Jennifer Olague
Thornton,CO
Summary
Dynamic professional with 10 years of experience in banking and office management, excelling at SS&C Technologies in financial reconciliation and error resolution. Bilingual in Spanish and English, I leverage strong communication and organizational skills to enhance operational efficiency and deliver exceptional customer service, ensuring compliance and transparency in all processes.
Overview
12
12
years of professional experience
Work History
Investment Control Liaison
SS&C Technologies
12.2023 - Current
- Performed daily reconciliation of bank accounts for investor accounts ensuring accuracy and investigating any discrepancies.
- Identify and resolve trade booking errors, acting as the intermediary between teams to maintain accurate financial records.
- Prepare and analyze monthly commission and fee reports to support financial transparency and compliance.
- Collaborate with cross-functional teams to streamline processes and enhance operational efficiency.
- Work independently to manage reconciliation tasks while contributing to team objectives and problem solving initiatives.
- Oversee the monthly bank billing process, ensuring accurate book matching and identifying any overdrafts and associated fees.
Office Tech III
Weld County Government
10.2022 - 12.2023
- Utilized advanced office management software to efficiently record and manage customer information ensuring data accuracy and confidentiality.
- Perform data entry tasks in excel, Google sheets, and various databases, maintaining meticulous records for easy retrieval and analysis.
- Provide comprehensive clerical support to company employees
- Deliver exceptional customer service, offering warm greetings, assisting with building permit applications, process applications, and following up with staff and customers regarding issued permits
Senior Banker
First Bank
09.2013 - 10.2022
- Performed daily transactions and customer account reconciliation for the branch, ensuring accuracy and compliance with bank standards.
- Delivered exceptional customer service by warmly greeting clients, promptly responding to inquires and maintaining in-depth knowledge of our products and services.
- Maintaining up to date customer records, proactively updating information as necessary and identifying areas of opportunity.
- Played a pivotal role in new client acquisitions, from initial sales pitch to addressing concerns and guiding clients through the onboarding process, ensuring a seamless and positive experience.
Education
High School Diploma -
Windsor High School
Windsor CO05-2013
Skills
- Proficient in office management software and data entry tools (Microsoft Word, Excel, Google sheets, etc)
- Strong customer service and communication skills, both verbal and written
- Fluent in both Spanish and English
- Excellent organizational abilities and attention to detail
- Adapt at working collaboratively in a team-oriented environment
- 10 years experience in Business to Business and as well as Business to Customer banking
Timeline
Investment Control Liaison
SS&C Technologies
12.2023 - Current
Office Tech III
Weld County Government
10.2022 - 12.2023
Senior Banker
First Bank
09.2013 - 10.2022
High School Diploma -
Windsor High School
Similar Profiles
Elisa AndrewElisa Andrew
Systems Administrator - Specialist Team at SS&C TechnologiesSystems Administrator - Specialist Team at SS&C Technologies
Rucha ChoudhariRucha Choudhari
Senior Business Analyst at SS&C TechnologiesSenior Business Analyst at SS&C Technologies
Walker HillWalker Hill
Senior Data Analyst - Enterprise & Implementation at SS&C TechnologiesSenior Data Analyst - Enterprise & Implementation at SS&C Technologies