Kendra Collins
Brooklyn,NY
Summary
- Motivated professional with an 35- years career in the industry,specializing in resolving inquiries related to Corporate Bonds, Municipal Bonds and Equity products. Proficient to handling time-sensitive issues and offering diverse solutions for favorable outcomes. Adaptable and quick to learn, possessing exceptional interpersonal and communication skills.
- Knowledge in identifying risk in Anti-Money Laundering (AML). Compliance obligation with the Bank Secrecy Act (BSA). Know Your Customer (KYC) verification. Proper filling of Suspicious Activity Report (SAR). Descent understanding of Sanction and OFAC countries.
- Great teamplayer and dedicated associate
Overview
35
35
years of professional experience
Work History
MBS Securities
Bank of NY Mellon Pershing
JERSEY CITY , NJ
01.2024 - Current
- Prepared periodic reports outlining portfolio performance metrics relative to benchmark indices.
- Manage moderate to complex external client issues related to morgage-backed securities.
- Adhered strictly to all relevant regulatory guidelines governing MBS Portfolio Management practices.
- Work hand in hand with different broker firms to ensure match on rttm or settle thru the fed
P&S /Senior Associate and Customer Service Rep
Bank of NY Mellon Pershing
JERSEY CITY
02.2000 - 01.2024
- Conduct comparison of t+1 2 and 3 Municipal Bond Corporate Bonds, Uit trades on Rttm and Dtc platforms.
- Stay updated on MSRB rulings regarding Municipal Bonds trace and Corporate Bonds regulations.
- Provide comprehensive assistance in the daily trade operations for Domestic trades, including settlement, trade tickets capture, allocations, and input via pops and Netxpro Systems.
- Support Traders, international Brokers, and IBD Clients by conducting research and ensuring account balance are accurate.
- Handle trades corrections, cancellations and rebilling process for IBD clients.
- Regularly engage in extensive phone communication with introducing Broker Dealers to identify and address trade breaks pertaining to Municipal, UIT,Corporate Bonds and Equity trades.
- Proficiently explain MSRB and Trace reporting to customers.
- Recognized as top performer in call handling within the department.
- Provide valuable assistance to new hires in resolving complex issues.
P&S Senior Associate
S G Cowen
New York, New York
05.1997 - 01.2000
- Analyzed data and created reports for senior management.
- Managed team resources, including assigning tasks, monitoring progress, and ensuring deadlines were met.
- Resolved customer inquiries in a timely manner while adhering to service level agreements.
P&S Associate Supervisor
PaineWebber
Weehawken, New Jersey
06.1989 - 05.1997
- Identified areas where improvements could be made in terms of operational efficiency.
- Collaborated with other departments to resolve cross-functional issues quickly.
- Ensured compliance with company standards for safety and security protocols.
- Conducted regular performance reviews for assigned employees.
- Reviewed employee performance evaluations regularly to assess individual growth opportunities.
- Developed training programs to improve employee efficiency and effectiveness.
- Assisted with the development of departmental policies and procedures.
- Participated in recruitment efforts by interviewing potential candidates for open positions.
- Resolved customer complaints and issues promptly, ensuring customer satisfaction and loyalty.
- Implemented new operational procedures, increasing efficiency.
Education
Some College (No Degree) - Business Administration
New York Technical
Brooklyn, NYHigh School Diploma -
Eli Whitney Vocational High School
Brooklyn, NYSkills
- Verbal communication
- Problem Solving
- Relationship Building
- Customer Services
- Training
Timeline
MBS Securities
Bank of NY Mellon Pershing
01.2024 - Current
P&S /Senior Associate and Customer Service Rep
Bank of NY Mellon Pershing
02.2000 - 01.2024
P&S Senior Associate
S G Cowen
05.1997 - 01.2000
P&S Associate Supervisor
PaineWebber
06.1989 - 05.1997
Some College (No Degree) - Business Administration
New York Technical
High School Diploma -
Eli Whitney Vocational High School
Similar Profiles
Gail FeldmanGail Feldman
Senior Quality Assurance Engineer at Pershing - The Bank Of Newyork MellonSenior Quality Assurance Engineer at Pershing - The Bank Of Newyork Mellon
Sujal PopatSujal Popat
Senior Director IT Application Development at Bank Of New York Mellon, PershingSenior Director IT Application Development at Bank Of New York Mellon, Pershing
Rohil BhamRohil Bham
Operations Analyst at The Bank Of New York Mellon | PershingOperations Analyst at The Bank Of New York Mellon | Pershing