Timothy Sullivan
Stoneham,MA
Summary
Accomplished professional with a proven track record at State Street Bank and Trust Company with 8 years of experience, adept in specialized financial software. Excelled in managing high-volume loan services and financial reporting, demonstrating exceptional prioritization skills and a commitment to excellence. Skilled in fostering client relationships and mentoring teams, showcasing both hard and soft skills essential for dynamic financial environments.
Overview
8
8
years of professional experience
Work History
Senior Associate, Loan Services
State Street Bank and Trust Company
2021.11 - Current
- Oversaw the monitoring of high volume incoming loan requests, submission of loan approval requests, and initiation of wire transfers for multiple clients
- Managed the precise documentation of loan contracts in multiple reporting platforms
- Effectively managed multiple competing priorities while maintaining focus on delivering exceptional results for clients and the organization.
- Consistently maintained strong relationships with clients, ensuring clear communication and timely updates on loan positions across multiple funds
- Ensured successful integration of new team members through training and ongoing support.
Associate: Financial Reporting & Marketing
State Street Bank and Trust Company
2016.06 - 2021.11
- Oversaw the preparation and review of numerous Monthly Marketing Portfolios of Investments
- Ensured timely completion of monthly manual preparation for Complex Multi-Fund Portfolio Turnover reporting, complying with a strict fourth business day deliverable deadline.
- Prepared and presented precise marketing reports on a monthly, quarterly, and annual basis.
- Assisted in training and developing onshore and offshore team members
Education
Bachelor of Management - Accounting
University of Massachusetts, Boston
Boston, MA05.2016
Skills
- Proficient in Microsoft Office (Excel, Word, Powerpoint, etc.)
- Learned & earned proficiency with FundSuite FX, Wall Street Office Administrator, Multi-Currency Horizon & Interchange Wire Transfer systems during my State Street Career
- Proven ability to work in high demand environments, both as a team leader and as an individual contributor
- Multiple Priorities Management
Timeline
Senior Associate, Loan Services
State Street Bank and Trust Company
2021.11 - Current
Associate: Financial Reporting & Marketing
State Street Bank and Trust Company
2016.06 - 2021.11
Bachelor of Management - Accounting
University of Massachusetts, Boston
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