Sarah Juaidi

Levittown,NY

Summary

Finance & operations professional with experience in securities claims administration, loan processing, and compliance. Skilled in reporting, data reconciliation, and workflow optimization; pursuing SIE to expand capital markets expertise.

Overview

years of professional experience

year of post-secondary education

Certification

Work History

Assistant Project Manager, Operations

JND Legal Administration

New Hyde Park, New York

10.2023 - Current

Supported financial data reconciliation and consolidated reporting across securities class-action matters, ensuring accounting integrity and audit readiness.
Processed and audited 1,500+ settlement claims per month with 99.5% accuracy, maintaining compliance with regulatory and internal standards.
Performed trend analysis on claims defects, reducing rework by 18% and improving workflow efficiency.
Generated quarterly operational and compliance reports for leadership, providing insights that informed case strategy and resource allocation.
Implemented process improvements that cut turnaround times by 12%, streamlining the collection and presentation of financial and operational data.
Partnered with finance, compliance, and IT teams to troubleshoot data integrity issues, enhancing reporting quality and consistency across systems.
Assisted in 5+ internal audits, ensuring adherence to industry regulations and strengthening internal controls.

Mortgage Loan Officer Assistant

Intercontinental Capital Group

Melville, New York

03.2021 - 05.2022

Processed and managed 250+ mortgage and refinance applications per month, ensuring compliance with financial regulations and underwriting guidelines.
Verified and reconciled borrower financials (income statements, tax returns, credit reports) with 98% accuracy across all loan files.
Coordinated documentation for a loan pipeline exceeding $12M, working closely with underwriters and compliance teams to meet service-level deadlines.
Developed and maintained tracking reports in Excel to monitor pipeline status, identify bottlenecks, and improve turnaround times.
Reduced average loan cycle times by 3 business days by streamlining workflows and implementing a borrower document checklist.
Collaborated with internal teams and clients to resolve 50+ escalated inquiries weekly, improving client satisfaction and minimizing delays.
Partnered with compliance staff during audits to validate data integrity and strengthen internal controls.

Education

Bachelor of Science - Business Administration And Management

Hofstra University

Hempstead, NY

09.2019 - 12.2020

Skills

Finance & Compliance: Financial Reporting & Reconciliation, Securities Claims Administration, Loan Processing & Pipeline Management, Compliance & Audit Support, Familiarity with Regulatory Standards (SEC/FINRA, Mortgage Lending)
Data & Operations: Data Quality & Accuracy, Workflow Optimization, Cross-Functional Collaboration

Technical Tools: Microsoft Excel (Proficient), Encompass, DocuSign, Microsoft Office Suite (Word, Outlook, Teams

Languages

English

Native/ Bilingual

Arabic