Lawdjency Lavoile
Jacksonville,FL
Summary
Skilled professional with proven expertise in clerical and financial areas. Experienced in writing orders, monitoring transactions and reporting on market conditions. Good customer relations and problem-solving abilities dedicated to quickly correcting issues and maintaining strong satisfaction.
Overview
4
4
years of professional experience
Work History
GWIM Entry Operations Rep
MERRILL LYNCH
Jacksonville, Florida
01.2022 - 08.2024
- Daily and monthly reconciliation and funds transfer of Bana-Merrill fee accounts
- Completing oracle templates to facilitate payout of fee rebates
- Reconciliating of all transfer and pay out activities to identify, research and resolve differences
- Performing controls to review account fee schedules to determine proper pay out types
- Creating new LIT procedures for future use based on identified discrepancies.
Sorter/Bagger
UPS WAREHOUSE
05.2020 - 06.2021
- Ensured that items were sent to the correct locations at a timely manner
- Exceeded daily deliverables in a fast-paced environment.
Education
Keiser University
Skills
- Microsoft Office
- Excel
- PowerPoint
- Word
- Written/Oral Communication
- Problem-Solving
- Reliability
- Adaptability
- Precision
Timeline
GWIM Entry Operations Rep
MERRILL LYNCH
01.2022 - 08.2024
Sorter/Bagger
UPS WAREHOUSE
05.2020 - 06.2021
Keiser University