Operations Representative Resume Samples

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L Wehner

Leonardo

Wehner

3206 Brook Corners

Detroit

+1 (555) 730 4115

3206 Brook Corners

Detroit

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

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

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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

Operations Representative Resume Examples & Samples

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Cards Operations Representative Resume Examples & Samples

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

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

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%

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

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

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

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

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

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

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

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)

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

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

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…)

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

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

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

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

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.)

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

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

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

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)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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 \(BOSS, RQPQ, RQST, XPTRA/B, etc\)

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

Operations Representative Resume Examples & Samples

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

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

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

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

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

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

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

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

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

Operations Representative Resume Examples & Samples

Registered Products
Settlements
Control Services
Purchase & Sales
Name & Address

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)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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)

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

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)

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*

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

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

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

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

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

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

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

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)

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