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BANK of new YORK MELLON, Houston, TX 2006 - 2008 Corporate Trust Administrator Data entry of new private equity securities on various interbank systems. Researched misapplied interest payments; Investigated incorrect bond class designations (cusips); maintained clients TIN tax forms.
BANK of new YORK MELLON, Houston, TX 2006 - 2008 Corporate Trust Administrator Data entry of new private equity securities on various interbank systems. Researched misapplied interest payments; Investigated incorrect bond class designations (cusips); maintained clients TIN tax forms.
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BANK of new YORK MELLON, Houston, TX 2006 - 2008 Corporate Trust Administrator Data entry of new private equity securities on various interbank systems. Researched misapplied interest payments; Investigated incorrect bond class designations (cusips); maintained clients TIN tax forms.
Droits d'auteur :
Attribution Non-Commercial (BY-NC)
Formats disponibles
Téléchargez comme TXT, PDF, TXT ou lisez en ligne sur Scribd
Conroe, Texas 77385 HOME: 281-362-0588 CELL: 713-501-2742 EMAIL: QUALIFICATIONS Work well with little or no supervision; Ability to prioritize and remain focused on the main points of an issue; Professional customer support services, research and follow through; Skilled at learning new concepts quickly while working well under pressure and p rioritizing; Capable of working in fast paced environment; Motivated, assertive and deadline oriented. Excellent telephone, filing and organization skills. Knowledge of using Word, Excel, Lotus Notes. Able to quickly learn new software packages. WORK EXPERIENCE THE BANK OF NEW YORK MELLON Houston, TX 2006 - 2008 Corporate Trust Administrator * Data entry of new private equity securities on various interbank systems in S tructured Finance Trust Division; * Read legal documents connected to origination of securities; * Attended post closing meetings with Bank Officers to review details of new se curities; * Researched misapplied interest payments; * Investigated incorrect bond class designations (cusips); * Completed research daily of Standard & Poors, Moody's and Fitch ratings agenc ies of securities; * Maintained clients TIN tax forms. JPMORGAN CHASE BANK, N.A. Houston, TX 1997 - 2006 Administrative Assistant/Receptionist * Greeted clients/visitors, answered telephones, took messages, filing, ordered supplies, completed and submitted Expense Reports; maintained Manager's calenda rs. * Processed payroll on a weekly basis for over 300 employees in Corporate Trust Division; * Setup new employees with accessibility to PC, LAN, telephones and security ba dges. * Coordinated offsite meetings, luncheons, travel and hotel arrangements; Prepa red and maintained New Hire Training Binders; sorted and distributed daily incom ing mail, maintained hospitality kitchens and conference rooms for scheduling; * Assisted Managers with special projects, employee event planning; * The Bank of New York Mellon acquired JPMorgan Chase Bank Structured Finance T rust Department in 2006. TEXAS COMMERCE BANK, N.A. Houston, Texas 1993 - 1997 PBX Operator * Answered multi-line switchboard for over 50 Bank Branches. Directed calls, to ok messages; * Placed Voice Mail calls and electronically sent messages to local Bankers; * Connected international and local conference calls; * Escalated complaint calls to Senior Managers; * Played back and verified taped audio recordings for Bank Counselors; * Read and understood all information regarding bank products and services avai lable; * Assisted when needed in Administration area of Voice Communications Departmen t. * JPMorgan Chase Bank merged with Texas Commerce Bank. FIRSTCITY TEXAS BANK, N.A. Houston, Texas Customer Service Representative/Clerk I 1992 - 1993 * Call Center environment. Assist inbound callers with their personal bank acco unts; * Placed and verified all Stop Payment Requests, keyed telephone funds transfer s and on-line refunds; * Typed correspondence, maintained daily filing, ordered supplies and distribut ed incoming mail; * Assisted Officer Managers with projects. * FDIC closed bank. Texas Commerce Bank acquired First City Bank employees. EDUCATION SER-Business Training Center Houston, TX Certificate Stephen F. Austin High School Houston, TX Diploma