Tangee Akers
Sykes Enterprises
Springfield Gardens,USA
10
Years of experience
Dedicated and driven professional with a desire to contribute expertise and skills to improve business outcomes. Adaptable in solo and collaborative environments, utilizing a strong work ethic to excel in diverse workflows and achieve organizational goals. Resourceful and outcome-oriented individual committed to fostering growth, efficiency, and added value for the company. Passionate about meeting organizational requirements and elevating service quality through continuous improvement efforts.
Work History
International and Domestic Settlements
- Supervised three people in Data Entry
- Managed entries of Government bonds, bills, notes, cash trades, equities, mutual funds, fixed Income
- Managed settlement issues, such as Euro-clear instructions, BIC codes, money differences, delivery, and receiving issues.
- Processed settlement instructions of third-party trades into the S.W.I.F.T. system.
Remote Customer Service Representative
4 Years 2 Months- Managed customer accounts and resolved order concerns:
- Orders not received
- Orders received damaged
- Orders received late
- Incorrect orders
- Missing items
- Place orders
- Add promo codes and other ways to assist customers
- Various other methods of assisting customers.
- Managed credit card accounts and resolved statement questions and issues:
- Delivery problems
- Order assistance
- Refunds
- Account balances
- Missing or misapplied funds
- Travel notifications
- Adding or removing users
Back Office Specialist
1 Year 3 Months- Researched and resolved issues or problems on the Service Center Requests platform of NetX360 initiated by Account Managers regarding settlement issues of (automated customer accounts transfer service) ACATS transfers.
Back Office Specialist
1 Year 1 Month- Extensive customer service via e-mail and telephone
- Initiated and coordinated requests for movement of chilled securities (frozen letters) from the Depository Trust Company (DTC) to the counterparty.
- Monitored movement of chilled securities in DTC, and ensured delivery of tens and hundreds of thousands, and millions of dollars in Pershing bookkeeping and settlement system.
- Coordinated movement and conversion of non-exempt and exempt securities between contra-broker and agent.
- Ensured settlement of deliveries through DTC electronically and manually.
- Initiated borrow requests for customers by coordinating requests with stock loan department.
- Coordinated and processed partials for ‘over million dollar’ deliveries.
- Processed rejected deliveries for reasons such as: deliveries not matching on both sides due to settlement date discrepancies, fund discrepancies, place of settlement issues, and other similar problems.
- Processed journal entries and charges paid and received.
- Processed data into various daily reports for: unknown deliveries / rejected deliveries / unsettled deliveries.
Back Office Specialist
5 Months- Balanced daily ex-clearing fails against stock record breaks, utilized Automated Data Processing (ADP), now known as Broadridge Financial, and the IMPACT systems for settlement confirmations and blotter changes.
- Utilized Real Time Trade Matching (RTTM) and DTC for contract trades and standard domestic trade settlements
- Prepared confirmations for faxing and confirmed trades with brokers via e-mails daily.
- Reconciled trades daily.
- Communicated with numerous traders, brokers, and customers on resolving failing trades.
Fixed Income Analyst
1 Year 1 Month- Monitored daily fail report and troubleshoot trade issues and discrepancies.
- Ensured settlement of hundreds of daily cash trades.
- Liaison between customers, traders, and brokers on issues of settlements of cash trades.
Operations Processor II
8 Years 2 Months- Troubleshot settlement issues of foreign and domestic trades, managed corrections, and changes.
- Processed cash trades-Commercial Papers, Federal Home Loans, T-Bills, Bonds, Mortgage backs, foreign and USD overnight Time deposits.
- Coordinated settlement of all cash, DTC and International trades such as JAPAN, ASIA, TOKYO, BRAZIL, SWEDEN, GERMANY, LONDON, and other markets with Counter Party.
- Resolved settlement issues and/or discrepancies of cash trades, foreign and domestic trades, and time deposits.
- Collaborated with Acct. Managers, Traders, and Counter Parties in settlement of trades.
- Updated receivables, deliverables, and time deposits in Excel spreadsheet
- Calculated gains and losses of forward foreign exchange trades
- Evaluated trade transactions for discrepancies in trade tickets against brokers confirmations
- Utilized Global Plus as a tool for processing and correcting trades
Education
Bachelor of Science - Psychology
- including courses in Industrial Organizational Psychology
- GPA: 3.86
Associate of Art - Healthcare Administration and Medical Records
(AAHCA/MR)
Skills
Microsoft Excel
Word
PowerPoint
Outlook
Type 50-55 WPM / Excellent data entry skills
Customer service /detail oriented / responsible / flexible and adaptable
Effective time management and organizational skills
Critical thinking skills
Active listening
Excellent communication skills
Problem solver
Remote Work Setup
High speed and reliable Internet connection with a dedicated home office space in a quiet environment for focused work. Includes a Windows PC, 2 additional monitors, printer, desk, phone and other peripherals.
Timeline
Remote Customer Service Representative
Sykes Enterprises
07.2017 - 09.2021Read More
Back Office Specialist
Zero Chaos
08.2015 - 11.2016Read More
Back Office Specialist
TTI of USA
05.2013 - 06.2014Read More
Back Office Specialist
Meridian Partners
06.2008 - 11.2008Read More
Fixed Income Analyst
Corporate Staffing
12.2006 - 01.2008Read More
Operations Processor II
State Street Corporation outsourced from Deutsche Bank
06.1998 - 08.2006Read More
University of Phoenix
Associate of Art from Healthcare Administration and Medical Records
Read More
University of Phoenix
Bachelor of Science from Psychology
Read More
International and Domestic Settlements
Deutsche Bank Operations
Read More