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DIANE M. WANDLAND Home: PHONE NUMBER AVAILABLECell: PHONE NUMBER AVAILABLE Email: EMAIL AVAILABLEHomewood, IL 60430 LINKEDIN LINK AVAILABLE SUMMARYHighly skilled professional with 15+ years of experience in the customer service and financial services industry. Extremely hard working, motivated, and a team player. Able to work well in a fast-paced, highly- pressured environment. Strong ability to multi-task and analyze without sacrificing attention to detail. Take pride in having the capacity to be a quick learner..PROFESSIONAL EXPERIENCEOptionsXpress by Charles Schwab, Chicago, IL 08/2006 -- 01/2018 Operations Specialist Validates outgoing account transfers, review daily reports for all incoming and outgoing requests. Communicate with 10-20 contra brokers on current problems with the transfer request. Send out residual balances on a daily basis and submit reclaims when necessary. Responsible for cleaning up fails. Responsible for charging termination fees and ensure accounts are closed properly. Handles foreign non ACAT requests and DTC transfers. Set-up B-50s for mutual fund re-registration. Coordinates option transfers via the OCC with contras as needed. Submit daily Direct Registration requests. Follow-up on ACAT rejects and contact proper departments. Keeley Investment Corporation, Chicago, IL 03/2006  07/2006 Operations Associate Affirmed all trades on a daily basis through DTC. Handled all trade problems such as rejects, duplicate trades, while communicating with the contra brokers. Focused on affirming all trades in a timely manner. Morgan Stanley, Riverwoods, IL 08/2004  03/2006Legal Securities Processing Clerk Processed securities to clear stock through the transfer agent. Assisted assigned branches within the firm to achieve getting certificates to clear. Maintained files on pending death certificates while waiting for proper paperwork to be submitted. Charged accounts appropriate legal fees. Performed administrative duties, such as handling phone calls and answering emails. Howe Barnes Investments, Chicago, IL 04/2000  04/2003 Operations Associate Supported brokers and served clients in the buying and selling of stocks, bonds, and mutual funds. Assumed all Automated Customer Account Transfer System (ACAT) responsibilities within the first 9 months of employment. Resolved networking problems for mutual funds; ensured unique holding requirements were met. EducationHigh School DiplomaCrete Monee High SchoolPrairie State College, Chicago Heights, IL