Gabriel Perez
Senior Securities Operations Specialist
Austin,TX
Summary
Accomplished banking and finance professional with 11+ years of experience skilled in settlement, reconciliation, and regulatory compliance, with a strong track record of optimizing operations, mitigating risk, and enhancing efficiency. Adept at analyzing complex financial transactions, identifying discrepancies, and implementing strategic improvements to drive accuracy and performance. Proven ability to collaborate with internal teams, external partners, and regulatory bodies to ensure seamless operations. Committed to delivering exceptional client service, maintaining compliance, and achieving organizational goals in dynamic, fast-paced environments
Overview
11
11
years of professional experience
Work History
Senior Securities Operations Specialist
Wells Fargo Bank, N.A. - Wealth Management
11.2019 - 12.2024
- Directed the transition from operational systems by developing policies and procedures for Division Order and Asset teams, resulting in the elimination of a 3.5 million transaction backlog and a 50% reduction in SLA time.
- Analyze and interpret complex ownership documents, including leases, revenue statements, and operating agreements to maintain accurate ownership records and assure proper distribution of funds.
- Acted as a subject matter expert on industry best practices, offering strategic guidance and actionable insights to the Accounts Payable, Processing, Asset, and Division Order teams to optimize workflows and enhance operational efficiency.
- Led daily reconciliation of Income processed, managing discrepancies between internal systems and custodians, and creating reports for senior management to ensure financial accuracy and transparency.
Service Manager 1 & 2
Wells Fargo Bank, N.A.
02.2016 - 11.2019
- Led and supported a team of 11 staff members by fostering a positive work environment where employees were encouraged, motivated, and developed to reach their full potential through effective coaching and performance management tools and processes.
- Assume leadership role in absence of branch manager addressing complex customer issues, and facilitating better communication and collaboration between teams.
- Ensured the branch was compliant with policy and procedures in preparation for quarterly bank audits consistently achieving a 90% audit score for four consecutive years.
- Streamlined scheduling procedures, optimizing Teller deployment to maximize productivity and minimize client wait times, resulting in 25% increase in customer satisfaction surveys.
Personal Banker 1
Wells Fargo Bank, N.A.
08.2013 - 02.2016
- Assisted commercial clients with improving cash flow, budgeting, lending, letters of credit, and account reconciliation.
- Reviewed commercial clients financials and legal structures.
- Responsible in generating growth in balances through the sale, marketing and promotion of products while utilizing a proactive and disciplined approach.
- Assisted customers during loan and account application process, and closed consumer and business loans in accordance with internal and federal policies and procedures.
- Coach team members to develop sales opportunities and refer customers to designated business partners to meet branch and individual customer service and sales goals.
Education
High School Diploma -
Franklin High School
El Paso, Tx05-2009
Skills
- Strong analytical skills
- Customer relations
- Proficient with Outlook
- Proficient with SharePoint
- Ability to work under pressure
- Strong Time Management Skills
- Conflict resolution
- Adaptability
- Proficient with MS Office
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Senior Securities Operations Specialist
Wells Fargo Bank, N.A. - Wealth Management
11.2019 - 12.2024
Service Manager 1 & 2
Wells Fargo Bank, N.A.
02.2016 - 11.2019
Personal Banker 1
Wells Fargo Bank, N.A.
08.2013 - 02.2016
High School Diploma -
Franklin High School
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