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