Summary
Overview
Work History
Education
Skills
Timeline
Generic

KIARA JIMENEZ

Summary

Dynamic professional with extensive experience at BNY Mellon, excelling in financial compliance and data analysis. Proven track record in risk assessment and delivering exceptional client service. Adept at leveraging analytical thinking to enhance operational efficiency and ensure accuracy in high-stakes environments. Fluent in Spanish, fostering strong client relationships.

Overview

10
10
years of professional experience

Work History

Commercial Wire Operations Product Support

Citizens Bank
Riverside , RI
08.2024 - Current
  • Monitored incoming client requests via phone and specialized mailbox, ensuring timely responses.
  • Reviewed and authorized client requests to maintain compliance and efficiency.
  • Maintained comprehensive understanding of payments workflow, supporting end-to-end wire operations.

Client Specialist

BNY Mellon
Westborough, USA
11.2022 - 08.2024
  • Processed account openings, transfers, and rollovers while ensuring data accuracy.
  • Analyzed financial data to confirm process integrity and compliance.
  • Assisted with Amundi processing, adhering to legal requirements for fund companies.
  • Supported various life event items to facilitate customer service.

Pricing Analyst

BNY Mellon
Westborough, USA
11.2022 - 08.2024
  • Conducted research on Bloomberg to verify accurate mutual fund pricing across brokers.
  • Generated daily reports for fund companies detailing closing fund prices.
  • Reviewed reports to resolve discrepancies in pricing between multiple platforms and end-of-day closing prices.

Brokerage Agile Processor

Fidelity Investments
Smithfield, USA
11.2021 - 11.2022
  • Adapted quickly to process 529 applications and retirement accounts within quality control team.
  • Contributed to Fidelity Cares initiative, educating youth on financial literacy topics.
  • Utilized Tableau for performance tracking and data analysis of team activities.

Client Service Representative

Fidelity Investments
Smithfield, USA
11.2021 - 11.2022
  • Executed trades for shareholders and financial representatives to optimize investment outcomes.
  • Enlisted clients on online platform, explaining available resources effectively.
  • Managed customer portfolios, including retirement, college, and individual accounts.
  • Delivered written and verbal information on investment performance, legal matters, regulations, and tax implications.

Mortgage Underwriter

HarborOne Bank
Cranston, USA
09.2018 - 11.2021
  • Evaluated credit risk to assess borrower repayment capacity for residential mortgages.
  • Restructured declined loans using expertise in loan products for subsequent approvals.
  • Ensured compliance with lending, underwriting, and government regulations.
  • Collaborated with multiple departments to provide updates and assistance throughout loan life cycle.

Universal Banker

HarborOne Bank
Cranston, USA
09.2018 - 11.2021
  • Served as primary business contact for small business lending, accounts, credit cards, and Home Equity Lines of Credit.
  • Analyzed sales and operations metrics among tellers/bankers, implementing strategies to exceed quarterly quotas.
  • Conducted monthly branch audits to ensure compliance and operational efficiency.

Accounting & Finance Associate/ Grants Specialist

University of Rhode Island Foundation
South Kingston, USA
11.2015 - 11.2017
  • Updated and managed university accounts, including transportation and event fees.
  • Maintained accurate records and receipts for university accounts.
  • Checked invoices for accuracy to ensure financial integrity.
  • Reviewed grant proposals from various departments, approving or denying based on established criteria.
  • Managed university accounts using Excel, verifying proper signers were listed.

Education

Bachelor of Science - Economics & Political Science

Oregon State University
01.2021

Economics & Political Science

University of Rhode Island
01.2017

Skills

  • Microsoft Office proficiency
  • Risk assessment
  • Analytical thinking
  • Fluent in Spanish
  • Financial compliance
  • Attention to detail
  • Data analysis
  • Data entry
  • Networking experience
  • Business development
  • Real estate expertise

Timeline

Commercial Wire Operations Product Support

Citizens Bank
08.2024 - Current

Client Specialist

BNY Mellon
11.2022 - 08.2024

Pricing Analyst

BNY Mellon
11.2022 - 08.2024

Brokerage Agile Processor

Fidelity Investments
11.2021 - 11.2022

Client Service Representative

Fidelity Investments
11.2021 - 11.2022

Mortgage Underwriter

HarborOne Bank
09.2018 - 11.2021

Universal Banker

HarborOne Bank
09.2018 - 11.2021

Accounting & Finance Associate/ Grants Specialist

University of Rhode Island Foundation
11.2015 - 11.2017

Bachelor of Science - Economics & Political Science

Oregon State University

Economics & Political Science

University of Rhode Island
KIARA JIMENEZ