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Click here or scroll down to respond to this candidateCandidate's Name
Street Address Pocahontas Place, Hampton, VA 2366PHONE NUMBER AVAILABLE EMAIL AVAILABLEObjectiveHighly motivated to begin a new and challenging career in a business or financial analyst and operational capacity, with a background in securities and investment, financial reporting, research, data analysis, compliance and audit procedures, budgeting expense management.EducationBSBA/BSF 2010 UNIVERSITY OF PHOENIXMBA 2019 JACKSONVILLE UNIVERSITY Major: Business Administration and Finance Minor: Accounting/EconomicsMajor: FinanceSkills & AbilitiesBi-lingual, detail oriented with strong critical thinking skills, dependable, good communication and problem resolution, customer service oriented, analytical and research skills, experienced in compliance and audit processes, skilled in training and mentoring, adaptable, works well in a team environment yet can work independently, budget and expense reporting, documentation and financial reporting to facilitate decision making, sound decision making and leadership skills. Data Entry, MS Word, Power Point, Access, Excel Macros formulas spreadsheets pivot graphs. Creating spreadsheets and reports through Excel with excel formulas, statistical graphs, create PowerPoint presentations, create documents through Word. Quantitative Statistical Research and Analysis.ExperienceALORICA 04/2019- PRESENT E4000 VIRGINIA BEACH BLVD., WARWICK, NEWPORT, VA 23452Perfo managerCONDUENT AMGEN PHARM CARD DIVISION SUPERVISOR 11/2018- 04/2019 EDEN WAY N, CHESAPEAKE, VA 23320Perform property manager duties, taking phone calls from property owners, tenants, vendors, provide potential tenants property leasing information, leasing application and scheduling property showing. Collect and process lease paymentsBECTON DICKINSON SYSTEM SOFTWARE TECH 05/2018- 11/2018 SENTARA NORFOLK, LEIGH, CHARLOTTEVILLE, DUNFRIES, VA., RALEIGH, NC.,Perform property manager duties, taking phone calls from property owners, tenants, vendors, provide potential tenants property leasing information, leasing application and scheduling property showing. Collect and process lease payments, security deposits, vendor fees, etc PostPROPERTY MANAGER ADMINISTRATIVE ASSISTANT TEMP KAREN DAVIS REAL ESTATE REMAX ALLEGIANCE 04/2018- 04/2018 4000 VIRGINIA BEACH BLVD., SUITE 164, VIRGINIA BEACH, VA 23452Perform property manager duties, taking phone calls from property owners, tenants, vendors, provide potential tenants property leasing information, leasing application and scheduling property showing. Collect and process lease payments, security deposits, vendor fees, etc Post property marketing information on multiple social media applications. Post new and updated property information on company website.INSURANCE AGENT INVESTMENT AND RETIREMENT PLANNING FIVE RINGS FINANCIAL 06/2017- 04/2018 4445 CORPORATION LANE, SUITE 158, VIRGINIA BEACH, VA 23462Providing Life Insurance Products and Services, Financial Education, Investment Options, Tax Free Investment, Annuities, Retirement Planning and Solutions.GWIM SENIOR LEAD OPERATIONS ANALYST/BRANCH SYSTEMS ADMINISTRATOR MERRILL LYNCH PIERCEFENNER ANDSMITH 02/2013-03/2017 999 WATERSIDE DRIVE, SUITE 100, NORFOLK, VA 23510Global Wealth Investment Management Systems administrator granting access or managing system, network, drives, printers, folders or applications for employees. Financial analysis on account statements, researching trade errors and providing resolution to security trades, mitigating risk of loss due to market exposure. Created excel spreadsheet reports for office expenses and budgeting. Operational duties, providing telecommunication access, purchasing, mail, stock certificate processing, deposits, client and phone support. Installed, de-installed computers. Training and development, annual mentoring for interns, cross-training new and existing employees. Wires/Fed Fund Checks ACH Internal JE transfer approval. Annual audits functions for trades errors and check disbursement.FDS CMS MUTUAL FUNDS AND MONEY MARKET ANALYST MERRILL LYNCH PIERCE FENNER AND SMITH 10/2006-02/2013 4800 DEER LAKE DRIVE EAST, JACKSONVILLE, FL 32246Managed heavy trading call volumes from Financial Advisors, Client Associates, Managers, and Branch Operations domestic and international. Tutorial line for securities trading of Mutual Funds, Money Market, Equities-Stocks and ETFs, Options trades, Corporate/Muni Bonds, Market Linked investment etc... tutorial line on how to enter trade corrections, block trades, international trades, trading with foreign currency accounts, enter fed fund wires, check requests, JEs, add div reinvest, liquidate fractional shares. Researched trade issues and restricted security issues, security performance and eligibility. Created video tutorials for AskMerrill, written monthly articles regarding security news and events, policy updates or changes, products and systems issues impacting business.FDS CASH MANAGEMENT OFAC/RLSU REVIEWER MERRILL LYNCH PIERCE FENNER AND SMITH 04/2002-10/2006 4800 DEER LAKE DRIVE EAST, JACKSONVILLE, FL 32246Reviewed FedFund Wires/Check requests/ACH/Internal JE Transfers/international wires/swift accounts/disbursements etc. for meeting all OFAC Sanctions compliance requirements and checking against the SND lists prior to approval to mitigate fraud and money laundering. Heavy volume check printing, ordered Merrill Lynch CMS, Cashier, Official check stock, managed check vault inventory. Printed manual checks, check deposits processing and reconciling, updating account information, account management services. |
