MARION YOUNG
CHICAGO,IL
Summary
Adaptable professional with 14+ years of experience and a proven knowledge of credit analysis, global banking, and investment management. Aiming to leverage my skills to successfully fill the Client Service role at your company.
Overview
21
21
years of professional experience
Work History
Client Relationship Associate
Robert Half /AccounTemps
08.2019 - Current
- Listened and identified the client's needs via e-mail and or phone while tactically executing solutions on their behalf
- Acted as a consultant, guide them through the process each step of the way and educate them on the self-serve opportunities that exist
- Build and strengthened in-depth relationships with both internal and external clients
- Demonstrated advanced knowledge of commercial treasury management products and services in support of the client's needs
- Identified areas of emerging risk, control issues and impacts, and immediately escalated concerns to management when appropriate
Partnership Coordinator
CEDA
09.2022 - 07.2024
- Served as a liaison between internal teams and partners, facilitating successful cooperation on joint projects.
- Enhanced partner relationships by consistently maintaining open lines of communication and addressing concerns promptly.
- Collaborated closely with legal department to ensure all contractual agreements met compliance standards.
- Assisted in budget management for partnered initiatives while keeping costs within allotted limits without compromising quality outcomes.
Quality Assurance Consultant-Technical Coordinator
Northern Trust & Company
04.2014 - 06.2019
- Backed up team leader as needed, by coaching and mentoring team members
- Assisted Management with team objectives and workflow
- Reviewed teams output on a daily basis (QC)
- Served as team escalation for issues and special requests related to team processes
- Published training manuals, processes and procedures, exception reports and fee schedulers
- Thorough knowledge of purging and scanning credit adjustments with Wealth Management group utilizing Metavante systems (daily overdraft reports)
- Subject Matter expert (SME) in account opening, account closings, consolidations and sponsors and account maintenance
Senior Analyst/ Investment Support Processor
Northern Trust & Company
08.2008 - 04.2014
- Published account opening and closing documentation to ensure completion according to regulatory requirements
- Presented oral, written reports and PowerPoint presentations on sundries, consolidations and sponsor, exception reports
- Drawn charts and graphs, using computer spreadsheets, to illustrate technical reports
- Executed wire transfers of funds
- Opened and Closed WM (Wealth Management) and CS (Client Servicing) accounts, proofread applications, documents, legal documents, letters, forms, government notices, and checks, using computers
- Verified and examined information and accuracy of account application and closing documents
CDM Analyst (Global Accounts)
Northern Trust & Company
01.2007 - 08.2008
- Trained Northern Trust Manilla and Bangalore partners via PowerPoint and satellite on CDM (Chicago Data Management) procedures and software
- Processed global accounts, Sub-accounts ACM vehicle changes, cash accounts, MOMI's movements, short sales, local liaisons, custodial changes and other miscellaneous global requests
- Monitored work productivity and quality to ensure compliance with standard operating procedures for Manilla and Bangalore partners
- Performed quality control audits to ensure accuracy, completeness, or proper usage of Fund Master Systems
- Published work instruction manuals, data capture guidelines, or standard operating procedures for CDM (Chicago Data Management) to Manilla and Bangalore partners
Imaging Analyst
Northern Trust & Company
05.2005 - 01.2007
- Assisted in determining document management policies to facilitate efficient, legal, and secure access to electronic content
- Vast experience in scanning, filing, imaging client documents using Northern Trust imaging software
- Prepared and recorded changes to official documents and confirmed changes with legal and compliance management staff
- Keep abreast of developments in document management by reviewing current literature, talking with colleagues, participating in educational programs, attending meetings or workshops, or participating in professional organizations or conferences
- Excellent hands on coordination of boxing all scanned documents relevant to preparation for shipping to Northern Trust lock box
Bank Teller
Right Staffing Services
02.2004 - 05.2005
- Company Overview: Community and Economic Development Association
- Assisted with the intake verification and final determination of customer income eligibility
- Assisted with entering, updating customer information in the State and CEDA database
- Assisted with the completion of forms, reports and all other applications related to the clients paperwork
- Assisted with entering updating correction customer information in the State and Ceda database as advised
- Liaison with the customer call center by verifying and investigating discrepancies within customer files
- Community and Economic Development Association
Education
A.S. - Computerized Accounting
Taylor Business Institute
Chicago, IL09.2004
B.S. - Electrical Engineering
Tennessee State University
Nashville, TN05.1998
Skills
- Team Leadership
- Strong / Effective Communication
- Analytical Thinker/ Problem Solver
- Tolerant and Flexible
Timeline
Partnership Coordinator
CEDA
09.2022 - 07.2024
Client Relationship Associate
Robert Half /AccounTemps
08.2019 - Current
Quality Assurance Consultant-Technical Coordinator
Northern Trust & Company
04.2014 - 06.2019
Senior Analyst/ Investment Support Processor
Northern Trust & Company
08.2008 - 04.2014
CDM Analyst (Global Accounts)
Northern Trust & Company
01.2007 - 08.2008
Imaging Analyst
Northern Trust & Company
05.2005 - 01.2007
Bank Teller
Right Staffing Services
02.2004 - 05.2005
B.S. - Electrical Engineering
Tennessee State University
A.S. - Computerized Accounting
Taylor Business Institute
Similar Profiles
Lisa SosaLisa Sosa
Accounts Receivable Clerk at Robert Half AccountempsAccounts Receivable Clerk at Robert Half Accountemps
Latasha BurksLatasha Burks
Executive Administrative Assistant at Robert Half AccountempsExecutive Administrative Assistant at Robert Half Accountemps
Katena WillisKatena Willis
Document Processor at Robert Half AccountempsDocument Processor at Robert Half Accountemps