Dynamic professional with strong problem-solving abilities and a commitment to continuous learning, complemented by exceptional communication skills. Eager to contribute to team success and drive positive outcomes through collaboration and innovative thinking. Prepared to embrace new challenges and advance organizational objectives with unwavering dedication and enthusiasm. A proactive approach ensures readiness to adapt and thrive in fast-paced environments while delivering impactful results.
Overview
4
4
years of professional experience
Work History
Operations Specialist
Bank of America Merrill Lynch
11.2022 - Current
Assist with Onboarding of new investment accounts
Provide timely resolution on routine service requests received froma variety of channels, processing incoming documents (e.g; emails, faxes and mail) for consumer investments account openings or ownership changes.
Assist with account creation, data entry, and account updates.
Provide high quality customer service, as well as effective and efficient operational support for internal business partners.
Obtain and enter client information, with proper documentation, in order to open or update accounts.
Maintain a high degree of accuracy while performing job functions.
Process approximately 40-50 documents per day depending on volumes.
Assist peers with training for less experienced team members in order to drive consistency in a team environment.
Stay well-informed of both bank and brokerage procedures as demonstrating the ability to manage risk through daily account document processing.
Operations Generalist
Bank of America Merrill Lynch
05.2022 - 11.2022
Assisted with New account openings and account updates
Processed high volumes of applications efficiently, ensuring accuracy and compliance with company standards.
Supported team members in their tasks, contributing to overall team success.
Adhered to strict deadlines for processing applications, ensuring timely approvals and client satisfaction.
Reduced errors with meticulous attention to detail and thorough review of documentation.
Education
High School Diploma -
A. Phillip Randolph
Jacksonville, Florida
05.2004
Skills
Effective organizational skills
Detail-oriented assessment execution
Effective workload prioritization
Demonstrate a cooperative and professional work attitude