Nicolas Varon
Orlando
Summary
Detail-oriented finance professional with more than 4 years of experience in banking operations and secured lending processes, including trade processing and collateralized transactions. Strong problem-solving and communication skills, with a proven ability to manage complex transactions, collaborate across teams, and perform effectively in fast-paced environments.
Overview
7
7
years of professional experience
Work History
Senior Representative, Client Processing
Bank of New York (BNY)
09.2021 - Current
- Validated trade matching, collateral delivery, and settlement funding for tri-party repo transactions to ensure accurate settlement
- Prepared daily and monthly operational reports, ensuring accurate positions and valuations of collateral held at the bank.
- Manage client collateral and ensure timely allocation and delivery of assets.
- Communicated with dealers, purchasers, and internal relationship teams to clarify trade issues, resolve discrepancies, and ensure smooth settlement and client satisfaction.
- Facilitated secured loan requests by verifying collateral, coordinating loan rates with internal teams, and booking loans accurately in accordance with lending policies and client requirements.
Account Manager II
Paylocity
08.2020 - 09.2021
- Supported clients with payroll and HR software, ensuring seamless processing.
- Researched and resolved payroll issues, acting as the main point of contact.
- Built and maintained strong relationships with clients across small and large businesses through proactive communication.
- Collaborated cross-functionally with internal departments to streamline issue resolution.
Financial Services Representative
PNC Bank
01.2019 - 02.2020
- Assisted clients with account services, loan applications, new accounts and financial transactions.
- Supported clients with loan applications by collecting required financial information, verifying documentation, and ensuring submissions met the bank’s lending policies.
- Conducted daily teller operations including deposits, withdrawals, and account management.
- Promoted additional banking services to help meet individual customer financial goals.
Education
Bachelors Degree - Communications
University Of Central Florida
Orlando, FL12.2018
Skills
- Fluent in Spanish
- Microsoft Office: Excel, Word, PowerPoint
- Credit & Analysis: Basic financial review, risk awareness
- Client Service & Communication
- Issue Resolution & Problem Solving
- Banking Operations: Trade processing, transaction accuracy
- Experience with AI Tools
Timeline
Senior Representative, Client Processing
Bank of New York (BNY)
09.2021 - Current
Account Manager II
Paylocity
08.2020 - 09.2021
Financial Services Representative
PNC Bank
01.2019 - 02.2020
Bachelors Degree - Communications
University Of Central Florida