Operations Representative Resume Samples

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LW
L Wehner
Leonardo
Wehner
3206 Brook Corners
Detroit
MI
+1 (555) 730 4115
3206 Brook Corners
Detroit
MI
Phone
p +1 (555) 730 4115
Experience Experience
Dallas, TX
Gwim Entry Operations Representative
Dallas, TX
Johnson-Keebler
Dallas, TX
Gwim Entry Operations Representative
  • Work with Managed Account Advisors to resolve pending trades
  • Establishment of relationships with all Funds within the scope of responsibility for the individual
  • Weekly submission of highlights to senior management
  • Process improvement and technology enhancement coordination
  • Perform in a proactive and strategic manner
  • Provide training and guidance to junior team members where necessary
  • Flexibility to work in an evolving environment as automation of processes and reorganization of process flows are implemented to achieve efficiencies
Dallas, TX
Operations Representative
Dallas, TX
Mayert-Hammes
Dallas, TX
Operations Representative
  • Assists the Operations Manager in the development and implementation of consistent work flows and procedures
  • Improves customer satisfaction by identifying trends, problems and barriers. Provides insight and makes recommendations for resolution
  • Create work orders for Reading contractors, scheduling work with customers, sending customer letters, fielding customer complaints, and customer call backs
  • Maintains up-to-date workflow documentation and ensures workflows are adhered to when processing individual paperwork
  • Work with speed and accuracy under pressure to accommodate heavy workloads
  • Aptitude for math as it applies to sales, margin, pricing and performance
  • Consistently meets established performance standards on all job assignments
present
Houston, TX
Senior Operations Representative
Houston, TX
Crona-Trantow
present
Houston, TX
Senior Operations Representative
present
  • Provide timely updates to management for reporting
  • Review and work request within the Kana queue and/or OnDemand report
  • Meeting the above mentioned responsibilities with significantly increased month end workloads consistently
  • Engage in behaviors that promote a positive work place environment
  • Providing operational support via an inbound service line
  • Keeping a pulse on the day to day work to ensure quality, mitigate risk and SLAs are met or exceeded
  • Quality Review of local and offshore work
Education Education
Bachelor’s Degree in Value
Bachelor’s Degree in Value
Florida Atlantic University
Bachelor’s Degree in Value
Skills Skills
  • Ability to make quick decisions, establish priorities, and concentrate on detailed information, sometimes under stressful conditions
  • Demonstrated ability for producing quality work with a keen eye to detail
  • Highly-motivated mindset Adapt to change in a highly evolving industry Professional demeanor
  • Strong verbal communication skills Strong problem resolution and decision making skills
  • Maintaining a daily workflow, while gaining industry knowledge and building a professional skill set
  • Ensuring quality of service through application testing, quality control checks, data mining and problem resolution
  • Basic knowledge of Banking Operations functions (like Remittance, cash etc…)
  • Ensuring thorough knowledge of policies & procedures and successfully imparting this knowledge to the associates
  • You will bring strong multi-tasking skills by utilizing numerous databases at one time along with email and messaging
  • Your ability to take initiative and promote that attribute in others
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15 Operations Representative resume templates

1

Operations Representative Resume Examples & Samples

  • Prepares letters, memos and various documents
  • Maintains a variety of data files and records
  • May assist with special projects
  • Monitors incoming mail and documents
  • Principles, practices, and procedures of general office concepts and those that govern personal life insurance and/or annuities and/or banking, finance and/or securities industry operations
  • Process flows within specific assigned functional area
  • Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
2

Operations Representative Resume Examples & Samples

  • Assists in special projects
  • Prepares letter, memos, and various documents
  • Provides training to other team members
3

Bank Loan Operations Representative Resume Examples & Samples

  • Processing loans on WSO Administrator /Advent Geneva and full loan maintenance, including funding, paydowns, borrows and rollovers
  • Significant Interaction with SS&C GlobeOp clients, agent banks and other SS&C GlobeOp departments (i.e.: fund accounting, operations, OTC operations and OTC Pricing) relative to loan processing
  • Serving as informational resource for loan products to SS&C GlobeOp clients and internal SS&C GlobeOp departments
  • Training loan operations staff
  • 4 years financial services/securities industry experience in operations and loan operations working for either a prime broker, administrator or hedge fund
  • Advent Geneva experience a plus
  • Knowledge of Everest/Blackmountain, LoanSERV and Clearpar a plus
4

Senior Operations Representative Resume Examples & Samples

  • Undergraduate degree or equivalent experience preferred
  • Minimum of 1 years professional experience required
  • Series 7 & 63/65 or 66 registration preferred
  • Prior knowledge of financial products, policies & procedures is required
  • Strong client service & technical skills (MS Word & Excel)
  • Strong communication, time management and organizational skills
5

Operations Representative Resume Examples & Samples

  • Recommends new methods to improve departmental procedures
  • Assists in training of personnel in department
  • High school graduate or the equivalent preferred with a minimum three years experience in operations
  • Excellent communication, typing, 10-key and organizational skills are also required
6

Senior Operations Representative M-F Resume Examples & Samples

  • Self-motivated, Team Player
  • Basic reporting skills
  • Organizational and problem resolution skills
  • Accustomed to multi-tasking and time management
  • Comfortable with decision making
  • Individual contributor role that demonstrates leadership qualities
  • Ability to build relationships and communicate clearly with all levels of management
  • Works production cases on a regular basis
  • Monitors and inputs daily K-performer metrics
  • Performs other support operations functions and administrative tasks as required
  • Delivers quality service and effective and efficient operations support for external customers/clients
  • Identify and recommend improvements in day to day processes through the appropriate channel
  • Oversees daily activities of the process by ensuring adherence to deadlines, policies and procedures, regulatory requirements and achieving quality standards
  • Adherence to risk requirements and responsible for risk mitigation through the use of the following tools for monitoring Business Recovery Plan, MCRP, ECF, Physical Security &a
7

Operations Representative Resume Examples & Samples

  • Minimum of ten years proven financial and/or business analysis experience, or equivalent, with experience managing large projects and/or staff. Consumer financial services experience preferred
  • Bachelor’s degree in finance, accounting, economics, mathematics, statistics, business management, related field or equivalent experience; MBA preferred
  • Strong management, interpersonal, analytical, project management, presentation and verbal and written communication skills. Knowledge of financial analysis, modeling, systems and reporting preferred
  • Proficiency with personal computers and pertinent mainframe systems and software packages. Advanced spreadsheet and database knowledge preferred
8

Customer Operations Representative Resume Examples & Samples

  • Bachelor’s Degree and minimum of 2 years of directly relevant work experience
  • Fluent English & French speaker
  • German knowledge is preferred
  • Strong excel knowledge. SAP and Navision are preferred
  • You should be a natural communicator and a strong influencer to be able to be heard cross functionally and vertically within the industry and the market place
9

Operations Representative Resume Examples & Samples

  • Under general supervision, enters alphanumeric data from a variety of sources into a computer database
  • Corrects errors according to standard procedures
  • May handle minor problems but refers more difficult problems to manager for resolution
  • Must be able to maintain speed and accuracy under pressure of heavy workloads and meet required productivity and quality standards
  • Schedule flexibility is required and will be dictated by volume
  • Must pay close attention to detail; meet or exceed attendance guidelines; and be a team player
  • Must possess very strong 10 key alpha and numeric keyboard skills
10

Entry Level Bank Loan Operations Representative Resume Examples & Samples

  • Serve as informational resource for loan products to SS&C GlobeOp clients and internal departments
  • 1+ years financial services/securities industry experience in operations and loan operations working for either a prime broker, administrator or hedge fund
  • Understanding of syndicated loans; including closing and maintenance of loans as well as the interrelationship with agent banks a plus
  • Solid client relationship management skills
11

Operations Representative Resume Examples & Samples

  • Provides support to all processes as needed
  • Resolves issues within the section
  • Demonstrates Shared Responsibilities
  • Reporting to a Supervisor, the Operations Representative processes and quality controls all client transaction requests
  • Executes the client's instructions within the corporate/departmental quality and quantity standards
  • Ensures that client's instruction documentation meets the corporate and dealer requirements
  • Researches and reconciles outstanding items from the daily processing control and cash receipt reports
  • Ensures the confidentiality (CISP) of client accounts
  • Excellent oral and written skills in both English (and French, for bilingual representatives)
  • Post-secondary education an asset
  • One to three years of related experience
  • Conversant with Word, Excel and Outlook software
  • Strong reading and mathematics skills
  • A team player and a willingness to work overtime and shifts, including weekends
12

Operations Representative Resume Examples & Samples

  • Work with different responsibilities from day to day
  • Prepare and post spreadsheets
  • Understand security processing
  • Knowledge of corporate actions
  • Security processing
13

Wtvj Client Operations Representative Resume Examples & Samples

  • Significant amount of Order Entry/processing, maintaining contracts, and revisions
  • Work with Account Managers on make goods and sales traffic support
  • Responsible for communicating station’s prime program changes and late runs
  • Responsible for substantial daily inquiries and email correspondence
  • Serve and train as backup for other desks
  • A minimum of 1 year experience using Microsoft computer software (PowerPoint, Excel, Word)
  • Work overtime and on weekends with short notice
  • Must be willing to work at the station in Miramar location
  • Must have unrestricted work authorization to work in the United States
  • Must be covered by Solutions, NBCU’s Alternative Dispute Resolution Program
  • Knowledge of Media Ocean, Wide Orbit, and Encoda
  • One year experience in radio/television sales
14

Service Operations Representative Resume Examples & Samples

  • A college or university degree or equivalent experience
  • 3 to 5 years prior experience in field assignments
  • Demonstrated ability to work independently and to communicate effectively with others in the work group, dealer personnel and customers
  • Demonstrated ability to work on increasingly more complex assignments and provide direction to lower level reps on project assignments
15

Transfer Agency Operations Representative Resume Examples & Samples

  • Ensure that all transactions processed are done accurately and completed in their entirety
  • Participate in projects/project teams and client conversions
  • Test new systems and programs to improve efficiency and effectiveness
  • High degree of attention to detail
  • Demonstrated initiative both independently and within a team
  • Capability to work under time constraints to meet deadlines and complete transactions with a high level of accuracy
16

Loan Operations Representative Resume Examples & Samples

  • Solid interpersonal skills including the ability to write reports and correspondence,
  • Ability to speak effectively with customers or employees of the organization
  • Proven ability to problem solves, prioritize tasks and meet required deadlines
  • Solid skill set in the use of the following software applications: Microsoft Excel, Word, and Outlook
17

Accounting Operations Representative Resume Examples & Samples

  • Minimum of 2-3 years Accounts Receivable/Collections experience
  • Excellent verbal and written communication skills in both English and Spanish
  • Proven ability at successfully managing a large-scale account portfolio is strongly desired
  • Call Center or ACD experience a plus
  • Excellent problem solving abilities
  • Flexibility with adapting to a constantly changing environment
  • Ability to multi-task and work in a fast paced environment
  • Excellent prioritizing skills
  • Proficient in Excel
18

Senior Loan Operations Representative Resume Examples & Samples

  • Two-year certificate from college or technical school beneficial
  • Five (5) years related Loan Operations experience
  • Strong interpersonal skills including the ability to write reports and correspondence,
  • Attention to detail required
  • Fiserv experience preferred
19

Client Operations Representative Resume Examples & Samples

  • Ensure timely identification, escalation and remediation of key risk items; along with effective regulatory and firm policy compliance
  • Provide exceptional client service that maintains and continually enhances relationships to improve the overall customer experience
  • Maintain a transaction processing accuracy and efficiency rating of 90% or higher for all clients
  • Evidence continuous process re-engineering through the successful completion of at least two initiatives that significantly improve client service, risk mitigation, capacity and/or reduce cost
  • Self development via formal and informal training. Subsequent to training, information sharing, incorporation into the daily work and evidence of the benefits derived is expected. [This requirement is in addition to successfully passing all mandatory training before the prescribed deadline
  • Participate in, coordinate and/or lead two philanthropic events
20

Cards Operations Representative Resume Examples & Samples

  • Organizado
  • Manejo de Excel, Outlook
  • Capacidad de Seguimiento
  • Trabajo en Equipo
  • Conocimiento Contables Basicos
  • Estudios Universitarios
21

Entry Level Bank Loan Operations Representative Resume Examples & Samples

  • Providing daily operational support to SS&C GlobeOp clients engaged in a variety of investment products but with a focus on the trading of primary and secondary bank loans, total return swaps and CLO's
  • Strong multi-tasking skills
  • Flexibility and the ability to adapt to changing priorities
  • Self starter personality and the ability to strive for excellence in your work
  • Proven ability to work as part of a team
22

Rental Operations Representative Resume Examples & Samples

  • Conduct detailed analyses of dealer rental operations (coverage, forecasting, inventory management, rental fleet utilization, and orders and claims processing, etc.) with special emphasis on streamlining processes and improving dealer rental business profitability
  • Counsel dealers on methods to improve rental productivity measures. Evaluate individual dealer performance, and develop appropriate recommendations to optimize dealer participation in the rental opportunity for the assigned service territory
  • Evaluate the training needs of dealer rental operations staff and leverage existing materials and resources to satisfy those training requirements. Includes the use of Industry and Product Specialist for Cat and Allied equipment as well as the training curriculum housed on the Cat Rental College
  • Utilize the established rental operational and financial benchmarks in order to measure the health of the dealer’s rental business
  • Counsel dealers on rental operations information systems including advantages, shortcomings and implementation plans
  • Leverage the Cat Dealer Advisor and Caterpillar resources to counsel dealers on operational process improvement opportunities that will contribute to achieving a superior level of customer satisfaction and improved profitability in rental operations
  • Improve dealer rental fleet integrity and growth based on profitability
  • Counsel dealers on an optimal rental rollout strategy, maximizing dealer profitability
  • Insure the health of the Caterpillar Rental Store during the General Construction Distribution deployment
  • Utilize CRSI for effective used equipment inventory management
  • Drive integration of Rental, Used and New to satisfy customer demand and maximize population growth
  • Counsel dealer on the optimal and profitable usage of the CAT Certified Used program
  • 6 to 8 years prior experience in field assignments
  • Demonstratedability to work on larger scale, more complex assignments and provide direction to lower level reps on project assignments
  • Travel is approximately 50%
23

Operations Representative Resume Examples & Samples

  • Ensure compliance with reporting/ response deadlines
  • Responsible for effectively handling trade transactions in the area of import / export L/C and Documentary collections and Loans processing
  • Direct interaction with Chennai clients/counterparts in other branches for resolution of queries and follow-up on documentary exceptions
  • Regular Interaction with internal and external clients for job related activities
24

Rental Operations Representative Resume Examples & Samples

  • Develop a reputation as a subject matter expert in process improvement methodologies to improve dealer parts operations profitability
  • Be very familiar with the company’s processes, policies, systems and methodologies
  • Identify, analyze and resolve parts needs and problems in assigned discipline/district
  • Develop and meet expectations; deliver results, identify and recommend alternative courses of actions, make timely decisions and develop greater communication skills
  • Direct work with other Caterpillar units, customers and demonstrate skills in negotiation, building consensus and achieving compromise
  • Counsel dealers on methods to improve rental productivity measures
  • Evaluate individual dealer performance and develop appropriate recommendations to optimize dealer participation in the rental opportunity for the assigned service territory
  • Use established rental operational and financial benchmarks to measure the health of the dealer’s rental business
  • Counsel dealers on rental operations information systems (advantages, shortcomings and implementation plans)
  • Ensure the health of the Caterpillar Rental Store during the General Construction Distribution deployment
  • Use CRSI for effective used equipment inventory management
  • Counsel dealers on the optimal and profitable usage of the CAT Certified Used program
  • Manage completion of own work assignments and coordinate work with others
  • Quickly and correctly identify problems that may not be obvious and solve problems; determine best course of action, within departmental guidelines, from many existing solutions
  • Develop innovative processes or methods to best use resources or technology in meeting the quality goals
  • Travel of at least 50%
  • Demonstrated ability to work on larger scale, more complex assignments and provide direction to lower level reps on project assignments
25

Senior Operations Representative Resume Examples & Samples

  • Check Verification
  • Check Validation
  • High Dollar Checks
  • International Check
  • Bank Authority Limits/Entitlements
  • Account Servicing
  • Account Opening
  • Document Retrieval
  • Mortgage Quality Control
  • Medicaid Requests
  • Audit Requests
  • Credit/Deposit Research
  • Bankers Acceptance
  • Collateral
  • Verification & Re-verification of Deposit
  • Experian Credit Reports
  • Bond Letters
  • Current/Average Balance
  • Approved/Outstanding
  • Dollar Amounts
  • Credit References/Inquiry
  • Social Security Requests
  • Quality ADC
  • Account Opening process includes a thorough knowledge of Cross Sell Manager (CSM), CIF, KYC, and North America AML/BSA policy
  • Process account opening thru CSM; ensuring proper disclosure are provided (fulfillment) to customer, as well as, referring any required customer follow up to the CRC. If account cannot be opened mailing required declination letter to customers. Opening of accounts for the remote channel
  • Verification of Deposit Requests
  • Credit Inquiries
  • Social Services Requests
  • Audit Confirmations
  • Re-verifications
  • Uniform Commercial Codes
  • Run Experian, Bond Letters
  • Quality Review of local and offshore work
  • Mortgage Quality Checks
  • Review, action and respond from 3 Departmental Mailboxes & GMG messages
  • SQN
  • International & Canadian Checks
  • Quality Review
  • Scanning & Barcoding
  • Review, action and respond to request from 3 Branch Mailboxes
  • High Dollar Transactions
  • Maker Forgery
  • Signing Authority Requests
  • GSR fulfillment
  • Review and work request within the Kana queue and/or OnDemand report
  • Respond to customer inquiries thru Kana Mail and/or regular mail
  • Place note on CIF regarding actions taken
  • Keeping a pulse on the day to day work to ensure quality, mitigate risk and SLAs are met or exceeded
  • Individual must monitor daily work to mitigate all risks and ensure all appropriate controls are identified and followed with their execution in accordance to departmental risk standards
  • Provide timely updates to management for reporting
  • This role requires the individual to service internal and external customers while ensuring staff promptly & accurately completes all departmental tasks
  • Meeting the above mentioned responsibilities with significantly increased month end workloads consistently
  • Computer skills including Word and Excel
  • Working knowledge of internal systems, ASI- SAS – OnDemand – ARS - Panagon
  • System knowledge especially CIF (Customer Information File)
  • Strong working knowledge of eTCS
26

Operations Representative Resume Examples & Samples

  • Evaluates situations to determine their importance. Conducts research and processes adjustments independently or in concert with other departments to the satisfaction of the client and Invesco. Responds to client after the issue has been resolved
  • Performs a detailed evaluation of inquiries and rejected transactions, takes action for each item and monitors the quality and timeliness of resolution so that it meets our standards. Works with other departments when necessary to resolve items
  • Responds in a professional, timely, and empathetic manner to written inquiries from internal and external clients
  • Stays current with all products, fund changes, fraud warnings, and all other policy and procedure changes that could affect one's ability to produce quality work
  • Processes incoming mail requests including, but not limited to; new accounts, redemptions, transfers, exchanges, and maintenance
  • Ability to make quick decisions, establish priorities, and concentrate on detailed information, sometimes under stressful conditions
  • Proficiency with keyboarding and computer fundamentals in a Windows environment
  • Basic mathematical skills necessary
27

Operations Representative, GTO Resume Examples & Samples

  • Process RMB payments according to local regulations and internal desktop procedures with adequate risk control
  • Provide quality services to business partners and clients by addressing all service enquires and requests in a timely and effective manner
  • Proactively take initiatives to continuously improve process efficiency, risk control and service quality
  • Cooperate with project team to ensure smooth implementation of CMS projects
  • Making internal and external reporting and make sure reports are submitted timely and in good quality
  • Complete other ad-hoc tasks assigned by manager
28

Bank Loan Operations Representative Resume Examples & Samples

  • Provide daily operational support to SS&C GlobeOp clients engaged in a variety of investment products but with a focus on the trading of primary and secondary bank loans, total return swaps and CLO's
  • Process loans on Advent Geneva and full loan maintenance, including funding, paydowns, borrows and rollovers
  • Significant Interaction with SS&C GlobeOp clients, agent banks and other internal departments (i.e.: fund accounting, operations, OTC operations and OTC Pricing) relative to loan processing
  • Train loan operations staff
  • Knowledge of WSO, LoanSERV and Clearpar a plus
29

Internal / Consumer Operations Representative Resume Examples & Samples

  • Years of Related Professional Experience: 1+
  • Educational/Position Requirements
  • Strong Excel and Lotus Notes skills a plus
  • Excellent interpersonal skills and can-do attitude
  • Ability to multi-task in fast-paced working environment
  • Special Physical and/or Mental Requirements
30

Senior Operations Representative Resume Examples & Samples

  • Undergraduate degree preferred
  • Minimum of 1+ years professional or relevant internship experience required
  • Series 7 & 63/65 or 66 registration preferred; if hired without licenses, candidate will need to acquire
  • Knowledge of investment and banking products, policies & procedures is required Strong client service & technical skills (MS Word & Excel)
31

Operations Representative Resume Examples & Samples

  • Excellent attendance
  • Teamwork attitude
  • Ability to stand for a long period
  • Ability to lift 25 lbs. (trays of checks)
  • Flexible to work modified hours as needed
32

Operations Representative Resume Examples & Samples

  • Effectively support in processing trade transactions in the Trade Finance area relating to Exports/ Imports, and contribute to revenue growth in the Trade area
  • Responsible for maintaining efficient relationship with customers
  • Direct interaction with clients for resolution of queries and follow-up on documentary exceptions
  • Ability to work on Trade applications
  • Excellent Customer Service and Inter-personal skills
  • Basic knowledge of export/import documentation requirements
33

Operations Representative Resume Examples & Samples

  • Support Payments Section in handling the local disbursements or any other payment transactions (non-trade related)
  • Ensure appropriate documentation in place in accordance with Regulatory and bank’s internal policy
  • Processing payments – Electronic, Repair and Manual and Standing Orders
  • Co-ordinate well with front-office processing team to ensure that the clients’ requirements are always met
  • Ensure documents submitted are as per RBI guidelines to process cross border non-import payments
  • Contributing towards department’s efforts in the areas of constant process improvement, improving productivity, enhancing STP (straight thru processing)
  • Regulatory reporting as required by FEMA, CBDT, etc
  • Maintaining and improving superior client service levels to support payment business
  • Thorough knowledge of applications used for processing remittances, including the capabilities of front end applications used by clients to push payments
  • Thorough knowledge of the developments in the Payment Systems and interfaces, and the evolvement of paper to electronic payments
  • Good Customer Service and Inter-personal skills
  • Ability to manage volumes with accuracy, and handle pressures in meeting the cut-off times and client CTQs
  • Basic knowledge of Banking Operations functions (like Remittance, cash etc…)
34

Seasonal Outbound Operations Representative Resume Examples & Samples

  • Provide efficient and timely physical and systematic processing of service orders and parts through closeout, POS, packing, manifesting and labeling using the appropriate processes & materials and meeting production and quality standards
  • Assist internal customers with inquiries and follow up
  • Pickup internal mail, process Neopost packages, receive in shipping supplies and packages from carrier room
  • Maintain a clean, safe, secure and organized workspace and department. This includes maintaining and organizing daily paperwork and supplies, set up and break down of daily work, ensuring work areas are safe and clutter-free and ensuring the proper handling, packing and security of customer merchandise
  • Assist management with the implementation of special projects as it relates to process improvement and revisions to resolve issues
  • Strong Attention to detail
  • Ability to shift tasks to meet daily business needs
  • Knowledge of shipping and tracking systems
  • Experience in an administrative business environment
  • Knowledge in POS, MIPS and AS400
35

Operations Representative Resume Examples & Samples

  • Ability to continuously learn and adapt
  • Excellent teamwork and customer service skills
  • Demonstrated ability for producing quality work with a keen eye to detail
36

Operations Representative Resume Examples & Samples

  • More than 8 hour day may be expected as dictated by work volume. Must be flexible with end of shift time
  • Must be available to work rotating Saturdays
  • Must pay close attention to detail; good attendance; teamwork
  • Must be available for 3 week training class, starting first day of employment. Hours: 5:30pm-10:30pm
37

Operations Representative, Card Issuance Resume Examples & Samples

  • High School Diploma or equivalent
  • Attention to detail
  • Ability to learn quickly
  • Basic PC skills and the abliltiy to be cross-trained on multiple types of equipment
  • Ability to display flexibility with given work demands
  • Ability to make sound decisions, solve basic problems, and exhibit a continuous improvement orientation
  • Capability to work effectively in a team environment
  • Ability to lift up to 30 lbs
  • Physical stamina requirement ability to stand for extended periods of time
  • Ability to push and pull dollies
  • Dependability
38

Senior Operations Representative Resume Examples & Samples

  • Highly motivated individual with good interpersonal skills
  • Proven attention to detail, high risk monitoring and accuracy skills required
  • Strong PC and other equipment skills
  • Proven organizational and problem solving skills
  • Proven ability to consistently handle a heavy workload and manage concurrent & multiple tasks
  • Proven ability to operate in an error-free environment under general supervision
  • Ability to manage time constraints and meet operational deadlines
  • Knowledge of internal bank systems (BOSS, RQPQ, RQST, XPTRA/B, etc.)
39

Lead Contact Center Operations Representative Resume Examples & Samples

  • Monitor contact center performance to ensure department standards for resolution and answer timeframes are met. Assign and realign resources as well as alert management team as needed
  • Handle escalated calls when a customer requests to speak with a supervisor
  • Escalate unresolved customer related issues as well as contact center representative issues to supervisor/manager when needed
  • Review and accurately research and resolve Customer Service tickets within department guidelines
  • Assign non-phone activity to the floor as needed
40

Operations Representative Resume Examples & Samples

  • High School graduate or G.E.D. equivalent; Solid Math Skills
  • Proficient PC and calculator skills
  • Effective organizational and time management skills
  • Effective attention to detail and accuracy
  • Strong written & verbal communication skills
  • Ability to work in high volume environment, adhering to production standards and service level agreements
  • Consistently meets established performance standards on all job assignments
41

Treasury Management Operations Representative Resume Examples & Samples

  • Minimum 6 months of direct client service experience required
  • Minimum 6 months of cash handling experience required
  • Minimum 6 months of basic computer experience required (e.g.. MS Word and Excel)
  • Ability to interact effectively with all levels of Bank personnel and customers
  • Excellent interpersonal/customer service skills
  • Represents basic qualifications of the position
42

Treasury Management Operations Representative Resume Examples & Samples

  • Minimum 5 years of client service experience required
  • Minimum 5 years of treasury handling experience required
  • Minimum 5 years of basic computer experience required (e.g.. MS Word and Excel)
43

Rental Operations Representative Resume Examples & Samples

  • Leverage the Cat Dealer Advisor and Caterpillar resources to counsel dealers on operational process improvement opportunities that will contribute to achieving a superior level of customer satisfaction
  • 6 to 8 prior years of experience in a similar role
  • Willing to travel 50%-75% of the time
44

Trust Operations Representative Resume Examples & Samples

  • Performs a variety of operational procedures within the department
  • Researches and provides resolution on business issues
  • Regulations for specific assigned functional area
  • Analyzing data to identify discrepancies
  • Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment
  • Use appropriate interpersonal styles and communicate effectively, both orally and writing, with internal associates and external contacts at all levels
  • Effectively gather all relevant information in order to analyze, research, and resolve business issues in order to make decisions
45

Senior Operations Representative Resume Examples & Samples

  • Processes transactions in one or more of the company's internal operations to support domestic and international consumer, commercial and wholesale bank businesses or services functions
  • Responsibilities may include: basic level reporting, call center support, reviewing and processing transactions for item processing, sorting using electronic or mechanical equipment, reconciling, statement rendering, MICR/image, float, lock box, remittance, ATM deposit, and performing other support operations functions as required
  • Intermediate level position performs routine and various item processing functions under moderate supervision within a process that has built-in checks and balances
  • Able to navigate Outlook applications
  • Able to navigate Excel and Word
46

Customer Operations Representative Resume Examples & Samples

  • 70% Truck Grain Settlements- complete simple grain accounting transactions to ensure timely and accurate processing of payments to farmer and commercial customers. Work with multiple locations, sales team members & customers remotely from a centralized settlement office. Utilization of AgHorizons In-House Grain Accounting System (Lynx), JD Edwards and SalesForce.com systems in conjunction with various MS Office applications. Meet settlement transaction productivity goals, as established by the workforce management process
  • 20% Control & Compliance - Perform control and monitoring functions relative to accounts payable, accounts receivable including credit, state & federal warehousing requirements, customer account setup & modification, prepare customer communication updates relative to grain settlements, customer mailings and other duties as assigned
  • 10% General Support – Cash application, assist other co-workers as needed, assist with special projects as needed, and any other duties as assigned
  • 2+ years of customer service experience
  • Demonstrated high levels of interpersonal communication, written and verbal communication, and documentation skills
  • Proven ability to execute complex and detailed processes and procedures timely, accurately and consistently
  • Ability to multi-task, prioritize work flow and complete tasks with a high level of organization, responsibility, and efficiency
  • Proven ability to adapt in a faced paced, changing environment
  • Demonstrated proficiency in multiple business applications: MS Office, Word, Excel, PowerPoint & Outlook
  • Demonstrated ability to accept accountability and to work individually and as part of a team
  • Demonstrated strong problem solving and resolution skills
  • Team oriented leadership and influencing skills
  • Strong customer service skills with ability to build and maintain lasting relationships
  • Able to perform basic calculations and mathematical figures
  • Ability to work extended or flexible hours as seasonal workloads require
  • Physical effort - Sits at a computer for long periods of time, spend a lot of time on the telephone and email
  • May need to work extended hours as seasonal workloads require
  • Physical environment - Office environment
  • Sensory attention - Must have strong communication and listening skills. Strong attention to detail is required
  • Mental stress - High volume workload. Work given by many individuals. Works under pressure and has strong ability to prioritize work to meet deadlines
47

Invoice Operations Representative Resume Examples & Samples

  • Navigate and Research in an object oriented data environment
  • Execute variations of audit checklists against system outputs with 100% accuracy
  • Develop understanding of the Reliant invoice formats in order to quickly notice when/if something looks incorrect and escalate accordingly
  • Escalate audit exceptions to appropriate business owners for resolution; re-audit if needed
  • Conform to a strict daily deadline specific to each task
  • Maintain billing timeliness and accuracy
  • Ensure system invoice outputs conform to all internal SOX requirements, market rules, applicable laws, and are accurate from both an internal and customer perspective
  • Execute all assigned audits prior to the deadline for the specific task
  • Perform basic reporting
  • Perform invoice reversal/correction processes
  • Investigate and correct simple invoice exceptions
  • Good interpersonal/human relations skills
  • Strong math skills
  • Demonstrated high degree of customer and internal client orientation
  • Fortitude to speak up and ask questions to all levels of management
  • Ability to quickly compare visual examples to expected results
  • Ability to work effectively both independently and within a team
  • Ability to multi-task, effectively prioritize work, and be very accurate
  • Ability to respond to questions in a tactful and professional manner
  • Ability to learn working knowledge of various software programs
  • Ability to perform time sensitive tasks
  • Ability to maintain 100% accuracy
48

Service Operations Representative Resume Examples & Samples

  • Monitoring and administering TD Banks ATM fleet in relation to performance, to ensure SLAs pertaining to processing and uptime availability are achieved
  • Monitoring and administering corrective actions to ensure expedient resolution is obtained
  • Performing support desk functions of taking customer calls and responding to email in the support of resolving issues
  • Documenting and providing timely updates on incidents as they occur
  • Providing technical support pertaining to TD Bank, internal and external vendors and 3rd party service providers
  • Acting as primary escalation point for internal and external customers regarding issues on TD Bank ATM terminals
  • Actively working with and supporting Client Services to provide weekly analysis and measurement reports on terminal availability
  • 1-2 years of customer service, call center or technical support experience
  • Position requires a self-motivated individual who is able to work independently or in a team environment with strong technical, analytical, communication and problem solving skills
  • Possess strong computer skills with demonstrated proficiency working with MS Office suite (Word, Excel, Outlook)
  • Ability to troubleshoot and solve problems with a large degree of independence
  • Some industry specific (ATM, Financial and or IT) post secondary education preferred
  • Flexibility to work a variety of shifts, including evenings, weekends, holidays and overnights
49

Trade Operations Representative Resume Examples & Samples

  • Enters trade orders into the trading system to determine the correct number of shares to trade and/or the proper allocation among various accounts and groups
  • Able to perform all essential daily tasks within applicable group
  • Assist in researching and resolving problems including compliance issues, failed trades, trade errors, problems with securities, reporting requirements and/or monetary issues. Performs quality control activities to ensure accuracy of trade order calculations
  • Confirms daily trades and maintains relationships with brokers in order to communicate special instructions
  • Assists in some basic aspects of portfolio modeling and program trading, including deriving portfolio models based on specifications, creating trade tickets, and assisting in executing and confirming trades
  • Initiate and distribute daily reports
  • Assists in maintaining data in multiple trading databases, including setting up/updating securities, creation and maintenance of broker and security settlement instructions, etc
  • Assists in the basic testing and implementing of new systems and system enhancement/upgrades
  • Communicate effectively with various internal/external parties (Portfolio Manager, Traders, brokers, etc) on trade orders from execution to settlement
  • Have a basic understanding of how trade data impacts those parties to whom it is distributed
  • Escalate issues to management as necessary
  • Work with brokers and custodians to ensure timely settlement of trades
  • Strong interpersonal and customer service skills
  • Knowledge of mutual fund/financial services industry preferred
  • Strong organizational skills with the ability to manage and prioritize multiple tasks
  • Intermediate computer skills including MS Word and Excel
  • Ability to work independently within established guidelines
  • One year of experience in the mutual fund/financial services industry. A bachelor’s degree may be substituted for one year of experience
50

Syndicated Bank Loan Operations Representative Resume Examples & Samples

  • Provide daily operational support to SSNC clients engaged in primary and secondary syndicated bank loans, Total Return Swaps and Collateralized Loan Obligation's
  • Process secondary loan activity in CAMRA, Geneva and Advisorware including trade reconciliation to 3rd party vendor services, resets, paydowns, borrows and rollovers
  • Significant Interaction with SSNC clients, agency banks and other SSNC departments (i.e.: Fund Accounting, OTC Operations, OTC Pricing & Finance) relative to loan processing and activity
  • Serve as informational resource for syndicated loan products to SSNC clients and internal SSNC departments
  • Bachelor’s degree in finance or related discipline
  • Up to 2+ years financial services/securities industry experience in loan operations preferred
  • CAMRA, Geneva & Advisorware experience a plus but not required
51

Data Center Operations Representative Resume Examples & Samples

  • Bundling reports and distribution, records storage and management
  • Provide local security to various computer systems
  • Assist physician and hospital user with Cerner Millennium
52

Operations Representative Resume Examples & Samples

  • You will bring strong multi-tasking skills by utilizing numerous databases at one time along with email and messaging
  • You will have a strong aptitude toward research and problem solving
  • You will have a general understanding of payroll
  • You will have a strong sense of collaboration to work in a team oriented environment
  • You will be able to work with sensitive data and information confidential as appropriate
53

Production Operations Representative Resume Examples & Samples

  • Assume coordination responsibility for all department tasks and general production flow, including operational responsibility for department in absence of manager
  • Initiate, monitor, review, and recommend changes to project rate standards while looking for opportunities for continuous improvement
  • Review, revise, maintain, and direct regular full time & temporary employee training programs and orientations
  • Work with designated representatives to reach daily/weekly production expectations and monitor department’s process flow while maintaining highest level of quality in all aspects of the area’s operation
  • Identify, review and communicate changes and enhancements to the process control system
  • Assist in the development, maintenance, and presentation of performance metrics
  • Identify and recommend solutions for interdepartmental schedule problems (Product Line, Production Control, Development, Printing, etc.), priority requests, or any customer requirements not being met
  • Identify and communicate inconsistent project implementation via specifications or process
  • Facilitates Root Cause Analysis process within Operations
  • Engages with Auditors during audits
  • Supports Ops Reps, Management and others on effective problem statements through CAPA/CONCERN closure
  • Shares CAPA information in meetings
  • May be required to work off shift during peak processing seasons
  • May be required to work in other departments and/or locations for brief or extended periods of time
  • May be required to train and retrain all forklift operators in warehouse
  • Bachelor's degree or a combination of education and experience preferred
  • Experience leading and/or supervising others highly desirable
  • Experience with Microsoft Office products preferred
  • Knowledge of processing procedures and processing flow preferred
54

Brokerage Operations Representative Resume Examples & Samples

  • You have a “Yes I can” spirit and like to be challenged
  • You understand that our customers come first
  • Your goal is for you and your teammates to succeed together
  • You retain and or document the things you learn
55

Operations Representative Resume Examples & Samples

  • Provides prompt, accurate and professional responses to telephone inquiries, email requests and order tickets including, but not limited to, requests for general information and enrollment material for 401(k) plans. Refers more complicated issues to senior level staff members
  • Facilitates the fulfillment of enrollment material by reviewing routine 401(k) Plan Documents and EASY(proprietary retirement plan record keeping system) for plan specific provisions and creating plan highlight summary
  • Reviews all internal parts of the enrollment materials, including documents from other teams, to verify that the enrollment material includes all necessary pieces
  • Prepares simple written correspondence and conducts preliminary research into problems and inquiries
  • Handles Plan Services incoming email orders and inquiries and promptly responds
  • Ability to multitask and utilize dual monitors to work in multiple operating systems or vendor sites simultaneously
  • Adheres to the service standard deadlines
  • Ability to handle fast paced order processing environment and ability to embrace change positively
  • Requires superior communication skills, both verbal and written
56

Client Operations Representative Resume Examples & Samples

  • Working with various exchanges and clearing brokers on trade clearance and allocations
  • Communicating with other operation teams to resolve and settle margins and cash breaks
  • Calculating pnl and unrealized pnl to resolve trade and position breaks
  • Perform end of day checks to ensure trade and position reporting is accurate
57

Operations Representative Resume Examples & Samples

  • A “buyer-view” mentality – understanding the needs of our client from their perspective
  • Strong verbal communication skills Strong problem resolution and decision making skills
  • Highly-motivated mindset Adapt to change in a highly evolving industry Professional demeanor
  • Collaborative mindset Analytical thinking
  • College Degree prefereed
  • Knowledge of internal bank systems \(BOSS, RQPQ, RQST, XPTRA/B, etc\)
58

Operations Representative Resume Examples & Samples

  • Microsoft Office (Word, Excel) knowledge
  • P2P/Oracle Literate
  • Bachelor Degree or equivalent
  • Spanish, English and Portuguese
  • Three years of accounts payable experience, preferably in a data entry environment
  • Advanced Accounting knowledge
  • Good computer systems skills
  • Good prioritization skills and time management is a must
  • Flexibility to work additional hours outside of normal schedule, when required
  • Works well under pressure in accounts payable environment
  • Networking ability
  • Action Orientation
  • Good adapting to change
  • Managing Personal Performance
59

Operations Representative Resume Examples & Samples

  • PC skills (Excel, Word)
  • Flexibility, may work over 20 hours due to workflow
  • Previous Account Reconcilement balancing experience
60

Operations Representative Resume Examples & Samples

  • Processes transactions in one or more of the company's internal operations functions
  • Entry level position performs routine item processing functions
  • Responsibilities include: reviewing and processing customer deposit transactions
  • Escalates all issues to manager immediately
  • Ensures compliance training is completed prior to target date
  • Able to 10-key at a fast pace
  • Will be required to complete one full week of training from 12:00pmET-8:30pmET prior to processing on the production floor
61

Client Operations Representative Resume Examples & Samples

  • Financial background
  • Knowledge of financial products, especially FX, Forex markets, OTC, Options
  • Capable of working in a high stress environment
  • Solid Experience with Microsoft Office
  • Familiarity with GMI
  • Excellent communication skills/personality for client interaction
62

Customer Operations Representative Resume Examples & Samples

  • 70% Truck Grain Settlements- complete simple grain accounting transactions to ensure timely and accurate processing of payments to farmer and commercial customers. Work with multiple locations, sales team members & customers remotely from a centralized settlement office. Utilization of AgHorizon’s In-House Grain Accounting System (Lynx), JD Edwards and SalesForce.com systems in conjunction with various MS Office applications. . Meet settlement transaction productivity goals, as established by the workforce management process
  • 2+ years finance, accounting,customer service or related work experience
  • Oven ability to execute complex and detailed processes and procedures timely, accurately and consistently
  • Associate's degree or higher
  • Production agriculture and grain merchandising knowledge
  • Familiarity with SalesForce.com applications
63

Customer Operations Representative Resume Examples & Samples

  • Responsible for order entry in a timely and accurate manner- monthly deadlines
  • Communicate professionally, efficiently and tactfully with Customers, Operations Management, Sales Management and Sales Representatives through verbal and written communication
  • Sell available stock on the phone when contacted by the retailer; learn specific customer’s needs, offering suitable alternatives when product is not available
  • Organize files and information to ensure efficient service: E.g. customer lists, orders, emails
  • Participate in team meetings, market meetings and other ad hoc meetings to support the business
  • Recognize, support and document the specifics of your market as needed
  • Learn the basic principles of Account Management relating to the specific areas of product flow and logistics processes
  • Assist Business Analysts, Team Leaders and Customer Ops Managers’ in identifying, and supporting the analysis of process areas that require improvement within your region
  • Answer in-coming telephone calls from Retailers, Sales Representatives, consumers etc
  • Sense of urgency
  • Team Player, good interpersonal skills
  • Strong interest in logistics and supply chain
  • Computer skills: Excel, Power Point, Outlook (intermediate to advanced
  • Strong ability to communicate with people on different levels, nationalities and cultures within and outside of the organization is required
  • Detailed oriented and analytical
  • Ability to meet deadlines and provide accurate information paramount
64

Cost Basis Brokerage Operations Representative Resume Examples & Samples

  • Establish and maintain relationships with US-based business partners and serve as a consultant for operational support
  • Validate and review client position holdings and update cost basis lots via spreadsheet or manual calculations
  • Identification and resolution of proactive data issues to mitigate against downstream impact
  • Research and update stepped up cost basis after the death of an owner using the fair market value
  • Research and address requests to update specific share lot matching based on client instructions
  • Address account conditions that exist where cost basis is not tracking as expected. Examples include out of balances, technical shorts or inaccurate cost basis
  • Research historical cost basis for Fidelity Funds
  • Maintain a proactive approach to resolving outstanding items and enquiries in line with SLAs
  • Ability to work a flexible shift, which may include extended or weekend hours
  • Develop detailed knowledge of Fidelity’s internal mainframe system, tax lot accounting software, and other internal and external vendor software programs to service inquiries
  • Meet/exceed daily high volume processing goals set by management of cost basis lot updates and corrections during peak season
  • Demonstrate clear understanding of service center and telephone etiquette, service procedures and exceed all quality standards
  • Communicate issues with clients and escalate to management where necessary
  • Assist with training of new associates and documentation and maintenance of procedures
  • Bachelor's degree or higher in business or related discipline
  • 2-5 years’ experience, preferably within financial services and/or a shared service model
  • Experience in global brokerage operations or supporting US operations
  • Demonstrated interest in financial markets and products
  • A strong willingness to learn our industry and build a career with us
  • Ability to identify opportunities for process improvement – focus on innovation
  • Track record for achieving results
  • Strong problem solving skills using an analytical approach
  • Strong PC skills including Word, Excel and Power Point
  • Must be organized and have the ability to work independently and as part of a team in a fast paced and deadline driven environment
65

Trade Operations Representative Resume Examples & Samples

  • Monitoring trade delivery, confirmation, and settlement
  • Monitor failed trade resolution
  • Monitor escrow activity
  • Communicate issues and take initiative to resolve problems
  • Communicate with internal Trading Desks, Broker, Custodian Banks, and other business partners to ensure operational challenges are managed
  • Participate as a Subject Matter Expert on projects
  • Collaborate within team environment to successfully manage daily work volumes and quality standards
  • Ensure that all responsibilities/assignments are performed in a timely fashion
  • 2-3 years of financial services experience, preferably with exposure to Custody Operations and/or Trade Life Cycle management
  • 1-2 years of experience, in Trade Life Cycle, Settlements or Fails Management
  • Working knowledge of all product types including but not limited to Equities, Bonds, Options, Warrants, Derivatives, Collateral, Repo, Stock Lending
  • Experience with OMGEO Alert, CTM, Bloomberg and TradeSuite preferred
  • Proficient skills in various PC software applications to include Microsoft, Access,Excel, Word, Power point
  • Ability to handle multiple projects and tasks simultaneously within a tight timeframe
  • Must be able to recognize high-risk items and escalate those items or seek assistance to minimize loss to either the shareholder and/or Fidelity
66

Operations Representative Resume Examples & Samples

  • Upon receiving daily allocation of work, prioritizes based on the time sensitivity of the documents and then determines the appropriate actions to be taken
  • Processes the appropriate activity within the Applied system. This may involve data entering account information into the system, checking the information received against the data already entered into the system, and/or cross-checking the information against the carrier system when available
  • On a limited basis, when information for an activity is vague or incomplete, performs research within the Applied system to obtain necessary information
  • If information for an activity is missing, sends a notification to the client’s Private Client Advisor in order to gather the necessary information and, as appropriate, returns the physical document to the Private Client Advisor
  • Escalates emerging issues to the Lead Operations Representative or Operations Manager as appropriate
  • Follows up on all personal open activities within the Applied system to ensure they are completed
  • Files all completed documentation by office for forwarding by the mail department to the appropriate field office/Private Client Advisor
  • Maintains up-to-date workflow documentation and ensures workflows are adhered to when processing individual paperwork
  • Meets or exceeds individual daily processing requirements and monthly accuracy goals
  • Ensures that all regulatory requirements are met and complies with all internal policies and procedures
67

Operations Representative Resume Examples & Samples

  • Strong data processing experience is required
  • At least one year of office experience in an insurance-related environment is preferred
  • High School diploma or equivalent required
  • Must be detail oriented with strong organizational and data processing skills. Proven ability to follow detailed instructions is essential, along with proven problem solving skills
  • Must have effective verbal and written communication skills and demonstrate the ability to work well within a team
  • Needs to demonstrate willingness to cross-train, and be cross-trained, in other roles/duties
  • Strong typing, data entry and numeric keypad skills necessary
  • Must be comfortable using a calculator for simple math calculations
  • Must be proficient in the use of personal computers and supporting software in a Windows based environment, including MS Word; experience using customer or contact relationship management software strongly preferred, knowledge of Applied is ideal
  • Proven time management skills are necessary
  • Must demonstrate the ability to handle multiple tasks and respond with a sense of urgency as required
  • Demonstrated ability to work in a production focused environment
  • Must demonstrate professional and ethical business practices, adherence to company standards, a commitment to the Marsh brand and values, and a commitment to personal and professional development
68

Operations Representative Resume Examples & Samples

  • Registered Products
  • Settlements
  • Control Services
  • Purchase & Sales
  • Name & Address
69

Treasury Management Operations Representative Resume Examples & Samples

  • Provide a variety of daily support functions which generally includes, setting up new accounts/clients on applicable systems, assisting clients with daily maintenance of their accounts (e.g., account reconcilements, monitoring system to ensure accurate data, identifying and resolving system-related problems, etc.)
  • Assess banking needs of the clients and assists them in selecting the most appropriate course of action
  • Ensure operational integrity of accounts and processes transactions according to bank policies and procedures and Service Level Agreements
  • May have signing authority for approving deposits, transfers, and other operational work within approved limits
  • Maintain up-to-date knowledge of Bank policies and procedures and ensures activities are in compliance with legal/regulatory, as well as National Automated Clearing House Association (NACHA) rules and requirements
  • Keep abreast of current industry trends and changes in regulations impacting treasury management operations
  • Provide client service and information for internal and external clients
  • Comply fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.)
  • Complete all required training and performs other duties as requested
  • Minimum 2 years of client service experience required
  • Minimum 2 years of treasury handling experience required
  • Minimum 2 years of basic computer experience required (e.g. MS Word and Excel)
70

Service & Operations Representative Resume Examples & Samples

  • Rotating participation in a call-center: receiving and making out bound calls, documenting calls, and creating necessary edits in system(s)
  • Rotating participation in follow-up processes: Cart Run, Run Reporting in system(s) , cancel order in system(s) returning outreach calls to providers and outsource lab, and maintaining forms and spreadsheets
  • Rotating participation in Front Desk Reception responsibilities
  • Supporting other service and production areas when needed
  • Active participation in team meetings, start-up meetings, roundtables, and all other team events
  • Meeting or exceeding established performance metrics
  • Commitment to and actively supporting UHG core values and One Building * One Team model
  • Commitment to and actively supporting Provider Service excellence
  • 1+ years of Call Center Customer Service experience
  • 6+ months of experience working in a professional team environment
  • 6+ months of experience using a telephone and computer simultaneously to perform the job duties
  • Experience using a computer, including the ability to navigate through, sort, and filter Microsoft Excel spreadsheets
  • Optical knowledge
  • Data Entry experience
71

Senior Operations Representative Resume Examples & Samples

  • To ensure a high level of customer service
  • To ensure the efficient and effective handling of operational / administrative transactions
  • To actively collaborate with internal staff and interdepartmental support departments to ensure that business needs are met
72

Operations Representative Resume Examples & Samples

  • To serve as the point of contact between the Jamaica business users and the ESC teams in Costa Rica, where all the procure to pay functions were migrated
  • To perform two residual tax activities while migrated to corresponding area
  • Two years of procure to pay experience
  • Accounting knowledge
73

Operations Representative Resume Examples & Samples

  • Minimum two (2) combined years of customer service, finance, supply chain or sales experience
  • Experience with customer service processes and systems, including Customer Service Management System (CSMS), Corporate Order Management System (COMS), PeopleSoft (PSAR), Supply Chain Planning and Analysis (SCPA), Super User Network (SUN) Customer Feedback and Resolution (CFR)
  • Strong attention to detail, accuracy, is well organized and excellent manager of time
  • Visio Process and Flowchart Mapping experience
  • Advanced skills in Microsoft Office Suite, specifically Word, Excel, and PowerPoint
  • Demonstrate strong initiative with process improvement activities and ability to influence change management activities
  • Excellent communication (verbal and written) and coaching skills
  • Experience leading Lean Sigma Green Belt projects, cross-functional teams, or equivalent
  • Must be a self-starter with the ability to function with minimal day to day direction
  • Strong analytical competencies and aptitude for data analysis
  • Ability to perform unstructured tasks through independent work and applying judgment, while collaborating in a Team Environment
  • Business Transformation projects and support where required
  • As US transitions to SAP systems, take required training and become Dispute Management super user
74

Trade Operations Representative Resume Examples & Samples

  • Monitoring trade instruction, confirmation, and settlement
  • Ensure correct trade reflection into TSG’s core Fund Accounting system
  • Liaise with internal teams to facilitate trade enquiries
  • Knowledge of relevant financial operations industry experience, preferably in Trade Operations, Settlements or Fails Management
  • Strong Excel, Access and Word knowledge
  • Experience within the custody operations business, industry practices and tools preferred
  • Exposure or a basic understanding of Fund Accounting or Pricing preferred
  • Experience with Invest One, Bloomberg, as well as OMGEO Alert, CTM and TradeSuite preferred
75

Operations Representative NA Vcsp Resume Examples & Samples

  • Provide Operational support to the NA VCSP Sales Leadership Team
  • Coordinate with partners/aggregators/RMM to ensure proper reporting, billing and drive increased consumption at existing partners
  • Maximize Veeam coverage within the partner ecosystem to ensure all Veeam products are represented
  • Provide support to Veeam sales, Aggregators, RMM’s and VCP partners including follow up, product information, quotations and audits. VCP license validation and monitoring of all reporting for rental licenses as well as perpetual licenses
  • Receive and respond to inbound partner applications, license request, and usage reporting form distribution
  • Effectively communicate with partners to ensure understanding of the VCP partner program and benefits
  • On-going education of Aggregators/RMM and Partners on monthly reporting. This education could be formal or informal knowledge transfer on the Hosting/Service Provider Program, including program/Licensing guide overview, Solutions and Best Practices for Veeam Cloud Provider Program
  • The Partner Service Manager could also be asked to develop, assist in developing, and/or reviewing materials such as Program and License guides, Partner training, Program presentations, FAQs, Operations Training, On-Boarding, Process documentation, etc. for Aggregators, Cloud Providers, and Veeam personnel
  • Targeted Accounts will be: All VCP Partners, RMM, Aggregators and perpetual distributor
  • Responsible for nurturing overall Partner to Aggregator relationships
  • Mange VCP license validation and monitoring of all reporting for rental licenses as well as perpetual licenses
  • Bachelor’s Degree required (a combination of education and experience will be considered)
  • One - three (1 -3) years’ experience of partner relationship or vendor management. Software sales a plus
  • Excellent electronic correspondence skills, with knowledge of basic business research tools
  • Ability to work independently with limited direction in a fast-paced environment; must be high-energy, motivated and a self-starter
  • Ability to adapt to changes in roles and responsibilities
  • LI-SS1
76

Senior Client Operations Representative Resume Examples & Samples

  • Respond to internal customer maintenance requests in the core processing system. Requests may include address changes (including address validation), stop payments, refund requests, holds pursuant to Reg CC, interest adjustments including product specific terms, product changes, rate changes, etc
  • Will be responsible for a working knowledge of all maintenance performed and regulations governing the specific maintenance
  • Process large maintenance jobs using Foxtrot
  • Card Services responsibilities to include application processing, research, disputes etc
  • Represent Client Operations as a senior representative
  • Assist other staff members as needed
  • Must have a minimum of 5 years banking experience
  • Working knowledge and understanding of banking rules and regulations and banking policies and procedures
  • Strong understanding of the Signature Deposit System as it relates to interest accrual and adjustments, time account adjustments, account maintenance, statement processing, queries, etc
  • Thorough understanding of the CIF subsystem and the downstream effects to reporting
  • Requires the technical aptitude to work with Foxtrot scripts and learn to build new scripts to support maintenance automation accuracy
  • Basic accounting skills with the ability to reconcile and record entries to the general ledger
  • Exceptional communication skills, both verbal and written
  • Intermediate Excel skills. Must be able to manipulate data for research and reporting
  • Maintain a positive attitude in a fast paced environment
  • Respond quickly to customer demands, perform multiple tasks simultaneously
  • Previous experience working with core processing systems
  • Detail oriented team player and proven customer service skills
  • Must be able to work as an effective leader and assist other staff members as needed
77

Town Bank-deposit Operations Representative Resume Examples & Samples

  • A High School Diploma, or general education degree (GED), and
  • Up to 2 years of prior experience in banking experience preferred, and/or equivalent combination of experience and/or education
  • Able to manage multiple tasks simultaneously
  • Demonstrated problem solving, interpersonal and customer service skills
  • Ability to balance team and individual responsibilities
  • Strong knowledge of and intermediate skill level with a variety of computer software applications, including internet access, electronic mail, spreadsheet and word processing software applications; and
  • Able to use a variety of office/production-related equipment such as: personal computer utilizing Microsoft Office applications; telephone, business calculator, adding machine, encoding machine, postage-meter, photocopier, facsimile machine, etc
78

Service Operations Representative Resume Examples & Samples

  • Acts as contact point for customers/partners and ensures timely resolution and satisfactory outcome for customer complaints
  • As required, ensures accurate and timely delivery of parts/tools, maintains partner SLs and processes return parts for FSEs/partners, monitors and provides feedback on quality issues
  • Supports FSEs/partners with parts returns. As required, co-ordinates AB partner training by collecting training requests, maintaining FSE training records and certification, providing/organising invitation letters etc
  • Ensures collation of information and accurate, timely response to Public and Private Tender invitations
  • Co-ordinates with internal departments (Service & Support) to provide relevant information and input
  • Reviews Tender applications and assessment of customers' contact terms and conditions
  • Follow up of all quotations by phone calls to verify that the quote serves the customers needs and to sell the advantage of having a service contract
  • Work with Accounts Payable to insure that AB partner invoices are paid in a timely manner
  • Ensures data integrity in SAP
  • Responsible for processing contracts from the quotation to the invoice, either providing the necessary information or by executing the required tasks in SAP in a timely manner, within the company rules and guidelines
  • Executes promotional activities where defined
  • Responsible for booking contract orders in SAP and releasing invoices in a timely manner as directed by management in order to help manage order and revenue stream
  • Participates in Service up selling programmes, provides marketing
  • Works together with Regional Managers and Team Leaders to get complex queries solved
  • Collects information relevant for an accurate forecast
  • Supports Service Manager/TL/FSE with general Admin tasks to 'Remove Admin from the Field' as directed
  • As necessary, works with Finance to process 3rd party repair invoices from representatives and carries out other designated tasks in support of the business
  • Good Knowledge of SAP
  • Strong communication skills (Written and verbal)
  • Fluent in English - Additional language would be an advantage
  • Understanding of a service business and customer needs
  • Computer literate - 'Microsoft Office' - Word/Excel/PowerPoint
  • Must possess excellent administration skills, organisational aptitude and the ability to plan and time manage various tasks
  • Ability to work in remote team or with a remote manager, is essential
  • Experience in a customer contact/order administration role, preferably in a fast changing sales environment. In addition, must be able to work as part of a Team
79

Senior Operations Representative Resume Examples & Samples

  • Basic understanding of the Returns and Exceptions end to end process
  • Basic understanding of upstream/downstream business partner processes (i.e. IP, Returns Proof, R&A, OD Services, Decision Teams, IRC, etc.)
  • Strong MS Office suite skills (Word, Excel, PowerPoint, Outlook)
  • Exposure to R&E systems such as IRE, IRX, Vector 5, Imageview, BOSS/FAST, XNET, MEDL, eLedger, Content Navigator, FDES
  • Check processing knowledge and previous banking experience
80

Associate Procare Operations Representative Resume Examples & Samples

  • Repair and deliver equipment according to Stryker Medical specifications
  • Complete all documentation according to Stryker Medical specifications
  • Complete temperature management, trials inventory and Revitalize product repairs
  • Perform preventative maintenance, global hold repairs and wireless upgrades
81

Brokerage Operations Representative, OR Resume Examples & Samples

  • Superior phone service to all our clients in the face of challenging customer service inquiries
  • Analytical skills to bring about excellent problem resolutions for our clients
  • Strong relationship building with our clients and internal business partners
  • Initiative to tackle new problems, create better processes and learn new functions
82

Trust Operations Representative Resume Examples & Samples

  • Performs a variety of transactions on Trust accounts including account maintenance, pricing, trade posting, corporate re-organization, disbursements, transfers, wires, deposits, fees, dividends and daily department balancing
  • Researches and provides resolution on advanced and more complex business issues
  • Serves as a back-up in cross-functional responsibilities during absences
  • Identifies and helps to resolve systemic and operational issues
  • Monitors and processes transaction requests as well as incoming documents
  • Principles, practices, and procedures of general office concepts and those that govern finance and/or securities industry and trust operations
  • Identifying and resolving operational issues while identifying opportunities for improvement
  • Use sound judgment in prioritizing tasks and responsibilities
  • Work independently and collaboratively within a team environment, establishing and maintaining effective working relationships
83

Operations Representative Resume Examples & Samples

  • 10-Key Skills
  • Customer/client focus
  • Ability to work in high volume environment, adhering to production standards to meet deadlines
  • Easily adapts to and supports change
  • Basic Balancing and accounting skills
84

Customer Operations Representative, Associate Resume Examples & Samples

  • Validate, track, and process Subscriptions and Support renewals orders
  • Assist with system testing and various projects
  • Partner with Renewal Sales to resolve issues and on forecast reconciliation
  • Support Worldwide Renewals Manager with internal and external audit due diligence in line with SOX controls
  • Problem solving skills, work ethic, priority setting skills and attention to detail
  • Working knowledge of Microsoft Office with experience with Microsoft Excel
  • Ability to collaborate in a cross functional and global team environment
  • Ability to work in fast paced, dynamic environment
  • Strong interpersonal, oral, and written skill
  • 1-3 years of related experience
85

Branch Banking Operations Representative Resume Examples & Samples

  • Provides assistance to Branch Administration in the coordination of branch network functions. Serves as a resource and provides support to Branch Administration on a variety of day-to-day operational issues; (i.e. balancing transaction processing, account opening or any variety of compliance/regulation issues). Works in conjunction with Regional Managers to ensure branches are operating effectively and to resolve complex operating and/or legal issues
  • Provides assistance to branches and Branch Administration in coordination of branch system functions. Creates new products on FIS as requested, maintains calc schedules and updates interest rates. Assists with system testing and maintains and updates system forms
  • Supports branch initiative by providing tracking for branch sales campaigns and other various reporting. Assists Branch Trainer with compilation and maintaining materials for branch training including all aspects of Teller training, FSR and maintaining Tellers Skills Assessment program
  • Maintains policy and procedure manual for branch network/operations. Assists with interdepartmental communications, issues and projects. Assists with coordinating new de novo branches, mergers and acquisition projects. Stays abreast of compliance regulations; performs ongoing compliance monitoring and assists with branch audit functions. Conducts research to develop comprehensive procedures and develops forms, seeking legal counsel when necessary; recommends procedural changes and submits for approval, and distributes to branch network
  • 2-3 years’ general banking
  • 2-3 years’ branch administration or branch operations experience
  • 2-3 years’ administrative/office experience
  • Advanced knowledge of FIS applications
  • Proficient computer skills, i.e. Word, Excel, Access
  • Superior organizational skills, with the ability to handle multiple tasks
  • Self-starter with high motivation
86

Service Operations Representative Resume Examples & Samples

  • Liaise among dealers, customers and other Caterpillar personnel
  • Be familiar with the company’s processes, systems and methodologies
  • Contribute to the identification, analysis and resolution of service needs and problems in assigned disciple/district
  • Perform complex analysis work, identify and resolve problems that are less tactical and more strategic in nature
  • Develop and meet expectations; deliver results, consider and recommend alternative courses of actions, make timely decisions and develop greater communication skills
  • Work more directly with other Caterpillar units, customers, and possibly, suppliers
  • Advise dealers on information systems
  • Identify with dealer Caterpillar systems advantages and shortcomings
  • Assist dealers in business planning
  • Counsel dealers on facilities, tooling, systems and on effectiveness of meeting expected business results
  • Counsel dealers to develop increased human performance capability (i.e. identify performance gap solutions)
  • Advise on existing and potential customer service issues and improvement measures (i.e. recommend ways to enhance customer satisfaction through training, financial/insurance services, customer support agreements, etc.)
  • Continue to develop required proficiency level in the specified foundation competencies and skills
  • Understand and keep current on customer/dealer market and needs and understand how and why decisions are made within their work group and organization
  • Apply decisions to support and develop product sales, dealer effectiveness, overall segment growth, NPI process, process improvement, warranty policy, etc
  • Apply knowledge of products, technology, industry, and product support, in support of Caterpillar, dealer and customer expectations and needs
  • Provide direction to less experienced personnel
  • Along with manager, direct development and continual learning through experience and stay abreast of technology changes
  • Stay abreast of industry and technology changes and relate those changes to Caterpillar, dealer and customer needs
  • Previous Caterpillar or Caterpillar Dealer Experience is required
87

Trade Operations Representative Resume Examples & Samples

  • Experience with industry practices and tools
  • Knowledge of market settlement practices
  • Proficient skills in various PC software applications to include Microsoft, Access, Excel, Word, Power point
88

Converse Customer Operations Representative Resume Examples & Samples

  • Manage the overall order to cash process through order portfolio management, maximizing potential revenue opportunities and customer satisfaction
  • Ensure accurate and timely delivery of products to accounts. identify and solve account issues related to products orders, deliveries, credit issues, returns
  • Drive resolution of account issues through problem solving, escalation and collaboration
  • With internal and external stakeholders. Serve as a key link between the customer finance, transportation, distribution
  • Proactively sell product based on knowing the specific needs of the customer, offering suitable alternatives when product is not available
  • Handle all aspects of returns and claims interfacing with the customer and all internal stakeholders
  • Bachelor Degree or higher, which can be compensated by relevant work experience
  • Work experience within a Customer Operations Department highly appreciated
  • Understanding of customer service values and behaviors
  • Precision and multi-tasking skills required
  • Highly developed French and English verbal and written communication skills
  • Comfortable with MS Office (Word, Excel, PowerPoint)
89

Operations Representative Resume Examples & Samples

  • Work with speed and accuracy under pressure to accommodate heavy workloads
  • Minimum PC skills
  • Ability to comprehend written and verbal instructions
90

Treasury Management Operations Representative Resume Examples & Samples

  • Minimum 5 years of direct client service experience required
  • Minimum 5 years of cash handling experience required
  • Minimum 5 years of basic computer experience required (e.g. MS Word and Excel)
91

Operations Representative Assistant Resume Examples & Samples

  • Time Sheets/ Time Keeping
  • Updating profiles
  • Assist with performance documentation for HR
  • Assist with data entry for training records
  • Track OT staff
  • Monitor attendance
  • Assist with orientation material preparations, setup, etc
  • This is not an all-inclusive list of work-related tasks*
92

Operations Representative Resume Examples & Samples

  • Good telephone etiquette
  • Able to handle high call volume
  • Able to use multiple systems at one time
  • Punctual; good attendance
93

Banking Operations Representative Resume Examples & Samples

  • Ensure prompt and accurate recording of payments to client accounts
  • Controls regulatory and legal risk that could lead to exposure the firm
  • Analyze and process requests in order to ensure proper verification and posting using multiple systems
  • Provide support during volume increases, system outages, fraud attempts, and the recovery of funds sent in error
  • Work with a variety of internal departments to resolve requests, research, and provide status updates
  • Required to interact with several of our largest vendors on a daily basis
  • Analyze incoming and outgoing payments for review of money laundering, OFAC, and fraud
  • Interact with business partners for resolution of client escalations via telephone or workflow research cases
  • Leverage LEAN principals to identify inefficiencies in existing processes and develop capacity through reengineering
  • Interface with Loss Prevention, Operations Control, and Treasury departments to safeguard client and firm funds
  • Correspond with vendors to ensure funds are appropriately distributed and received on a daily basis
94

Operations Representative Resume Examples & Samples

  • Your strong written and oral communication skills
  • You take pride in your work and are detail-oriented
  • Your ability to work well on teams and in cross-collaborative environments
  • You think analytically and deliver solutions to complex challenges
  • Your eagerness to learn is driven by self-motivation, curiosity, and ability to ask questions
  • You have intermediate to advanced knowledge of Microsoft Office applications
  • You are customer-focused with the ability to provide exceptional customer service
95

Gwim Entry Operations Representative Resume Examples & Samples

  • Monitor, analyze, and resolve daily breaks in Positions or Cash report
  • Support department initiatives
  • Work with Trading Desk and Support teams to resolve pending trades
  • Identify and analyze all global issues and/or trends
  • Update/Maintain accurate procedures
  • Process improvement and technology enhancement coordination
96

Operations Representative Resume Examples & Samples

  • Escalates all issues to manager immediately
  • Ensures compliance training is completed prior to target date
  • Able to 10-key at a fast pace
  • Will be required to complete one full week of training from 12:00pmET-8:30pmET prior to processing on the production floor
97

Gwim Operations Representative Resume Examples & Samples

  • A buyer-view mentality understanding the needs of our client from their perspective
  • Talent to understand and solve issues through conversation and personal interactions
  • Collaborative mindset
98

Gwim Entry Operations Representative Resume Examples & Samples

  • Proficient in PC applications, especially Excel
  • Must have excellent written and verbal communications skills
  • Must be comfortable in an environment with a heavy focus on numeric analysis and accuracy
  • Attention to detail is crucial for team processes
  • Must be able to work well under pressure and exercise sound judgment
  • Expected to demonstrate leadership qualities and be a team player, and must have consistently demonstrated such attributes with past positions or assignments
  • 3-5 hours completed Investing in You
99

Senior Production Operations Representative Resume Examples & Samples

  • Support the development of proposals (RFP’s/SLA’s) by providing accurate assumptions, estimate and schedule resources, and participate in pre-and post-project reviews, and RFP planning sessions
  • Act as communication liaison for new non-exempt staff, temporary employees, product line staff, and management
  • Assist manager in coordinating multiple shifts, managing regular and temporary employees, and monitoring attendance and assigning tasks
  • Identify and recommend solutions for interdepartmental schedule problems (Client Services, MPS, Development, Printing, etc.), priority requests, or any customer requirements not being met
  • Contact and review with supply management and vendors any equipment enhancements or failures
  • Serves in role as RCA Lead as follows
  • May need to lift boxes weighing 50 pounds and push carts loaded with materials and weighing up to 250 pounds
  • May need to routinely lift up to 65 pound boxes, push carts weighing 600 pounds, and move pallets weighing approximately 2,000 pounds with pallet jack
  • May need to stand and/or sit for long periods of time
  • Be a back-up resource for the Production Setup Analyst in the MPS Organization
  • During periods when normal assigned work volume is low, may be required to perform other job functions in other departments within the Operations organization
  • Employees performing other job functions will receive cross-training to ensure they meet position requirements
  • Additional position requirements may include but are not limited to
  • Three (3) years of experience in the areas of systems development, customer service, or production/operations preferred
  • Experience with Microsoft Office products required
  • Understanding of metrics and performance measure reporting desirable
  • Must have experience in three or more of the following areas
  • Extensive experience with Oracle Preferred
  • Experience with Microsoft Access and DOS a plus
  • Knowledge of barcodes a plus
  • Creative problem-solving abilities desired
  • Budget and production resource planning experience preferred
100

Operations Representative Resume Examples & Samples

  • Must possess strong 10 key alpha and numeric keyboard skills
  • Performs other support operations functions and administrative tasks as required. Expertise in Microsoft Office products (especially Excel)
  • Ability to multitask in fast paced environment
  • More than 8 hour day may be expected as dictated by work volume. Must work until completion of volume
  • Must pay close attention to detail; good attendance, teamwork
  • Special Notation: Perform Duplicate Detection process for Virtual Site. Will use system reports to perform specific functions to delete items captured more than once
  • Delivers Results for Customer and Clients- Commits to meeting productivity and quality DPMO goals
  • Know the Business- Keeps up to date regarding policies, procedures, compliance training, and technology affecting his/her area. Demonstrates working knowledge of Bank used Systems – VIEX and P3
  • Manages Risk- Understands the ESS Risk placemat as it pertains to quarterly Control Management System (CMS) assessments and risk mitigation. Understands how to escalate risk via RYH and Info Safe
  • Achieves Results- Demonstrates accuracy and thoroughness in all areas of production and quality. Achieves performance and utilization targets
  • Must Work Well with others- Collaborates and works effectively with others by establishing and maintaining a positive working relationship built on mutual respect and trust
  • Focuses on and recognizes the success of teammates via Global Recognition. Must Achieve Results the Right Way- Acts with Courage and Conviction by appropriately sharing his/her opinion
  • Learns, Adapts and Demonstrates a commitment to learning. Adjusts to changing demands and job requirements. Lives Our Company Values by visibly demonstrating the commitment to our values
101

Trade Operations Representative Resume Examples & Samples

  • Your solid knowledge of the custody operations business, industry practices and tools strongly preferred
  • Your strong working knowledge of market settlement practices preferred
  • Your proven ability to be organized, professional, and demonstrate the ability to work independently with minimal supervision
  • Your excellent interpersonal and communications skills
  • Your ability to handle multiple projects and tasks simultaneously within a tight timeframe
  • Your strong analytical and problem solving skills; with the ability to work with others implementing solutions
  • Your exposure to or basic understanding of Fund Accounting or Pricing preferred
  • Your experience with Invest One, Bloomberg, as well as OMGEO Alert, CTM and TradeSuite
  • Your strong Excel, Access and Word knowledge. SQL or VBA knowledge a plus
102

Customer Operations Representative Northern Europe Resume Examples & Samples

  • So first off, you’ll develop and demonstrate strong account relationship, by working effectively with your nominated Sales counterparts to know the customers’ business and provide first point of contact internally and externally for all relevant customer activities
  • Through that you’ll identify and solve account issues related to product orders, deliveries, credit issues, returns. You’ll perform a basic order management function, which means to track and maintain orders
  • You’ll have to ensure accurate and on time delivery of products to accounts
  • Drive the relevant principles of Account Management relating to the specific areas of product flow and logistics processes
  • Communication is the key. So you’ll need to communicate professionally, efficiently and tactfully through verbal and written communication with Customers, Operations Management, Sales Management and Sales Representatives as well as with our distribution center in Belgium
  • Reports are important as well. You’ll need to analyze and interpret system generated reports
  • Minimum of three years in directly relevant work experience. Through that you should have strong service and commercial oriented skills as well as logistical knowledge
  • Advanced knowledge of Microsoft office, in particular Excel is needed; knowledge of SAP is required; although we don’t need you to be a Pro, we do need you to know how these things work and the impact they have
  • You should be fluent in English, both written and spoken
  • You need to have a Bachelor or higher. Can be compensated by relevant work experience
  • A sense of humor, a great work ethic and a flawless sense of cool
103

Banking Operations Representative Resume Examples & Samples

  • Must be able to work in an accurate and effective manner in a fast-paced deadline-oriented environment
  • Exercise good judgment in making decisions that impact client accounts and City National Bank operations
  • Excellent organizational skills and detail oriented
  • Ability to multi-task while maintaining a high level of quality and efficiency
104

Operations Representative Resume Examples & Samples

  • Know the Business- Keeps up to date regarding policies, procedures, compliance training, and technology affecting his/her area
  • Demonstrates working knowledge of Bank used Systems- MBNA IS, TSYS, AS400, CRC, Fast data, Alpha Research
  • Manages Risk- Understands the SOS&T Risk placemat as it pertains to MCRP assessments and risk mitigation
  • Understands how to escalate risk via RYH, Transaction Review Memos, and Info Safe
  • Achieves Results- Demonstrates accuracy and thoroughness in all areas of production and quality
  • Achieves performance and utilization targets
  • Must Work well with others- Collaborates and works effectively with others by establishing and maintaining a positive working relationship built on mutual respect and trust
  • Focuses on and recognizes the success of teammates via Global Recognition
  • Must Achieve Results the Right Way- Acts with Courage and Conviction by appropriately sharing his/her opinion
  • Learns and Adapts and demonstrates a commitment to learning and adjusts to changing demands and job requirements
  • Lives Our Company Values by visibly demonstrating the commitment to our values
105

Operations Representative Resume Examples & Samples

  • Street Paving Excavating: create the repair work order, monitor paying backlog, organize paving assigned to contractor, process payables in Oracle
  • Street Cut Permits
  • Create work orders for Reading contractors, scheduling work with customers, sending customer letters, fielding customer complaints, and customer call backs
  • Facility Records edits
  • Employee Time sheet entry
  • Experience helpful but not needed
  • Valid PA drivers license
  • Knowledge of Excel, Word, Access, PowerPoint, CICS, DOJM CERC plus, Discoverer, Oracle, PA ONE CALL, Mobile Dispatch, Page Center, Mapframe, etc
  • Knowledge of construction practices related to excavation work helpful
106

Gwim Entry Operations Representative Resume Examples & Samples

  • Flexibility to work in an evolving environment as automation of processes and reorganization of process flows are implemented to achieve efficiencies
  • Strong organization skills and proven ability/experience in multi-tasking in order to maintain performance during peak times. Ability to produce quality work within tight timeframes
  • Flexibility of schedule to accommodate for peak processing days and times each month
  • Basic applied knowledge of Excel
  • 3-5 hours of Investing In You curriculum
107

Operations Representative Resume Examples & Samples

  • Generating sales quotations, using client-specific database and financial systems
  • Generating booking packages and/or invoices within Client and Internal systems
  • Ensure the integrity of client and internal information in database, financial, and CRM systems
  • Manage external and internal queries in a professional, client-orientated manner
  • Checking the data integrity of purchase orders and invoices
  • Aptitude for math as it applies to sales, margin, pricing and performance
  • Ability to interpret raw data and conduct basic analysis
  • Able to manage specific tasks through prescribed processes, and use critical thinking to bridge process gaps on non-standard tasks
  • Ability to multi-task in a high volume transactional environment
  • Goal driven, perfection oriented with sales awareness
  • Ability to manage, prioritize, and communicate about competing deadlines
  • Demonstrated ability to communicate quickly and succinctly in CRM workflow, email, voice and IM
  • High aptitude for professional customer, client, and vendor management & communication
  • Committed to team success
  • Person who enjoys being busy all the time
  • College education preferred
  • 1-2 years Administration experience preferably in sales processes
  • Candidate must have solid experience in Microsoft packages (Word, Excel) and email Databases, including demonstrated proficiency at Excel Level II or beyond
  • Experience with CRM systems is not required but would be a distinct advantage
108

Senior Operations Representative Resume Examples & Samples

  • Basic understanding of end-to-end check processing and exceptions functions
  • 2 years recent work experience in an operations environment
  • Strong 10-key and alpha-numeric data entry skills
  • Demonstrated ability to successfully work independently in a fast paced, deadline driven environment as an effective team player
  • Demonstrated ability to make quick, correct decisions and escalate when appropriate in an operations environment
  • Experience with operations applications: Imageview, BOSS/FAST, eLedger, Content Navigator, FDES
  • Proficient with Microsoft Office Suite including Word, Excel, and Outlook
  • Must be flexible to work extended hours and/or weekends and/or holidays as required with short/no advance notice of schedule changes
109

Live Operations Representative Resume Examples & Samples

  • Ensure a seamless service is provided from start to finish
  • Take responsibility for the live order and rider management of a region within the UK & Ireland
  • Eliminate the opportunity for substandard performance by proactively tackling issues during the live order life cycle through liaising with riders and restaurants
  • Work collaboratively with other members of the Live Operations team to ensure good operational performance
110

Customer Operations Representative Resume Examples & Samples

  • 3-5 years professional experience
  • Good written and verbal skills in German and, ideally, French
  • Good knowledge of Microsoft Office
  • Good written, verbal communication, and interpersonal skills
  • Good in CRM software (SalesForce) and ERP (Oracle)
  • Positive and patient
  • Task prioritization and follow-up skills
  • Ability to follow instructions and standard work processes to perform routine tasks
  • Ability to check work for accuracy before completion of tasks
  • Ability to determine when tasks are complete
111

Cost Basis Brokerage Operations Representative Resume Examples & Samples

  • Your attention to detail and ability to quickly organize and prioritize multiple tasks
  • Your ability to take initiative and to work under tight deadlines in a dynamic team environment
  • Excellent analytical and problem solving capability
  • Good written and verbal communication, and interpersonal skills
112

Advisory Operations Representative Resume Examples & Samples

  • Provides customer service by answering inbound phone calls from registered representatives and sales assistants
  • Ensures strict confidentiality of client, firm and employee records
  • Performs quality control checks on account establishments
  • Opens new client accounts within established time frames on Advisor Console
  • Review and process Third Party Asset Manager and Consulting fees/rebates
  • Process all components of the quarterly performance reports (including, mailing, spot checks, approvals)
  • Monitor and process tasks and requests for Strategist Solutions (i.e. funding/investing, raise cash, systematic withdrawals)
  • May work with Commissions to resolve HIA and HJJ holds prior to monthly commission runs
  • Attain and maintain a strong working knowledge of the Admin Fee schedules, Tiers and discount commission schedules
  • May establish user access on WealthONE
  • Responsible for the accurate and complete verification, processing, and follow-up of Pershing advisory billing
  • Knowledge of the financial and advisory services industry
  • Must be detail oriented, organized and able to prioritize a large volume of work
  • Strong knowledge of MS Office and other relevant applications
  • 2 - 4 years experience
113

Technology Operations Representative Resume Examples & Samples

  • Level I servicing, which consists of minor repairs, replenishment of toners, paper jam clearance and general cleaning
  • First level training on all Canon devices (basic device operation, mailbox set up, authenticating via PaperCut, etc)
  • Level 1 support for PaperCut troubleshooting and escalation to third party vendor for technical support
  • Prioritizing and scheduling all FM Services (installations, device moves, service calls, device removals)
  • Conducting quality control inspections on all fleet devices to ensure optimal performance
  • Placing service calls and monitoring spare parts and supply inventory
  • Meter read capture and remote device monitoring via Netaphor Site Audit
  • Monthly and quarterly analysis and reporting
  • Toner ordering and inventory management
  • Serve as first point of contact for the client’s IT department and for departments requesting service or supplies
114

Technology Operations Representative Resume Examples & Samples

  • Level 1 support and escalation of third party vendors for technical support
  • Maintain accurate records of customer inquiries and fulfillment of requests
  • Establish and manage relationships with all appropriate client IT administrators and personnel
  • Maintain up-to-date knowledge of all solutions deployed within client environment
  • Responsible for regular application administration for fleet management, output management and scanning software solutions
  • Assist client & Canon Account Team in the testing and implementation of hardware/software solutions in client’s network environment
  • Perform all technical support and troubleshooting activities as prescribed by Canon Technology Facilitator and Client IT personnel
  • Escalate service & technology-support tickets with CSA & external service providers. Follow established escalation procedures as prescribed by Canon Technology Facilitator and Client IT personnel
  • Communicate chronic technology issues, concerns and suggestions with Client, Canon Account Team and Canon Technology Facilitator
  • Understand and respond to customer needs and requests
  • Promptly inform supervisor of potential problems or customer comments
115

Operations Representative Resume Examples & Samples

  • Must be able to multitask
  • Must be attentive to details
  • Must be a quick learner
  • Must be flexible
  • Must be able to work in deadline driven environment
  • Must have strong 10 key by touch and alpha-numeric keying skills
  • Must have banking operational skills
  • Must be able and willing to take feedback and follow instructions
116

Operations Representative Resume Examples & Samples

  • Must possess 10 key alpha and numeric keyboard skills
  • Requires typing of a minimum of 10000 keystrokes per hour with no errors
  • Proven data entry experience
  • Must pay close attention to detail
  • Must have good attendance
  • Occasional overtime desired
117

Indirect Loan Operations Representative Resume Examples & Samples

  • Performs quality control of system input for new loans. Files liens in timely manner
  • Balance general ledgers and prepare month-end reports
  • Sorts and distributes incoming mail drops in a timely manner
  • Scan loan documents into archive system. Create loan folders to file in vault. Assist with audit request and prepare file for potential loan sale
  • Prepare and mail declination letters and welcome letters
  • Assists and backs up coworkers and performs other duties as assigned
  • Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one’s duties
  • General office experience preferred
  • Customer service experience desired
  • Proficient computer skills including Microsoft Word & Excel
  • Written/Verbal communication skills
118

Deposit Operations Representative Resume Examples & Samples

  • Process the On-Us check review of in-clearing items through our fraud detection system (Carreker)
  • Processes all large dollar verification per manager’s instructions
  • Processes/assists with all Forgery claims
  • Processes the large dollar returns (EARNS)
  • Conducts Deposit Fraud/Kiting research as required / requested
  • Monitor Suspicious transactions related to Credit and Debit Cards
  • Manage Compromised card alerts for debit and credit cards
  • Analyze IRS and ACH direct deposits
  • Handles customer service calls directly as required
  • Assists with training new team members
  • Excellent customer service skills, including telephone skills and telephone etiquette
  • PC skills including knowledge of Windows Microsoft Office applications (Word, Excel, Power Point etc.)
  • Detail oriented with analytical aptitude
  • Excellent written and verbal communications skills in English and Spanish
119

Securities Operations Representative Resume Examples & Samples

  • Requires one to three years of work related experience preferably at a financial institution or in the financial services industry. Working knowledge wire transfers is desired
  • Strong communication skills, including active listening and the ability to communicate clearly over the telephone
  • Strong interpersonal skills and the ability to work closely with team members in a highly controlled and secure environment
  • Strong organizational skills, ability to multi-task and prioritize work/deadlines
  • Ability to adapt to an every changing workload and processing environment
  • Ability to use time efficiently and effectively to assist team in meeting key performance indicators
  • Ability to acquire knowledge of end-to-end processes and procedures for a fast-paced and changing environment, including adjusting to additional responsibilities and workload to meet various service levels
  • Ability to understand and apply department standard operating policies and procedures and industry specific regulations and laws, and to strictly follow such procedures in a highly controlled environment with high productivity and quality guidelines
  • Good critical thinking, troubleshooting, and problem solving skills preferred
  • Availability to work varying shifts to cover operational hours (7:15 a.m. to 6:00 p.m. CT, Monday through Friday)
120

Operations Representative Resume Examples & Samples

  • Review customer related documents for completeness and regulatory compliance
  • Process changes, additions or requests related to customer accounts (such as activations, address changes, registration changes, account closures, document requests and upgrades to margin and option trading) using the appropriate systems or internal workflow process
  • Respond to related Operations and Customer Service inquiries within specified service levels
  • Consistently meet or exceed established quality and productivity goals
  • Maintain knowledge of E*TRADE policies and procedures
  • Effectively communicate any business environment issues or concerns to management
  • Perform other duties as required
121

Plant Operations Representative Resume Examples & Samples

  • Full ownership for plant operations Key Performance Indicators (KPIs) within assigned Service Centers
  • Drive process improvement across all aspects of the Service Center
  • Coordinate daily cross-functional communications across the Supply Chain partners driving tactical efficiencies
  • Ensures proper receiving and shipping of CHEP equipment
  • Develop and foster a partnership with the Third Parties managing the plant facilities to ensure compliance to CHEP standards and SOP’s
  • Manage Operations contract compliance by third-party providers
  • Cooperatively identify and drive safety & savings initiatives within Service Centers
  • Ensure customer-centric focus on day to day operations to include, but not limited to, quality and on-time performance
  • Represent CHEP appropriately with the customers via multiple modes of communication
  • Ensures successful implementation and continuation of Quality Process Control Plan
  • Monitor and drive excellence in Safety and Sanitation
  • Confirm compliance with CHEP SOP’s to maintain ISO compliance
  • Ensures lumber and repair materials meet CHEP specifications
  • Ensures repair materials are used in accordance to CHEP guidelines
  • Manage inventory reporting and physical audit processes and ensure proper S&R usage
  • Track Service Center expenditures through purchase orders, accruals and payment (ensure proper / timely cost recognition)
  • 1-3 yrs.’ operations experience
  • Demonstrated ability to develop and foster relationships across all functions
  • Knowledge of and ability to execute within a LEAN Six Sigma environment
  • Self-starter: Ability to work independently in a remote location
  • Understanding of basic accounting principles
  • Knowledge of Microsoft office programs including MS Excel, MS Word, MS Power Point or comparable programs
  • Microsoft office programs including Excel, Word, Power Point or comparable programs
  • Strong computer literacy
  • Ability to acquire working knowledge of CHEP specific systems (SAP, Seibel, BW)
122

Brokerage Operations Representative Resume Examples & Samples

  • You are a dependable problem solver with excellent organization/time management skills
  • You have experience in Microsoft Excel, Word, and PowerPoint
  • You work well independently as well as in a team environment
  • You have effective communication and influence skills, personally and electronically
  • You have the initiative to go the extra mile
  • Your sense of urgency and prioritization of work
  • Your strong communication and influence skills
  • Your impeccable work ethic and time management skills
  • Your are a fast learner and proactive
123

Global Customer Operations Representative Resume Examples & Samples

  • Responsible and accountable for on time delivery of customer shipments
  • 3 years’ experience in data entry or Customer Service, preferably in the bike, automotive, or similar industry
  • Attention to detail, Analytical Skills, Strong problem solving skills, Strong interpersonal skills, excellent written and verbal communication skills
  • Must have strong knowledge of Excel, Word and Outlook
  • Experience with Epicor or similar MRP/ERP system
124

Gwim Entry Operations Representative Resume Examples & Samples

  • Work with Managed Account Advisors to resolve pending trades
  • Become subject matter expert in break analysis and resolution
  • Proficient in Microsoft Office, Outlook, and Excel
  • Detail oriented and able to research and resolve complex issues
  • Ability to build and maintain excellent working relationships
  • Ability to understand technical system and data flow
  • 3-5 Hours Investing in You training
125

Gwim Entry Operations Representative Resume Examples & Samples

  • Adherence to all team and department scorecard standards
  • Daily reconciliation of outages associated with Client accounts in firm wide systems versus dividend positions
  • Establishment of relationships with all Funds within the scope of responsibility for the individual
  • Weekly, monthly and quarterly reporting of all statistics associated with benchmarking of Team metrics
  • Weekly submission of highlights to senior management
  • Provide training and guidance to junior team members where necessary
  • Reconciliation of proprietary BOA accounts associated with money market and Alternative Investment processing
  • Monthly profit/loss reporting to senior managers
  • Coordination of team's weekly highlights, inclusive of statistical highlights
  • Individuals at this level are expected to use some independence of thought but to refer more complex problems to Operations Team Manager and/or Supervisor. Entry level position
  • Flexibility of schedule to accommodate for peak processing days and times of each month
126

Customer Operations Representative Resume Examples & Samples

  • Responsible for all phases of customer orders including: order entry, date management, quantity changes, product changes and all order confirmations
  • Create load and maintain customer spec sheet and price list in Excel and MRP system
  • Check completed work for accuracy
  • Respond to requests for information
  • Experience with eCommerce
127

Gwim Entry Operations Representative Resume Examples & Samples

  • Daily review of Trade Settlement Ledgers balances to identify and resolve breaks and out of balances
  • Daily statistical reporting to Management of current exposure and expectation of resolution
  • Facilitation of manual money movements and journal entries as needed
  • Additional responsibilities include building strong relationships with contacts at Mutual Fund Companies, Transfer Agents, and other areas/teams within Merrill Lynch
128

Brokerage Operations Representative Resume Examples & Samples

  • Your problem solving skills
  • Your ability to work under tight time constraints
  • Your excellent written and verbal communication skills
  • Your strong PC skills (Microsoft Products: Access, Word, Excel and PowerPoint)
  • Your comfort working in a team environment
129

Daily Operations Representative Resume Examples & Samples

  • Assist with the establishment and refinement of the Ultimate Software payment services methodology and best practices within Daily Operations/Print Services
  • General administrative duties – Maintain customer and vendor files, daily mail processing and distribution
  • Scan, fax and distribute various documents
  • Match check and returns for daily, quarter-end and year-end processing
  • Print and distribute trust checks for prior period payments
  • Gather data and recommend solutions for day to day tax filing issues
  • Special Projects
  • Timely and accurate reporting of monthly metrics to upper management
  • Participation in User Acceptance testing when required
  • Builds and maintains strong peer relationships within the team and across the organization
  • Provide after-hours support as business needs arise
  • Able to manage in an organized, proactive and independent manner to meet all required time frames and commitments
  • Overtime may be required during any calendar quarter and Quarter- End Year-End job assignments
  • Proficiency with Microsoft Office applications: Word, PowerPoint, Excel, Outlook
  • Excellent analytical ability within a high transaction volume environment
  • Ability to handle multiple tasks under tight deadlines
  • Other Special projects or tasks assigned by Management
  • Customer-focused, positive and professional attitude
  • Highly motivated and team oriented
  • Organized, detail oriented, accurate and responsive
  • Able to work independently with minimal supervision
  • Strong decision making and problem solving skills
  • Looks for new and creative ways to solve problems or improve processes
  • Process oriented
  • Ability to handle multiple tasks simultaneously and prioritize job duties
  • Ability to work on problems of diverse scope where analysis of data requires evaluation of identifiable factors
  • Ability to exercise judgment within broadly defined practices and policies in selecting methods and techniques for obtaining solutions
  • Tax/Payroll background
130

Operations Representative Resume Examples & Samples

  • Your proven leadership abilities, including time management & delegation
  • Your effective communication skills (written & verbal)
  • Your effective analytical & problem solving skills
  • Your effective PC skills
  • Your ability to take initiative and promote that attribute in others
  • Your ability to safely use isolation chambers & X-Ray systems (AS&E Gemini) as well as identify visual potential threat indicators on external shipment packaging, to screen shipments for potential explosive, chemical or biological threats or the ability to quickly learn these techniques
131

Deposit Operations Representative Resume Examples & Samples

  • Tasks are well-defined and are performed under close supervision
  • Work is reviewed and audited by others
  • Processes paperwork received from other units to ensure accuracy and completeness according to procedures
  • Escalates inconsistencies and unusual issues to lead or supervisory staff for instruction or resolution
  • Submits completed work to lead or supervisory staff for review and verification
  • Files completed work according to well-defined, established policy and procedures
  • Makes routine entries into processing and tracking systems related to paperwork, deposits, and information processed
  • ) Punctual
  • ) Hard worker
  • ) Able to perform repetitive tasks
132

Operations Representative Resume Examples & Samples

  • Require a minimum of 9,000 alpha - numeric keystrokes per hour and type 25 wpm
  • Must be able to read, interpret and speak English
  • Banking experience preferred, but not required
  • PC skills would be a plus
133

Deposit Operations Representative Admin BR Dep Services Resume Examples & Samples

  • Respond to inquiries to resolve complex and sensitive problems
  • May prepare department account files (hard copy as well as computer system files) and update related records
  • Conduct complex account research
  • Must possess the ability to apply sound judgment, effectively solve problems and determine fraudulent activity consistently
  • Must demonstrate the ability to be flexible and adapt to changing priorities
  • Must have excellent organizational skills, detail-oriented with excellent follow through
  • Proven ability to handle multiple priorities and work in a fast paced environment
  • Frequently work on bank conversion and system upgrade projects
  • Daily perform all other related duties and special projects as assigned
134

Deposit Operations Representative Resume Examples & Samples

  • Review items and documents for discrepancies
  • Work with various partners (Corporate Security, Retail Support, law enforcement) to resolve complex issues. Large customer relationships may be involved and mishandling could cause a large financial loss to the bank
  • Must have the ability to monitor and review electronic account and transactional data for suspicious activity and possible fraud
  • Previous experience with a financial fraud analyst software a plus but not required
135

Customer Operations Representative Resume Examples & Samples

  • 3 years experience in data entry or Customer Service, preferably in the bike, automotive, or
  • Similar industry
  • Experience with ecommerce
136

Operations Representative, Project Harimau Resume Examples & Samples

  • Professional Degree in related fields
  • The position required an in depth understanding of the production process in BP's lubricants business
  • Experience as floor operator, line manager or tenure in a quality assurance or quality control role within lubricants is required
  • The operations representative will have the experience as a plant manager, or aspirations to become a plant manager
  • Fluency in technical English and Malay is required
  • Required to have production experience and good working knowledge of capital project delivery and BP engineering requirement for lubricants, group define practices and the requirement of Pcp version 4
137

Gwim Entry Operations Representative Resume Examples & Samples

  • Ensure transfer requests are initiated accurately and in accordance with NSCC and FINRA rules and regulations
  • Proactively identify and communicate continuous improvement opportunities and risk to the management team
  • Account transfer knowledge/experience
  • Ability to think analytically and apply skill set to manage reconciliations
  • Completion of 3 -5 Hours of "Investing in You" training (For Internal FDS Candidates)
  • Solid understanding of Microsoft Office products
138

Loan Operations Representative Resume Examples & Samples

  • 4+ years of Operations and/or Loan Operations experience in a Prime Broker, Administrator, and/or Hedge Fund setting
  • Bachelors Degree in Finance or a related discipline
  • Previous experience in the Financial Services and/or Securities industry
  • Understanding of Syndicated Loans; including closing and maintenance of loans as well as the interrelationship with agent banks
  • Experience using Advent Geneva
  • Knowledge of WSO, LoanSERV and Clearpar
139

Senior Operations Representative Resume Examples & Samples

  • Providing operational support via an inbound service line
  • Researching complex inquiries from branch offices
  • Other duties and projects as assigned
  • Bachelor’s degree in Finance or related field (highly preferred)
  • Organized with strong time management skills
  • Strong desire to succeed
  • 1+ years’ experience in financial services industry
  • Adept to client service, flexible, and adaptable
  • Experience with Microsoft Office Products (Word, Excel, PowerPoint, Outlook)
140

Operations Representative Resume Examples & Samples

  • Strong Customer Service background
  • Excellent typing skills- speed and accuracy
  • Excellent listening/verbal skills and telephone etiquette
  • Basic PC skills: Outlook, Word, Excel and Skype for Business
  • Ability to multi-task using various bank systems
  • Ability to meet department productivity standards
  • Are fluent (reading, writing, speaking) in English & Spanish
141

FX Operations Representative Resume Examples & Samples

  • Requires a Bachelor's and 2+ years of foreign exchange or trading systems, banking or other directly related experience. A combination of education and experience may meet job requirements
  • Working knowledge of foreign exchange systems, i.e. Spectrum, etc. or similar trading systems and foreign exchange processes and procedures. Knowledge of banking/finance a plus
  • Ability to complete accurate monetary transactions
  • Must be detail oriented and accurate
  • Solid analysis, data review, research exceptions and audit skills
  • Must be a self starter and ability to learn quickly
  • Good organization, customer service and communication skills, both verbal and written
  • Ability meet deadlines
142

Brokerage Operations Representative Resume Examples & Samples

  • You are a problem solver with excellent time management and organization skills
  • You have experience in Microsoft Excel and Word
  • You have a sense of urgency to meet deadlines
  • You have an understanding of the different types of Retirement Accounts and related Tax Reporting Requirements
  • You understand how checks are processed and clear through the Banking System
  • You have effective written and verbal communication skills
  • You like working in a team environment
  • You have the ability to make decisions based on research and firm polices
  • You will escalate to management when appropriate
143

Gwim Entry Operations Representative Resume Examples & Samples

  • Must be flexible to work Monday-Sunday anywhere from 6am-10pm , 7 days a week, including holidays (schedules will not be determined until after training is completed)
  • Dependable, detail-oriented, results-driven and achievement-focused
  • Strong and effective communication skills both written and verbal
  • Ability to work with multiple applications simultaneously
  • Strong ownership and problem-solving skills
  • Highly adaptable to change while receiving regular feedback
  • Comfortable in a fast-paced work environment while continuously learning on the job
144

Treasury Management Operations Representative Resume Examples & Samples

  • Provide a variety of daily support functions which generally includes, setting up new accounts/clients on applicable systems, assisting clients with daily maintenance of their accounts
  • Excellent interpersonal/client service skills
  • PC skills preferred
145

Fedwire Funds & Securities Operations Representative Resume Examples & Samples

  • High school level command of spelling, grammar and math, and/or basic vocational training
  • Requires some work related and/or customer service experience. One to three years of work related experience preferably at a financial institution or in the financial services industry
  • Strong attention to detail and strict adherence to established procedures
  • Proficient computer skills including, but not limited to, data entry, internet applications, e-mail, Microsoft Office, etc., plus the ability to navigate within multiple applications concurrently
  • Strong organizational skills, ability to multi-task and prioritize work/deadlines preferred
  • Ability to adapt to an every changing workload and processing environment preferred
  • Ability to use time efficiently and effectively to assist team in meeting key performance indicators preferred
  • Experience in securities processing is preferred
146

Securities Operations Representative Resume Examples & Samples

  • Effectively and efficiently service inbound phone calls ensuring a quality client experience
  • Placing trades, implementing new accounts, performing account transfer and money movement functions as well as other account maintenance functions
  • Research and resolve issues or discrepancies with accounts as they arise
  • Educate field staff regarding operational procedures and best practices
  • Assist Brokerage Operations team and other internal departments as needed
147

Customer Operations Representative, Associate Resume Examples & Samples

  • Overall responsibility related to checking and processing the channel subscription quotes for AMER and EMEA Channel Partners
  • Assist Partners with questions related to Subscriptions status and other queries related to the process
  • Support Channel Ops leads in other sales geos on Subscription related order processing questions
  • Communicate with the internal PTC team on a frequent basis, offering order processing
  • Act as the primary point of contact for all the channel partner queries that are related to the subscription order and booking process
  • Track the subscriptions quotes on a daily basis and escalating whenever required to speed up the process
  • Provide weekly subscription report status to the assigned team both for EMEA and America Region
  • EMEA channel operations support
148

Syndicated Loan Operations Representative Resume Examples & Samples

  • Provide daily oversight and operational support to SS&C GlobeOp clients engaged in a variety of investment products but with a focus on the trading of primary and secondary bank loans, private debt, total return swaps and CLO's
  • Process loans on Advent Geneva and full loan maintenance, including settlements, paydowns, borrowings and rollovers
  • Significant Interaction with SS&C GlobeOp clients, agent banks and other internal departments (i.e.: fund accounting, operations, OTC operations and valuations) relative to loan processing
  • Review and reconcile P&L attributes as it relates to loan activity and position
  • Train loan operatoins staff
  • 3-6 years financial services/securities industry experience in operations and loan operations working for either a prime broker, administrator or hedge fund
149

Accounting Operations Representative Resume Examples & Samples

  • Exceptional interpersonal and customer service skills
  • Problem solving and analytical skills
  • Highly motivated and detailed oriented
  • Ability to lead meetings and presentations
  • Industry knowledge
  • Ability to operate in a dynamic, fast-paced, deadline-driven environment
150

Operations Representative Resume Examples & Samples

  • Assists the Operations Manager in the development and implementation of consistent work flows and procedures
  • Creates and maintains monthly insurance documents and bordereau’s used for the development of policy issuance
  • Ensures surplus lines documents are accurate; transfers all non-admitted policies for delivery to insured(s) to the Legal department to be finalized
  • Maintains the flow of policy change requests
  • Assists in accurate creation of policies for delivery to the insured(s)
  • Secures D&B reports on a timely basis to Underwriters
  • Researches policies, endorsements and payments for Co-Brokers, Underwriters, and Accounting department; trouble-shoots as necessary
  • Works with Resource Pro in the proper executive and/or corrections of policies, endorsements and invoices
  • Manages the MVR statements for Co-Brokers
  • Assists in the execution, delivery, and follow-up of policies for Notices of Non-Renewal and Conditional Notices of Renewal
  • Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)