Microsoft Office, Access, Teams
Desiree Swint
Loganville,GA
Summary
Forward-thinking Operations Specialist bringing more than 20 years of expertise in Operations for the financial sector businesses. Cultivates rapport with individuals to optimize project goals and output, resolve complex problems and deliver innovative improvement strategies. Proficient in Microsoft Office Salesforce, Admin Station, OMNI and Task Manager.
Overview
31
31
years of professional experience
3
3
Certification
1
1
Language
Work History
Operations Consultant
Voya Financial (Contract)
Remote
07.2022 - Current
- Enhanced customer experience by regularly reviewing service delivery processes and incorporating feedback from clients into improvements.
- Collaborated closely with cross-functional teams to ensure seamless customer experiences across all touchpoints.
- Reduced response times by optimizing internal communication processes among team members.
- Maintained up-to-date knowledge of industry trends and best practices, ensuring continuous improvement in service offerings for clients.
- Managed high volumes of customer inquiries, effectively prioritizing tasks to meet deadlines consistently.
- Adapted quickly to changing project priorities and job specifications with analytical thinking and task prioritization skills.
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
Wealth Management Analyst
Truist, Formerly SunTrust
05.2000 - 12.2022
- Ensure transactions or processes were executed correctly and are compliant with internal policies and controls
- Responsible for collecting and interpreting data on securities, economies, corporate strategies, and financial markets
- Pre and post-settlement of trades via DTC and settlements team
- Daily management of Trust Portfolio accounts
- Extensive communication, and interaction with external, and internal investment managers, brokers, and traders
- Daily account reconciliation, processing of options, and account research
- Worked closely with internal management to streamline desk procedures/processes for designated accounts
- Monitored trades via market securities engines for proper posting and timely settlement
- Diverted potential loss over $1000000
- Excelled in training, and developing processes for team mates
- Validated results and performed quality assurance to assess the accuracy of data.
- Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
- Enhanced team collaboration by providing clear communication of complex findings through visualizations and reports.
Construction Project Manager
JHI Renovations LLC
Remote
11.2019 - 03.2022
- Compile and plan budgets, cost estimates, and other financial estimates
- Directed day-to-day operational aspects of project and scope and monitored progress of construction activities.
- Managed construction projects from inception to completion, ensuring timely delivery and budget adherence.
- Consulted with clients to define objectives and develop scopes.
- Evaluated subcontractor performance regularly, ensuring high-quality work was consistently delivered on time and within budget constraints.
- Payroll processing for employees, and subcontractors
- Client account reconciliation, and customer relations
- Monitoring compliance with safety and building regulations
- Reorganized and structured processes
- Created documents, and sourced CRM/Estimating software
- Acquired vendor relationship accounts with major corporations
- Supervised day-to-day activities of 4-6 person team of contractors to promote productivity and efficient use of resources, maintaining on-time and under-budget delivery
Senior Operations Specialist
Bankers Trust
04.1993 - 09.1998
- Provided accurate asset pricing of all exchange-traded assets & fixed income securities held on multiple Fund Accounting platforms
- Collaborated closely with team of portfolio managers, traders, and others to provide timely updates and communicate investments recommendations
- Daily processing of Securities including Fixed Income products, Equities, and FX trades within wider Operations Team
- Ensure timely trade processing of Securities transactions from Front Office trade capture systems to respective accounting and payment system and General Ledger
- Controlled confirmation and affirmation processes related to day-to-day business
- Ensured trades are verified to respective external sources prior to processing
- Managed trade capture, allocation, confirmation, and settlement processes and associated risks across wide number of markets, for both cash bonds and open repo.
- Developed written procedures for processing of trades, and settlements
- Trained and mentored four lower-level employees in [1995]
- Processed over 50 fixed income trades per day
- Collaborated with cross-functional teams to develop innovative solutions for complex operational challenges.
- Improved operational efficiency by streamlining processes and implementing best practices.
Education
Associate of Science - Liberal Arts And General Studies
CTU (Colorado Technical University)
Colorado Springs, COHigh School Diploma - Business Education, Performing Arts
Julia Richman High School
New York City, New YorkSkills
- Customer Relationships
- Operational Efficiency
- Staff Training and Development
- Business process improvement
- Compliance understanding
- Capacity Planning
- Microsoft Excel
- Microsoft PowerPoint
- Cross-Functional Teamwork
- Microsoft Access
- Financial Planning
- Microsoft SharePoint
- Operations Management
- Critical Thinking
- Microsoft Teams
Accomplishments
- Supervised team of [10] staff members.
- Achieved goals by completing complex tasks with accuracy and efficiency.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Documented and resolved account discrepancies which led to a financial gain.
- Achieved team goals through effectively helping with problematic accounts.
Certification
- Certificate of Competition for Securities Course
- SEC Compliance Training Banking
Software
DTC
CRM, QuickBooks, ZOHO
Mainframe,
PORTIA
AIMS
Salesforce
Admin Station
Task Manager
Admin Station
Document Archive
PlanIT
Omni
Additional Information
About Me
- I love spending time with my family, basking in music, and having quiet time
- Preparing meals (studied Culinary Arts)
- Completing Real Estate Pre-License Training, and General Contractors Training (present)
- Interested in obtaining my Series 99 (more to follow)
- Continuing certification in Mortgage Underwriting, and Loan Origination
- Strategic Life Coaching Certification (present)
- Attended University for Biblical and Theological Studies
Job-Related Training
- Introduction to Securities Market
- Client Service Training
- Mortgage Securities Training (present)
- Underwriting Training (present)
- Management Skills for Executive Assistants & Support
Staff
Summary
As a multi-talented individual, I have thrived in various active roles within the Performing Arts, Hospitality, and Entertainment industries. My passion for the arts shines through my involvement in performances, events, and creative projects. My dedication to reading and writing has allowed me to craft compelling stories and engage with diverse forms of expression. Despite my busy schedule, I always make time for my family, cherishing moments spent together and creating lasting memories. My diverse interests and commitments reflect my dynamic personality and unwavering dedication to my passions.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
"Yesterday I was clever, so I wanted to change the world. Today I am wise, so I am changing myself.”
Rumi
Interests
Sports and Wellness
Culinary Arts and Hospitality
Writing and Podcasting
The Performing Arts
Collecting Ancient Books
Timeline
Operations Consultant
Voya Financial (Contract)
07.2022 - Current
Construction Project Manager
JHI Renovations LLC
11.2019 - 03.2022
Wealth Management Analyst
Truist, Formerly SunTrust
05.2000 - 12.2022
Senior Operations Specialist
Bankers Trust
04.1993 - 09.1998
Associate of Science - Liberal Arts And General Studies
CTU (Colorado Technical University)
High School Diploma - Business Education, Performing Arts
Julia Richman High School