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Valere
US-California-Los Angeles
Corporate Trust Administrator
To obtain a position in which I will be able to enhance my skill set in the finance industry, in a team oriented environment for the purpose of contributing to the growth and success of the firm.
The Bank of New York Mellon, Los Angeles, California
Corporate Trust Administrator,
September 2007 to Present
· Responsible for assisting the Relationship Manager in the management of a portfolio typically
consisting of Corporate Trust Municipal accounts
· Accountable for the gathering, organizing and analyzing of information and data from various
departments within the bank as well as from various agencies outside of the Bank
· Maintain cash flows and balances of client’s accounts using fundamental accounting practices
· Contribute to the overall service and relationships of clients, including the day to day administration
of accounts, negotiation of new appointments, and coordination of services and monitoring the
contractual obligations
· Execute monetary transactions, such as securities trades, and the processing of semi-annual and
monthly interest payments
· Expected to understand bank systems, bank controls, banking laws and basic auditing principals to
maintain all accounts to comply with the Office of the Comptroller of Currency, The Securities
Exchange Commission and the Municipal Securities Rulemaking Board and other Federal, State and
bank level rules and regulations
· Responsible for understanding and complying with all executed documents related to each bond issue
Wescom Credit Union, Riverside, California
Teller, January 2007 to August 2007
· Provided quality front line member service by completing various monetary transactions and
Providing account information to members
· Use of basic accounting principals to determine financial balances and adjustments
· Protected the Credit Union’s financial interest by controlling and balancing assigned cash drawer and
negotiable items received and disbursed during daily transactions, as well as understanding and
complying with all Federal, State and bank level rules and regulations
· Supported growth objective by presenting Credit Union products to members or by referring members
to other Credit Union personnel
· Responsible for complying with all banking laws
Wells Fargo Home Mortgage, Riverside, CA
Home Mortgage Consultant, March 2006 to August 2006
· Generated new business through presentation of bank products and consistent follow up with clients
· Provided loan and debt consolidation counseling to clients as well as educating customers on
building wealth through home ownership
· Organized First Time Home Buyer Workshops and seminars within the community
· Necessary skills included extensive fact finding, investigative abilities and strong oral and
written communication, ability to draw conclusions and recommend action
Wells Fargo Bank, Riverside, CA
Teller, January 2004 to March 2006
· Generated new business through presentation of bank products and consistent follow up with clients
· Identified and made sales referrals, recommended alternate channels, cross-sold bank products/services
· Continually exceeded aggressive sales goals
· Provided leadership, training and support to less experienced representatives and other staff members
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