Julie Carranza
Bayshore,NY
Summary
Dynamic operations and financial services professional with over 13 years of expertise in transfer operations, account services, and securities processing. Proven track record in transaction processing, documentation management, compliance adherence, and effective issue resolution, complemented by strong cross-functional coordination skills. Recognized for delivering accuracy and reliability while driving process improvements in high-volume environments. Committed to enhancing operational efficiency and customer satisfaction through strategic problem-solving and meticulous attention to detail.
Overview
13
13
years of professional experience
2
2
Languages
Work History
Production Coordinator (Second Job)
Access Direct
Melville, New York
07.2024 - Current
- Coordinate daily production and warehouse operations while ensuring compliance with safety procedures and handling standards
- Track supplier performance using service metrics such as on-time delivery and fill rate
- Oversee movement, sorting, staging, loading, and unloading of materials to support efficient workflow and timely deliveries
- Update internal systems, generate labels, and maintain accurate shipping, receiving, and inventory documentation
- Support customer delivery requirements by coordinating materials and responding to operational needs
- Assist with routing and vehicle preparation to improve delivery readiness and operational efficiency
Transfer Agent Operations Associate
Broadridge Financial Solutions
Edgewood, NY
01.2013 - Current
- Process shareholder and DTC presentation requests for securities transfer transactions with strong attention to accuracy, documentation, and compliance
- Execute routine and complex transfer activities, including inheritance transfers, gift transfers, cost basis processing, DWAC/DRS transactions, DRIP/SSP enrollments, stock certificate issuance, and restricted stock transfers
- Maintain detailed transaction records and supporting documentation to ensure timely, accurate processing
- Collaborate with internal departments to resolve operational issues and support service-level expectations
- Assist with user testing and implementation support for system enhancements and operational improvements
- Contribute to special projects focused on efficiency, productivity, and cost reduction
- Key Achievement: Promoted multiple times across operations and account services roles, demonstrating strong performance, adaptability, and long-term growth within the organization.
Operations Associate
Pharmapacks
Edgewood, NY
09.2021 - 01.2022
- Supported high-volume warehouse and fulfillment operations, including picking, packing, labeling, scanning, and order preparation for shipment
- Processed inventory and customer orders using warehouse systems and handheld scanners while maintaining speed and accuracy
- Performed quality checks on products, barcodes, and shipment contents to ensure accuracy and compliance with company standards
- Received, inspected, and verified inbound inventory against shipment documentation and product specifications
- Coordinated with internal departments to resolve order discrepancies, inventory issues, and shipping concerns
- Maintained compliance with operational procedures, safety standards, and quality requirements in a fast-paced distribution environment
Education
High School Diploma -
Central Islip Senior High School
Central Islip, NY01.2017
Skills
- Transfer Operations
- Securities Processing
- Account Services
- Production Coordination
- Customer Service
- Data Entry
- Records Management
- Compliance
- Workflow Coordination
- Problem Resolution
- Process Improvement
- Inventory Support
- Shipping & Receiving
- Cross-Functional Collaboration
- English/Spanish
- Windows Applications
- Indexing/Scanning
- Proxy Reporting
- Report Preparation
- Order Fulfillment
- Professional Telephone Etiquette
- Document Management
- Quality Control
- Technical Support
- Call Center Operations
- Team Development
- Scheduling
- Order Processing
- Information Security
- Typing 40 WPM
Timeline
Production Coordinator (Second Job)
Access Direct
07.2024 - Current
Operations Associate
Pharmapacks
09.2021 - 01.2022
Transfer Agent Operations Associate
Broadridge Financial Solutions
01.2013 - Current
High School Diploma -
Central Islip Senior High School