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Skills

  • Process improvement
  • Risk mitigation techniques
  • Method equipment
  • Revenue generation
  • Client Satisfaction Improvement
  • Team building
  • Familiar with account coding
  • Data-driven decision making
  • Problem resolution
  • Cross-functional collaboration

Work Experiences

  • Addressed escalated margin shortfalls.
  • Submitted loan applications to the loan underwriter for review and approval.
  • Applied margin adjustments.
  • Contributed to standardized practices.
  • Improved customer retention by 6% by resolving escalated customer issues.
  • Collaborated with cross-functional teams to address escalated margin shortfalls, successfully mitigating over $2 in potential losses.
  • Collaborated with auditors on report accuracy.
  • Adjusted margin limits.
  • Reviewed more than 9 financial statements per two years.
  • Collaborated with the Risk Department.

Summaries

  • Dedicated Margin Specialist with 16 years of administrative and operations management experience.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Margin Specialist is a multi-talented Margin Specialist who is consistently rewarded for planning and operational improvements.
  • Objective Miscellaneous leader who has led financial systems and programs to success.
  • Achieved a 39% improvement in productivity.
  • Meet bank and customer service standards on a regular basis.
  • Achieved improvements through system automation and process re-engineering.
  • Well-organized, proactive, and able to adapt to changing circumstances.
  • Client-focused Margin Specialist adept at managing over 6 high-value accounts and identifying margin shortfalls. Consistently mitigated financial risks through vigilant monitoring and decisive action.
  • Regulatory requirements and successful strategies for maintaining optimal controls are well-understood.

Accomplishments

  • Executed margin reviews and audits resulting in improved compliance and recovery of 11 in client funds over 2022.
  • Built and maintained strong relationships with institutional clients, leading to the successful negotiation of over 16 in margin agreements.
  • Worked directly with ServiceNow sales teams to introduce flexible margin limits, increasing overall product volume by 62% over a 2022-year period.
  • Designed custom margin reports to provide real-time data to stakeholders, streamlining margin decision-making and reducing delays by 78%.
  • Developed and refined internal margin policies, ensuring alignment with evolving regulatory frameworks such as category.
  • Spearheaded portfolio analysis to identify margin risk areas, leading to a 38% reduction in margin deficits across client portfolios.
  • Worked with senior leadership to design margin-based strategies that contributed to a 53% reduction in overall operational risks.
  • Negotiated and closed key margin agreements, reducing firmwide credit exposure with 10+ global counterparties.
  • Audited margin account statements, resolving discrepancies and reducing margin deficits by 11.
  • Initiated cross-departmental collaboration to expedite the resolution of complex margin issues, reducing escalations by 85%.

Affiliations

  • Certified Market Technicians Association (CMT)
  • National Association of Social Workers
  • Risk Management Association (RMA)
  • Rotary International
  • American Finance Association (AFA)
  • Freemason
  • Advanced Marginal Accounting Professional Certification system
  • Society of Women Engineers
  • National Futures Association (NFA)
  • Association for Computing Machinery

Certifications

  • Certified Public Accountant (CPA)
  • Apple Certified Associate (ACA)
  • FIS MarginEdge Certification - procedure
  • Series 7 - General Securities Representative - Financial Industry Regulatory Authority (FINRA)
  • Certified Treasury Professional (CTP) - Association for Financial Professionals (AFP)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Microsoft Certified Systems Engineer (MCSE)
  • Advanced Margin Training Program - initiative
  • Lean Six Sigma Black Belt (LSSBB) Certification - metric
  • ISO 31000 Risk Management Certification - International Organization for Standardization

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