Microsoft Professional Suite 365
DESIREE R. SWINT
Financial Operations Specialists
Conyers,GA
Summary
Dedicated financial professional with more than 20 years history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
24
24
years of professional experience
6
6
years of post-secondary education
7
7
Certificates
Work History
Directed Trades Analyst III
SunTrust Bank
Atlanta, GA
05.2000 - Current
- Perform various Trust Securities Processing functions within SunTrust Directed Trades Wealth Management Department
- Account Mergers and Acquisitions.
- Liaison between account administrators; Investment Managers and Settlements.
- Performed pre-settlement trading functions including trade set-up and monitoring of deliveries and receipts
- Research and rectify various trade fails, overdrafts, and corporate action issues daily
- Saved more than $1,000,000 loss by implementing compliance initiatives that addressed long-standing problems
Project Manager
JHI Renovations LLC
Atlanta, CA
10.2019 - 01.2022
- Managed construction schedules to achieve adequate project labor coverage.
- Reduced costs by driving competitive subcontractor bids and effective contract execution.
- Resolved installation inefficiencies to reduce project lags and promote on-time deliverables.
- Put together estimates, specifications and other project documents.
- Reviewed project scope, required materials and labor pricing to develop competitive bids.
- Increased customer satisfaction ratings by resolving all issues professionally.
- Kept projects on schedule and within budget while serving as project leader.
- Communicated daily with vendors to keep project fully operational.
- Verified completed projects met approved time, quality and cost estimates.
- Increased revenue by handling all operations and contractors effectively.
- Oversaw employee attendance record, handled payroll and ordered new materials for sites.
- Developed and executed pre-construction milestones on project schedule.
- Identified special circumstances and constraints in order to develop effective alternatives or solutions.
- Formulated quality assurance and safety standards to comply with construction plans.
- Consulted with clients to define objectives and develop scopes.
- Improved cost control through effective allocation of subcontractors and site resources.
- Maintained zero site accidents and lost work days for two years
Education
Associate Degree in General Studies - General Studies
CTU, Colorado Technical University
Springfield, CO 11.2010 - 12.2012
Certificate of Diploma -
Julia Richman High School
New York, NY 09.1985 - 06.1989
Skills
Multitasking Abilities
Compliance
Software Proficiency
Financial Analytics
Project planning and development
Advanced problem solving
Procedure development
Construction management
Mergers and acquisitions knowledge
Industry analyst relations
Active Listening
Teambuilding
Trades management
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
It is better to fail in originality than to succeed in imitation.
Herman Melville
Accomplishments
- Documented and resolved compliance issue which led to averting loss of securities totaling more than $1000000.
- Documented and resolved customer trust accounts which led to accurate balancing of portfolios.
- Supervised team of [Number] staff members.
- Achieved streamlining timing of estimates preparations by introducing Estimating software for bidding tasks.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Collaborated with team of 4 in the development of Jones Residential Remodel Project.
Software
Google G- Suite
Apple Products
Zoho Estimating Software
CRM Software
Builder Trend
Quickbooks
Citrix
Access
JOTS
DTC (Depository Trust Company)
Globeman
Portia Investment Software
Aims (Asset Information Management System)
Certification
Certificate of Competition for Securities Course - SunTrust
Interests
Mortgage Securities
Loan Underwriting
Grant Writing
General Contracting
Speaking Engagements
Timeline
Project Manager
JHI Renovations LLC
10.2019 - 01.2022
Associate Degree in General Studies - General Studies
CTU, Colorado Technical University
11.2010 - 12.2012
Client Service Training - Eight Weeks
06-2003
Compliance Training
06-2001
Directed Trades Analyst III
SunTrust Bank
05.2000 - Current
Certificate of Competition for Securities Course - SunTrust
05-2000
Management Skills for Executive Assistants & Support Staf
01-1998
Introduction to S.E.C Training
01-1993
Certificate of Diploma -
Julia Richman High School
09.1985 - 06.1989