Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Scott Curzio

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Pricing Specialist

First Savings Bank/Better Lending
Gilbert, AZ
08.2020 - 04.2022
  • Priced mortgage loans for the office.
  • Worked with sales team to see what type of loan fit the borrowers needs.
  • Assisted with group training of new associates.
  • Trained other associates on how to use the systems.

Mutual Fund Trades-Trade Corrections

Edward Jones
Tempe, AZ
04.2014 - 03.2020
  • Worked directly with Financial Advisors to process multiple types of trade corrections.
  • Worked with the recon department to help balance house accounts.
  • Worked on projects to streamline trade correction process.
  • Trained new associates on systems and team procedures.

Mutual Fund Trades-Canadian Operations

Edward Jones
Tempe, AZ
04.2010 - 04.2014
  • Provided excellent service through phone conversations with Financial Advisors and fund companies.
  • Processed PAC (systematic purchases), and SWP (systematic liquidations) applications.
  • Worked directly with Financial Advisors to process multiple types of trade corrections.
  • Performed testing of a new system that was being installed. Had to make sure all current processes worked in the new system.

Mutual Fund Trades-ROA/LOI

Edward Jones
Tempe, AZ
06.2007 - 04.2010
  • Grouped accounts for breakpoint purposes.
  • Went the fund prospectuses to update our process documents with account grouping rules.
  • Contacted fund companies to update our system with assets held outside of Edward Jones.
  • Setup Letters of Intent (LOI) on accounts at the request of the Financial Advisors.

Education

Economics

Arizona State University
Tempe, AZ

Skills

  • Data Collection and Analysis
  • Mutual Fund knowledge
  • Training
  • Problem Solving
  • Customer relations
  • Adaptive team player
  • Analytical Thinking
  • Computer Proficiency
  • Time Management
  • Decision Making
  • Mortgage knowledge

Certification

  • Certified Lean Six Sigma Yellow Belt.

Timeline

Pricing Specialist

First Savings Bank/Better Lending
08.2020 - 04.2022

Mutual Fund Trades-Trade Corrections

Edward Jones
04.2014 - 03.2020

Mutual Fund Trades-Canadian Operations

Edward Jones
04.2010 - 04.2014

Mutual Fund Trades-ROA/LOI

Edward Jones
06.2007 - 04.2010

Economics

Arizona State University

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Scott Curzio