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Work Background
Wells FargoWIM Operations Analyst
Jul. 2023Charlotte, North Carolina, United StatesManaged the end-to-end securities settlement process, ensuring timely and accurate settlement of trades across multiple markets and currencies. Reviewed time-sensitive documents and frequently communicated with outside institutions to facilitate both non-ACAT and ACAT transfers. Established and maintained relationships with financial advisors and investmenet managers to provide update on trade settlements and account closures.
• Managed the transfer of over 150 funding sources and $100 million in assets to ensure timely funding of newly-opened trust accounts, typically overseeing the funding of 20-40 accounts at a time. Reconciled and resolved discrepancies in trade settlements, working closely with brokers, custodians, and internal departments.
• Assisted with the Wire Team with daily operations for three months as they dealt with absences. Prcoessed Incoming and Outgoing wire transfers, including sending wires to managers for approval, keeping a log of incoming wires, and ensuring accurate and timely crediting to client accounts. Conducted regular audits of wire transactions to identify and rectify errors.
• Accepted a project to update the procedures for the IFS Funding Team. Collaborated closely with my manager and other team leads to provide detailed procedures for each of the job functions, using direct and clear vocabulary while maintaining corporate formatting and policies.
Omaha SteaksSales Representative
Aug. 2022 - Jul. 2023RemoteAnswer inbound calls from current or prospective customers regarding our line of products and services. Place orders on their behalf while upselling them on current special deals going on, as well as maintain up to date information on customers order history and account information. Answer any questions customers may have to guarantee their satisfaction and leave a positive impression on new customers.
Study EdgeStudy Edge Intern
May. 2021 - Jan. 2023Gainesville, Florida, United StatesStudy Edge is a national leader in digital content delivery, providing innovative online educational resources to over 1 million students and educators across the country. They provide tools, platforms, and content for students in grades 6-12 as well as on the collegiate level through partnerships with colleges, universities, high schools, and elementary schools. My job as an intern consisted of dealing with the day-to-day operations of running a small business like Study Edge. This included learning about business and personal finances, working extensively with Excel spreadsheets, placing and following up on business-to-business orders, communicating with partner businesses to coordinate meetings, managing the social media presence of the company, planning events and gatherings, and providing insights and ideas on new ways of doing things to ensure maximum efficiency.
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