Frederik Hayrapetyan
Los Angeles,CA
Summary
Experienced loan operations specialist with a background at HSBC Bank, transitioning to an investment advice company as a portfolio administrator. Proficient in financial operations, loan management, meticulous account maintenance, and portfolio optimization. Eager to leverage the financial skills and expertise for success in a new professional role
Overview
4
4
years of professional experience
Work History
Portfolio Administration Analyst
Praemium LLC
07.2021 - 07.2023
- Handled 50+ monthly Zendesk requests from financial advisers with high-satisfaction outcomes.
- Checked quarterly/annual reports, corrected issues, and regenerated reports as needed.
- Managed monthly optimization and error correction for 200+ portfolios.
- Oversaw platform transactions, encompassing stock transfers, redemptions, and asset sales.
- Ensured error-free data entry and essential reporting delivery for Morgan Stanley.
- Consistently reconcile daily disparities between internal and external records.
- Integrated external data with our database using Excel functions and compound key.
Loan Operations Specialist
HSBC Bank
10.2019 - 07.2021
- Evaluated loan requests and documents to verify accuracy and completeness.
- Enhanced monthly loan processing for 250+ loans with precision and compliance.
- Collaborated cross-functionally on credit matters for organizational goals.
- Resolved 100+ monthly customer requests, enhancing satisfaction. Optimized document processing, reducing time by 30% and boosting efficiency.
- Managed COVID-19 credit extensions, led small team, and tailored solutions to meet customer needs.
- Coordinated property release after loan payment with State authorities.
- Acted as Unit Manager in their absence, ensuring seamless workflow.
Education
Master of Science - Statistics
Armenian State University of Economics
Armenia02.2023
Bachelor of Science - Business Management
Armenian State University of Economics
Armenia06.2018
Skills
- Data Entry
- Attention to Detail
- Banking and Financial Services
- Analytical Problem Solving
- Project Coordinator
- Collaborative Teamwork
- Effective Negotiation
- Sound Decision-Making
- Exceptional Client Service
- Account Management
- Microsoft Word Proficiency
- Thorough Due Diligence Practices
- Document Management
- Excel Spreadsheet Mastery
- Customer Support
- Communication
Languages
English
Russian
Armenian
Timeline
Portfolio Administration Analyst
Praemium LLC
07.2021 - 07.2023
Loan Operations Specialist
HSBC Bank
10.2019 - 07.2021
Master of Science - Statistics
Armenian State University of Economics
Bachelor of Science - Business Management
Armenian State University of Economics
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