Shemiah Branch
Edgewood,MD
Summary
Organized and motivated individual eager to apply time management and organizational skills in various environments. Seeking entry-level opportunities to expand skills while facilitating company growth.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Service Coordinator Supervisor
Sheppard Pratt
Belcamp, MD
08.2019 - Current
- Help with rehabilitation plans that will meet resident's needs.
- Observes, assesses, and record our resident's behavior to assess their level of
functioning such as vital signs and medication compliance - Serving as a role model to residents, as well as instructs, assists, and monitors
the day-to-day program - Guides and directs residents in maintaining rules and basic program guidelines
- Assists in providing a safe and therapeutic environment according to established policies and procedures
- Completes written documentation of rehabilitation plan, services, behaviors,
and progress in compliance with Mosaic and program standards - Reports pertinent observations to rehabilitation team.
- Participates in the evaluation of program effectiveness and efficiency and
works to ensure continuous improvements quality of services.
Wealth Management Associate
Morgan Stanley
Baltimore, MD
02.2016 - 03.2019
- Research and handle the exception portal for items that were late,
unmatched, or rejected. - Manually report trades executed around the system by the Equity and Option trading desks
- Create/upload treasury reports to the Federal on a monthly basis
- Escalate late and mismatched trades to upper management on a daily basis
- Attend weekly and monthly meetings
- Analyze and update procedures for different functions
- Send out daily, weekly, and monthly reports
- Manage different projects within my function
- Handle the exception queue for items that were flagged for breaking any of the business rules
- Review members’ work to make sure checks were returned/redeposit.
- Answer and advise branches on any questions they may have in regards to a pending check
- Compilation of duplicate detection review, by reviewing checks from previous day to make sure they were coded correctly as a duplicate
Wealth Management Analyst
Morgan Stanley
Baltimore, MD
07.2014 - 01.2016
- Making sure the shared inbox is organized, having the emails in their designated folder
- Communicating helpful customer service with the branches on what next steps to take to assure that the client is satisfied.
- Data Processing and Calculating the rate, spread, and the portion of payments for the Portfolio Loan Account(s)
- Specialized in working with Microsoft Word, Excel, & Outlook.
- Scanning all paperwork processed.
- Escalating any request that may be a violation and obtaining an exception
- Reviewed established procedures to assess areas in need of improvement.
Education
Master of Science - Psych Studies
Hampton University
Hampton, VA12-2026
Bachelor of Science - Liberal Studies
Morgan State University
Baltimore, MD12-2023
Associate of Science - Business Administration
Baltimore City Community College
Baltimore MD12.2018
Skills
- Family Service Plans
- Program Follow-Up and Assessment
- Ongoing Client Support/ Customer Service
- Microsoft Office (Word, Excel,
PowerPoint, Outlook, SharePoint) - Windows
- Exceptional Written & Verbal Skills
- Accuracy & Attention to Details
- Public Speaking
- Banking Experience
- Time Management
- Leadership
- Teamwork
Certification
- Computer Information Systems, Baltimore City Community College - June 2015
Timeline
Service Coordinator Supervisor
Sheppard Pratt
08.2019 - Current
Wealth Management Associate
Morgan Stanley
02.2016 - 03.2019
Wealth Management Analyst
Morgan Stanley
07.2014 - 01.2016
Master of Science - Psych Studies
Hampton University
Bachelor of Science - Liberal Studies
Morgan State University
Associate of Science - Business Administration
Baltimore City Community College
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