Jorge Fernandez
Corinth,TX
Summary
Detail-oriented Financial Services Professional with over two years of experience managing client transactions, asset transfers, and documentation. Licensed with FINRA Series 7 and Series 63, skilled in resolving operational issues and facilitating communication among clients and teams. Proficient in brokerage operations and transaction processing, with expertise in FBSI, AICS, Wealthscape, and Microsoft Office.
Overview
2
2
Languages
5
5
years of professional experience
Work History
Brokerage Operations Coordinator
Fidelity
Farmers Branch, TX
01.2024 - 07.2026
- Managed the movement and transfer of client assets between financial institutions, coordinating deadlines, documentation, and processing requirements.
- Coordinated client transactions among Fidelity, clients, and external financial institutions, ensuring accuracy and timeliness of completions.
- Tracked transactions from initial request to completion, providing status updates to clients and stakeholders to enhance communication.
- Served as a primary point of contact between clients, Fidelity teams, and external firms throughout the transaction process.
- Reviewed transaction documentation and processing requirements to support account transfers and third-party requests.
- Coordinated with internal teams and external firms to resolve delays and missing requirements, streamlining operational processes.
- Communicated transaction requirements, processing instructions, and associated costs among clients and external counterparties.
- Managed multiple transactions simultaneously while maintaining attention to accuracy, deadlines, and client requirements.
Customer Service Agent
American Airlines
Grapevine, TX
08.2021 - 12.2023
- Assisted passengers with check-in, boarding passes, baggage processing, and passport and travel-document verification in a high-volume airport environment.
- Coordinated itinerary changes and rebooking for passengers impacted by delays, cancellations, and operational disruptions, ensuring timely travel alternatives.
- Verified baggage weights and identified weight-and-balance issues to facilitate safe aircraft operations.
- Resolved customer and operational issues by communicating between passengers, gate personnel, ground staff, and flight operations.
- Monitored flight and baggage information to support accurate coordination of passengers, luggage, and aircraft departures.
- Resolved customer and operational issues by facilitating communication among passengers, gate personnel, ground staff, and flight operations, enhancing overall service experience.
Education
High School Diploma -
Lake Dallas High School
Corinth05.2020
Licenses
- FINRA Series 7
- FINRA Series 63
Technical Skills
- FBSI
- AICS
- Wealthscape
- Microsoft Office
Core Skills
- Brokerage Operations
- Asset Transfers
- Transaction Processing
- Client Service
- Documentation Management
- Problem Resolution
- Transaction Tracking
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Brokerage Operations Coordinator
Fidelity
01.2024 - 07.2026
Customer Service Agent
American Airlines
08.2021 - 12.2023
High School Diploma -
Lake Dallas High School