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Client Service Representative Resume

5.00/5 (Submit Your Rating)

Westwood, NJ

SUMMARY:

  • Business Analyst with experience driving end - to-end global technology projects.
  • Possess hands on proficiency as BA utilizing Waterfall and Agile methodologies with background in Software Development Life Cycle, Requirements definition and Technical documentation.
  • Experience as Risk Officer, managing Credit Exposure related to Treasury and Securities or Commercial Investment Bank Products with a background in Business Objects Reporting.

TECHNICAL SKILLS:

  • Business Analysis
  • BA
  • Project Management
  • PM
  • BPM
  • UML
  • Microsoft Project
  • Word
  • Excel
  • MS
  • Visio
  • PowerPoint. HP ALM
  • JIRA
  • Greenhopper
  • SharePoint
  • Agile/Waterfall
  • BRD
  • FRD
  • TDDWorkflow
  • Business Rules IT
  • Technology
  • web portal
  • IBM WebSphere
  • web support
  • Sitescope
  • Web Intelligence Business Objects
  • Operations
  • Product Support
  • Risk Management
  • Credit Risk
  • TSS
  • Money Market
  • Escrow
  • Broker Dealer
  • Clearance
  • ADR
  • Sec Lending
  • CD/CP IPA
  • LOC
  • DDA

PROFESSIONAL EXPERIENCE:

Confidential, Westwood, NJ

Client Service Representative

Responsibilities:

  • Help Desk, On - Site Registration, ticketing, lead retrieval

Confidential, New York NY

Business Analyst

Responsibilities:

  • Private Bank AWM Operations
  • Responsible for communication with stake holders and timely project delivery

Confidential, New York, NY

Business Analyst - Consultant

Responsibilities:

  • Corporate Trust Government Development Services
  • Software development life cycle project with U.S. Government for Mortgage Backed Securities
  • Familiar with Waterfall and Agile methodologies and Epics/Stories utilizing JIRA/Greenhopper
  • Business Owner responsible for requirements elicitation from business stake holders
  • Scrum Master responsible for hosting daily scrum meetings with development team
  • Responsible for delivering Requirements Documentation: BRD, FRD, TDD
  • Wrote Use Cases, based on business requirements, that were used as the basis for test scripts
  • Managed internal and external UAT using HP Application Lifecycle Management

Confidential, New York, NY

Responsibilities:

  • Created strategic reporting initiatives and implemented reporting solutions
  • Responsible for regular and ad - hoc Business Objects Credit Risk Reporting
  • Developed and implemented automated Business Objects Credit Exposure Reports

Confidential

Risk Officer

Responsibilities:

  • Managed Credit Risk for Treasury & Security Services
  • Client Onboarding in accordance with Internal and Regulatory Compliance
  • Established Collateral Margin schedules for overnight lending Tri - Party Repo and US Clearance
  • Voting member of Transaction Approval Committee responsible for Credit Risk approval on New Business Initiatives
  • Responsible for annual AML and KYC certification in accordance firm policy

Confidential

Consultant

Responsibilities:

  • Portfolio Manager responsible for funds movement, securities transactions, account reconciliation
  • Managed Cash Escrow and Money Market DDA Accounts electronic accounts records

Confidential

Consultant

Responsibilities:

  • Responsible for funds processing and account settlement of the Money Market Operations Book
  • Managed daily Issuance of CP/CD Notes via DTCC

System Analyst

Confidential

Responsibilities:

  • Migrated Money Market Instrument product data to single platform for Confidential
  • Managed proprietary account information for all MTN, CD and CP IPA clients

Confidential, Framingham, MA

Web System Administrator

Responsibilities:

  • Responsible for the real - time operation of Web Servers, SQL dbs and Firewalls integral to the 24X7 Website Operation
  • Maintained site content and functionality and local and co-hosted servers using remote monitoring tool Sitescope

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