Summary
Overview
Work History
Education
Skills
Affiliations
References
Hobbies and Interests
Personal Information
Timeline
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Abitha Upendran

Newark,DE

Summary

Results-driven representative known for productivity and efficiently completing tasks. Skilled in client communication, problem resolution, and process optimization. Excel in negotiation, strategy development, and customer relationship management. Leverage active listening, empathy, and persuasive speaking to achieve objectives and exceed goals.

Overview

14
14
years of professional experience

Work History

Cash and Trade Proc Rep 2

Citi
11.2022 - Current
  • Trade Processing: Accurately process trade transactions, ensuring compliance with regulatory requirements and internal policies. Monitor trade settlements and resolve any discrepancies promptly.
  • Risk Management : Identify and mitigate operational risks associated with cash and trade processing. Implement controls to ensure the integrity of transaction processing and compliance with audit requirements.
  • Reporting and Documentation: Prepare and maintain accurate records of all transactions and activities. Generate reports for internal and external stakeholders, ensuring data accuracy and completeness.
  • Client Support: Provide exceptional support to clients, addressing inquiries and resolving issues related to trade and cash transactions. Maintain strong client relationships through effective communication and timely issue resolution.
  • System Management: Utilize trading and cash management systems to process transactions. Collaborate with IT and other departments to ensure system enhancements and issue resolution.
  • Work closely with colleagues in the operations team to ensure seamless processing of transactions. Participate in team meetings and contribute to process improvements and best practices.
  • Perform end to end document and payment processing across core functions for public sector lockbox.
  • Demonstrate high level of focus and attention to detail, ensuring strong quality and minimizing rework.
  • Performs cut-off and makes sure transactions are completed and accurately recorded for the reporting period.
  • Perform all required tasks within established procedures and controls to minimize losses.
  • Apply basic technical knowledge to ensure efficient customer service that meets quality standards.
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
  • Assist with operational processes and process improvements.
  • Troubleshoot transaction issues and solve merchant inquiries.
  • Processing government documents.
  • Ensure forms have been completed accurately with appropriate check amounts.
  • Scan all appropriate documents into the computer's database system using an IBML Scanner.
  • Taping boxes by using a taping automation system.
  • Keying in applications in the Data Entry Department.

Marketing and Logistics Admin/ Pharmacy Tech

New Castle Discount Pharmacy
05.2018 - 12.2022
  • Strategically plan and manage logistics.
  • Keep track of quality, quantity, stock levels, costs and efficiency.
  • Resolve any arising problems or complaints.
  • Organize events especially with vaccinations.
  • Processing prescriptions electronically and ensuring all information is accurate and complete.
  • Kept accurate records of controlled substances received and dispensed in accordance with DEA regulations.
  • Supporting pharmacological services by assembling, stocking, and distributing medications.
  • Maintaining records and securely storing all completed files.
  • Maintaining high level of accuracy , confidentiality and accountability to ensure compliance with HIPPA.
  • Sorting, stocking and labeling medications and monitoring inventory.
  • Responding to the requests of patients and healthcare providers, answering their questions and referring various inquiries to the Pharmacist.
  • Complying with rules, regulations and procedure to help maintain a clean and safe pharmacy.
  • Ability to work in a fast- paced environment.
  • Dependable team player.
  • Exemplary customer service skills.
  • Attention to detail and analytical skills.
  • Well versed with Microsoft Office products like Word, Excel, Power point, Project & Visio.
  • Active team player and individual who is self-motivated & self-starter.
  • Excellent communication skills, verbal & written.
  • Organized COVID-19 vaccination events in New Castle community centers.
  • Assisted in onboarding new hires (nurses) by providing orientation information and collecting necessary paperwork.
  • Managed communication between internal teams and departments related to recruitment activities.
  • Conducted reference checks on potential hires.

Cash and Trade Processing Specialist

Ranstand
Newark, DE
01.2022 - 10.2022

Pharmacy Technician

Rite Aid
Bear, DE
04.2017 - 06.2018
  • Certified pharmacy technician
  • Ensured compliance with all federal, state, local laws and company policies related to pharmacy operations.
  • Verified accuracy of medication labels before they were dispensed to customers.
  • Collaborated with other healthcare professionals such as nurses or physicians regarding drug therapies or treatments for patients.
  • Retrieved medication from shelves based on physician orders and delivered them to pharmacists for review.
  • Ordered drugs from wholesalers as needed and maintained records of incoming shipments.
  • Provided education materials about medications to patients upon request.

Volunteer | IT Recruiter

Two95 International
Cherry Hill, NJ
01.2014 - 05.2014
  • Drafted job descriptions for IT positions based on organizational needs and requirements.
  • Identified, assessed and evaluated potential IT candidates for various roles in the organization.
  • Conducted initial screening of resumes and applications to identify suitable candidates for further evaluation.
  • Efficiently filled positions by finding the right candidate for the job requirement on the website.
  • Communicate with clients, and negotiate contracts.

Volunteer

Indiaoptions.com
02.2011 - 01.2014
  • Manage incoming calls.
  • Generate sales.
  • Identify customers' needs to achieve satisfaction.
  • Build sustainable relationships of trust through open and interactive communications.
  • Provide accurate, valid and complete information.
  • Handle complaints, provide appropriate solutions and follow up.
  • Keep records of customer interaction, process customer accounts.
  • Follow up communications procedures, guidelines and policies.

Education

Bachelor of Science - Homeopathic Medicine And Surgery

Fr. Mullers Medical College
Mangalore, India

Trained As A Business Analyst -

Business Analyst

Trained as Quality Assurance - Quality Assurance

Skills

  • Attention to detail
  • Problem solving
  • Team collaboration
  • Customer service

Affiliations

Member of Citi Women Network

Asian Heritage Network

Federation of Malayalee Associations of America (FOMAA) Midatlantic Region Women's Forum Secretary (2025-2026)

FOMAA Women's Forum Vice President (2017-2018)

Delaware Malayalee Associate (DELMA) President (2017-2018)

References

  • Leticia Velazquez, leticia.velazquez@citi.com, 3023831828

Hobbies and Interests

  • Beekeeping since 2022
  • Choreographing / Dancing
  • Traveling

Personal Information

Visa Status: U.S. CITIZEN

Timeline

Cash and Trade Proc Rep 2

Citi
11.2022 - Current

Cash and Trade Processing Specialist

Ranstand
01.2022 - 10.2022

Marketing and Logistics Admin/ Pharmacy Tech

New Castle Discount Pharmacy
05.2018 - 12.2022

Pharmacy Technician

Rite Aid
04.2017 - 06.2018

Volunteer | IT Recruiter

Two95 International
01.2014 - 05.2014

Volunteer

Indiaoptions.com
02.2011 - 01.2014

Bachelor of Science - Homeopathic Medicine And Surgery

Fr. Mullers Medical College

Trained As A Business Analyst -

Business Analyst

Trained as Quality Assurance - Quality Assurance

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