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
2024.01 - 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
2000.02 - 2024.01
- 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
1997.05 - 2000.01
- 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
1989.06 - 1997.05
- 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
2024.01 - Current
P&S /Senior Associate and Customer Service Rep
Bank of NY Mellon Pershing
2000.02 - 2024.01
P&S Senior Associate
S G Cowen
1997.05 - 2000.01
P&S Associate Supervisor
PaineWebber
1989.06 - 1997.05
Some College (No Degree) - Business Administration
New York Technical
High School Diploma -
Eli Whitney Vocational High School
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