CitiAdministrative ASsistsnt
Jun. 2004 - Apr. 2008United States, New YorkNine Directors, Ten Vice President's
Citigroup Global Markets-New York, NY
July 2004 to September 2008
Citigroup Global Markets, New York, NY RMBS Trading & Securitization, Seasoned Home Equity Loans
Provide support for the Non-Agency Residential Mortgages (Mortgage Finance, R&B Trading &
Securitization) and Seasoned Home Equity Loans (Scratch & Dent) departments. Consisting of two
department heads (Managing Directors) Nine Directors, ten Vice President's, nine Associates, and
eight Analysts. Back up for the Mortgage Analytics & Mortgage Trading departments when necessary.
Preparation and submission of vendor invoices. Created and maintained the Invoice Tracking database
organizing department expenses. Worked with Accounts Payable in brining delinquent payments due
to outside organization up to speed and continue to implement changes for smoother further payment
processing. Assisted in re-org space issue with Business Unit Managers and move and construction
organization team.
Organized all conference, group events, dinner and domestic and international road shows. Work with
conference planning and managers of celebrities upon hiring for events. (i.e. Pat McEnroe for US Open).
Reviewing of all contracts, agreements for departments. Organizer of recreational activities taking place
during event, setting up of, dinners, client meetings, space accommodations, presentation and meeting
space equipped with AV necessities.
Maintained Legal/Compliance tracking system. This ensures that TIMS/CERTS/TRUE, Conflict Clearance
and all other procedures compliant with the Legal department for new and closed deals met. Created
and maintained all documents pertaining to deal. Oversee analysts to ensure submission of proper
compliance documentation per deal. Hub for all compliance material for review before handed to senior
bankers. Distribution of monthly reminders, spreadsheets and hardcopy document pretraining to deals.
Final review of all deal closing documentation provided by legal counsel ensuring no borrower information
obtained.
Worked with outside firms, Source Media (Thomson Media) and Inside MBA & ABS, with site license
processes & renewals for electronic publications sent to areas of GCIB. Maintained master user list for
all subscriptions/site licenses updated and sent out monthly to outside organizations. Setting up and
maintenance of syndicate numbers. Responsible for running syndicate/revenue reports through Business
Objects.
Submission and tracking of all Virtual Requests & V-tickets in system for Mortgage Finance and Mortgage
Trading. Assisted in interview process for Admin Asst's hiring in partnership departments. Training of
all admins upon employment. Set up of all systems access, support, pc and dept setup as well and all
human resource details such as proper paperwork, enrollment in training courses, Series 7 & 63 training
& testing and US NY State Notary for all new hires. Maintain all doc's and electronic information for old/
new employees. Controlled shutdowns and proper exiting process for all terminated employee.
Created and modified all presentations. Prepared all Domestic/International travel for department or
clients if necessary. Maintained all department contact lists, address and personal information logs and
general office duties.