Dale Rebele
Miami
Summary
Results-driven and analytical professional with over 11 years experience managing casework and delivering support in financial services and document control. Well-versed in assessing customer's' needs and recommending suitable solutions. Capable of coordinating and providing timely and safe client-centered care, while handling case assignments, processing application, and facilitating clients achieve wellness
Overview
17
17
years of professional experience
Work History
Financial Services Operations Representative I
SS&C Technologies
06.2022 - 02.2024
- Processed and verified all new account applications and documents.
- Maintained accurate records of operations activity, enabling data-driven decision making.
- Developed strategies to improve processes and reduce costs.
- Documented security transactions such as purchases, sales and conversions to create in-depth database of clients and transactions completed.
Customer Service/Database Manager
Valley Bank
09.2019 - 06.2021
- Provided expert technical support to end-users experiencing difficulties with database applications or interfaces, resolving issues in a timely manner.
- Developed and updated databases to handle customer data.
- Resolved problems, improved operations and provided exceptional service.
Application Support Specialist
Solixinc
03.2016 - 01.2019
- Established positive relationships with clients through clear communication, active listening, and effective problem-solving skills during support interactions.
- Interacted with clients to resolve issues and answer software-related questions.
- Participated in on-site requirements gathering sessions and translated client requirements to determine project scope.
Document Control Assistant
The Write Source
09.2006 - 03.2016
- Provided support for document controls and worked with contract documents.
- Efficiently managed multiple competing priorities, ensuring deadlines were consistently met for various projects'' documentation requirements.
- Proofread filenames, titles and submittal details to streamline submittal and avoid rejection.
Education
Bachelor of Arts - History
Rutgers, The State University of New Jersey
New Brunswick, NJSkills
- Transfer Coordination
- Customer Service
- Attention to Detail
- Process Management
- Operational Efficiency
- Financial Transactions
- Research
- Troubleshooting
Timeline
Financial Services Operations Representative I
SS&C Technologies
06.2022 - 02.2024
Customer Service/Database Manager
Valley Bank
09.2019 - 06.2021
Application Support Specialist
Solixinc
03.2016 - 01.2019
Document Control Assistant
The Write Source
09.2006 - 03.2016
Bachelor of Arts - History
Rutgers, The State University of New Jersey