Servicing Manager Resume Samples

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M Hartmann

Maureen

Hartmann

2973 Hessel Rue

Philadelphia

+1 (555) 815 2918

2973 Hessel Rue

Philadelphia

Phone

p +1 (555) 815 2918

Experience Experience

Boston, MA

Asset Servicing Manager

Boston, MA

Reynolds, Braun and Ferry

Boston, MA

Asset Servicing Manager

Maintain a close working relationship with Product Management, Client Account Managers and Client Service Reps
Coach and assist staff with Personal Development Plans through regular 1-2-1 meetings
Develop effective working relationships with both internal and external parties
Participate & lead cross-departmental initiatives formulated to create or improve existing functionality and processes
Partner your other regional counterparts to achieve a global, regional or product consistent framework for the services provided
Local team management (talent management, career planning, recruitment across all levels)
Assist Product management with the creation and maintenance of client Service Level documents

Chicago, IL

VP Investor Servicing Manager

Chicago, IL

Jacobi Inc

Chicago, IL

VP Investor Servicing Manager

Goal setting, career development and periodic feedback for direct reports
Reporting to Investor and Investment Managers at various intervals throughout the life of the transactions
Perform anti-money laundering procedures and obtain client identification documents & review same for completeness
Liaise with internal teams such as Fund Accounting and Banking
Respond to queries and requests from investors in a timely and efficient manner
Liaise with Investors of assigned client funds to clarify dealing requests and ensure that all documentation is complete and in line with company procedures
Liaise with Banking Division with respect to the daily reconciliation and processing of investor’s subscription monies, and then remittance of investor’s redemption proceeds

present

Philadelphia, PA

AM, GWM Asset Servicing Manager, VP

Philadelphia, PA

Abbott, D'Amore and Schroeder

present

Philadelphia, PA

AM, GWM Asset Servicing Manager, VP

present

Effectively manage performance and develop strong leadership team
Perform and comply with Corporate/Asset Management vendor management responsibilities
Investigate opportunities to reduce costs, provide automation, and analyze fluctuations in key metrics
Provide oversight for daily operational tasks
Ensure timely and concise communication with key business partners and senior management
Manage Operational Risk within team; assess risks and ensure adequate detective and preventative controls are in place to mitigate risk
Partner with business, operations and technology colleagues for timely delivery of projects within scope, budget and time

Education Education

Bachelor’s Degree in Business

Georgetown University

Bachelor’s Degree in Business

Skills Skills

Service orientation, professionalism, proactive and strong client/business focus, accountability
Strong influencing and negotiation skills; ability to build and maintain effective networks and relationships
Good organisational skills with the ability to work under pressure and prioritise within aggressive deadlines
Good organisational skills, ability to work under pressure, demonstrate initiative and prioritise workload
Possess the ability to develop good working relationships with various levels of management and external departments
Able to successfully react to workload changes
Strong presentation skills
Excellent analytical and problem solving skills
Excellent interpersonal skills
Good sense of initiative

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Client Servicing Manager Resume Examples & Samples

Client orientation and demonstrated ability to build collaborative relationships
Energetic leader with demonstrated strength in managing multiple tasks simultaneously and success leading teams producing optimal results
Ble to communicate clearly and concisely in all aspects of the job and with muliple audiences in mind
Minimum 4-5 years direct management experience of teams consisting of or more exempt level employees
Strong interpersonal skills, ability to resolve conflicts
Demonstrated leadership skills and ability to lead, direct and motivate staff with integrity. Account Management preferred
Computer proficiency to include PowerPoint, Visio, Word and Excel, Total Systems 1, CMS, TCS and telephone experience
Proven analytical skills. Proven ability to utilize logic and systematic processes to analyze and solve problems. Well-developed problem solving skills necessary to research and trouble shoot client issues
Extensive knowledge of Commercial Card preferred
Proficient with TSYS is a plus
Bachelors degree required (MBA Preferred)

Asset Servicing Manager Resume Examples & Samples

Local team management (talent management, career planning, recruitment across all levels)
Responsible for managing client expectations through seamless services delivery
Partner your other regional counterparts to achieve a global, regional or product consistent framework for the services provided
Ability to work in Partnership with our global Asset Servicing Locations
Proven Leadership and Employee Management skills - min. 1-3 years of experience in managing/coordinating/supervising team; great execution skills needed
A willingness to learn and manage in a constantly changing environment
A good level of decision-making is required and the jobholder should ensure that all options are taken into account before decisions are made

Institutional Client Servicing Manager Resume Examples & Samples

Work closely with the sales team to maintain a strong relationship with institutional clients in the region
Proactively manage client issues, answer queries, update on fund performance etc to deliver a high quality of client servicing
Support the team in preparation of RFP and client pitches, prepare reports for portfolio review meetings
Client on-board and account issues
Keep abreast of market trends and support business development activities

Home Lending Servicing Manager Resume Examples & Samples

Scheduled weekly/monthly calls with designated relationship manager to review the operational performance, portfolio activities and recommended enhancements
Annual review of sub servicers documented policies and procedures in place to cover critical areas of servicing, cash management and investor reporting
Review of monthly billing statements to insure accuracy in billing and that loan level detail on servicing advances have been accurately reported and repaid for appropriate accounting records
Review historical performance for default including loan volume and dollar volume by loan type and investor as well as by state and year originated, customer calls, customer service research and all open and closed tasks
Reviews should be focused on Loan Boarding and Portfolio Transfers, Periodic Billing Statements, Cash Management and Payment Processing, Investor Reporting and Custodial Account Management, Loan Runoff, Customer Service, Escrow Administration, ARM Adjustments, Default Administration, Collections, Loss Mitigation, Pre-foreclosure, Default Compliance, Foreclosure, REO Timelines, Bankruptcy, Claims, Default Reporting, Default Vendor Management, General Servicing
Directly resolve or coordinate the resolution of client service related problems on behalf of internal and external clients
10+ years of Consumer/Home Lending Experience
Experience implementing business practices that mitigate compliance, regulatory, credit and legal risk

MB Servicing Manager Resume Examples & Samples

Develop Default Financial Operations Strategy, as well as oversight Default Fin Ops teams aligned to Private and MI Investors. Strategy to include loss analysis for curtailment of Default Claims filed with GSEs, investors and insurers
Responsible for Loan Transfers & Corporate Advances, as well as Claims Reporting
Responsible for Default Fin Ops process improvement, including use of common tools; developing and implementing staffing and site strategies, that result in maximizing recoverables and overall organizational efficiencies
Partner with Default Fin Ops Managers responsible for teams aligned to FNMA/FHLMC and FHA/VA investors
Minimum of ten to fifteen years in large scale Operations management or Strategic Management roles
Bachelor's degree or equivalent work experience: Finance, Business Management or Operations Management degree preferred. Advanced degree preferred
Strong knowledge of mortgage servicing, default claims and loss analysis operations a plus
Requires a manager who can build and maintain strong, collaborative relationships with internal and external partners across Mortgage Banking, while improving recoverables

MB Servicing Manager Resume Examples & Samples

Lead Default Financial Operations aligned to FNMA and FHLMC Investors re: claims, loss analysis and recoverables. Expense reimbursement is highly complex, high volume
Partner closely with Default Fin Ops Manager Strategy Manager and Default Fin Ops Manager aligned to FHA/VA investors
Implement process improvements, and staffing strategies, that result in maximizing recoverables and overall organizational efficiencies
Analyze upstream LOBs impacting claims to determine process improvement and controls to maximize claim recoverables, including Escrow, Customer Assistance, Default, Foreclosure, REO and Property Preservation
Interact with GSEs, other external and internal partners, regarding expense reimbursement and contract analyses
Work with internal partners including Legal, Risk and Compliance to ensure compliance with various state recoverability rules under various Default alternative solutions
Provide direct leadership and performance management with emphasis on leadership and staff development, while reinforcing organizational culture of managerial accountability and employee engagement

Servicing Manager Resume Examples & Samples

New Account Booking
Servicing Validation & Analysis (SVA)
Branch Hotline
Collateral
Paid Loans

Asset Servicing Manager Resume Examples & Samples

Manage a small team of approximately 6 FTE
Ensure events are processed timely and accurately
Coordinate workflow, provide transaction authorizations, and approval validations
Assume a lead role on interactions with Stock Loan desk, Prime Broker, clients, various Citi entities, Tax Operations, Product Control, Front and Middle office
Perform daily management of risk
Responsible for staff development and career progression
Assist with compliance, control, and audit functions
Support Asset Servicing project and technology plans
Able to serve as a backup during management absence
Possess strong decision making and leadership skills
Excellent investigative and analytical skills
Be a fast learner, capable of applying knowledge to new situations
Self-motivated, active approach to problem resolution, strong organization skills
Have a flexible sense of urgency and the ability to adapt to changing business priorities
Strong focus on client and risk management
A good working knowledge of Excel, Outlook, MS office, and experience with web based applications required
Relevant experience managing a team
Experience and understanding of income, corporate actions, equities, and fixed income is an advantage
Familiarity with FSA Client Money regulations for the protection and segregation of client funds is an advantage

Default & Special Servicing Manager Resume Examples & Samples

College degree or Minimum of 4 years of experience in default and special servicing functions as defined above
Minimum of 2 years of combined supervisory or team lead experience related high volume operation
Proficiency in an area of Default Servicing (e.g., foreclosure, bankruptcy, etc.)
Basic knowledge in the principles of credit lending and risk management, collections and default servicing
Strong leadership skills, initiative, detail orientation, analytical, and decisive decision-making skills
Thorough knowledge of investor guidelines & regulations relative to respective business unit
Intermediate computer skills in Microsoft products, such as Word, Excel, PowerPoint, Access and Outlook and servicing applications, default and servicing technology (i.e. MortgageServ)
Working knowledge of laws, best practices and investor guidelines for the respective area of management. (Example: Bankruptcy management would require knowledge of the Federal bankruptcy code and laws.)
Effective organizational, leadership and change management skills

Asset Servicing Manager Resume Examples & Samples

Oversight of Information Center duties with respect to Procure to Pay (P2P) country accounts payable processing
Check and approve journal entries in Oracle general ledger
Monitor cash balances for local and offshore bank accounts
Effectively monitor controls over P2P funding and disbursements
Oversight of funds transfers and controls surrounding Citi direct activity
Assist with bookings for fee income and third party disbursements
Provide Operations support to Costa Rica COE with respect to accounts payable and Citi Travel & Entertainment activity
Participate in and lead team projects as assigned by Team Leader
Bachelor Degree in accounting with 8+ years experience; CPA required
Knowledge of the Trust business including the production of client fee invoices
Strong analytical, project management, metrics design and MIS reporting skills
Understanding of compliance and auditing requirements and a demonstrated ability in process transformation and re-engineering projects

Asset Servicing Manager Resume Examples & Samples

Ensuring events are processed timely and accurately
Day to day management of risk and reconciliation
Authorising/approving applicable transactions and/or work flow
Involvement in the global strategic technology program: ASPEN
Responsible for staff development
Actively engaged in service/process improvement
Must possess a base understanding of fixed income and equities products and the flow of various operations functions
Demonstrated analytical ability to assess a process, recommend improvements and capitalize on efficiency gains
Ability to manage functions and staff performance within Regulatory requirements: e.g. client asset protection
Ability to reconcile trading positions and understand the trade flows effect on income entitlements
Prior dividend, coupon or corporate actions experience a plus
High standard of communication: e.g. ability to communicate effectively with internal and external clients
Self-motivated, active approach to problem resolution, strong organizational skills
Possess the ability to work well under pressure, manage tight deadlines and situations where competing priorities arise
Strong focus on Client service/experience and risk management,
Excellent multi tasking skills with the ability to work in multiple systems and handle high email and event volumes
A good working knowledge Excel, Outlook, MS Office, and experience with web based applications required

Asset Servicing Manager Resume Examples & Samples

Ensure client enquiries are responded to within the unit's service level agreement time frames
Act as escalation point for Client issues
Monitor enquiry resolution to ensure that issues are resolved with as minimal impact as possible on the processing area personnel
Educate clients in respect of understanding Citi’s proprietary systems or market practices to reduce repeat enquiries
Assist Product management with the creation and maintenance of client Service Level documents
Produce and maintain inter-departmental Service Level Agreements
Ensure that all enquiries, which are capable of resolution by the processing areas, are escalated and discussed in accordance with the unit's management if not processed within interdepartmental SLAs
Manage Income relationship with clients to attain desirable scoring on client service reviews/Global custodian surveys
Perform a monthly query analysis of all client enquiries received to identify potential client education needs
Liaise with Processing Unit to highlight common issues and assist with procedural changes or systems enhancements
Oversee the Production of client specific MIS packs for distribution to clients at each month end
Set up and chair regular service calls with clients
Act as direct point of escalation with internal and external senior client representatives
Maintain a close working relationship with Product Management, Client Account Managers and Client Service Reps
Represent Citi UK Client Enrichment at client meetings and Due diligence visits
Attend monthly Citi Global Best practice calls
Maintain and collate the Service teams MIS and report to Management weekly
Maintenance and completion of team DCFCs/ Controls
Write semi-annual appraisals and conduct performance reviews for staff
Coach and assist staff with Personal Development Plans through regular 1-2-1 meetings
Maintenance of staff versatility matrices and assist staff with versatility training across teams
Provide assistance with Internal and external audits where required
Confident
Good organisational skills, ability to work under pressure, demonstrate initiative and prioritise workload
Possess the ability to develop good working relationships with various levels of management and external departments
Strong influencing and negotiation skills; ability to build and maintain effective networks and relationships
High level numeracy

Asset Servicing Manager Resume Examples & Samples

The accurate and timely processing of all events assigned (e.g. Event Creation and Notifications; Incoming instruction processing; Preparation of chasers & reporting to the client; Reconciliation)
Ensure the timely resolution of all stock exceptions following reconciliation
Lead Contingency testing
Lead team/department projects
Ensure all event notifications/updates are reviewed within given deadlines
Lead the on-boarding of new clients or client accounts
Regular review and update of Procedures for the team
Being a point of contact for internal and external clients
Coordinate and lead User Acceptance Testing on enhancements to systems and regression testing

AM, GWM Asset Servicing Manager, VP Resume Examples & Samples

Provide oversight for daily operational tasks
Effectively manage performance and develop strong leadership team
Act as the escalation point for sensitive client issues, which may involve working with the Front Office to resolve questions, investigate issues and develop a satisfactory response to the client’s concerns
Partner with business, operations and technology colleagues for timely delivery of projects within scope, budget and time
Ensure operational and business change readiness
Ensure compliance with Global Information Risk activities (Identity and Access Management; Recertifications of distribution lists, shared drives, databases, and applications)
Demonstrated ability to successfully manage teams within changing control/regulatory environment
Strong Leadership Skills
Excellent verbal / written communication skills
Self-directed and motivated
Minimum of 5 years of securities operations management experience

VP Investor Servicing Manager Resume Examples & Samples

Transcribe data from hedge fund application forms & dealing instructions received from investors onto various transfer agency systems and review for accuracy
Processing of capital transactions from inception of trade to issuing of contract notes
Maintain client accounts on the systems to ensure that details are correct and up to date. Amend and upload changes under strict operating procedures as defined by company policy
Liaise with Investors of assigned client funds to clarify dealing requests and ensure that all documentation is complete and in line with company procedures
Respond to queries and requests from investors in a timely and efficient manner
Perform anti-money laundering procedures and obtain client identification documents & review same for completeness
May be required to perform review of input of other team members work as authorized by team leaders
Liaise with Banking Division with respect to the daily reconciliation and processing of investor’s subscription monies, and then remittance of investor’s redemption proceeds
Reporting to Investor and Investment Managers at various intervals throughout the life of the transactions
Prepare the annual audit reports and respond to all investor audit confirmations for the funds under administration
Liaise with internal teams such as Fund Accounting and Banking
Evaluation of risk areas and operational control
Escalation point for Investor Services team
Resource allocation and training for the Investor Servicing team
Goal setting, career development and periodic feedback for direct reports
7+ years’ experience in financial services industry; hedge funds, investor serving experience strongly recommended
Bachelor’s degree required, preferably Business, Finance or Economics
Willingness to learn new systems, concepts and broaden knowledge in the industry
Understanding of hedge fund vehicles (legal structure, investment objective, fee structure, liquidity provisions, etc.)
Understanding of FATCA, CRS, AML regulations and investor related tax reporting
Working knowledge of relevant regulations and legislation for Investor Services (such as ERISA, FINRA, etc)
Knowledge of investor servicing systems (NTAS, Investran, Mshare, Advent Partner etc) a plus
Detail oriented, able to process high volumes of activity with no errors
Courteous, client focused concise communication both written and verbal
Strong organizational & problem solving skills
Excellent MS Office skills including Word & Excel
Staff management experience expected

Private Client Servicing Manager Resume Examples & Samples

Delivering both a re-active service to handle customer’s enquiries and a proactive service to update clients on investment performance and future prospects
Ensuring that quarterly external surveys are conducted and that clients are invited to feedback on their service experience to Barclays Wealth and Investment Management (WIM)
Effectively manage the team’s workload ensuring fair distribution of post and emails and execute key governance activities within the team, producing reports and reconciling activity whilst adhering to strict regulatory requirements
Ensuring that all activities and duties are carried out in full compliance with Barclays Operational Risk Framework and internal Barclays Policies and Standards
Experience of working in a financial services environment, possibly within a contact centre or administration team
Awareness of and adherence to all regulatory requirements, following best practice and displaying professionalism at all times
A good understanding of Stock and Shares, Pooled Investments and an awareness of current market issues
Strong knowledge of Outlook, Word, Excel and a broad understanding of regulatory policies, e.g. Anti-Money Laundering, Data Protection
Holding a relevant qualification in Investments, e.g. Investment Management Certificate (IMC), Investment Administration Qualification (IAQ) or Financial Planning Certificate (FPC) (desirable)
Outcome: Following your interview, we'll be in touch within five working days of all interviews being completed to advise you of the outcome

Private Client Servicing Manager Resume Examples & Samples

Responsibility for developing the client relationship with Barclays through delivery of a professional service via telephony, email and written communications,
Effectively managing your workload whilst adhering to strict regulatory requirements
Experience of working in a financial services environment, possibly within a contact centre

Asset Servicing Manager Resume Examples & Samples

Day to day management of the Corporate action processing teams
Responsible for Voluntary and Mandatory events and providing support to Corporate Action teams
Involved in analysis of procedures and system development, coordinating resources for testing
Liaising with other business units, including, Product, Client Executives, Compliance, Risk and Technology
Presentations to existing and potential clients on behalf of the Asset Servicing Group
Working with Senior Corporate Actions Manager on various market forums, regulatory updates, metrics and enhancements
Understand, implement and monitoring of all market and regulatory changes
Knowledge of managing both Voluntary and Mandatory Corporate Actions
Ability to build strong working relationships
Strong communication skills required to negotiate at a senior level and to articulate complex recommendations
Good organisational skills with the ability to work under pressure and prioritise within aggressive deadlines
An ability to drive and implement change
Resilient
Thorough understanding of the strategic direction of the business

Asset Servicing Manager Resume Examples & Samples

Min. 1-1,5 years’ experience as a manager/supervisor
Proven very good command of English
Master's or Bachelor's degree
Good knowledge of capital markets and financial instruments
Attention to detail and high level of accuracy
Focus on improvements and building the efficiencies in the process (especially on a digitalization/ automation)
Process re-engineering skills
Pro-active attitude towards process and market changes
Flexibility and readiness to absorb knowledge
Eagerness to develop
Ability to prioritize tasks with deadlines (time management) in fast changing environment
Remain accessible to your client, respond to queries from Operations, Client Service Units and Client Representatives and other internal units as well as from external parties – CSD, Paying Agents, other Banks
NCS and VBA (Visual Basic Application) knowledge as an advantage

Asset Servicing Manager Resume Examples & Samples

Authorizing/approving applicable transactions and/or work flow
Involvement in the global strategic technology program(s)
Understanding NAM Corporate Action event and market types for downstream processing
Identifying any risk within the event and/or process
Preparing reports containing Corporate Action event data
Reviewing Sanctions and Restricted List
Adhering to checklist and Alert targets
Develop effective working relationships with both internal and external parties
Meet or exceed departmental control and performance standards
Prepare, analyze, and respond to queries for the business and clients
Knowledge of Corporate Actions preferred
Knowledge and experience of other operational areas
Understanding of Swift MT564/568 an advantage
Computer literate and ability to grasp several in house systems quickly
Excellent investigative and analytical abilities to assess a process, recommend improvements, and capitalize on efficiency gains
Excellent written and verbal communication skills; ability to communicate effectively with internal and external clients
Demonstrate risk awareness/management and pro-active in identifying and resolving potential problems before they arise
Demonstrate good attention to detail
Possess the ability to work well under pressure, manage tight deadlines and situations where conflicting priorities arise
Excellent multi-tasking skills with the ability to work in multiple systems and handle high email and event volume
Ability to reconcile trading positions and understand the trade flows effect on corporate action entitlements

Cdc-assistant Portfolio Servicing Manager Resume Examples & Samples

Five or more years of experience in financial analysis activities
Extensive knowledge of financial analysis concepts and methodologies
One or more years of management experience

Client Servicing Manager Resume Examples & Samples

Manage inbound call & email queries from clients to assist with their account related needs and concerns
Proactively connect with client to build relationship and offer a consultative approach when managing our client travel programs
Providing insight and recommendations to assist our clients achieve their objectives
Manage any escalations from client by working with the servicing and support teams to understand the issues, reporting back to the client and being part of a team that closes out the issue
Ability to consult, analyze and assess client needs while supporting needs to improve profitability
Engagement and/or management of client implementations and de-implementations
Send updates and communications to client key contacts
Conduct face to face and phone/virtual presentations/travel forums and business reviews
Track and update all conversations, meetings and emails to keep relevant information updated in Sales Force system
Manage ad-hoc report requests, implement, maintain & amend reports
Responsible for ensuring preferred supplier programs are distributed and loaded correctly
Engage in activities overseen by the Client Management team or specific GBT project’s as required by leader

Client & Country Servicing Manager Resume Examples & Samples

First point of entry and support for sales offices on all sales related matters (e.g. reporting, products, developments etc.)
Handling of standard/operational client questions
Source of information for sales offices and from sales offices to The Hague head office
Sales governance
Interconnecting sales offices leading to knowledge, opportunity and best practices sharing
Filtering and recording Sales Office/Client questions towards NN IP departments based on pre-approved client segmentation/ ad hoc “business case”, discovering patterns and translating to relevant departments
Service various sales offices and their clients based country account/servicing plans
Handle overall clients and sales office requests and questions
Work on long-term initiatives which improve the client experience at NN IP
Inform sales offices of all relevant changes regarding organisation, products, staff and events and collect input from them when needed (e.g. product changes, projects etc.)
Guard the format and support improvements of reports/sales collateral based on needs from clients/sales offices
Actively manage the relationships with several stakeholders within the organization and liaise with the sales offices for which you are responsible
Relevant higher vocational education (economic or finance, master or bachelor)
3 years (5 years for experienced) work experience, preferably within the asset management industry
Knowledge of investment products and strategies
Experience with mid- and back-office activities/systems
Proven ability as a self starter
Fluent in English; ability in other languages is a pre

Asset Servicing Manager Resume Examples & Samples

High standard of communication; ability to communicate effectively with internal and external clients
Be pro-active in identifying and resolving potential problems before they arise
Strong focus on Client and risk management,
Excellent multi-tasking skills with the ability to work in multiple systems and handle high email and event volumes

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