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Skills

  • Client credit exposure monitoring
  • Discrepancy identification and resolution
  • Advanced MS Excel and financial modeling
  • Data validation techniques
  • Communications
  • Relationship development
  • Budgets
  • Customer service
  • Process improvement
  • High-Net-Worth Client Portfolio Management

Work Experiences

  • Used effective networking to identify and capitalize on community business opportunities.
  • Communicated clearly on margin calls.
  • Collaborated with the Risk Department.
  • Submitted loan applications to the loan underwriter for review and approval.
  • Contributed to the implementation of an automated margin system.
  • Adjusted margin limits.
  • Authored detailed margin policies and procedural documents that were adopted company-wide, contributing toward standardized practices.
  • Authored detailed margin policies.
  • Collaborated with SAP sales teams to implement flexible margin limits that increased product volume by 18% over a 2022-year period.
  • Closed margin agreements with 13+ critical counterparties.

Summaries

  • Clear understanding of strategic planning and stakeholder engagement as well as workflow optimization training.
  • Achieved a 85% improvement in tracking accuracy.
  • Accomplished Margin Specialist responsible for training teams and improving operational efficiency by 78%. Adept at managing margin policies according to method standards and improving client portfolio performance.
  • Client-focused Margin Specialist.
  • Margin Specialist is a multi-talented Margin Specialist who is consistently rewarded for planning and operational improvements.
  • Senior Branch Manager with 14 years of progressive experience in multiple locations improving business processes, increasing revenue, and retaining loyal customers.
  • Achieved a 39% improvement in productivity.
  • Costs were consistently reduced while profits were increased.
  • Interpersonal skills are exceptional.
  • Adept in compliance management.

Accomplishments

  • Collaborated with top-tier banks to minimize collateral shortfalls, preventing financial risk exposure in excess of 13.
  • Automated margin limit calculations, reducing time spent on manual data entry by 28% and improving overall process efficiency.
  • Revised margin reconciliation processes, significantly decreasing turnaround time on margin discrepancies from 7 to 4 hours.
  • Negotiated and closed key margin agreements, reducing firmwide credit exposure with 10+ global counterparties.
  • Spearheaded margin call escalation redesign, resulting in faster resolution times by 66% in 2019.
  • Collaborated with risk management teams to enforce robust margin rules, reducing the organization's annual risk exposure by 15%.
  • Resolved product issue through consumer testing.
  • Improved margin exposure reporting accuracy by 71% through system enhancements and data quality checks.
  • Enhanced automated margin systems by partnering with IT, leading to a 41% decrease in manual processing errors.
  • Introduced key margin analytics tools within the department, enabling more precise decision-making and a 56% reduction in calculation errors.

Affiliations

  • Freemason
  • Risk Management Association (RMA)
  • International Capital Markets Association (ICMA)
  • Alliance of Financial Institutions and Margin Specialists
  • Investment Management Consultants Association (IMCA)
  • Association for Computing Machinery
  • American Medical Informatics Association
  • International Swaps and Derivatives Association (ISDA)
  • National Association of Social Workers
  • American Society of Safety Professionals

Certifications

  • Certified Information Systems Security Professional (CISSP) - International Information System Security Certification Consortium (ISC²)
  • Lean Six Sigma Black Belt (LSSBB) Certification - metric
  • Certified Fraud Examiner (CFE) framework
  • SHRM Certified Professional (SHRM-CP)
  • Certified Financial Risk Manager (FRM) - Global Association of Risk Professionals
  • CompTIA Network+
  • Certified Public Accountant (CPA)
  • Credit Risk Certification (CRC) - Risk Management Association (RMA)
  • Securities Operations Certification (SOC) - method
  • First Aid/CPR Certified

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