Vous êtes sur la page 1sur 1

ERIC MOSKOWITZ

277 East 207th Street, Apartment 1-E (347) 860-1637


Bronx, New York 10467 emafbff6@w
estpost.net

07/05 - 04/10 Amalgamated Bank Asset Control Adminis


trator
Increased client retention rate of 30% by instituting processes that:
* Verified and balanced equity, treasury, CMO and municipal securities held at t
he bank's depositories to its trust account system.
* Reconciled various general ledger accounts and discrepancies in client asset p
ositions.
* Researched, identified, resolved, and reported differences transpiring from ca
sh and securities transactions by utilizing DTC.
* Prepared and instituted information technology systems that disseminated daily
, weekly, and monthly management reports for the purpose of monitoring sources o
f possible risk, such as proof differences, client overdrafts, suspense balances
, wire transfers, vault audit differences, and income and expense receivables an
d payables.
03/04 - 10/04 Brooklyn Federal Savings Bank Commercial Loan Administrator
* Revised and integrated the commercial mortgage loan applications, including pr
ocessed pre and post closing documentation, and borrower closure resulting in a
25% increase in thruput time.
* Ordered and reviewed appraisal, environmental, and construction reports, devel
oped reports analyzing the receipt of prepared rent rolls, income and expense re
ports, and related financial information of prospective borrowers.
* Interacted with prospective borrowers, brokers, and bankers.
* Prepared multiple spreadsheets detailing company cash flows, and pre-closing t
racking reports.
01/00 - 3/04 TD Waterhouse Relationship Officer
* Managed the resolution of delinquent accounts and reconciled account discrepan
cies resulting in an increased client retention rate of over 50%.
* Monitored and audited complex on-line option derivative and margin trades.
* Prepared with senior management weekly, monthly and quarterly industry complia
nce reports.
* Evaluated and applied SEC rules and regulations as applicable to equity securi
ties and option contracts.
Education: May 2010 Long Island University, Brooklyn New York
Master of Business Administration in Finance GPA: 3.7
Spring 1999 Pace University, New York, NY
Bachelor of Business Administration in Management
GPA: 3.6 in major.
Skills: Financial: Constructing econometric models, financial
statement analysis. Computer Software: Proficiency in Microsoft Excel, Word,
and PowerPoint.
Computer Database: Horizon (G/L software), Global
Plus (web-based client
DBMS), and Depository Trust Company (DTC)
Foreign Language Fluency: Intermediate in written
and spoken Spanish
Awards: Sigma Beta Delta International Honor Society in Business

Vous aimerez peut-être aussi