Jourdan Reynolds
Ruxton,MD
Summary
Detail-oriented analyst in the financial sector, with experience in statistical analysis, budgeting, accounting, reconciliation and research. Leveraging strong analytical skills to support operations to facilitate executive-level decision-making and increase company revenue. Quickly adapting to new technologies and processes, using efficiency to be an indispensable asset.
Overview
10
10
years of professional experience
Work History
Sr. Corporate Actions Analyst
FINRA
Rockville, MD
05.2023 - 12.2023
- Conducted comprehensive reviews and audits of company's business structure and financials, ensuring compliance with state and federal SEC guidelines.
- Contributed to achieving a 25% boost in efficiency by assisting with the implementation of a new CRM system and conducting performance evaluations through Q/A testing.
- Conducted investigative research and analysis for corporate action submissions, including dividends, bankruptcies, liquidations, rights offerings, redemptions, splits, name changes and trading symbol changes of over-the-counter companies.
- Addressed inquiries and provided timely responses to Member Firms, SRO's, Issuers, Exchanges, American Depository Receipt Banks, other FINRA staff members & vendors.
- Collaborated with team members to develop and enhance section policies and procedures.
- Participated in collaborative discussions with legal team to make informed decisions and rulings on cases
- Responsible for overseeing and updating databases essential to the operation of the securities marketplace
- Ensured resolution of cases within designated timeframe by maintaining accurate and up-to-date documentation in CRM Application
- Maintained extensive knowledge of the applicable rules, regulations, and guidelines through continuous research and consultation
Securities Administration Services Analyst II
WellsFargo/ComputerShare Corporate Trust
Columbia, MD
11.2020 - 05.2023
- Executed Collateral Compliance Tests adhering to series deal documents and department procedures
- Utilized financial data from servicers to generate and present monthly financial reports to stakeholders
- Processed and transmitted loan funding and security payment money movements.
- Reviewed financial transaction activity for compliance with established controls and procedures.
- Maintained consistent and accurate records of daily cash activities by verifying them against system or bank activity
- Provided remittance and correction details to servicers
- Examined and analyzed key legal documents like Indenture, Collateral Manager Agreement, Trust Agreement, as well as SWAP/CAP Agreements when challenges arose with collateral or bond payments.
- Ensured prompt and precise processing of wire transactions for Corporate Trust accounts
- Enhanced efficiency in financial reporting processing by achieving a 30% decrease in turnaround time
Firm-wide Operations Analyst (Corporate Actions)
Morgan Stanley
Baltimore, MD
11.2019 - 11.2020
- Accurately processed and documented large volumes of transactions on a daily basis
- Performed daily updates of cash and stock positions based on DTCC data
- Governed, assessed, mitigated and managed financial and operational risk.
- Performed break reconciliations for NY Stock Exchange trades at Morgan Stanley’s correspondent broker
- Ensured trade reconciliation between our internal bookings (TAPS/TC) and Morgan Stanley's correspondent broker trades.
- Maintained accurate records of intercompany/omnibus transactions involving Morgan Stanley affiliates.
- Reconciled inventory and COD accounts for Morgan Stanley's ISM
- Maintained consistent communication with the correspondent broker to confirm all open trade missions for Morgan Stanley
- Responsible for reducing firm exposure via partials, netting, re-transmittal of buy in notices, wire processing and collaboration with securities lending team
- Performed trade processing activities for the Investment Management division of Morgan Stanley.
- Utilized data analysis techniques to regularly update and enhance the firm's risk statistics
Account Manager/Credit Negotiator
Clear One Advantage
Baltimore, MD
07.2017 - 06.2019
- Initiated communication with creditors and collection agencies to negotiate reduced settlements and finalize agreement terms.
- Devised strategic plans to effectively manage client debt and maximize utilization of client funds
- Established strong communication channels with clients and creditors, resulting in a mutually beneficial partnership
- Collected and provided all essential documents to expedite account approval and payment processes.
- Managed cash-flows and debts of clients across a range of accounts valued from $10K to $1 million.
Lease-End Services Rep
Toyota/Lexus Financial Services
Baltimore, MD
09.2016 - 07.2017
- Provided professional and accurate lease end process assistance to customers
- Effectively applied a blend of customer service and sales expertise in counseling clients on lease termination choices
- Managed and maintained account records while continuously updating relevant account information.
- Ensured lease accounts were closed by the lease maturity date through proactive follow-up with lease holders.
- Managed reconciliation, remittance, and processing of payments for lease end fees
Sr. Mortgage Loan Officer
The Federal Savings Bank
Timonium, MD
04.2014 - 08.2015
- Advised borrowers on how best to structure their mortgages in order to minimize costs while maximizing benefits.
- Prepared loan packages for submission to underwriting department.
- Gathered pertinent documents required for closing a mortgage loan transaction.
- Assisted applicants in selecting the best loan program based on their needs and qualifications.
- Reviewed and evaluated loan applications, including income documents, employment history, and other financial records.
- Analyzed financial information and credit reports of potential borrowers to determine eligibility for mortgage loans.
- Oversaw the production and processing of personal mortgage loan pipeline
Education
Bachelor of Science - Business Administration
University of Maryland Eastern Shore
Princess Anne, MDSkills
- MS Excel/Office
- Research
- Budget & Account Management
- Financial Models
- Data Analysis
- Corporate Actions
- Compliance
- Reconciliation/Audits
- Financial Reporting
Affiliations
- Alpha Phi Alpha Fraternity Inc
Timeline
Sr. Corporate Actions Analyst
FINRA
05.2023 - 12.2023
Securities Administration Services Analyst II
WellsFargo/ComputerShare Corporate Trust
11.2020 - 05.2023
Firm-wide Operations Analyst (Corporate Actions)
Morgan Stanley
11.2019 - 11.2020
Account Manager/Credit Negotiator
Clear One Advantage
07.2017 - 06.2019
Lease-End Services Rep
Toyota/Lexus Financial Services
09.2016 - 07.2017
Sr. Mortgage Loan Officer
The Federal Savings Bank
04.2014 - 08.2015
Bachelor of Science - Business Administration
University of Maryland Eastern Shore
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