Joann Bowman
Orlando,FL
Summary
Proactive and professional individual with a proven track record in effectively managing office procedures and diverse programs. Recognized for being results-oriented and a self-starter, consistently achieving goals and objectives. Adept at implementing strategic initiatives to streamline operations and enhance overall efficiency. Strong communication skills and ability to collaborate effectively with team members to drive success.
Overview
2026
2026
years of professional experience
Work History
Finance Associate, Client Processing
Bank of New York
07.2015 - Current
- Facilitate clearing of over 250 billion in government securities via the U.S. tri-party repo market, ensuring efficient and secure transactions processing
- Manage time-sensitive, highly confidential client inquiries while executing tri-party trading, clearing and settlement activities, utilizing experience in tri-party repo and client relationship management
- Leveraged intra-team and inner-team relationships to expedite and escalate settlement of trades and critical account breaks, reducing risk and streamlining trade processing.
Protective Financial Services, Inc.~ IDA
- Process, review and submit sales applications daily and ensure 100% accuracy and compliance
- Monitor filed cases through process completion. Report and co-ordinate with 30 underwriters and case managers
- Review and distribute issued policies. Ensure policy procedures are accurate and timely
- Process and maintain appointments and contracts for 175 agents
- Verify all agents’ licensing requirements using the National Insurance Producer Registry
Education
Bachelor of Science - Communicative Disorders
University of Central Florida
Orlando, FLSkills
- Detail-oriented professional
- Dedicated to client success
- Experienced with Microsoft Office software
- Strong written and verbal communication
- Collaborative team player
Customer Services Experience and Accomplishments
‘Excellence in Service’ recognized by organizational leaders and customers—bonus received
Timeline
Finance Associate, Client Processing
Bank of New York
07.2015 - Current
Protective Financial Services, Inc.~ IDA
Bachelor of Science - Communicative Disorders
University of Central Florida
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