Results-driven professional with extensive experience in report preparation, effective communication, and team leadership. Proven ability to implement process improvements and enhance customer relationship management.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Corporate Actions Senior Associate
Bank Of New York Mellon Corp
Jersey City, New Jersey
06.1989 - 10.2014
Reviewed transaction documentation to maintain accuracy and adherence to internal policies.
Coordinated communication between departments to resolve client inquiries and issues promptly.
Implemented process improvements that optimized task execution and reduced turnaround time.
Assisted in preparing reports for senior management regarding departmental performance metrics.
Resolved customer inquiries in a timely manner while adhering to service level agreements.
Analyzed data and created reports for senior management.
Provided direction and guidance to junior associates on complex tasks.
Maintained positive working relationship with fellow staff and management.
Identified needs of customers promptly and efficiently.
Identified areas for improvement, narrowing focus for decision-makers in making necessary changes.
Set specific goals for projects to measure progress and evaluate end results.
Utilized document management system to organize company files, keeping up-to-date and easily accessible data.
Evaluated needs of departments and delegated tasks to optimize overall production.
Managed team resources, including assigning tasks, monitoring progress, and ensuring deadlines were met.
Developed training materials for new associates to facilitate knowledge transfer and skill development.
Collaborated with cross-functional teams to streamline operational workflows and enhance efficiency.
Education
High School Diploma -
James J. Ferris HS
Jersey City, NJ
06-1986
Skills
Report preparation
Document management
Customer relationship management
Team resource management
Effective communication
Problem solving
Goal setting
Training development
Client issue resolution
Team leadership
Account reconciliation
Time management
MS office
Languages
English
Native/ Bilingual
Spanish
Full Professional
Certification
NJ Department of Bank and Insurance Real Estate Commission License #2299354 Expires June 30, 2027 License Type: SALESPERSON