SANGELYS PEREZ
Depew
Summary
Results-driven professional with experience at M&T Bank, excelling in transaction processing and data analysis. Proven ability to enhance workflows and resolve complex issues through effective problem-solving and collaboration. Detail-oriented with strong mathematical skills, consistently meeting performance standards while managing multiple priorities. Committed to delivering exceptional service and continuous improvement.
Overview
3
3
years of professional experience
Work History
Associate, Banking Services Operations: Trust Processing & Research
M&T Bank
Amherst
01.2023 - Current
- Collaborated with financial advisors and investment managers to resolve transaction-related issues, ensuring timely processing.
- Partnered with Middle and Front Office teams to investigate discrepancies in transaction requests.
- Reconciled exception items across depositories and general ledger systems, conducting thorough research for resolution.
- Processed and recorded investment cash and asset transactions per established policies and regulations.
- Performed independent verification of transactional activities to ensure accuracy and compliance.
- Analyzed complex data from internal and external sources to process moderately complex financial transactions.
- Identified inefficiencies, driving continuous process improvements by recommending workflow enhancements.
- Managed individual workloads effectively to meet service level agreements and performance standards.
Education
Bachelor of Business Administration - Finance
St. Bonaventure University
Olean, NY05-2022
Skills
- Team collaboration
- Data collection and analysis
- Multitasking and organization
- Problem-solving
- Verbal and written communication
- Detail-oriented
- Strong mathematical skills
- Time management
- Microsoft Office
- Transaction processing
- Securities processing
- Decision-making
Languages
Spanish
Native/ Bilingual
Timeline
Associate, Banking Services Operations: Trust Processing & Research
M&T Bank
01.2023 - Current
Bachelor of Business Administration - Finance
St. Bonaventure University