Jason Citro
Phoenix,AZ
Summary
Well-qualified Finance Manager, with proven success in improving operations and solving problems, pivoting into the Real Estate sector. Highly proficient in building lasting relationships with key decision makers, customers and team members to further company goals. Ready to leverage training and experience to take on new professional challenges. Highly ambitious and goal oriented team player.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Officer - Institutional Fund Accounting - Unitized Valuation and Reporting Services
Northern Trust
05.2022 - 05.2023
- Primary responsibilities include but aren’t limited to supporting a team of associates and accountants within the Fund Accounting team, manages a workflow distribution and maximizing the effectiveness of the direct reports
- In addition, monitoring all activities and ensures timely and accurate completion of the daily NAVs and reporting packages for clients, with attention to month end closing, annual reporting and any ad hoc reporting as requested
- Responsible for the accurate completion of Net Asset Value’s(NAVs) Reviews and manages the daily valuation of the NAV production cycle for assigned clients and direct reports Ensure Monthly Annual reporting deliverable, including 5500’s supplemental reports are completed
- Values and reconciles client’s valuation including Mutual Funds, Separately Managed Accounts that hold fixed, equity, or Derivative Assets Support the implementation of business plans and/or process changes Conducts performance management and career development reviews for staff.
Asset Management - Team Lead
First Insurance Funding - a Division of Wintrust
10.2019 - 05.2022
- Primary responsibilities include but aren’t limited to supervise, coach/mentor and develop a team of Account managers.service and manage collateral on all cancelled loans within team’s portfolio, thorough investigation of complex and/or escalation issues at hand. Prepare, analyze and monitor various reports Overseeing and coaching the resources of the team
- Providing leadership and guidance to others
- Cancelled account follow up and resolution
- Managing team's portfolio (i.e
- Timely f/up resolution, exception, over 90's, customer owes, cancel confirmations, funds, exceptions etc.) Managing Losses- managing the loss process- review of accounts, proper coding, summaries etc
- Ability to recognize, address, and follow through on complex or problematic accounts, programs, or agents to conclusion (includes bankruptcy, wind-downs and work-outs) Managing of Reports- use of tools provided to ensure the proper management of your portfolio Be available and ready to assist as needed
- (i.e
- Natural disasters, system testing, reporting, covering for short staffed situations
- Handle projects as requested or assigned Re- Engineering/Expense control- Continued search for improvements in our procedures to help with time management, streamlining and expense control Run staff meetings and present valuable information Work with the Asset Management Development Specialist regarding staff portfolio audits Keep all team members in close communication with a collaborative mindset
- Adapt coaching strategies for distance management (what works for both you and staff)
- Celebrate milestones and successes through reports on shared F drive, e-mail to team members and contributions on team conference calls
- Know your remote audience - always be available - do not let distance hinder your ability for success
- Participate in interviewing, recruiting and training of new staff members Departmental Representative of AM (i.e
- Mid Management
Commissions Supervisor
Coldwell Banker
09.2016 - 05.2019
- Act as a liaison between agent serviced, commission center, and service center Act as main point of contact for communication, incomplete files, escalations Continuously evaluate procedures and seek improvements/efficiencies and implementation of process improvement General management, scheduling and developing of commission analyst Recruit, interview, and hire new members to the team as well as conduct new staff orientation and training's Responsible for all ongoing training's, development, and performance management Prepare staff schedules, manage PTO, payroll, annual reviews Oversee staff’s workload of 50-90 transactions that need to be closed, 20-100 transactions that need to be pended, and 30-60 transactions that need pay-at-close statements Key contributor in a centralization initiative based and regional assignment
Personal Banking Associate
BMO Harris Bank
12.2013 - 09.2016
- Assist in the development and on-boarding of new staff including; coaching, training, and accountability Facilitate client escalations Manage existing clients portfolio, supporting retention and growth through product knowledge and education Compliance with all operational, audit, and security procedures policies and Federal regulations
Skills
- Work Coordination
- Report Writing
- Strategic Planning
- Innovation and Creativity
- Report Preparation
- Community Relations
- Budgeting and finance
- Investigation leadership
- Information Verification
- Emergency Response
- Asset Protection
- Rule Enforcement
- Investigation Management
Certification
- Licensed Real Estate Agent
Timeline
Officer - Institutional Fund Accounting - Unitized Valuation and Reporting Services
Northern Trust
05.2022 - 05.2023
Asset Management - Team Lead
First Insurance Funding - a Division of Wintrust
10.2019 - 05.2022
Commissions Supervisor
Coldwell Banker
09.2016 - 05.2019
Personal Banking Associate
BMO Harris Bank
12.2013 - 09.2016