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