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Click here or scroll down to respond to this candidateCandidate's Name
Street Address JOHNNYCAKE LANEGLASTONBURY, CT Street Address
EXPERIENCE2022 2023. STOP AND SHOPGrocery clerk associate, managing customers, cash register, self-check out, customer service front desk support.2003 2021 U.S. BANK N.A.Trust OfficerThis position works within the Global Corporate Trust business unit and is responsible for cash and asset management of trust accounts including monitoring and investment of balances, valuations of assets and collateral, and the proper funding of accounts in compliance with governing trust documents. Uses bond financing documents, along with internal control mechanisms, to interpret the amount and timing of cash and asset movements. Prepares trust accounting system entries, calculating and executing debt retirements, and other account transaction duties. Interacts with specialized units to provide meaningful quality measurements to account managers to ensure that cash and asset management procedures are followed, and legal document requirements are met. May also involve some direct client interaction.Working knowledge of investments, accounting transactions, and client service. Ability to interpret bond financing documents to decipher all aspects of cash and asset transactions relating to the account. Ability to perform mathematical calculations which can include percentages, ratios, and bond interest as applicable. Well-developed analytical and problem-solving skills.Proficient computer navigation skills using a variety of software packages including Microsoft Excel. Systems experience with Trust Accounting and Bond Accounting systems.1996 2003 FLEET NATIONAL BANK/STATE STREET BANKSenior Client Service Administrator/Assistant to one Vice PresidentDuties include customer relations; assisting officer with administeringa complex account load including bond issues in money market andother innovative variable rate modes; special capital reserve fund issueswith complicated funds moves and investment agreement balancing, aswell as other types of work intensive transactions. Initiated a streamlineon receipting funds from HUD on local housing authority issues.Contributes long running expertise with systems knowledge (SEI,UCCELL, HOGAN & PARTY PROCESSING).1989 1996 FLEET BANKClient Service Administrator, Assistant to two Vice PresidentsAdministrative Assistant, SecretaryDuties include customer relations; daily correspondence; processingof various customer accounts; including trusts, IRAs, custodydocuments; cash and wire transactions; maintenance of customerrecords and accounts; and preparation of probate accountings.1987 1989 SOROKIN, SOROKIN, GROSS, HYDE & WILLIAMSAdministrative Assistant/SecretaryDuties include overseeing employees insurance records;coordinating special events; office tasks such as typing andcorrespondence; filing and maintaining schedules and calendars ofsupervisors; ordering of supplies; and assisting office personnelduring other secretariesabsences.1982 1987 CHILD & FAMILY SERVICES ( HARTLEY-SALMON CLINIC)Secretary/ReceptionistDuties included various office responsibilities such as preparingreports and forms; heavy telephone contact with clients; preparationof monthly supply inventory; preparation of payments/deposit records;maintenance of case records and assignments; and daily correspondenceincluding typing letters and statistical reports.1981 1982 OFFICE MANAGEMENT SERVICES INC (Temporary EmploymentAgency)Worked at various companies in the Hartford, Connecticut area,Including Aetna, Travelers, Connecticut General, The Hartford InsuranceCompany, and HELCO. Duties included routine office and clericalTasks.EDUCATION: Bloomfield, Connecticut High School.Member of Spanish Honor SocietyReceived college credits in Accounting and SpanishTraining classes in Lotus/Ami Pro systemsOTHER: Proficient in Word processing (Ami Pro/Word/Lotus/Excel/Windows) aswell as having the ability to grasp new software systems in an expeditiousmanner. Extensive customer service experience. Strong organizationalskills as well as completing duties in a timely and accurate manner. |
