceptional customer service.
• Resolve customer issues and instruct associates regarding customer service policy to optimize customer experience.
• Established all metrics for performance evaluation to ensure exceptional customer service and control costs.
• Lead customer service initiatives to respond immediately to customer needs over phone & email
• Trained Customer Service Representatives on how to effectively utilize the software and platforms.
• Assisted in upholding, developing, and implementing customer service operation policies.
• Provided customer service to internal customers and assisted in loan closing procedures.
• Directed customer service initiative within associates to ensure our clientele's satisfaction.

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• Maintain portfolio accounting systems and processes for financial advisory firms.
• Researched and evaluated client monthly activity reports; cross-referenced data with financial advisor transaction reports, ensuring all data corresponded.
• Assisted shareholders and Financial Advisors with lost or damaged stock certificates and provided verification by medallion signature stamp guarantee.
• Reviewed financial advisor reports and verified data against client statement asset portfolio or summary earned income reports.
• Processed and monitored daily over 80 incoming mutual fund networking requests from financial advisors.
• Assist financial advisors in researching and resolving any documentation discrepancies.
• Assist Financial Advisors in preparing client communications and proposals.
• Assisted three financial advisors with operational and administrative projects.
• Provide all levels of administrative and operational support to a team of financial advisors ensuring a smooth running and efficient department.
• Wire Operator; place orders and processed of incoming securities and payments from clients and Financial Advisors using WebNAS/NextGen based software.
• Communicated regularly with in-house management, financial advisors, and mutual fund companies through e-mail, meetings and conference calls.
• Processed Pay or return decisions on Cap Account NSF items per financial advisors requests on their prospective client's accounts.
• Processed reports and verified system integrity; interfaced with financial advisors in order to discuss and resolve ongoing issues.
• Assist in the training and mentoring of newly hired financial advisors regarding the processing of new client account documentation.
• Managed high volume email and telephone correspondence with financial advisors, high-net-worth clients, financial institutions, and colleagues.
• Broker firm and financial advisor updates or changes to one or more accounts by authorized parties or financial adviser.
• Provided support services to 5 financial advisors - verified paperwork, input data, contacted clients, etc.
• Provided clerical support to 9 Financial Advisors and 3 Certified Assistants as well as customer service to clients.
• Recorded financial advisor's daily asset and production figures in order to stay aligned with annual goals.
• Researched, analyzed, and made purchasing recommendations to the financial advisor on new financial vehicles.

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• Analyzed policies and endorsements to identify errors, omissions and discrepancies to ensure compliance with company and regulatory standards.
• Reviewed operations rules, alerts, and systems to ensure compliance with company and governmental anti-money laundering regulations.
• Provided accurate and complete information to ensure compliance with specified rules and regulations.
• Reviewed pertinent documents to ensure compliance.
• Reviewed processes and procedures related to KYC (know your customer) files in an effort to ensure compliance and efficiency.
• Maintained client files and documentation and worked directly with the compliance department to ensure compliance with all rules and regulations.
• Performed financial analysis on client and claimants' assets and ensure compliance with class action settlement agreements and court orders.
• Worked in conjunction with compliance department to ensure compliance with AML continuity plan, and all regulatory requirements.
• Provided day-to-day oversight over five local facilities to coordinate repairs, arrange employees, and to ensure compliance.
• Maintained the Office of Supervisory Jurisdiction (OSJ) Compliance Library to ensure compliance with regulatory requirements.
• Monitor the Regulation CC report to ensure compliance regarding funds availability on customers' accounts.
• Monitored accounts to ensure compliance, and distributed all incoming and outgoing mail.
• Audit new account documents on IRA and HSA accounts to ensure compliance.
• Reviewed account summaries on trades executed to ensure compliance with NFA regulations.
• Maintained and reviewed error reports to ensure compliance standards remained above average.
• Initiated projects to streamline business processes, including: Completed audits and other activities to ensure compliance with laws and regulations.
• Perform QA real time review of manufacturing documentation to ensure compliance with cGMP and Baxter procedures and quality standards.
• Support the regional managers within the call center to ensure compliance with deliverables on day-to-day bases.
• Monitor branch activities to ensure compliance with all applicable regulations, including Know Your Customer.
• Mortgage Banking Loan Administration Quality Control Department Responsible for performing audits on loans to ensure compliance and agency guidelines are met.

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• Filed correspondence manually and electronically and performed data entry and maintained files and filing systems.
• Provided administrative support to Department Manager, data entry, and operate general office machinery.
• Handle multifaceted clerical tasks including data entry, transcribing meeting minutes and proofreading documents.
• Managed data entry processing of incoming financial reports and supporting documentation for appropriate reports.
• Identified and corrected data entry errors and reported them to supervisor when necessary.
• Completed data entry for large corporate customers according to specific procedures for processing.
• Provided administrative support: Data Entry/Texts/Emails/Benefits follow-up for current and potential employees.
• Processed reconciliation logs for Accounting Department and data entry of monetary transactions.
• Followed data program techniques and procedures to maintain data entry requirements.
• Provided administrative and clerical support including highly sensitive donor data entry.
• Performed Regulatory submission process including completion of appropriate data entry.
• Performed data entry of appropriate data into computer systems.
• Required strong administrative, clerical and data entry skills
• Supervised Data Entry Department consisting of six individuals.
• Performed data entry of customer deposits and withdrawals.
• Completed data entry for large corporate customers, conduct quality control on daily work processed ensuring service level standards were met.
• Check Encoding Proof Operator -Data Entry -Depository of company checks -Depository of client payments -Running and balancing of reports -Verifying of batches
• Assisted in all areas of administrative work including data entry, receptionist duties, file organization, research and development 25.
• Updated and maintained donor records through data entry, donation processing, and batching using Raiser's Edge database system.
• Assist Data Coordinator with data functions such as quality checking, data entry, verbatim entry and data checking.

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• Filed and documented inventory data and paperwork required for store audits.
• Maintain organized documents required for store audits.
• Retain required inventory paperwork for store audits.
• Keep all inventory paper records required for store audits.
• Organize all inventory paperwork required for store audits.
• Filed all inventory records required for store audits.
• File inventory paper records for store audits.
• Complete store audits and inventory count.
• Keep all inventory paper records required for store audits.Assist with merchandising updates.

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• Improved management decision making through streamlining of Operational Review and Equity summary reports, quarterly valuation and market value sign-off processes.
• Compiled and submitted regulatory documents to the National Association of Securities Dealers Inc. *Traded fixed and equity securities.
• Developed ongoing equity portfolio analysis detailing all key performance drivers critical to oversee equity portfolio management.
• Led a financial operations team that processed exercises and assignments of Derivative/Equity options.
• Executed Canadian equity and fixed income agency orders using proprietary OMS system.
• Oversee settlement of international equity and fixed income securities.
• Monitored and resolved potential Buy-ins on equity trades.
• Reconciled equity activity resulting from exercise and assignments.
• Trained all new operations employees within the Recovery Group and created Operations Training Manual for Distressed Debt and Equity Investment Team.
• Initiated, monitored, reconciled and settled all equity sell side trades with middle office, brokers, and banks.
• Worked directly with the equity research department and portfolio manager to determine model changes and implementation of new investment strategies.
• Supported funds' month-end close process through reviewing monthly and quarterly investor statements for hedge funds and private equity funds.
• Determine success of the Bank's participation in the MHA program by analyzing home equity government modifications and developing forecasts.
• Funded individual customer, business-to-business, and correspondent home equity loan accounts in excess of one million dollars in revenue.
• Analyzed and approved potential investments to ensure equity trade limits imposed by industries, regulators or issuers were not surpassed.
• Input and execute stock vs. option orders for the Equity Options desk and resolving any clearing discrepancies with options exchanges.
• Review NAV packages monthly and quarterly for hedge fund of fund vehicles and private equity fund of fund vehicles.
• Executed trades of equity and equity derivatives, fixed income products, and mutual funds on behalf of advisers.
• Managed accounts for hedge funds; responsible for figuration and booking of debt, equity, and derivative trades.
• Performed backup to Equity Operations Manager, processing trades, and sending electronic trade confirmations for all transactions.

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• Support with distribution of parent communications including phone calls, written notices and website notifications.
• Coordinated phone calls directed to the floor to facilitate communication between personnel.
• Answered customer telephone calls regarding existing accounts.
• Schedule appointments for patients, answer phone calls, maintain medical records of patients, sterilize medical equipment.
• Answered customer phone calls to answer questions, take orders, confirm delivery, and return damaged goods.
• Assisted with day to day operations such as maintenance, customer service, phone calls, and sales.
• Prioritize hundreds of emails daily to ensure most pertinent items are handled efficiently while managing incoming phone calls.
• Responded to sales inquiries and provided customer support by answering telephone calls and responding to e-mail correspondence.
• Managed the reception area; met clients, answered phone calls and arranged client and staff meetings.
• General Customer Service including answering phone calls, assisting customers with product selection, and processing sales.
• Answered phone calls varying from how to find a certain publication to clarification on department policies.
• Serve as the unit's communication person, answering phone calls, taking and relaying messages.
• Answer and triage all incoming phone calls for prompt resolution; schedule patient tests and appointments.
• Answered and transferred telephone calls, delivered mail and prepared conference rooms for meetings.
• Supported internal customers including branches and TBC by servicing phone calls regarding plastic disputes.
• Contacted clients and professional contributors through mailings, phone calls, and email marketing.
• Set up offender phone calls with court/attorney/agent in group calendar, schedule meeting rooms.
• Answer phone calls and questions from public, attorneys, and other agency staff.
• Handled 30 investigation phone calls per night for 40 days during night shift.
• Answer incoming telephone calls and transfer them to the appropriate party.

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• Analyzed all currency trading account applications and financial documents, and investigated new accounts to ensure compliance with Anti-Money Laundering policies.
• Processed asset movement requests, account information alterations, and originated new accounts according to corporate and regulatory policies.
• Provided recommendations and ensured compliance with FINRA regulatory policy, including conducting detailed reviews of new accounts daily.
• Cross trained in new accounts after demonstrating initiative to quickly assimilate into the financial industry.
• Created systematic processes to ensure quality control in departmental processes related to new accounts.
• Reviewed and approved documentation needed to open new accounts for international clientele.
• Opened new accounts and ensured compliance with control and regulatory requirements.
• Conducted training for another operations associate while transitioning to new accounts/customers.
• Performed extensive data entry to process new accounts received from shareholders.
• Reconciled new accounts, corrected any errors from the blotters and mismatched data, and saved the reconciliation report for documentation.
• Compiled information for new accounts, entered account information into system and processed all paperwork for new and existing clients.
• Tracked and managed numerous new accounts through the application and e-commerce building process over 3 week periods until complete.
• Perform detailed industry analysis to identify trends in new accounts including geographic location and the impact on the industry.
• Analyzed high net worth individual's current holdings within all security classes to assist transfers into new accounts.
• Open new accounts, closing accounts, daily maintenance of accounts, and balance of bank general ledgers.
• Generated over 50+ new accounts and transferred balances for new and existing MBNA clients on a monthly basis.
• Assist with all branch operations functions: wire, cashier, new accounts, and mail & administrative.
• Process and report all Day 2 confirmation for new accounts and report to fund companies for verification.
• Account administration (Personal and business) comprises set up new accounts, maintenance, follow ups.
• Received and processed all incoming debt instruments to set up new accounts or modify existing ones.

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• Analyzed operations policies & procedures and provided recommendations to the Management regarding job procedure improvement and maintaining client relationships.
• Major responsibility required editing, for accuracy, all new account information for new client relationships.
• Applied and improved communication skills internally and externally while handling business and client relationships and requests.
• Cultivated client relationships in serving as primary communications point for account information requests.
• Managed client relationships for data collection and mapping improvements.
• Developed and enhanced client relationships through consistently positive interactions.
• Collaborated on implementation of 11 new client relationships.
• Nurtured client relationships through frequent inventory deliveries.
• Develop and manage enterprise client relationships.
• Provided daily support to traders on existing positions, cash and reporting in order to maintain strong client relationships.
• Supervised and developed 10 associates in the timely and accurate transaction processing for 27 client relationships.
• Strengthened client relationships as a member of the Customer Solutions Team.
• Cross Sell Chase products to secure and promote client relationships.
• Maintain excellent client relationships when responding to client requests.
• Manage client relationships to ensure client needs are exceeded.
• Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
• Assisted with or took responsibility for advisor billing process and quarterly reporting Maintained a high level client relationships and service.
• maintained cash and inventory accountability, worked bingo game sales for weekly fundraising events, built and maintained client relationships

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• Supervised patrons while using gym facilities/equipment and assisted graduate assistants with various tasks/special projects as assigned.
• Manage several quarterly and seasonal directives and special projects simultaneously in partnership with the Operations Coordinator.
• Acted as project administrator/coordinator for large meetings, special projects, business initiatives.
• Collaborated with other departments and developed strategy for special projects involving data analysis.
• Maintained confidentiality on highly sensitive special projects.
• Completed special projects assigned by upper management.
• Participated in special projects assigned by Management.
• Provided the Executive Director and regional managers with administrative assistance which included: scheduling, travel arrangements, and special projects.
• Assisted with increasing a financial planning company's efficiency, including assisting in the restructuring of work processing and special projects.
• Work independently on special projects often interacting with all levels of management, serving as a resource of the business unit.
• Selected for assignment abroad in Dublin, IE to collaborate with colleagues on special projects and enhance cross office communication.
• Take charge of completing special projects, including marketing scorecard, cornerstone prospect tracking, and CMR reports and projections.
• Collaborate daily across departments on special projects in order management, inventory, merchandising, and fraud prevention efforts.
• Assist in a variety of special projects such as producing custom reports or verifying accuracy of customer billing data.
• Participated in special projects, including TOLS, conversions, orphaned accounts, and quarterly certificate verification audits.
• Complete special projects, support others and adapt to the needs of a highly demanding team environment.
• Perform related duties, special projects and/or other functions (including assisting in other departments) as required
• Worked on special projects as assigned by management to create better controls and automate processes when possible.
• Managed and implemented special projects for both my clients and the clients of other team members.
• Assist the district underwriters with profit and growth activities, special projects or audits as needed.

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• Maintain detailed paperwork for inventory control on a regular basis manually and electronically.
• Store Operations, Customer Service, Merchandise Processing/ Signing/ Replenishment/ Stocking/ Inventory Control
• Performed housekeeping, inventory control and complied with all safety requirements.
• Practiced stringent inventory control and cash handling procedures.
• Inventory control specialist maintaining incoming and outgoing products.
• Provided inventory control for problem receive products.
• Maintained inventory control and minimized loss prevention.
• Ensured adequate inventory control program for all supplies; negotiated contracts with clients and vendors, participated in cost control measures.
• Manage warehouse inventory and assist in the execution of Inventory Control measures to ensure proper stock levels and accuracy of records.
• Machine Operator, Quality Control, Machine Maintenance, Inventory Control, Industrial Equipment Operator, Safety Implementation, Data Management
• Inventory control, used RF scanner to count merchandise; forklift driving, truck loading of food and other perishables.
• Worked as a warehouse associate in the following department: Receiving, Stocking, Customer Returns, and Inventory Control.
• Created inventory control measures in order to effectively manage supplies and lower cost in maintaining too high of supply volumes.
• Complete routine administrative tasks to include answering to high call volumes, inventory control, filing, and mail distribution.
• Worked under the direct supervision of store manager to ensure that store met audits of inventory control and operations.
• Assisted with the purchase of necessary supplies, equipment and services from appropriate sources and maintained proper inventory control.
• Establish, implement, and maintain an inventory control process which includes writing inventory and procurement policies and procedures.
• Designed and implemented an inventory control plan that resulted in one hour of time saved per shift.
• Experienced in inventory control, ordering, restocking, and consolidation of store inventory and supplies.
• Supported inventory control manager at Fifth Avenue location, the company's highest-volume and flagship store.

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• Collaborated with application Customer Financial Operations personnel to ensure timely processing of customer orders.
• Fulfilled online customer orders and tracked inventory in and out of computerized system
• Prepare hundreds of weekly customer orders by operating forklift to load orders into packing materials and delivering it to customers.
• Serve as assistant order manager verifying customer orders have been filled and shipped Warehouse Operations Associate II - Inbound Receiver.
• Locate product within the distribution center, and pick/pull correct quantities to fill customer orders in an efficient timely manner.
• Performed tasks including pick/packing customer orders, processing orders, and preparing orders to be shipped out to customers.
• Processed customer orders, cataloged and published item details and descriptions on the company s website.
• Processed customer orders, order selected, operated forklift, and loaded and unloaded trucks.
• Confirmed customer orders for a large distributor of video games, accessories and systems.
• Inventory product to ensure customer orders are accurate and shipments tracked using Microsoft Excel.
• Assembled customer orders from stock and placed on pallets or packaged in boxes.
• Pick and pack customer orders and send to correct shipping department for completion.
• Retrieved online customer orders and prepared them for pickup at customer service.
• Process customer orders received via phone, email, and online bookings.
• Gather and package clothing orders for customer orders in a high-throughput setting.
• Pull wines from inventory for customer orders and transfers between locations.
• Conduct audits of inventory shelves to reduce errors in customer orders.
• Assemble customer orders and place in assigned bin area with ticket.
• Create and schedule orders for shipping of materials and customer orders.
• Design, layout, proof creation and timely execution of customer orders

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• Developed and implemented advertising campaigns for all websites by collaborating with sales, operations, inventory management, and account managers.
• Inventory Management: Monitored and helped alleviate aging inventory, thereby increasing turns and eliminating unnecessary write offs.
• Reorganized inventory system for efficient picking for packaging, implemented visual management systems and inventory management.
• Have reasonable knowledge and ability to use Guitar Center's inventory management computer operating system.
• Assisted with operations for campaign management, trafficking, and inventory management.
• Completed inventory management tasks including organization of products and regularly scheduled counts.
• Inventory management: includes reconciliations with warehouse to ensure consistency between inventories.
• Inventory management tasks and maintain quality of service by following operational standards.
• Perform all inventory request for production using SAP System Inventory Management.
• Formed databases and spreadsheets to improve inventory management and reporting accuracy.
• Perform general accounting and customer service duties which included inventory management.
• Improved lab chemical inventory management by redesigning and creating new database.
• Handle incoming merchandise from manufacturers and ensure proper inventory management.
• Inventory management also performing computer based pricing and purchasing changes.
• Perform administrative tasks such as sales charting, inventory management
• Executed supply management, procurement, and inventory management.
• Created inventory management tools for equipment and furniture.
• Inventory management of raw materials.
• Inventory management and data entry.
• Receive and count stock items and record data both manually and with inventory management software (RSS).

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• Interacted with operations manager to assess, troubleshoot and problem-solve production issues, ensuring timely claims processing and campaign delivery.
• Collaborated with technical operations team members to update Confluence knowledge base troubleshooting guides and standard operating procedure articles.
• Implemented quick reference guide that was utilized by phone reps for quick reference when troubleshooting browser install/updates/site navigation.
• Communicated regularly with Marketing, Logistics, and Technical teams to troubleshoot and improve customer experience.
• Managed office operations; both on-site at location and remotely through IT/Technical Support and Troubleshooting.
• Navigate a computerized data entry system for tracking information gathered, troubleshooting and transaction processing.
• Provided enhancement of materials, troubleshooting, as well as implementing technology solutions
• Reduced costs by troubleshooting equipment, thereby eliminating need for technician support.
• Monitored software systems and analyzed sensor data, troubleshoot software/hardware when necessary.
• Maintained & Traveled to remote locations for network troubleshooting when necessary.
• Provide excellent customer support for product troubleshooting while improving client relationships.
• Maintain working knowledge of department equipment operations and troubleshooting skills.
• Improved account accuracy by initiating troubleshooting and problem resolution procedures.
• Performed daily troubleshooting of process material and equipment issues.
• Created documentation for application, troubleshooting and deployment.
• Identify and troubleshoot assembly and quality problems.
• Utilize Microsoft remote assistance services such as Remote Desktop Connection (RDP) in order to troubleshoot and repair issues remotely.
• Prepare troubleshooting reports and presentations for difficult cases for the managerial level in order to save my department from penalty fees.
• Handled troubleshooting of fraud transactions; verifying and vouching when needed; advising compliance of final investigation results verifying fraud activities.
• Served as the key point of contact for teller questions and troubleshooting in the absence of the head teller.

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• Partnered with Google Maps engineers using proprietary computer applications in order to conduct autonomous field data collections, information gathering/sorting.
• Answered phones*Sorted and delivered mail to four locations*Operated mail postage machine*Sorted insurance papers*Used complicated computer software to enter loan payments
• Developed proficiency in quickly identifying telephone numbers, conducting market research, and correctly recording and sorting results.
• Gathered and sorted documents and related information submitted by clients while ensuring the acquirement of complete documents.
• Truck receiving/sorting/inventory audits - Defectives processing and pallet-wrapping/loading - Cashiering and customer services - Store/department display maintenance
• Performed field data collections and information gathering/sorting, traveling on assignment for Google.
• Screen and sort incoming paper/electronic mail to determine appropriate routing and distribution.
• Operated IBM check reader/sorters, reject re-entry, reconciliation and balancing/proofing systems.
• Sorted through and organized inventory and overstock.
• Sorted and digitally documented incoming inventory.
• Assorted/Restocked pallets of chemical fertilizers.
• Provided general administrative support to US and Global research, including retrieving, distributing and sorting of Global and US mail.
• Sorted and placed materials in bins according to predetermined sequence such as size, type, and style or product code.
• Received incoming shipments * Sorted inventory for multiple store and department locations * Closed out and wrapped pallets * Miscellaneous seasonal projects
• Sorted and handled correspondence mail to be processed, data entry information of checks and account information inputted into the system.
• Open, date stamp, sort and distribute all incoming mail (including fax) in accordance with office procedures.
• Organized and sorted daily returns by departments, making easier for associates to retrieve and put back onto sales floor.
• Traveled up to 75% with team of surveyors to gather and sort data for Google's various location services.
• Oversee daily mail processing, which include metering, sorting, delivery of mail, and loading and unloading trucks.
• Imaged and encoded all types of financial items, on computer based sorter machines, under fast-paced, customer-focused deadlines

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• Improved daily operations by partnering effectively with NCR technicians to develop processes that contributed to systems performance increases.
• Provide general administrative and clerical support to ensure the efficiency of daily operations.
• Warehouse Associate facilitated in sorting and receiving of products throughout daily operations.
• Handled daily operations in a fast-paced environment at a growing company.
• Conducted daily transactions and process-related work in support of daily operations.
• Utilized SunGard's Charlotte Navigator trust accounting system in daily operations.
• Monitored guest control and contributed to team fulfilling daily operations.
• Decreased overhead by eliminating duplicate functions and streamlining daily operations.
• Develop and implement continuous process improvements to streamline daily operations.
• Execute daily operations of customer service and quality control.
• Supervised and trained several employees while maintaining daily operations.
• Balanced daily operations of primary and branch locations.
• Managed daily operations for political public relations campaigns.
• Communicated with customers and assisted in daily operations.
• Executed daily operations of Federal Reserve Adjustments.
• Managed the daily operations and project administration related to the development and completion of new and or/changed products for Desserts categories.
• Managed daily operations of assigned client portfolios, consisting of client reporting, addressing client questions and processing client requests.
• Assisted golf operations manager with charity tournaments, Ford PGA tour, Cadillac, Blue Monster, and daily operations.
• Capitalized on down time by completing assignments tasks for future dates as well as key maintenance necessary for daily operations.
• Managed daily operations and ensured successful completions of requested items as arranged to in the agreement with our internal clients.

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• Process customer demand deposit account cash transactions in a high volume operations environment using sophisticated cash processing hardware and software.
• Demonstrated flexibility in satisfying customer demands in a high volume, production environment;.
• Managed high volume financial activity in a fast-paced, risk-based corporate environment.
• Managed a high volume of orders for residential/commercial purchases and refinances.
• Processed high volume of incoming daily deposits using new scanning system, scanned over 100 deposits daily to B-I-C teller system.
• Supervised 2 - 4 drivers and 2 - 6 temp associates during high volume special events with major global brands.
• Managed credit systems for $25BN portfolio, ensuring timely resolutions to a high volume of global client requests.
• Perform high volume, time-sensitive routine tasks requiring intermediate research and problem solving skills in a fast paced environment.
• Singled out by partners for speed and accuracy of input data, despite high volume of documents.
• Managed all aspects of major data storage account for a team servicing a high volume product.
• Processed Medicare, Medicaid and all medical claims with high volumes with high accuracy rating.
• Received high volume of cash bags from armored trucks for commercial accounts input into money manager
• Manage a high volume of clerical duties including filing, fax and email inquiries.
• Execute high volume time sensitive research and problem solving in a fast pace environment.
• Processed and reviewed high volumes of standard tasks and transactions and maintained documentation.
• Manage high volume of daily email communication to and from overseas buying offices.
• Assisted colleagues with various job functions as needed (high volume work load)
• Processed loan purchases and sales in a fast paced, high volume environment.
• Handled High volume calls and emails from borrowers and lenders to resolve issues.
• Worked efficiently in high volume, fast paced, deadline oriented environment.

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• Prepared and revised financial statements, and other correspondence relating to the issuance of financial statements for Certified Public Accountants
• Prepared quarterly financial statements which detail investment history and mutual fund price fluctuations.
• Created timely financial statements, external reporting requirements and audit reports.
• Produced and verified financial statements for delivery of monthly reports.
• Prepare financial statements and maintaining General Ledger accounts.
• Reviewed and documented quarterly/monthly financial statements.
• Reconciled trades against financial statements.
• Manage monthly financial statements, reconciliations, and month-end close of corporation to provide clients with accurate and timely accounting records.
• Assisted internal and external auditors in their examination of the financial statements of the fund's accounts and investments.
• Complete period, quarter and annual closing of the financial statements as it relates to HQ Capital Management.
• Manage incoming and outgoing mail that may contain confidential information such as financial statements and paychecks.
• Generated monthly sales reports for approximately 100 convenience stores to be used for monthly financial statements.
• Reviewed and analyzed financial statements, and compiled data to be used in portfolio valuation reports.
• Performed auditing to obtain assurance about whether the financial statements are free from material misstatement.
• Generated financial statements and computed taxes owed by applying prescribed rates, laws and regulations.
• Assisted planner with client management by building client financial statements on Excel.
• Analyze tax returns and other financial statements.
• Create and update yearly fund financial statements.
• Entered and manipulated data from financial statements in Excel Downloaded the information into the proprietary database
• Prepared financial statements including footnote disclosures * Computed and maintained financial reports.

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• Implemented corporate actions alert systems to ensure the most recent notices are communicated efficiently and accurately to Implementation Specialist team.
• Reviewed and researched all domestic and foreign corporate actions expiring within forty-eight hours to confirm announcements were captured.
• Presented corporate actions to investment advisory group and ensured accurate delivery of firm instructions to custodian.
• Reconcile suspense accounts and global settlements accounts pertaining to corporate actions Operations.
• Collected and reconciled client investment activity including corporate actions and alternatives.
• Outlined and implemented procedures for accounting, performance and corporate actions.
• Developed and maintained procedures for processing all mandatory corporate actions.
• Assist and closely interact with Global Investments, Corporate Actions, Pricing, Trade Support, and other internal departments.
• Increased the firm s ability to profit during corporate actions from trading strategies while decreasing previous error rates.
• Reconciled and posted all corporate actions, corrections, and other non-cash transactions settling with the custodian bank.
• Communicate with over 20 Custodians and Prime Brokers to ensure corporate actions are validated on client statements.
• Coordinated with the Corporate Actions Group and multiple trading desks to research and monitor all TMPG claims.
• Researched the impacts of corporate actions on applicable portfolios and report my findings to the portfolio managers.
• Research and analyze security prices and securities that have gone through reorganization or corporate actions.
• Processed various corporate actions including coupons, dividends, stock splits and tenders.
• Work with analysts to ensure correct response and booking of corporate actions.
• Managed corporate actions, tender offers, margin calls, etc.
• Audited corporate actions on expiration date for adherence to compliance rules.
• Monitored for corporate actions including amendments, restructurings, and waivers.
• Monitored trade settlements, corporate actions, and money movements.

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• Managed and monitored various financial reports handling all necessary details to correctly process customer accounts.
• Worked directly with customer accounts receivables to achieve timely payment.
• Researched and analyzed customer accounts reconciling payments with invoices.
• Reviewed customer accounts for accuracy of balance totals.
• Managed customer accounts of curated jewelry subscription.
• Guaranteed customer accounts were converted rapidly.
• Balanced and reconciled customer accounts.
• Processed deposits to customer accounts.
• Assisted in fraud investigations including - reviewing of customer accounts and transactions while detecting fraud trends, and summarizing key findings.
• Ensured written notification to the customer, attorney and government agencies Adhere to confidentially when placing hold and customer accounts.
• Reviewed wire/check request processing and monitored customer accounts in coordination with Margin Dept, Cashiering, & TBA Clearing Group.
• Set up new customer accounts, reviewed solar system designs and executed equipment and pricing change orders.
• Prepared and posted escrow, principal, and bankruptcy mortgage payments to customer accounts timely and efficiently.
• Return Mail- Research customer accounts to determine better address, contacting branch personnel and customers as needed.
• Processed checks with a sense of urgency and accuracy to ensure correct debits from customer accounts.
• Increased productivity by 20% by converting 3% of customer accounts to automated payment process.
• Opened, closed and maintained customer accounts, reviewed and distributed daily wires and morning reports.
• Conducted due-diligence screening on new hires for the CCO and customer accounts for the COO.
• Audit customer accounts for fulfillment and billing accuracy within contractual terms, resolving issues.
• Saved thousands of dollars in customer accounts by identifying issues with over 500 allocations.

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• Provide excellent customer service in a friendly, consumer-based retail store environment.
• Receive and process retail inventory for domestic and international retail stores.
• Worked in the retail store as a Co- Manager and was promoted to Store Manager in the Jersey City outlet store.
• Aided retail store customers with purchases and product information and highly successful sales led to offer of full-time employment.
• Pioneered wireless connectivity for the retail store; thereby expanding the store's ability to communicate and operate efficiently.
• Managed intake of shipments including visual promotional content and all retail store merchandise.
• Maintained inventory for a new retail store as it was being established.
• Store procedures including opening and closing a retail store and bank reconciliation.
• Unloaded shipments from trucks for retail store.
• Perform various ad-hoc analyses for the retail stores and assist with all retail-related matters.
• Change price posters, Accomplishments Learning how much work is actually put in a retail store.

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• Managed all procurement activities including capital laboratory equipment, general laboratory consumables, and office supplies.
• Monitored, updated and maintained office supplies and marketing materials inventories.
• Managed daily office operations and weekly inventory/ordering of office supplies.
• Maintained and managed inventory of general laboratory and office supplies.
• Oversee incoming and outgoing emails and faxes and Managed the inventory of office supplies, including conference room essentials.
• Utilized and maintained and office supply inventory system; maintained adequate stock of office supplies for all staff.
• Ensured general office upkeep, including maintenance of office equipment, placing work orders and purchasing office supplies.
• Ordered all office supplies weekly and maintained Excel sheets of the cost and use of all items.
• Maintain office supplies, verifying receipt of order, order coding accuracy and process invoices for payment.
• Ordered and managed office supplies through Office Depot website and maintained supply room for corporate employees.
• Ordered office supplies, delivered mail and created logs through excel to keep track of work.
• Assess, order, and coordinate the usage of routine unit medical and office supplies.
• Maintained general office operations such as controlling inventory of office supplies, maintaining central files.
• Assist in ordering supplies so that store is fully stocked with needed office supplies.
• Supply workers with office supplies and managing work flow of collecting current tax returns.
• Organized the office by ordering office supplies when necessary and sorting and distributing mail.
• Ordered office supplies, and performed other related duties as assigned and requested.
• Obtain and order office supplies and patient care supplies threw our computer system.
• Ordered all shipping and office supplies for the warehouse and attached studio.
• Orchestrated special requirements for ordering and delivering parts and office supplies.

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• Helped support project development by creating documents, spreadsheets, PowerPoint presentations, and informational packets about Wisconsin educational opportunities.
• Appointed as Project Manager for conceptualization and execution of PowerPoint training curriculum optimized by both internal and external entities.
• Created executive sales presentations in PowerPoint for monthly review by Senior Sales Management.
• Developed successful organizational PowerPoint presentation for 7-Steps to Sales Success.
• Created financial reports and developed PowerPoint presentations.
• Developed PowerPoint presentations and organized schedules for team meetings - Reviewed bond ratings and industry groups for compliance.
• Contribute to business presentations, research, PowerPoint presentations, Excel spreadsheets, and reports.
• Created PowerPoint presentations for head bosses to be presented to managers and incoming employees.
• Created PowerPoint slides for VP of Operation for the annual national meeting.
• Worked on MS-Word, MS-PowerPoint and MS-Excel on Windows operating system.
• Create PowerPoint presentations for sales reps to present to potential clients.
• Created/presented new time management system for department staff via MS PowerPoint.
• Created presentations via PowerPoint to summarize and translate various reports.
• Create monthly PowerPoint's highlighting company's top performers.
• Prepare data charts and PowerPoint presentations.
• Use MS Word, PowerPoint, Excel.
• Create pivot tables and visualize data for PowerPoint presentations on routine and ad-hoc basis.
• Build and update Excel workbooks, PowerPoint presentations, and Word documents.
• Experienced with Microsoft Office, Excel, Powerpoint, Word and Access
• Created PowerPoint presentations for training and trained users.

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• Researched regional transportation companies and negotiated haul rates for equipment delivery and client services.
• Process confidential security trades and transactions for Financial Consultants and Client Service Associates.
• Co-facilitated client service seminars for affiliates in Latin America.
• Provide training and guidance to less experienced client service representatives
• Make recommendations for client service improvements.
• Provide timely and quality client services in a variety of different task to high-net-worth client on the phone and in person.
• Resolve customer complaints, client service * Research and resolve ATM disputes * Process and audit ATM and online applications, wires
• Developed and coordinated product and industry training sessions for the Client Service Center, account managers, and other operational groups.
• Performed well while rotating through various client service teams, serving as a backup processor when additional assistance was required.
• Provided support to Systems (IT), Compliance, Trading, Portfolio Management, Analysts and Client Services.
• Coordinate risk mitigation efforts with other areas of the business such as Legal, Operations and Client Services.
• Point of contact with Client Services regarding outside account transactions in order to update holdings in Backstop.
• Coordinated the implementation of multiple yearly system changes and processes according to the Client Service Level Agreement.
• Coordinate with other teams including Trading, Client Services, Legal / Compliance, Technology and Finance.
• Increased level of client satisfaction by providing excellent client service and expediting resolution of various issues.
• Supported and assisted Senior Executives in the Compliance, Transfer Agency, and Client Service departments.
• Generated reports and followed up on information requests from investments, client service and managements.
• Documented the client service process and materials to systematize and scale training and delivery.
• Provided highest client service by delivering auction tickets and catalogs to high profile clients.
• Created comprehensive guide to all related lines of business necessary for excellent client service.

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• Carried and placed recently delivered merchandise onto sales floor
• Move merchandise safely with appropriate equipment (e.g., tubs, carts and flats) between the stockroom and sales floor.
• Restock sales floor, maintain my departments warehouse section and merchandise, give customer service and inventory department merchandise every three months
• Worked as a team to Prepare and Organize the Sales floor on a daily basis for the best customer satisfaction.
• Helped prepare out-of-stock merchandise reports, and helped provide exceptional customer service in all sales floor departments during store hours.
• Assist on the sales floor when all tasks are completed or when necessary in order to satisfy clients' needs.
• Completed phone sales and sales floor duties by providing client services including hospitality, product presentation, and selling.
• Receive and unpack all incoming shipments, and replenish products on the sales floor and the inventory room.
• Maintained the cleanliness and safety of the sales floor and stockroom while adhering to company and store guidelines.
• Assist customers when needed, help entire store floor moves, put clothes out on the sales floor.
• Open new shipment in order to replenish makeup, skincare, & hair products to the sales floor.
• Work with other team members to keep the sales floor area clean and organized at all times.
• Receive all incoming shipments, unload, and organize product throughout the sales floor and inventory room.
• Assist in maintaining the back stock room and setting up merchandise displays on the sales floor.
• Fulfilled and shipped online orders, priced merchandise, put out priced merchandise on sales floor.
• Worked stocking merchandise and organizing the sales floor to create a pleasant and safe shopping environment.
• Maintain sales floor appearance, keep floor fully stocked for sales associates as well as sizes.
• Assisted in various warehouse duties including shipping, receiving, and re-stocking the sales floor.
• Aided in constructing the store and organizing the sales floor prior to store s opening.
• Train new employees on operating the register and how to merchandise on the sales floor.

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• Contacted delinquent customers to resolve their delinquency through negotiations and determining the perfect solution to their individual needs and company needs.
• Rotated through Sales/Marketing and Operations, gaining knowledge in cross-functional departments, establishing learning objectives within the Community and Corporate departments.
• Identified opportunities to strengthen internal controls and implement appropriate procedures to improve efficiency through new ideas and recommendations.
• Negotiated with state Medicaid agencies as appropriate and ensured integrity of information through preparing and maintaining accurate data.
• Conferred financial and insurance information to field and financial representatives through verbal and written forms of communication.
• Create a world-class customer experience by providing passionate customer service and selling through customer engagement.
• Collaborated with internal and external resources to develop and pioneer Global Philanthropy's Intranet presence.
• Assisted Director of Operations to influence leadership key decisions through extensive research and analysis.
• Improved efficiency through robust internal training, product quality assurance, and workload prioritization.
• Communicated daily with the Settlements and Operations teams through discussing segregation deficits and violations.
• Generated stellar results in proficiency and adherence expectations through perfect attendance and initiative
• Verified receipt of materials against purchase orders and distributed throughout warehouse.
• Developed reports and dashboards for various levels of management throughout LogistiCare.
• Manage various responsibilities throughout Eagle Asset Management's Operations Department.
• Managed and synchronized external telemarketing company responsible for lead generation.
• Promoted the organization and agency events through social media marketing.
• Uploaded inventory removal orders and tracked process through completion.
• Increased customer satisfaction through quality monitoring and rigorous audits.
• Supported customer relations through optimal service and open communication.
• Operated all equipment throughout manufacturing process to back-filling.

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• Handled special jurisdictions projects involving alarm regulations and special guidelines that varied with each individual jurisdiction.
• Increased productivity/automation & decreased manpower to achieve equivalent tasks of the past with fewer resources.
• Validated and monitored machine operation used within department including thermometers and material handling equipment.
• Work with technology folks to understand feasibility of proposed solutions for each hierarchy Maintenance.
• Implemented auto dialing system to reach target audience effectively and reduce unnecessary costs.
• Provide surgical patient care in an ambulatory/ teaching hospital surgical operating room setting.
• Ensured required supplemental documentation is received and correctly processed for each account type.
• Attend professional development continually by attending educational conferences and teacher training workshops.
• Experienced with preparation and troubleshooting of machinery before, and during production.
• Recognized and achieved multiple citations/merits for various leadership related performances.
• Developed a comprehensive approach to coordinate/review the surgery schedule.
• Monitored and maintained daily activities on selected machines.
• Outreached participants to remind them of psychiatrist appointments.
• Achieved strategic customer objectives defined by company management.
• Maintained inventory of Housing Handbook for each program/buildings.
• Performed conformity inspections of close tolerance machined components.
• Entered codes and instructions to program computer-controlled machinery.
• Gather and record machine information to monitor performance.
• Achieved yearly-accelerated raises by excellent work performance.
• Operated forklifts and other heavy machinery.

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• Assisted internal and external customers with issues relating to account information, monetary transactions, or required account documentation.
• Tracked, filed and maintained OTC product documentation and provided information to internal and external customers.
• Communicated professionally with internal / external customers while requesting and obtaining missing documents or variables.
• Provide professional customer service to internal and external customers through superior verbal and written communication.
• Recognized for efficient communication to internal/external customers (loan officers/title & settlement agents).
• Compiled and prepared the work for various internal/external customers throughout the operations/accounting areas.
• Maintain communications both internal & external customers with regards to their specific accounts
• Handled customer service account inquiries and collections from internal and external customers.
• Processed work for various internal/external customers in a precise and timely manner.
• Collaborate with internal and external customers to ensure timely information exchanges.
• Provided support to internal and external customers regarding CD/Retirement accounts.
• Establish long-term relationships with subcontractors and internal and external customers.
• Assist internal and external customers with basic problem resolution.
• Delivered remarkable customer service to internal and external customers.
• Prepared completed work for distribution to internal and external customers, and served as point of contact in answering client questions.
• Serve as a liaison between all internal/external customers and client contacts, while maintaining constant communication within all departments.
• Contribute to R&D projects and work closely with internal and external customers to fulfill requirements.
• Communicated with internal and external customers to understand and meet their data needs and timing requirements.
• Requested to improve the booking and funding processes for external customers in small business banking.
• Provide customer service to internal and external customers via phone or email.

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• Received, reviewed and processed documentation for assigned base of accounts; ensuring that all documents complied with FXCM Compliance Department.
• Serve as the liaison between OTC trading desk for FX and Spot Trades for retail and institutional clients.
• Prepare dealing tickets for FX transactions to be executed by the Treasury Department and verify P/L.
• Served as point of contact for IRA custodial firms which have a working relationship with FXCM.
• Developed department FX ticket to efficiently manage trade volume for both the operations & trading departments.
• Served as point of contact for relocation of FX Documentation Department from NY to MD.
• Collaborated with Middle Office and Futures/FX departments in order to reconcile any same day issues.
• Acted as project lead to migrate FX settlements to CLS (Continuous Linked Settlement).
• Assisted London, Tokyo, and US traders by identifying and resolving FX trade discrepancies.
• Served as valued liaison between high profile clients and traders regarding FX related issues.
• Monitored all FX executions to confirm correct price, currency and proceeds settle correctly.
• Streamlined procedure for billing, collecting, and reconciling FX prime brokerage fees.
• Worked with FX, time deposits, and other highly time sensitive trades.
• Processed FX forward, NDF forward, and OTC option settlements.
• Initiate FX Wire Processing for clients (Inbound and Outbound).
• Reconciled and investigated exceptions with agent bank in FX trades.
• Managed foreign exchange settlements and reports for FX Tokyo Processing.
• Assisted with the account opening process for FX Retail customers.
• Maintain the FX system setting and the accounting profiles.
• Drafted ISDA confirms for FX Non Deliverable Forward trades.

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• Processed Special Payment Order (SPO) to settle through DTC, Sent instructions to custodian to process the SPO charge.
• Perform DTC clearing operations in the absence of the Back Office Manager, receiving and distributing checks and interest payments.
• Assisted with voluntary actions including DTC merger elections, odd-lot offers, Dutch auctions, and conversion rights.
• Processed wire transfers, DTC's, ACAT's, check requests, and other operational functions.
• Reconciled, processed, researched and resolved all International Equity, Domestic Equity and DTC affirmations.
• Served as point person and managed the settlement process of free deliveries on the DTC platform.
• Monitor deliveries and receipts of securities coming in and out of client accounts utilizing DTC process.
• Facilitated resolution of settlement issues in equities, derivatives, and bonds in DTC and EuroClear.
• Review and approve swap confirmations and resolve discrepancies using Prime brokerage portal and DTCC DerivSERV.
• Ensured timely and accurate settlement of all Fed and DTC eligible securities through BDAS system.
• Processed DTC conversions from 144A to Reg S as well as coupons and factor adjustments.
• Import broker confirms from DTCC throughout the day and match all pending trades and confirms.
• Reconciled the bank's asset position with DTCC's position and adjust as required.
• Approve all pending deliveries on DOAP system at DTC over $15 million dollars.
• Performed daily reviews of DTC breaks that are done by other home office associates.
• Settle issue with DTC and Bond Counsel on closing date ensuring credit to account.
• Communicate trade instructions with the custodians via DTCC affirmations, e-fax, or email.
• Perform training across BlackRock Offices with regards to DTC and Federal Reserve Bank settlements.
• Move funds and securities within and outside PBNA branches utilizing DTC process.
• Receive and deliver securities free of payment via DTC and the FED.

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• Processed both incoming and outgoing domestic and international wire transfers.
• Processed payment to trust beneficiaries, Investment Management and Custodial owners including international and domestic wire transfers, drafts and checks.
• Processed daily over 600 incoming, outgoing and foreign wire transfers to trust accounts within 24 hours ensuring non-duplication of payments.
• Scanned all new client documents for processing and letters of authorizations from clients to process checks, journals and wire transfers.
• Proposed the plan to provide after-hours monitoring of wire transfers to accelerate trade-balance reconciliation and reduce the number of gain-loss issues.
• Serviced new and existing brokerage accounts by tracking transfers, beneficiary changes, distributions, ACAT and wire transfers.
• Initiated the setup of wire transfers and ensured wire transfers were approved and included the proper backup documentation.
• Process wire transfers, stop payments, and issuing checks while adhering to strict security and regulatory regulations.
• Tasked with processing incoming / outgoing checks, as well as wire transfers, and trade reconciliation.
• Managed all wire transfers accurately and with zero incidents; over $10M in one year.
• Facilitate inbound and outbound payments (wire transfers, credit cards, e-checks, checks).
• Ensured accurate delivery and processing of client deposits, outgoing checks, securities and wire transfers.
• Approve and submit all outgoing domestic and international wire transfers through the Federal Reserve Bank.
• Review and submit wire transfers for final approval to the Federal Reserve (FED).
• Process and verify outgoing international and domestic US dollar and foreign currency wire transfers.
• Managed daily funding of Whole Loan pools, authorized wire transfers and collateral releases.
• Initiated and approved wire transfers, making entries to various general ledger accounts.
• Prepared wire transfers and referred to Senior Management to authorize payments of funds.
• Performed Collateral Analysis, Margin Analysis, and Wire transfers for various settlements.
• Analyze outgoing wire transfers; execute transfer and post entries in banking system.

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• Audited reconciliation research compiled by team members to ensure accuracy and limit aged outages.
• Analyze retroactive summarized meeting information to ensure accuracy of the active practitioner list.
• Assisted with balancing several General Ledger accounts to ensure accuracy of processing.
• Verified delivery & receiving log to ensure accuracy and timely arrivals.
• Provide end state system/reporting requirements and review output to ensure accuracy.
• Reviewed all swap settlement payments/receives to ensure accuracy.
• Interacted directly with consultants to ensure accuracy.
• Verify data across multiple platforms that ensure accuracy of prices, cost basis, performance spikes, and fixed income analysis.
• Tracked sales and replaced signage to ensure accuracy in displays, so both the customer and the store are credited properly.
• Verified financial documents to be released to ensure accuracy and that the correct files are being released to the customer.
• Monitored and processed all invoices relating to incoming shipments to ensure accuracy of the order and documented all damaged goods.
• Managed in shipping and receiving operations to ensure accuracy, integrity, which supported optimum selling service of team.
• Support the setup, data entry and QC of the system to ensure accuracy and quality of data.
• Update change of name, address, attorney, inventor or other information in docket to ensure accuracy.
• Conducted detailed reviews of all mortgage documentation for both credit and legal files to ensure accuracy and completion.
• Review and process online transactions for Google Checkout to ensure accuracy and legitimacy of buyer and seller accounts.
• Reconciled cash, holdings and NAV's routinely to ensure accuracy in the internal records keeping system.
• Input and approved wires on Gateway Treasury Workstation and crossed checked with colleagues to ensure accuracy.
• Review legal document such as credit agreements, loan agreements, and amendments to ensure accuracy.
• Corresponded with traders to ensure accuracy of positions and daily (P&L) balancing.

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• Maintained accurate records of all customer contacts, product inventory, and customer orders in the Company's CRM system.
• Identify CRM training needs, partner with internal stakeholders to develop training materials and programs, and deliver training.
• Include all necessary, pertinent and mandatory information, as called out by CRM tool and/or written procedures.
• Implemented new CRM software, FolioMetrics, including data mapping and migration from existing systems.
• Delivered SalesLogix CRM training to 15 inside sales reps for creating and managing customer tickets.
• Track company budget and donations, and manage CRM to ensure effective contact organization.
• Researched client account history in CRM to resolve incorrect account set-ups or fund issues.
• Assist with the input and cleaning of data into Microsoft Dynamics CRM.
• Performed accounting and operational tasks in CRM Microsoft Dynamics and Quick Books.
• Use CRM to search data and input in Microsoft Excel.
• Provide exceptional customer relationship management (CRM).
• Maintain firm-wide data entry via CRM databases.
• Use MS Dynamics AX and CRM systems.
• Expanded CRM (Salesforce) for managing internal tasks and client accounts and incorporated updates for reporting and troubleshooting systems.
• Provided superior customer service to clients regarding their repairs, personalization, special orders and CRM.
• Maintain accurate client information in Redtail client relationship management (CRM) software.
• Trained new employee on internal CRM system, bookings/rate quotes and proper routings.
• Managed CRM software utilizing SAP and OSIsoft's sales database.
• Maintained client data in CRM (Junxure).

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• Provided recommendations for a centralized scheduling model, front desk redesign, improving transcription turnaround time, and file room efficiency.
• Promoted from front desk associate to a direct service provider; responsibilities included volunteer management, front desk supervision.
• Handle the front desk front greeting guests, checking them in, book conference rooms for their meetings.
• Worked in all departments of Inn Operations including the Front Desk, Reservations, PBX, and Transportation/Cart Rental
• Managed busy front desk by greeting and consulting with patients, answering phones, and scheduling appointments.
• Front desk support for receptionist when out or away to ensure client satisfaction while visiting the facility.
• Handle clerical duties such as front desk switchboard, mailing, filing, faxing and scanning.
• Worked at the front desk to greet customers, handle purchases, and direct phone calls.
• Front desk management providing information and resolving inquiries, either by telephone or email.
• Served as the first point of contact for school while working the front desk.
• Handled customer service, student early/late dismissal, and administrative duties at front desk.
• Front Desk: Greet and direct customers in person and over the phone.
• Assisted with client service queries and front desk back up, as needed.
• Maintained organization and cleanliness of physical front desk and waiting room areas.
• Operated front desk and maintained dining room supplies with little oversight.
• Worked at the front desk on an inpatient general medicine floor.
• Front Desk o Welcome and greet members who walk in.
• Cleaned offices, front desk area, and restrooms.
• Maintain front desk and public areas of office.
• Managed the front desk in a receptionist capacity.

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• Developed reports utilizing Bloomberg feeds into Excel to assist portfolio managers' investment decisions.
• Executed trades & conducted in-depth due diligence analysis using Bloomberg/FactSet/Capital IQ/SQL.
• Maintained high quality financial data from Bloomberg and Reuters data sources with daily quality control procedures for 99.5% accuracy.
• Booked foreign exchange, equities, futures and options trades, pulling support from the Bloomberg Network when necessary.
• Used Bloomberg on a daily basis to create updated tickets as well as assist customers with related issues.
• Utilize the Bloomberg trading system to correct static data problems, ensuring a complete and accurate trade flow.
• Verified economics of trades against trade recaps and Bloomberg valuation screens and addressed existing breaks.
• Priced portfolios using Bloomberg and Reuters and reported to client daily profit/loss results.
• Communicate with client & Bloomberg to identify and account for securities entering/leaving default.
• Maintained all trades for mortgage-backed securities and retrieved factors from Bloomberg.
• Gather and analyze qualitative research from the Bloomberg terminal for clients.
• Retrieved current day settlement blotters of trades from Bloomberg System.
• Tested software on Bloomberg Terminal for bugs and case studies.
• Processed quarterly Bloomberg download with over 50 accounts.
• Set up automated TRACE reporting in Bloomberg.
• Priced and researched securities on Bloomberg.
• Verify 17a-7 Interfund/Principal Transactions through Bloomberg and Assets Under Management data through a proprietary system.
• Resolved trade discrepancies between client and counterparties using Bloomberg confirmations and trade analysis.
• Reviewed positions for counterparties to reconcile daily and monthly P&L through Bloomberg and Reuters.
• Identify taxable muni and update variable and floating rates on a monthly basis using Bloomberg.

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• Collaborated with engineering teams across YouTube and Google to drive technical solutions relevant to Policy and process improvement.
• Documented business and functional process and continued process improvement efforts identifying opportunities to increase operational efficiency.
• Worked closely with management on process improvement initiatives as well as policy and procedure development and implementation
• Tapped by the President to lead strategic initiatives and institute process improvements across the organization.
• Create and maintain updated procedural documentation as well as identify and document process improvement opportunities.
• Implemented process improvement measures as company nearly doubled in size and added additional offices nationwide.
• Ensured customers adhere to order guidelines and proactively recommended order management & process improvements.
• Assisted in the department policy and procedures documentation, and advised process improvement recommendations.
• Implemented process improvement to mitigated trailer detention which reduced cost and increased productivity.
• Work closely production supervisor for solutions and process improvement in manufacturing environment.
• Enhanced internal corporate processes by reviewing, recommending and implementing process improvements.
• Work cross-functionally with other teams to identify and implement process improvements.
• Submit constructive suggestions to Team Manager regarding service and process improvements.
• Develop process improvements and increased reporting efficiency for clients.
• Created process improvement opportunities across the Investor Operations team.
• Provided assistance and insight into operational process improvement efforts.
• Recommend system and process improvements for Centralized Product Ordering.
• Recognized for contributions to process improvements.
• Create and implement process improvement initiatives.
• Identified and recommended process improvements.

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• Applied mathematical skills to balance daily activity to assure accuracy in transactions and account maintenance.
• Correspond with state housing agencies and customers to facilitate delinquency resolution and account maintenance.
• Managed customer inquiries and performing account maintenance in a fast-paced inbound call center atmosphere.
• Resolved customer inquiries and performed general account maintenance and data entry.
• Processed requests for securities transfer between different parties and account maintenance
• Provided client support in operational service and account maintenance.
• Managed distributions and investment account maintenance.
• Performed account maintenance concerning client stock holdings, new account opening, and initiating asset transfers for total client base.
• Perform daily functions including answering phones, filing, quote and post payoff requests and account maintenance as needed.
• Performed account transfers, fee waivers and account maintenance, complying with all department and company policies and procedures.
• Conduct head teller training and troubleshooting for sixteen branch locations, providing correcting entry and account maintenance coaching.
• Provided client specific solutions for sales departments through shareholder account research, account maintenance, and document management.
• Bank operations representative responsible for account maintenance, account closures, research and issuing checks for closed accounts.
• Perform various maintenance activity distributed to the account maintenance, account closing and new account opening segments.
• Perform daily functions including bookkeeping duties, account maintenance, filing, and separate financial reports.
• Performed daily account maintenance, generated reports, and prepared correspondence and special projects as assigned.
• Answer members' questions regarding Bank services provided and perform a variety of account maintenance duties.
• Process new account orders, account maintenance requests and service requests including fund disbursements and transfers.
• Contacted clients to open new accounts, process money transfers, and provide account maintenance.
• Account maintenance, problem solving, planning/implementing procedures to avoid problems before they arise.

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• Assisted with physical inventory counts along with keeping the inventory closet organized.
• Manage physical inventory counts while keeping inventory storage room organized.
• Conduct weekly physical inventory counts.
• Handled monthly physical inventory counts.
• Support team members by completing store operations such as physical inventory counts, keeping inventory storage clean and organized.
• Supported the sales team by completing store operations; assisting with physical inventory counts and weekly counts.
• Supported team members by completing store operations such as assisting with physical inventory counts.
• Assist customers with technical difficulties - Does weekly physical inventory counts.
• Complete store physical inventory counts once a week.
• Assist store leadership with Physical Inventory Counts.
• Coordinate monthly physical inventory counts * Received all incoming shipments.
• Store Operations Associates Handled monthly physical inventory counts.
• Inventory control through physical inventory counts Loss prevention.
• assisted with physical inventory counts, kept inventory storage clean and organized so that product can be found quickly and easily.
• Perform physical inventory counts, receive all incoming shipments, and process all shipments out to return centers.
• Fall 2015 & Spring 2017 Perform physical inventory counts weekly to reduce shrink throughout district.
• Support team members by completing physical inventory counts and receiving shipments.

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• Provided operational support to the department by general office/clerical duties, prepare and issue company policy profiles, complete endorsement process.
• Provided operational support in high risk Retirement Services department by providing daily metrics.
• Provide operational support to brokers; resolve broker inquiries/problems regarding accounts and disbursements.
• Provided operational support and quality assurance for timely mailing of material OTHER EMPLOYMENT
• Provide administrative and operational support to ensure the organization runs smoothly.
• Provided operational support to school directors and campus-based operations personnel.
• Provide administrative and operational support to ensure better patron communication.
• Provide operational support to the Operations Manager and campus-based personnel.
• Provide operational support for high volume financial institution.
• Provided operational support for 243-bed skilled nursing facility.
• Offered operational support/solutions to all banking channels.
• Provided ongoing operational support to Operations Manager.
• Provide operational support for high-volume financial institution.
• Provide operational support to internal departments.
• Anticipate issues that may adversely affect operational support of various portfolios and take action to reduce the risk of occurrences.
• Provided operational support to the Private Client Group charged with researching and managing investments on behalf of firm clients.
• Provided operational support services for all Institutional OTC and municipal trading as well as Correspondent inquiries: 1.
• Provided operational support to family business, a digital imaging firm servicing the commercial fine arts market.
• Provided administrative and operational support to president, development department, and school year program team.
• Provided operational support for independent expenditure campaigns in LA, WI, GA, and NC.

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• Communicated technical support to management team and department colleagues on business specific systems and/or processing issues which resolved negative bank exposure.
• Provided technical support, trouble shooting and answered procedural questions for mortgage processing and loan origination software.
• Provided superior technical support and built successful long-term relationships with both internal and external clients.
• Escalate difficult technical problems by seeking timely advice or assistance from technical support.
• Provide customers with technical support for browser/software/update installs, and website navigation.
• Provided technical support and solutions to customers experiencing system issues.
• Conducted product failure analysis with technical support team.
• Provided rapid response technical support.
• Provided technical support to agents, customers and other third parties to resolve billing, underwriting, and processing issues.
• Served as primary contact for technical support while working with IT Team to resolve a range of computer problems.
• Provided tier-three technical support to customers and field service teams related to hardware, software, and network aspects.
• Resolve problematic situations that will disrupt store productivity, (Register system performance, computer technical support etc.)
• Provided clinical and technical support for labor and delivery team members to assure high-quality care for all patients.
• Provided technical support for company's internal business platform, as well as other platforms and applications.
• Provided technical support to end users via phone and email with software and hardware related issues.
• Provide technical support on a variety of platforms via email, phone, and conference calls.
• Provided technical support for Google+ Local (aka Google Places) through direct email contact.
• Used ServiceNow and Clarify remedy tools to provide technical support for Target Stores in US.
• Cross-trained and supported technical support level 1 and 2, and SBOL/FMA skill sets.
• Provide proprietary software technical support to team members of various departments.

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• Supervised all treatment programming for adult offenders and documented and retrieved information relevant to school records for correctional inmate files
• Provided administrative support for the employee Training Officers in a state-operated sex offender treatment center.
• Transcribed physician orders and scheduled internal treatment and discharge appointments.
• Researched and reprocessed ATM deposits processing exceptions.
• Balance daily General Ledgers for ATM, money orders, redeemed savings bonds, teller cash, and wire transfers.
• Led all procurement processes for USAID projects in India, Zambia, Swaziland, and for the GFATM.
• Transcribe medical charts for patients to ensure that all of their medical treatments and procedures are carried out.
• Continued Direct employees and work with Union representatives in accordance with cooperative agreement to ensure fair treatment.
• Maintained the ATM and conducted monthly and bimonthly audits for review by the Branch Manager.
• Perform cursory review, interpret data and perform maintenance for Debit Card and ATM accounts.
• Facilitate the day to day activities of individuals recovering from various addictions in treatment.
• Deliver excellent customer service while thriving in a highly demanding, fast-paced atmosphere.
• Answered phones, balanced my teller window, vault, branch and ATM.
• Identify, research, and clear Teller and ATM stale cash item entries.
• Provided information on treatment and services to needs of offenders, as requested.
• Assisted manager in the supervision of 6-10 employees in ATM processing area.
• Excelled at ATM Help Desk for daily resolution of inbound customer calls/complaints.
• Processed and initiated all ATM adjustments for customers and non customers.
• Processed daily Vault and ATM audits, maintaining zero error rate.
• Processed quarterly Vault and ATM audits with zero error rate.

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• Prepare a surgical sterile environment to meet FDA specifications to safely manufacture drug.
• Directed operations of the document center that produced and submitted reports for publication approval to the U.S. FDA and Health Canada.
• Managed and processed 100 FDA electronic and paper submissions including safety reports, new investigator reports, amendments, and protocols.
• Coordinated the process and assembly of filing electronic and paper submissions to the FDA and other health agencies for drug approval.
• Processed and transmitted 15-day adverse event and aggregate reports to the FDA and Wyeth Stakeholders in adherence to regulatory requirements.
• Keep abreast of the regulations and processes from FDA, Health Canada and ICH that govern controlled documents for submissions.
• Performed validation procedures of manufacturing process, packaging, and cleaning in compliance with FDA and GMP requirements.
• Served as backup in processing 15-Day alert submissions to the FDA and to co-marketers and licensing partners.
• Maintained supplies, tools, equipment, and storage areas in compliance with OSHA and FDA requirements.
• Monitor FDA due dates for Periodic Safety Reports (PSR) & communicate approaching deadlines appropriately.
• Conducted checks of equipment per GLP Standard Operating Procedures ensuring FDA approval compliance.
• Archive all US and Foreign correspondence associated with FDA and foreign submissions.
• Compile, publish, QC and validate documents for FDA submission.
• Processed all incoming orders ensuring CBP and FDA guidelines are met.
• Tracked SOP changes for FDA compliance associated with laboratory documentation.
• Author Cover Letter and Forms for Safety Submissions to FDA.
• Learned FDA and ICH Guidance documentation on electronic submissions.
• Worked in FDA regulated company.
• Provided documentation for the FDA.
• Conducted first level triage patient case assessments determining FDA reportability eliminating risk of fines or potential business shut-down.

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• Post processing quality control related to checking images of processed transactions to corresponding material while validating image quality.
• Analyzed and reported daily profit/loss and position information to the Trading Desk, providing explanations for unexpected results.
• Maintained a position of trust and responsibility by keeping all customer data accurate, updated and confidential.
• Utilized expertise in safety systems to investigate status of reports and perform database queries for reconciliation purposes.
• Reduced production costs and met tight schedules by determining production sequence and designating disposition of completed product.
• Performed position reconciliation between clearing brokers and back office systems, developing a process to improve efficiency.
• Reviewed multiple daily reports to prevent fraudulent activities and mitigated risk in the consumer deposit portfolios.
• Completed position reconciliations to ensure Portfolio Managers were provided with accurate information for making trading decisions.
• Monitored and resolved all transaction exceptions including non-posted items, non-sufficient funds and stop payments.
• Developed new procedures improving the efficiency of resolution of missing deposits by streamlining processes.
• Converted highly technical procedures manual into a user-friendly version for quicker cross training purposes.
• Processed financial transactions including withdrawals, deposits, certificate of deposits and loan payments.
• Maintain firm data integrity by reviewing daily posting of transactions and researching any discrepancies.
• Served as administrative agent for 3 asset-backed commercial paper issuing Special Purpose Vehicles.
• Maximized customer service by remaining positive during various unforeseen changes impacting the organization.
• Reviewed transaction-related documentation and assessed them to determine potential credit risk possibilities.
• Promoted a positive shopping experience by utilizing my proficient customer service skills.
• Conducted proposal background research and developed content for proposal capabilities statements.
• Monitor deposits and disbursements between all internal loans and bookkeeping accounts.
• Obtained cited references and entered into reference repository in appropriate format.

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• Communicate with business partners through modeling reviews to dynamically adjust score cutoff criteria based on an assessment of market.
• Work closely with business partners to help ensure initiatives are clearly communicated and accurately reflected in the deployment calendar.
• Established and maintained relationships with individual and business partners providing assistance with problems that may encounter.
• Provided comprehensive knowledge of dispute processing and regulatory compliance to investigative team and business partners.
• Ensured seamless operations support within Six Sigma guidelines for internal business partners and external clients.
• Reduced annual error/loss write-off amount by leveraging with business partners to increase knowledge of product.
• Execute transactions promptly and accurately to respond to customers and business partners.
• Conducted regular communications with business partners including front-end staff regarding dispute processing.
• Forwarded internal inquiries from business partners to appropriate corporate action representative.
• Communicate information effectively to internal and external clients and business partners.
• Work effectively and collaboratively with various business partners.
• Trained international business partners for offshore functions.
• Provide proactive communication to business partners.
• Research and resolve issues for customers, business partners and Company associates in order to expedite service, installations or orders.
• Coordinated with management and peers to redesign FinOps website to enable business partners to access up to date and accurate information.
• Communicate with other departments with the bank, business partners and local agencies to resolve customer concerns.
• See to proper inventory to ensure business partners demands are met in the most efficient manner obtainable.
• Upload KYC documentation provided from multiple business partners to various Bank systems to ensure proper retention.
• Run client meetings, including meetings with business partners to familiarize them with the strategy offered.
• Develop planning processes, including communicating with business partners, site sales teams and national operations.

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• Established relationships and communicated daily with prime brokers on settlement issues.
• Interacted daily with traders, prime brokers and fund administrators to ensure all trade issues were resolved accurately and timely matters.
• Reviewed cash collateral and cash margin reports from various prime brokers and prepared summaries of reports for operational managers and CFO.
• Generated and distributed open fail reports on Excel for multiple clients and prime brokers to manage and reduce fails.
• Assist with review of daily reporting including reconciliations from administrator and prime brokers, performance reports and compliance reports.
• Maintained communication channels with seven prime brokers, monitored prime broker data feeds, and resolved occasional discrepancies.
• Performed all trade resolution for unmatched and failed trades with prime brokers and execution brokers.
• Maintained a relationship with over 300 Prime Brokers and updated a contact list.
• Interacted with Prime Brokers, Administrators and Auditors on a daily basis.
• Ensured daily trade files were sent to respective prime brokers.
• Booked Trades accordingly to Institutional Investors and Prime Brokers accounts.
• Maintained open lines of communication with all GSAM prime brokers.
• Reviewed and performed daily cash/position reconciliation between internal accounting system and prime brokers/counterparties for thousands of trades across multiple desks/strategies.
• Performed reconciliations of cash/trade positions between hedge fund client, company internal ledgers, and prime brokers.
• Communicated daily with prime brokers and counterparties to resolve mismatched, open and failed trades.
• Monitored margin, collateral and exposures across prime brokers and ISDA counterparties.
• Corresponded with prime brokers and counterparties to reconcile daily trade activity.
• Interacted on a daily basis with prime brokers and client counterparties.
• Acted as liaison between clients and prime brokers / counterparties.
• Research requirements for onboarding new prime brokers and successfully helped launch two new prime broker/Bridgewater relationships.

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• Processed and paid all office invoices with the use of Dynamics GP; received and prepared client invoices using QuickBooks.
• Utilized Google docs/e-mail, Calendars, Excel, MS Word and QuickBooks for correspondence and school/district invoicing.
• Analyzed expenditures, performed budgeting in Microsoft Excel and QuickBooks.
• Maintained company financial accounts on Quickbooks.
• Account management of information (regarding employees, clients, and financial information,) using QuickBooks software.
• Managed a staff of five and a [ ] budget; implemented accounting and reporting processes using QuickBooks.
• Maintained corporate accounts payable and receivables using Intuit Quickbooks, with monthly reconciliation of corporate accounts.
• Entered sales orders, created invoices, and received payments in QuickBooks.
• Rectified thousands of dollars in accounting mistakes in Quickbooks.
• Worked in QuickBooks to create Sales Orders, Pick lists, ect.
• Studied and took the exam for becoming a Pro Advisor in the QuickBooks Online support network.
• Handled clerical and office duties for the branch manager Assisted with billing using Quickbooks Online.
• Utilized QuickBooks, Wild Apricot, Avectra, and Memberclicks to organize and analyze data.

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• Performed calculations to determine active ingredient quantities for OTC medications.
• Confirmed and allocated trade settlements for OTC and exchange-traded instruments.
• Assisted with collateral management for OTC derivative products.
• Manufactured Over-the-Counter (OTC) medications for research and development activities, new product validations, and routine production.
• Participated in a number of city Color Guard and Community Service Events with ROTC program and my church.
• Weighed and blended raw materials according to manufacturing batch records and company procedures to produce OTC Medications.
• Identify, manage, and resolve Futures/OTC trades, position and cash breaks between systems.
• Confirmed derivatives transactions (OTC's, Swaps, Futures, etc.)
• Supported the OTC Derivatives department on settlement issues related to Exotic Option trades.
• Opened and processed new OTC fixed income derivative swap account.
• Managed the collateral of OTC derivatives to mitigate counterparty credit risks
• Settled and reconciled OTC trades for interest rate swaps, credit default swaps, total return swaps, swaptions and commodities.
• Projected short securities report NYSE, Amex & OTC securities registration, NYSE form, (600-TC) Detail.
• Worked with brokers to have documents amended if needed and kept the OTC confirmation page updated.
• Assisted with onboarding the client's OTC cleared swap trades to meet CFTC regulatory mandate.
• Gained experience in sales reporting systems: eBi, Salesfore Dotcom, CE, & Seibel

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• Work in Excel, Adobe, Google Docs and FedEx Ship Manager Software became proficient in a matter of weeks.
• Coordinated daily conferencing and analysis of billing issues for 15 assigned business clients, including FedEx/Kinko's.
• Received, sorted, and delivered FedEx, UPS, and US Mail to various departments.
• Recognized for assisting FedEx in retrieving lost files for real estate department, enhancing operations.
• Packaged and processed jewelry shipments using FedEx system, in addition to scheduling Brinks pickup.
• Award recognition for assisting FedEx in retrieving lost files for Real Estate Dept.
• Processed sample requests using FedEx Manager, UPS software and postage machines.
• Prepared all shipments with the use of UPS and FedEx shipping software.
• Picked up, prepared, and dropped off FedEx shipments daily.
• Shipped and received packages via UPS, FedEx and/or messenger service.
• Ship and Receive UPS and FEDEX Packages Daily for Online Orders.
• Prepare UPS, FedEx and Certified Return Receipt shipments.
• Process and ship customers' orders via FedEx.
• Prepare shipping documents using UPS/ FedEx shipping system.
• Prepare outgoing mail for FedEx pick ups.
• Operate Mail Equipment (Parcel Post, UPS, FedEx)
• Box, USPS, FedEx and UPS.
• Ship inventory to other distributor warehouses using Fedex system.
• Prepared and allocated monthly FedEx and Staples expenses on S.A.P system for accountants.
• Wrapped/shipped products to and from other Guitar Center stores via UPS and Fedex

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• Liaised between 10 buyers and IT developers to communicate system upgrades and modifications to increase productivity and efficiency.
• Liaised with administrators and fund managers to ensure timely and accurate delivery of monthly estimates and account statements.
• Liaised with manufacturers and key customers and expedited the delivery process with minimum delay through bottleneck analysis.
• Liaised with fund administrators and accounting departments to provide transparency on account information.
• Liaised with FolioMetrics representative to automate team's reporting requirements.
• Liaised with marketing team for product and market analysis, vendor sourcing and inventory control as well as risk management issues.
• Liaised with Sales, Trading and Legal to develop/implement ISDA legal confirm templates, including representing GS on related industry forums.
• Liaised with Project Management to create cost estimation with regards to our M2M curves (FX, IR, Commodities).
• Monitor laptop, blackberry distribution list and liaise with vendors in maintaining office equipment, and coordinating IT assistance.
• Liaised with company's clearing firm (Pershing) to ensure settlement, while monitoring and managing incoming orders.
• Liaised with prime brokers, traders and executing brokers on trade issues/settlements to ensure trades settled on time.
• Liaised with Legal, Credit, Middle Office, Collateral and other teams to resolve issues.
• Supported project management units on audits, liaised with F&A and Recruitment Management Department.
• Liaised with traders, clearing brokers, and counter parties to report trades and resolve discrepancies.
• Liaised with IT in order to increase efficiency and reduce error in trade booking process.
• Liaised with HQ's Management Services and overseas project team regarding cross-cutting project start-up.
• Liaised with Traders, Marketers, Controllers and Credit departments on complex deal terms.
• Liaised between trading desk, clients, and trade management teams internally and externally.
• Liaised with legal counsel and business groups in support of loan settlement activity.
• Liaised and oversaw a team of 5+ Operations Associates during daily posting.

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• Prepared travel arrangements and processed expense reports.
• Coordinated and scheduled travel and created and submitted expense reports using an internal database for the vice presidents of the company.
• Prepared month-end revenue and expense reports, yearly forecasts, and moving average trends for Head of Institutional Equities.
• Process travel expense reports in a timely and efficient manner.
• Generated expense reports for staff and client reimbursements.
• Prepared Travel Expense Reports for Faculty and Volunteers.
• Maintain tracking of monitoring visits and expense reports.
• Processed expense reports, tracked petty cash.
• Audit and Code expense reports.
• Processed invoices for check requests, and expense reports to ensure timely payments for consultants and staff.
• Schedule travel arrangements and process expense reports (with CE's assistance) in a timely manner.
• Assisted financial department with expense reports, account receivable, account payable and PeopleSoft ID numbers verifications.
• Managed all expense reports for office personnel maintaining a commitment to the office budget.
• Alternate Preparer - Completed all travel authorizations and expense reports.
• Finance Reports Expense Reports Microsoft outlook, Excel, Word, PowerPoint, and Access
• expense reports, budgeting Client relationship management Created innovative contests to encourage agents to meet metrics Prepared reports for quarterly business reviews

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