Katrina Swoffford
Normal,IL
Summary
Results-driven Broker Assistant with extensive experience in commodity trading and client support. Expertise in trade execution, month-end reconciliation, and regulatory compliance. Committed to enhancing customer relationships and delivering timely solutions for clients.
Overview
2026
2026
years of professional experience
Work History
Broker Assistant
Advance Trading
Bloomington, IL
02.2017 - 10.2025
- Customer Service - Phones, email, and instant messenger.
- Commodity Trading - CBOT, CME, NYMEX, ICE
- New accounts with FCMS (Marex, Plus500, RJO, Straits) - onboarding new clients with knowledge of CME regulations, keeping client paperwork up to date.
- Executing trades in a timely manner.
- ATI Representative for GFAI, in addition to organizing in-house meetings for clients yearly.
- Month-End Reconciliation for multiple clients
- Training new hires
- Helping brokers maintain daily operations to guarantee a seamless workflow.
Front End Manager
Jewel Osco
Bloomington, IL
2008 - 2017
- Customer Service
- Management and oversight of front-end operations.
- Training of new staff monthly - for jobs such as service desk, cashiers, and baggers; customer care and appreciation oversight
- Weekly update on floor sales tags.
- Opening and closing of the store involving cash reconciliation
Sales Representative
Uhaul Moving And Storage
Bloomington, Idaho
2011 - 2013
- Customer Service - phones and walk-ins
- Online Reservation Oversight.
- Management of the truck fleet.
- Equipment detailing.
- Trailer and propane setup.
Education
Heartland Community College
Normal, Illinois, IL01-2016
Diploma -
Bloomington High School
Bloomington, IL01-2010
Skills
- Commodity trading
- Client onboarding
- Trade execution
- Month-end reconciliation
- Regulatory compliance
- Customer relationship management
- Software knowledge: Microsoft, QST, CQG, CME Direct, and online portals
- Ability to analyze and resolve
- Skilled in futures, options, swaps, and OTC - grains, livestock, and biofuels
Languages
English
Professional
Timeline
Broker Assistant
Advance Trading
02.2017 - 10.2025
Front End Manager
Jewel Osco
2008 - 2017
Sales Representative
Uhaul Moving And Storage
2011 - 2013
Heartland Community College
Diploma -
Bloomington High School