Lindsey Southworth
Irwin,PA
Summary
Hardworking Senior Representative gifted at providing amazing service to the client and peers. Engaging and personable to oversee business tasks and meet deadlines.
Overview
5
5
years of professional experience
Work History
Senior Representative
BNY MELLON
11.2022 - Current
- Lead role on dividend claim team
- Assign ownership of dividend claims as well as monitor the resolution process for over 70 claims
- Escalate dividend claim(s) to broker and the client
- Owner of process that oversees/posts cashflows of 150+ accounts daily
- Directly reach out to the client when necessary
- Provide feedback on research done to reconcile breaks.
- Supported team members in their daily tasks, fostering a cohesive and productive work environment.
- Strengthened client relationships through excellent communication skills and consistent followup.
- Researched relevant resources to assist members, identified member representation needs and troubleshot next steps to provide optimal support for member.
- Developed and maintained positive client relations and coordinated with team members to properly handle requests and questions.
INTERMEDIATE REPRESENTATIVE
BNY MELLON
06.2021 - 11.2022
- Perform daily cash and position reconciliation with internal systems for over 40 accounts
- Run reports as requested by Custodians and Clients accurately and promptly
- Assisted with training of new hires
- Assisted with training colleagues with weekly process monitored by the Client
- Assist team members with advanced daily questions with resolutions that might not be part of normal daily workflow
- Successfully transitioned multiple processes to team members
- Review dividend claims to ensure validity before chasing claims that are not considered valid
- Independently reconcile complex accounts successfully
- Onboard new accounts to ensure account is operating properly.
- Provided valuable input during team meetings, resulting in the identification of new opportunities for growth and development within the organization.
To Go! Specialist/Server/Bartender
Olive Garden
09.2019 - 11.2021
- To Go! Specialist – Working in a fast-paced environment while ensuring orders are correct under high stress
- Server – working in a fast-paced environment and performing at my peak, being the “face of the company,” ensuring everything is correct while catering to guest’s different needs
- Bartender – working in a fast-paced environment under high stress while also ensuring drinks were made for the entire restaurant
- Memorizing drink recipes very quickly to ensure the most efficient way possible.
- Observed diners to respond to additional requests and determine when meal completed.
- Reduced wait times for customers, prioritizing timely food preparation and packaging.
- Supported overall restaurant cleanliness by adhering to sanitation guidelines when handling food items and packaging materials.
Education
Bachelor of Arts - Mathematics
Saint Vincent College And Seminary
Latrobe, PA05.2021
Skills
Team Player
Leadership
Communication
Time Management
Multitasking
Data Analysis
Customer Service
Innovative
Microsoft Office
Problem Solving
Issue Research
Timeline
Senior Representative
BNY MELLON
11.2022 - Current
INTERMEDIATE REPRESENTATIVE
BNY MELLON
06.2021 - 11.2022
To Go! Specialist/Server/Bartender
Olive Garden
09.2019 - 11.2021
Bachelor of Arts - Mathematics
Saint Vincent College And Seminary