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Banking Operations Resume
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| Desired Industry: Banking/Mortgage |
SpiderID: 3442 |
| Desired Job Location: New York, New York |
Date Posted: 8/22/2005 |
| Type of Position: Full-Time Permanent |
Availability Date: Immediately |
| Desired Wage: 50,000.00 |
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U.S. Work Authorization: Yes |
| Job Level: Experienced with over 2 years experience |
Willing to Travel: Yes, Less Than 25% |
| Highest Degree Attained: Bachelors |
Willing to Relocate: No |
Objective: Operations professional with diversified background and experience in transaction processing, verification, reconciliation, and reference data. Solid track record for developing exceptional working relationships with management, colleagues, and customers. Demonstrated ability to follow up and follow through. Organized and detail-oriented professional who frequently has been recognized for attentiveness to detail. Team player who enjoys new challenges.
Experience: JPMorganChase 9/88 – 1/2005 Senior Operations Associate/Coordinator, Global Derivatives, Brooklyn, NY 1995- 1/2005 · Advised, trained, and assisted employees upon the four major mergers, which facilitated their transition to the new systems, procedures and financial products. · Compiled and provided information to various departments (five), resulting in timely collection of data for internal reporting purposes. · Conducted research in regard transaction discrepancies, made corrections, and followed up. · Identified and reconciled errors on swap transactions and initiated corrections on a consistent basis, resulting in accuracy and minimized discrepancies. · Communicated with international colleagues (London, Frankfurt, South Africa, India) in regard to a variety of transactions. · Input, amended, and terminated trade tickets. · Generated various reports and spreadsheets (e.g., deal linking procedures, interest basis codes, deal updating, counterparty set-ups, etc.). · Input, amended, and terminated swap transactions in regard to the JPMorganChase/Bank One merger. · Delegated transaction assignments to team members and followed up.
Operations Specialist, Funding, New York, NY 1993-1995 · Reviewed reports of outstanding loans and kept track of loan movement. · Compiled information from other departments in regard to renewed and/or paid-off loans. · Maintained due dates for securities held by loan account holders for renewal or pay-off. · Collected financial reports and submitted to loan account holders. · Maintained foreign exchange due dates for spot prices. · Monitored transactions on the funding desk and maintained records for International Banking Facility/Nassau deposits.
Accounting Operations Specialist, Nassau (Offshore), New York, NY 1991-1993 · Identified and reconciled errors on deposit transactions and initiated corrections on a consistent basis. · Assumed responsibility for booking, amending, canceling and paying off deposit records. Monitored account postings and transactions on the Nassau desk, and maintained records for the Nassau deposits. · Prepared adjustment input forms. Prepared update to file records. Prepared forms for new customers to be opened. · Kept track of renewal or paying off of trades. · Assisted with the Manufacturers Hanover Trust/Chemical Bank merger with booking, updating, adjusting and canceling IBF/Nassau deposits, maintaining records on the deposits and opening new customer accounts.
Bookkeeper/Accounting Clerk, International Banking Facility, New York, NY 1988-1991 · Identified and reconciled errors on deposit transactions and initiated corrections on a consistent basis. · Booked, amended, cancelled, and paid off deposit records. · Monitored account postings and transactions on the International Banking Facility (IBF) Desk and maintained records for deposits. · Prepared input and adjustment forms for booked and updated transactions. · Prepared forms for opening of new customer accounts. · Monitored renewal and/or pay off of deposits.
Education: Certificate, Management Practices (in progress), Baruch College (CUNY), New York, NY BA, Studio Arts, Hunter College (CUNY), New York, NY Certificate, Small Business Management, Bramson Ort Technical Institute, New York, NY
Skills: Word; Excel; Lotus Notes; JPMorganChase Risk and Operating Systems (IRFE, TSS, and TUFFS)
Additional Information: Recipient of numerous Service Star Awards for Outstanding Performance, Customer Service, and Perfect Attendance.
Candidate Contact Information:
| Name: Donna Spires |
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| Street: |
Phone: 718-567-7530 |
| City: Brooklyn |
Fax: - |
| State: New York |
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| Zip: 11220 |
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| Web Site: |
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