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Skills

  • DOT Regulations
  • Cross-functional collaboration
  • Cash Balance Accuracy Improvement
  • Supervision
  • Loading and unloading
  • Problem resolution
  • Shipping and receiving
  • Corporate Actions Monitoring
  • Regulatory compliance
  • MS Office

Work Experiences

  • Achieved results in 4 months.
  • Assumed responsibility for overseeing the settlement of international securities, driving down failure rates to below 85%.
  • Collaborated with risk management teams.
  • Secured items by securing them with straps over protective padding during transportation.
  • Attached documentation to shipments leaving the facility, such as receipts, packing slips, and bills of lading.
  • Analyzed failed settlement trends.
  • Analyzed failed settlement trends and provided actionable insights that led to process improvements and a 5% decreasing failure rates.
  • Made supervisors and coworkers aware of potential hazards and other issues so that they could be resolved quickly.
  • Used a utility dolly and a truck ramp to move furniture and boxes.
  • Achieved a 6% reduction in overnight errors.

Summaries

  • When it comes to quickly evaluating items, wrapping them in protective materials, loading them into the truck, and arranging them by weight and dimensions, efficiency is key.
  • Dedicated to completing tasks and job responsibilities in a timely and unobtrusive manner.
  • Identifying products by size, type, and product codes was a success.
  • Expert at tying down items to prevent them from shifting, falling, or breaking while on the move.
  • Achieved 25% reduction in discrepancies.
  • Strong, capable, and at ease lifting up to 6 pounds at a time.
  • Working efficiently, correctly, and quickly is a strength.
  • Loading and unloading trucks, shipping and receiving, and order picking and packing are all skills she possesses.
  • Costs were consistently reduced while profits were increased.
  • FID Processor with 11 years of successful data analysis and quality assurance experience.

Accomplishments

  • Collaborated with team of 11 in the development of standard.
  • Optimized trade confirmation processing, resulting in 35% fewer late settlements and a faster resolution of discrepancies.
  • Increased trade accuracy rates by 81% through continuous monitoring of market-based deadlines and communication updates.
  • Trained 4 new staff members on regulations, lowering pre-settlement issues from 44% to 32% in 9 days.
  • Tracked and resolved trade discrepancies in real time, reducing broker escalations by 71%.
  • Created a detailed reporting dashboard for failure analysis, enabling quicker resolution of discrepancies, reducing failures by 36%.
  • Partnered with junior staff on process improvements that enhanced overall productivity by 69% over 3 months.
  • Reviewed and validated 8 end-of-day trades, achieving 69% compliance with industry regulations and reducing error rate.
  • Achieved a 58% improvement in settlement speed by introducing a standardized process to meet market deadlines.
  • Resolved high-profile trade discrepancies with key stakeholders, leading to 35% settlement accuracy improvement within 16 weeks.

Affiliations

  • Certified International Investment Analyst (CIIA), 2021 - Association of Certified International Investment Analysts
  • International Swaps and Derivatives Association (ISDA)
  • Jaycees
  • American Bankers Association (ABA) Securities Division
  • Securities Industry and Financial Markets Association (SIFMA)
  • Trade Processing Specialist (TPS) Certification, category
  • Financial Industry Regulatory Authority (FINRA) Registered Member
  • Fixed Income Clearing Corporation (FICC) Member Organization
  • National Association of Social Workers
  • Lions Club

Certifications

  • Certified Derivatives Specialist (CDS) from the Canadian Securities Institute (CSI)
  • SHRM Certified Professional (SHRM-CP)
  • Business and Financial Counterparty Risk Certification by Harbor & Co.
  • Certified Settlement Analyst (CSA)
  • CompTIA Network+
  • Certified Corporate Financial Planning & Analysis (FP&A) Professional
  • Project Management Professional (PMP)
  • Professional Risk Manager (PRM) by the Professional Risk Managers' International Association
  • Apple Certified Associate (ACA)
  • Operations Professional Qualification (Series 99) - FINRA

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