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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

Phone: (xxx-xxx-xxxx

abc@xyz.com

 

Dynamic team player with solid track record in Financial Services eager to contribute industry knowledge as well as strong customer service,  general accounting and administrative skills toward supporting operations of a progressive organization.

 

Qualifications Profile

 

         Proactively foster, nurture and maintain strong client relationships to maximize satisfaction and retention.

         Highly versatile and able to quickly adapt to new roles, tasks, technologies, and responsibilities. 

         Able to leverage substantial analytical and leadership skills to enhance departmental processes and strengthen internal controls, vital to maximizing profitability for company as well as minimizing loss.

         Reputation for incisive decision-making skills, team-building capabilities, and keen multi-tasking abilities; effectively balance competing demands.

         Confident and tactical with ability to establish cohesive relationships with all levels of an organization.

         Reputation for integrity, sound business judgment, and impressive work ethic.

 

Professional Experience

 

JP Morgan Chase, New York, NY, 2001 to 2009

Securities Lending Operations

         Brought on board full-time after successful assignment with temp agency (2000 to 2001) based on proven performance and results to steer reconciliation of daily/monthly interest for securities lending collateral.

         Resourcefully identified and implemented process enhancements to streamline reconciliation operations. 

         Conducted in-depth User Acceptance Testing (UAT) of processes enhanced by IT department.

  • Strategically simplified and expedited processes for interest calculations and FX transactions.

         Regarded as Subject Matter Expert (SME) for troubleshooting mainframe client statements.

         Administered Access database for bottom-line adjustment processing as submitted by broker teams.

  • Partnered with database team and other technical support in troubleshooting and rectifying system errors.
  • Appreciated by senior management for outstanding leadership and analytical skills, integral to optimizing UAT testing efforts and elevating quality assurance.
  • Recognized as a top-performer within Client Income Servicing team (CIS).

 

C. Thomas Gallo & Co., Staten Island NY, 1996 to 2000 

Bookkeeper & Tax Preparer 

  • Applied sharp attention to accuracy and deadlines in preparing and processing quarterly filings as well as filing payroll taxes for client companies.
  • Contributed to steadily growing client base for Accounting, Financial and Tax Services firm by providing exemplary customer service, resulting in significant repeat and referral business.

 

Prior background includes role as Personal Tax Preparer for H & R Block, Staten Island, NY, 1992 to 1996.

 

Education

 

BA Degree, Chemistry, North Adams State College

 

Computer Skills

 

Microsoft Office Suite (Excel, Access, Word, PowerPoint and Outlook); Monarch; Lotus Notes; QuickBooks

 

 

Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

Phone: (xxx-xxx-xxxx

abc@xyz.com

 

 

 

 

 

 

Date

 

 

 

Hiring Agent Name

Title

Company Name

Address

City/State/Zip Code

 

Dear__________________:

 

I am currently seeking a challenging career opportunity in a financial services capacity and am submitting my resume for your review.  In advance, thank you for your time and consideration.

 

As indicated in the accompanying resume, I bring to you a significant background in the securities lending industry, polished expertise in improving operational processes, and seasoned experience in quality control, risk management, and client service and satisfaction. To complement these qualifications, I offer exemplary organizational, prioritization, critical thinking, and relationship-building skills which are essential in an <insert job title/position> role.  

 

As a proactive contributor to your organization, you will find me to be a driven professional and stellar leader committed to supporting you in achieving your objectives through superior performance and initiative. I am confident that I could be a valuable asset to <insert name of organization>, and look forward to interviewing with you in the near future.

 

Sincerely,

 

 

 

Yyyyyy x. yyyyyy

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