Operations Specialist Resume Samples

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N Friesen

Norbert

Friesen

119 Larson Centers

Philadelphia

+1 (555) 975 3045

119 Larson Centers

Philadelphia

Phone

p +1 (555) 975 3045

Experience Experience

Boston, MA

Operations Specialist

Boston, MA

Marquardt Inc

Boston, MA

Operations Specialist

Perform operational database management duties including inventory management, storage room rentals, & work order management and reporting
Helps to create a positive work environment that builds trust, finds innovative ways to improve team work
Analyze existing supply chain network and provide input to future strategies (facility network design, location, network optimization)
Assist Team Manager to the preparation of Management Information reporting to senior management/Fund Boards
Work with management to develop efficiencies and manage risk within assigned tasks
Work closely with and support team of 100+ Performance Managers on a daily basis
Assists with resolving provider/member complaints, and maintaining communication between vendors, providers, members, and corporate staff

Dallas, TX

Regional Operations Specialist

Dallas, TX

Marquardt, Steuber and Gleason

Dallas, TX

Regional Operations Specialist

Develop and manage installation plans, coordinate and supervise 3rd party vendor activities. Manage potential conflicts and ensure customer readiness
Work closely with Sourcing to execute on obsolescence and excess improvement
Work with Service Desk and Service Management on any bottle necks or areas identified to improve response or service
Working knowledge in ITIL Incident, Change and Problem Management
Develop, manage, and lead key strategic initiatives when necessary
Utilize supply chain management tools (Lean, WMS, Velocity Slotting) to continuously improve warehouse operations and customer service
Monitor client retention, down for payment reporting and work to improve related metrics

present

Detroit, MI

Risk Control Operations Specialist

Detroit, MI

Powlowski Inc

present

Detroit, MI

Risk Control Operations Specialist

present

Establishing, amending or canceling the limit and maintaining the credit static data in the systems concerned
Work effectively with other team members to deliver against shared objectives
Establishing, amending or canceling the limit and maintain the credit static data in the systems concerned
Working effectively with other team members to deliver against shared objectives
Providing support to Credit Officers and acting upon their instructions
Representing RCO Maintenance CTB on project specific working groups/governance forums
Performing regular controls thus ensuring data quality across the Credit and Market Risk infrastructure

Education Education

Bachelor’s Degree in Business

University of North Texas

Bachelor’s Degree in Business

Skills Skills

Able to manufacture basic parts or assemblies with preliminary drawings. Able to operate basic test or manufacturing equipment
Excellent communication skills, strong client focus, and have the ability to manage multiple tasks with attention to detail
Basic Knowledge of MS Office, Basic skills in Math, Basic Accounting,
Basic knowledge of collateral (i.e., receivables) concepts (applicable in ABLS)
Ability to learn quickly and engage in a number of detailed tasks at once
Strong working knowledge and proficiency in the appropriate computer programs such as MS Word and database input
Strong working knowledge and proficiency in the appropriate computer programs, such as MS Word and database input
Able to learn quickly and to engage in a number of detailed tasks at once
Excellent attention to detail and accuracy maintaining consistently high quality standards
Solid analytical skills; the ability to apply general rules to specific issues to quickly solve problems and to produce answers that make sense

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Operations Specialist Resume Examples & Samples

High School Diploma required; Associates Degree with financial emphasis highly preferred
Computer proficiency including Microsoft Office skills, especially Word, Excel and Outlook. MS Access a plus
Detail orientated and good follow through on open items and issues
Ability to research issues within and outside the firm

Entitlement Operations Specialist Resume Examples & Samples

Input data into the firm-wide request tool to create tickets
Monitor the progress of those tickets
Coordinate with other areas of the firm to ensure timely completion oftickets
Process and report on issues
Handle escalations for outstanding tickets
Resolve queries raised by the business and other areas
Handle inquiries from the Business Unit and other entities
Good Microsoft Excel skills
Create standards to be followed by fellow team members and other groups
Must work with a business focus to add value while cutting costs
Organized with the ability to prioritize tasks accurately and efficiently
Self Motivation is required
UNIX - Basic knowledge required
Basic UNIX Shell / Perl scripting
SQL / Relational Database Basic knowledge

Risk Management Operations Specialist Resume Examples & Samples

Manage multiple risk initiatives simultaneously related to entitlements, business continuity, vendor management, segregation of duties, and technology
Play key role in production of senior management reports
Assist with SSAE16 audit from inception to completion
Conduct Risk Control Self Assessments (RCSA) to document and assess internal controls
Prepare and present audit findings and recommendations to management
Develop and maintain working relationships with key stakeholders
Minimum of seven years experience in financial services industry
Investment Management core operations knowledge
Experience with regulatory reporting policies and regulations including regulatory reporting forms and instructions
Strong analytical skills and able to quickly process information
Demonstrated ability to interact with all levels of management
Proficiency at highlighting and documenting key issues and concerns

Operations Specialist Resume Examples & Samples

Responsiveness to queries and understanding of escalation requirements
Knowledge of accounting and books and records
Understanding of trade settlement
Good spreadsheet skills
Problem solving capability

Operations Specialist Resume Examples & Samples

Working with Global Operations personnel to ensure EMEA regulatory rules and changes to them are understood and complied with
Supporting to the central coordination for all EMEA regulatory engagement by Operations personnel
Supporting the regulatory updates from Operations to the EMEA Risk, Audit, UK governance and Board-level committees
Proven experience dealing with regulatory changes/regulatory initiatives
Effective communication skills, both written and verbal (i.e. being able to communicate clearly and decisively to colleagues and stakeholders will be a key candidate attribute)
Ability to work effectively within a team of colleagues across multiple functions
Proven experience operating at an analyst/associate level in a financial institution, with knowledge of investment bank operations and relevant trade life cycles
Experience within an operational risk and regulatory environment

Operations Specialist Resume Examples & Samples

Ongoing due diligence and risk management of the outsourced functions reporting to a Manager of the Fund Administration team (includes, review of trial balances, stock/cash/income/Withholding tax reclaims reconciliations, Total Expense Ratios, Expense Accruals, Market Value reconciliations, performance fee schedules etc)
Fund expense management process (includes maintaining the Fund expense database, reviewing/approving fund expense invoices and working with Service Providers to ensure payment)
Assist the review of Fund Dividend payments
Assist the review and approval of shareholder reports (annual and semi-annual financial statements)
Assist the Fund audit process
Assist Team Manager to the preparation of Management Information reporting to senior management/Fund Boards
Relationship management with internal & external stakeholders

Operations Specialist Resume Examples & Samples

To ensure timely completion of daily resolution of listed exceptions by contacting relevant groups such as Sales & Trading, market reference data team, Mumbai reconciliation team, etc
To work on market events such as exchange and clearing house merger, new product offering, etc
To work on internal various types of analysis on exchange business -
To work on strategic IT projects
To support new business initiatives in NPA pipeline
To review and complete the set up and maintenance of reference data for counterparties and trade related data
To understand the trade lifecycle, products, processes and systems, and to ensure risk controls are documented and implemented by the team on an ongoing basis as best practice

Infrastructure Configuration Operations Specialist Resume Examples & Samples

The Infrastructure Compliance organization provides regulatory compliance to Payment Card Industry (PCI) standards, Sarbanes Oxley (SOX), Safe Harbor (SH), Information Security Policies and Standards (ISPS) and TWDC Management Audits, Security Operations, Technical Audits, Vulnerability Management, Operational Efficiency and Reporting. The DTSS Operational Compliance teams work directly with Vendors, Segments and Business Units to comply with standards and audits
The Infrastructure Service Delivery organization provides technical-to-technical interactions between service design and service operations to ensure IT Service Health, run book maintenance, and continuous service improvement initiatives to ensure optimal IT Service delivery
The Infrastructure Program Management (IPM) organization provides program and project management oversight for the IOSD project portfolio. This includes facilitation of all project communications, technical reviews, and operational readiness for IOSD provided IT Services
The Infrastructure Release Management organization provides focus on the release management processes to ensure the proper introduction and modification of IOSD provided IT Services. In addition, this organization provides operational leadership and oversight for the configuration management
The Supplier Delivery Services organization provides DTSS Supplier and Vendor Management. This includes facilitation of Relationship Management, Invoice & Billing Analysis, Service Level Reporting, and Operating Level Reporting
Execution, measuring process metrics, identifying improvements and recommending improvement plans for DTSS IOSD Configuration Management Policies and Processes
Manage the process to ensure the Configuration Management Policies and Processes are being carried out within the DTSS IOSD team and the matrix delivery organization
Responsible for the integrity of the Configuration Management System (CMS) data and toolset
5 years Management experience
5 years of working within a Configuration Management role within an IT organization
5-7 years of technical, management, communications, and financial skills in IT operations or Business Operations Environment
5 Experienced with data modeling and design
Solid understanding of available and emerging IT technologies
Experience with or knowledge of major ITSM products such as HP Service Manager, BMC Atrium, ServiceNow, or IBM TADDM/CCMDB
Good communication skills both written and verbal
Experience working within an outsourced environment
Comfortable working within a highly matrix organization
Excellent Data modeling and data analytics
ITIL Foundations V2 or higher
Outsourcing in a multi-vendor environment strong preferred. Process development / deployment and Service Level background is helpful
5 years of leading IT Projects / strong Project Management skills
Ideally qualified in ITIL Configuration Management Practitioners, COBIT/Lean process
Experience with ServiceNow Service Management Platform
ITIL V3 Intermediate or Expert Certified
Kepner-Tregoe Practitioner or equivalent
PMI Project Management Professional

Operations Specialist Resume Examples & Samples

Maintain and abide by detailed and standardized procedures and controls over daily processes
Understand and anticipate client and business unit needs across divisions/globally in order to provide excellent service
Prior Residential Loan work experience is preferred
Experience relating to daily processing, demonstrating an understanding of prioritization and time management
Interpersonal skills, ability to build and maintain strong relationships within the GLS dept and across business units
Analytical skills, to critically evaluate the information gathered from multiple sources and reconcile variances
The candidate should clearly demonstrate a high level of self motivation to pursue operational excellence
Ability to work independently and in a fast paced environment
Delivery focused with the ability to meet tight deadlines

Operations Specialist Resume Examples & Samples

Bachelor’s degree or equivalent work experience (2-3 yrs)
Ability to build and maintain effective working relationships with PAD Compliance; comfortable with interaction with all levels of management and external parties; a team-player
Pro-active approach to problem-solving; a logical thinker
Results-oriented, self-motivated and a flexible approach to working hours
Excellent prioritization, planning and time-management skills
Must be detail-oriented, highly responsible and able to work within tight deadlines
Flexibility to train outside of Delaware for short periods

Operations Specialist Resume Examples & Samples

High School diploma; prefer some advanced education
General understanding of rules/regulations and Stifel policies that pertain to the department
Solid analytical skills – uses logic and reasoning to identify complex problems; review related information and develop options and implement solutions

Operations Specialist Resume Examples & Samples

Strong mathematic skills with the ability to quickly solve problems
Strong written and verbal communication skills withthe ability toconvey information effectively
The ability to apply general rules to specific problems
Clerical knowledge of administrativeprocedures and systms such as managing files and records
Working knowledge of Customer and Personal Service
Good interpersonalskills and able to work well with others
Computer proficiency including Microsoft Office skills, especially Word and Excel
Accurate typing ability (40 to 45 wpm)

Operations Specialist Resume Examples & Samples

High School Diploma required, undergraduate college dregree in finance preferred
No directly related previous experience required. 1-2 years of banking or financial experience highly preferred
Series 7 & 66 preferred but not required
Proficient PC skills and working experience in Excel and Word
Must have solid and reliable mathematical and problem solving skills
High attention to detail and organizational skills
Must have the ability to interpret and apply industry rules and regulations

Teller Operations Specialist Resume Examples & Samples

Minimum two years customer service experience
Heightened attention to detail, time management and organization
Advanced computer skills
Previous banking/financial services/teller experience
Bilingual (fluent verbal and written skills)

Payments Operations Specialist Resume Examples & Samples

Capture funding details for reporting to Cash Management at the preset times
Capability of touch typing (10-finger typing system as an asset)
Very good communications skills and ability to work independently, reliably and precisely
Willingness to execute repetitive tasks

PoM Junior Operations Specialist Resume Examples & Samples

Solve operational tasks in timely manner according to the operational SLAs, working procedures agreed with clients and based on the Service Catalogue
Ensure support and provide consistent information to the project portfolio management community
Handle all support requests related to the projects data
Good knowledge of SharePoint
Basic or working experience in client facing positions related to development and delivery of change management in the area of support and data maintenance
Basic understanding of Project Portfolio and Project Management
Bring problem solving skills

Alternative Investments Operations Specialist Resume Examples & Samples

Update client statements for position valuations received from the fun
Reconcile all client positions & valuations
Prepare month end reports for accounting
4-7 years of experience in the financial services industry
Proficient in the Microsoft suite of products (Excel, PowerPoint, Word, Access
Proven ability to lead and manage others
Proven ability to deliver on key projects
Proven ability to deliver change

Operations Specialist Entitlements Resume Examples & Samples

Processes entitlement requests requested and approved by following the proper department procedures
Performs day to day entitlements changes and updates - including but not limited to new hires, terminations, job duty changes, department changes, etc – according to the written procedures and guidelines
Researches and analyzes problems relating to entitlement changes. Communicates the issue with management
Performs daily, weekly, monthly, quarterly, and annual review processes accurately as outlined in the procedures and guidelines
Proactively initiates, develops, and maintains effective working relationships with team members as well as internal and vendor contacts. Work closely with team to achieve proper business results
Requests and receives proper approvals before making requested entitlement changes
Communicates often with management and keeps management informed of major problems or difficulties in procedures and suggests possible solutions
Understands the importance of correct entitlements
Ensures procedures and documentation are followed
Willingness to assist Help Desk or other associated areas, in regards to entitlement issues whenever required; goes to understanding and setting of priorities
May be expected to work some non-standard hours to complete tasks or resolve system issues or outages
Possesses working knowledge of the importance of correct entitlements
Demonstrates attention to detail
Active Listening — Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate and not interrupting at inappropriate times

Project Portfolio Management Junior Operations Specialist Resume Examples & Samples

Analyze and resolve issues within the Project Portfolio Management tool landscape
Contribute to the local PoM Wroclaw team services
Propose and implement improvement to processes
Is committed to deliver services in a timely and efficient manner

Operations Specialist Resume Examples & Samples

This position is used in one of the following areas
Consumer Credit Originations/Account Entry (Documentation) - reviews standard consumer/commercial loan documentation and collateral for consumer/commercial loans for assigned cost center ensuring receipt of required documentation and compliance with acceptable standards and regulations
Consumer Credit Originations/Account Entry (Consumer Finance Operations) - Completes a variety of more complex clerical duties according to established procedures to support timely delivery and quality service to Consumer Finance customers for largest areas or most product lines. Provides some coordination and guidance relative to duties within the unit
Student Lending Operations (documentation) - provides support in maintaining current lending files of education loans including reviewing collateral and documentation for deviations from acceptable standards and ensuring receipt and compliance of required documentation
Image Support - Prepares, scans and indexes documents for new and existing customers
Testing/Routing - Reviews all inbound telegraphic communications which are not auto-routed, identifies originator, tests criteria and internally routes messages to correct destination. Processes undelivered and manual outgoing messages
Funds Transfer - Completes data entry or repair of electronically transmitted funds transfer requests in a timely and accurate manner
Cash Management Services - Responds to and resolves basic telephone and/or written service inquiries on Cash Management product lines according to established procedures and the Company's service quality focus. Coordinates operational efficiencies with production areas as appropriate
Securities Transfer - Examines securities submitted for transfer or redemption for proper requirements, concentrating on complicated transactions. Corresponds with customers to answer inquiries on securities processing
Commercial Support - Prepares and maintains collateral and documentation records pertaining to all new and existing commercial loan customers. Reviews collateral and documentation for deviations from acceptable standards and ensures receipt and compliance of required documentation
Preferred Servicing - Assists Premier relationship managers in establishing new account relationships for Premier customers while adhering to established procedures and the Company's quality service focus
Direct Sales - Coordinates loan closing activities including interacting with credit to obtain additional information, contacting customers to advise of approvals and any documents required at closing, and scheduling appointments with the branch. Cross-sells a full range of banking services to meet customer needs
Internet Banking - Completes a variety of most complex clerical duties according to established procedures to support delivery of quality service to Internet Banking customers. Provides some coordination and guidance relative to duties within the unit
Retail Lockbox - Operates automated mail extractors to complete preparatory functions for Image Remittance Processing, controlling and adhering to customer related workflow documents
Reconciliation - Applies knowledge and theory of accounting function to balance monetary transactions to data captured via-high speed check processing equipment. Completes complex balancing functions; monitors activity of reconcilement system for immediate on-the-job information as needed
Document Processing - Operates mainframe and PC-based high speed processing equipment utilizing various check sort programs and conventional magnetic ink capture and/or image-based technology in the Check Processing Control System
Inserting Services - Operates a multi-station inserter to process high volumes of mail ensuring quality of processing
Legal Processing - Accepts and processes highly sensitive legal documents served to the Company in a timely and accurate manner. Maintains appropriate records and files
Factoring Claims - Completes record keeping, accounting and filing duties for record maintenance of departmental activities
Minimum of two years proven and progressive operational experience or equivalent
Proven organizational, planning, analytical, problem-solving, customer service and communication skills
Knowledge of operational policies and procedures for assigned area
Knowledge of the fundamentals of personal credit (especially mortgages) and account administration gained through minimum of one year experience in both personal mortgage/loan setups
Ability to maintain confidentiality as well as operate pertinent office and/or mechanical equipment

Operations Specialist Resume Examples & Samples

Minimum of two years proven and progressive Operations Specialist experience or equivalent
Associate's degree in business, related field or equivalent experience
Proficiency with personal computers

Operations Specialist Resume Examples & Samples

High School diploma required; prefer some college coursework
Minimum of 1 year somewhat related work experience required; industry experience a plus
Able to understand and interpret applicable regulations and take the proper actions; able to consistently follow written procedures
Strong and proficient pc skills and Microsoft Office skills, especially Word and Excel
Exceptional and reliable mathematical skills
Trade settlements in CAD market
Knowledge of Fidessa Middle Office Platform

Soacc Operations Specialist Resume Examples & Samples

Ability to manage a steady volume of phone calls (inbound/outbound) with a high degree of professionalism
Service-minded attitude
Proficiency with Microsoft Office applications and Window's based software applications
Typing speed of 40wpm or better
Must be able to work within a team structure, facilitate effective communication and make sound decisions based on training and procedures provided
Must be comfortable working in a dynamic, ever-evolving work environment where operational experience is key to advancement and continued success within the LOB

Operations Specialist Resume Examples & Samples

Excellent technical analytical and problem-solving skills
Excellent Communication skills: - written, oral and presentation
Good Microsoft Office skills, especially with Excel
Good understanding of testing procedures and techniques
Basic understanding of Dashboarding technology
Basic understanding of connectivity tool capabilities, such as SFTP and Connect: Direct NDM
Have a working knowledge of a Data Quality Operating Model and taxonomy onboarding tasks that must successfully pass tollgates for implementation
Some understanding of financial services industry and banking terminology
Ability to identify areas of strength and opportunities for improvement
Able to deliver quality results in the required timeframe

Operations Specialist Nabet Resume Examples & Samples

Perform the duties of on-air operator in a fast paced environment, including maintaining the overall reliability, and execution of live news and network broadcasts
Monitor and maintain the continuity and availability for Network and distribution channel
Perform control room duties to support live events
Perform ingest and quality control duties for on-air content
Work well within a team environment
Continue to exceed expectations in on-air reliability and customer service for all BOC clientele
Ensure reliability of on-air schedules in a dynamic environment
2 yrs experience in an On-air broadcast environment
2 yrs experience in a live environment, specifically a strong background in executing live broadcasts
2 yrs experience demonstrating an overall understanding & knowledge of the television production process, broadcast operations & news/sports/entertainment technical production requirements
2 yrs of proven knowledge of switchers, routers, comms, ingest and automation systems
2 yrs of experience in ingest and quality control processes
Proven leadership, high energy level, strong attention to detail, and strong team and communication skills
Ability to be flexible in approach, and respond well to pressure
Possess strong troubleshooting and process skills
This position requires the ability to work any scheduled time, including nights, weekends, and holidays to support the 24x7 on-air broadcast environment
This position is an NABET Local 11 Represented job. Successful candidate will be required to join the NABET Local 11 Union upon employment if not already a member
Must be willing to work in NYC, NY
Must have unrestricted work authorization to work in the US
5+ yrs experience related field
Extensive and significant experience, understanding and knowledge of digital broadcast and productiontechnical systems, standards and processes
Technical experience with automated, real-time systems, digital video and audio troubleshooting and test techniques

Internationa Operations Specialist Resume Examples & Samples

Execute buys through the Regional Distribution Center’s (RDC, Spartanburg) for SUBs and distributors. (PEU)
Work with Finance, SI, and GDM in the creation of new GPS customer# and SI
Publish weekly high level confirmation report after each Buy’s requisitions are confirmed
Passion and enthusiasm about a career in supply chain management
Ability to balance a number of priorities successfully within tight timelines
Prior account experience or related internship or co-op assignment(s) for a consumer goods, apparel or global manufacturing concern
Must be detail-oriented with strong execution skills
1-3 years of experience in a supply chain, purchasing or corporate customer service environment. Related co-op or intern assignment(s) will apply
College degree or its equivalent
Excellent communication skills both written and verbal, including the ability to work across cultures and time zones and plan accordingly

South Ga-teller Operations Specialist Resume Examples & Samples

Effectively lead team to performance goals
Identifying opportunities to enhance customer financial needs, goals and objectives
Pass teller operations specialist pre-employment assessment
Minimum two years cash handling experience
Ability to manage retail operations, as well as plan goals, schedules and objectives and conduct audits
Successful experience with cross-selling, upselling, and/or referring products

Operations Specialist Resume Examples & Samples

Acting as a first contact point for all project related queries including build, testing and implementation
Leading in the completion of testing for projects and provide technical explanations of findings
Representing Mainframe area at project meetings and provide input into designs and projects
Ability to understand and articulate technical issues to a non-Mainframe/non-technical audience
Analysing complex changes and ensure the more effective resolution is selected to resolve
Advanced DB2 skills with the ability to provide maintenance and build support in Testing area
Strong understanding of and can teach the key concepts of z/OS and subsystems
Can write JCL and REXX
Good understanding of COBOL programming language to resolve complex infrastructure abends
Can use scheduling tool and TSO utilities expertly
IT related education or experience in IT sector
Excellent Team Working skills

Temporary Operations Specialist Resume Examples & Samples

Actively track partner orders and audit title launches
Work directly with content partner representatives to resolve delivery or launch issues
Log incoming and outgoing file deliveries
Build and validate delivery packages and partner metadata in xml and Excel formats
Catalog digital mezzanine file information and specs
Assist in launching and updating broadband sites and ad-supported channels
Work in conjunction with other internal departments including Graphic Design, Acquisitions, Marketing, Scheduling and IT

Operations Specialist Resume Examples & Samples

Data Entry input for editing and updating of data into SunTrust Mainframe OCRF and CIS systems; analyzes and resolves work problems, advises management on problems relating to data entry and customer corrections
Process customer and account source documents by reviewing data for deficiencies; resolving discrepancies by using standard procedures utilizing various systems or calling the customer
Researches erroneous data by utilizing various SunTrust systems, databases and third party vendors to update customer information to meet SunTrust specifications
Calls internal and external clients to obtain missing data or verify contradictory data
Reviews and answers correspondence; confers with other departments/LOBs to resolve insufficient data on requests to complete update
Must maintain performance within established accuracy and timeliness guidelines
Proficient in both ten key and alphanumeric typing. Must have good dexterity for keying and processing transactions
Excellent communications skills and patience in assisting customers is critical
Have an upbeat and polished communication manner, as a Customer Service Processor will be handling outbound communication (internal & external) to fill in missing data or verify contradictory data
Ability to establish and maintain effective working relationships with staff and Management; strong interpersonal skills
Ability to analyze and resolve work problems; must possess strong analytical and problem-solving skills not limited to data entry but also the ability to understand and identify overall impact to client base and to other areas of operation
Develop useful information from a variety of data sources and be able to interpret data accurately
Effective listening and oral communication skills
Familiarity in MS Office applications: Word, Excel, Outlook
Excellent organizational skills. And ability to work on numerous tasks simultaneously. Ability to organize and present information
Flexibility to adapt to change, as well as, determine and focus on top priorities in a fast-paced environment with multiple priorities
Ability to learn new concepts, procedures and software quickly and easily; expected to read additional documentation to learn new duties and procedures in an ever changing environment
At least 6 months to a year experience in Customer Service and Data Entry
Experience with heavy data entry, entering customer data quickly and accurately
Call center and frontline experience a plus
Prior bank operations experience preferred, but not necessary. education requirements

Operations Specialist Resume Examples & Samples

Ensure effective integration of any new and/or ongoing footwear process changes within product creation. Spearhead constant refinement of the product creation process
Work closely with the product creation team to ensure that sales meetings effectively communicate the product line and key initiatives to be focused on for each season
Responsibility for coordinating seasonal planning and kick-off meetings. Organize ideation sessions, off-sites, and consumer focus groups to drive strategic direction of the seasonal stories, construct and line plans
Build all Line plans and seasonal packets for Columbia, Sorel, and Montrail
Ongoing 100% knowledge / intimacy with the seasonal line plan
Interface with international footwear teams on logistics
Footwear showroom owner
Manage the sample process for all major footwear check points - first adopt, final adopt, sales meeting and bulk samples
Meeting coordinator for all trade show needs for all brands
Efficient in Excel, PowerPoint, and Illustrator
Maintain positive open lines of communication with all Columbia management, staff and other departments in order to contribute to the smooth flow of information and efficient operation of the organization

Operations Specialist Resume Examples & Samples

Portfolio / Client Reporting to Internal and External stakeholders - production, oversight, problem solving
Monitor service level deliverables of the vendor and play an oversight role
Review Books and records ? Total Ownership
Execution of transitions/ Migrations to new systems
Involvement in projects related to the job function
Demonstrates a clear understanding of the business they support and client requirements
Strong organizational skills, including the ability to coordinate, prioritize, and manage multiple activities
Ability to follow-up & work with teams at off-site/remote locations
Shows a willingness to help others in the team with tasks and issues
May delegate work to more junior staff on their immediate team and may have responsibility over such management tools/methods as work queues, checklists, depth charts and holiday calendars for the teams
Actively participates in team meetings, raising issues, questioning others and offering solutions/ideas
Proactively ensures upward and peer communication of initiative, issues and successes

Operations Specialist Resume Examples & Samples

Performing Settlement Activities (Obligation matching, Process related to pay-in/payout of Funds & Securities, Accounting activities)
Communicating with the Traders, Custodians, Clients and ensuring that trades are timely settled within the deadlines set
Depository relation Functions
Regulatory Reporting on BSE & NSE (Eg, Client Funding, Transaction Statements)
Making Regulatory Payments (Stamp Duty, Various Tax calculations)
Performing Daily reconciliations for Cash & Securities
Transactions Confirmations
Coordinate with Risk/ FCG teams
Handling Audits/ Inspections
Project experience will be preferred
Knowledge of Exchange Regulations preferred
Knowledge of Primary market processes like IPOs, OFS, QIP etc preferred
Strong Control focus

FX Operations Specialist Resume Examples & Samples

Process FX confirmations and FX settlements utilizing electronic confirmations processing systems as well as internal systems to monitor settlements activity
Provide high quality client service through daily communication with external and internal clients
Adhere strictly to compliance and operational risk controls in accordance with HSBC and regulatory standards, policies and practices; reports control weaknesses, compliance breaches and operational loss events through business escalation procedures
Identifies and analyzes potential financial risk to the bank and ensures proper resolution is achieved within the bank’s guidelines
Escalates to senior management (trading and/or operations) any issues that will cause financial loss to the bank or that could affect client relationship

Operations Specialist Resume Examples & Samples

Support of Exotic OTC business
Familiarity and experience with the front-to-back lifecycle of derivative products
Strong communication/relationship building skills
Degree or equivalent educated

Operations Specialist Collateral Management Resume Examples & Samples

Support a high quality dispute resolution process, Investigation and reconciliation of client portfolios aligning MTM’s
Relationship management – daily engagement with key client’s managing the onboarding process and managing client expectations
IB operations experience a plus
Internal and external client relationship management

Operations Specialist Resume Examples & Samples

Reconciliation of collateral positions for OTC (over the counter), Listed Derivative and REPO
Collaboration - work with Client Relationship Managers, Collateral Analysts, and Front Office to resolve outstanding breaks
Data Analysis - Investigate route causes and breaks with Management, IT, Change Teams, etc. to create efficiencies
Client Relationship - Work directly with clients and Custodians to resolve issues and assist with set ups for new funds
This is a high performing risk-focused unit which operates with an ethos of innovation, continual improvement and process development

Operations Specialist Resume Examples & Samples

Understanding the different types of corporate action event and their nuances
Understanding Morgan Stanley’s accounting structure
Developing a strong and trusting relationship with stakeholders
Developing relationships with all of our agent banks, registrars, exchanges and occasionally issuing companies in the various jurisdictions
Collecting any required legal or jurisdictional documentation
Providing input into new service level agreements
Liaising directly with agent banks and companies to ensure that clients are not restricted from participation in a corporate action i.e. QIB letters and Sophisticated Investors
Liaising with legal around restriction
Proven risk experience
Proven experience dealing with clients and different stakeholder groups
Strong communication skills, including varying style for different audience
Demonstrated commercial understanding of clients’ needs
Proven ability to manage own work and meet deadlines
Proven ability to escalate effectively
Ability to respond quickly to changing needs and environment
Knowledge of settlement rules of EMEA markets
Knowledge of corporate actions

Operations Specialist Resume Examples & Samples

Reviews daily outages in both APL and Vestmark and determines how to correct the out of balances
Prioritizes trading accounts ahead of performance only accounts to facilitate accounts being ready for trading on market opening
Makes cost basis adjustments to keep Vestmark in sync with BETA
Handles daily reports to code securities that are new to the Vestmark and/or APL systems
Manual reconciliation of DVP and other externally held accounts on which performance and/or trading are produced from our systems
Monthly adjustments for factored securities, other types of principal payments, and option assignments and exercises
Review of pricing differentials of securities whose prices look aberrant
Responsible for adjusting any source codes that are not properly coded on the APL or Vestmark systems
Work with 3rd party managers on voluntary reorg instructions
Other duties, as assigned by Manager/Supervisor
Licenses not required, Serices 7 & 66 desired

Operations Specialist Resume Examples & Samples

System coding removal and addition
Articulate issues and potential risks
Mortgage Experience Preferred

Operations Specialist Resume Examples & Samples

Arranging the accurate and timely booking and cash settlement of security and OTC transactions
Monitoring pre-agreement and settlement of any lifecycle events on notes issued
Overseeing Intra and end of day control reporting ensuring it is completed on a timely basis
Interaction with the calculation and paying agents to confirm transactions
Monitoring placement of deposits and associated loans relating to Fiduciary products
Overseeing the timely reconciliation of cash nostro accounts and money market and call confirmations
Arranging the timely resolution of technical breaks on reconciliation items
Daily monitoring and reporting on Jersey Branch exposure limit

Payments Operations Specialist Resume Examples & Samples

Bachelor’s/Master’s degree (university degree in Finance or Economics will be an asset)
Basic knowledge of payments processing will be an asset
Ability to touch type (10-finger typing system as an asset)

Operations Specialist Resume Examples & Samples

3- 5 years of previous experience in the financial services industry relevant with background
Bachelor’s degree in Accounting, Finance or Economics with a minimum of four years of related experience preferred
Prepare accounting journal entries and reconciliations for various Capital Markets products
Maintain effective relationships with P&L, Finance, Operations and Technology groups
Ensure the quality of own work and understand its impact on the processes of others within and outside of own function/unit
Identify and recommend automation opportunities and implement agreed upon process changes
Accounting/Professional designation would be an asset
Experience in financial services industry with a focus on Capital Markets would be an asset
Strong computer skills, including strong knowledge of Excel and VBA
Must be self-motivated, strong team player; possess strong analytical and problem solving skills

Operations Specialist Resume Examples & Samples

High School diploma
1-3 years financial services or related experience; prefer this experience to be in the investment brokerage industry
Strong and reliable mathematical skills
Strong and effective written and verbal communication skills
Solid analytical skills; the ability to apply general rules to specific issues to quickly solve problems and to produce answers that make sense

Operations Specialist Resume Examples & Samples

Credit Services – complete accurate and timely update and maintenance of collateral security documents and records, registration of new and renewed security in the largest branches; accurate report control weakness and security deficiencies; follow up renew of commercial fire insurance coverage; provide support to correct identified problems including work simplification and process design; and/or review or examine all security documents and advise RM of discrepancies, update on receipt or payment to system; manage broad range of complex security documents; prepare forms for new/renewed, obtain renewal of cover; calculate more complex margining; monitor and perform action independently on report to support CMB teams (ie., large/CIB/Real Estate Loan Portfolio Exposure Report, OSFI Credit Review Report, Credit Grade 4 Report); perform special clean up projects; independently resolve unusual issues through investigation and liaison with RM; prepare security documents on behalf of RMs
Customer Services – undertake all aspects of personal/commercial credit, investment and account servicing; support personal/commercial financial sales and relationship management processes and to promote referrals of subsidiary products and services offerings; demonstrates salesmanship, solicits multi-service relations and new business by effectively delivering “Faster, Smarter, Friendlier” personalized full service banking to customers
Accounting background/experience; specifically the ability to read and interpret financial statements
Excel experience; specifically the ability to create complex formulas with financial data linking multiple pages/tabs
Minimum of three years proven and progressive Senior Operations Assistant experience or equivalent

Operations Specialist Resume Examples & Samples

Advanced knowledge of Trade Finance products and Safekeeping products and processes
Solid knowledge in related international banking products, such as payments, foreign exchange
Good understanding of financial reporting and GL accounting systems
Solid understanding of the Software Development Life Cycle (SDLC) and its relationship to business systems design and implementation
Advanced understanding of the business unit's risk and regulatory requirements
Strong consultative and program management skills
Strong leadership/management skills
Advanced decision-making skills
Advanced prioritization skills
Advanced planning skills (re finance, resource, strategy, business)
Advanced risk management skills
Solid negotiation skills

Reengineering Team Operations Specialist Resume Examples & Samples

Perform diagnostics/analysis to identify platforms/procedures that require enhancement/streamlining and identify ways to make them more effective
Define precise and actionable recommendations for target state, ensuring full input and buy-in from key stakeholders across different functions
Partner with senior stakeholders to design implementation plans for key initiatives
3-5+ years of experience in project management, process engineering or strategy within a financial services or operations environment
Client management and teamwork skills: The candidate must have demonstrated ability in being flexible and working with stakeholders and colleagues at all experience levels
Project management skills: The candidate must have the ability to create practical and comprehensive implementation plans and partner with all levels of management and stakeholders to gain consensus. Experience of using standard project reporting and tracking tools is essential

Risk & Control Operations Specialist Resume Examples & Samples

Definition, publication, and testing of internal policies impacting the risk and control framework
Five years minimum experience in financial services operations with at least two years in operational risk management
Intermediate level (minimum) Excel skills
Collaboration and teamwork skills and experience, including strong interpersonal skills

Operations Specialist Resume Examples & Samples

Time management skills
Ability to communicate effectively (both oral and written) and present a professional image with internal and external customers
Basic PC skills and related software such as Microsoft Excel and Word
Demonstrates multi-tasking and organizational skills and ability to handle confidential material
Demonstrates professional behavior and teamwork, punctuality, dependability and adherence to company policies and procedures

Hrss Operations Specialist Resume Examples & Samples

Handling of internal and external telephone calls
Update flow charts of individual processes
Undertake other essential tasks and projects as assigned
Work closely with the HR Business Partners & Admin staff, gain a basic knowledge of their tasks, understand the co-action of both teams, and comprehend the end-to-end processes
HR Systems (Peoplesoft): Input/Checking of all employee changes (transfers, promotion, addresses) into system
Maintenance of filing system / manual records / scanning
To open & distribute post and maintain control of IN/OUT trays for the HRSS department
Cross-train and coach with other team members in key tasks to be working as back up
Strong communication, organisational and process skills
High regard for the importance of customer focus, service quality and attention to detail
Ability to prioritise tasks and manage own time to meet deadlines
Good PC skills including the full range of Microsoft products
A self-starter who can also work well in a team environment
PeopleSoft experience as an asset
A minimum of one year experience in an administration or junior accounting role
Fluent written and spoken German and English (at the first language level) is a requirement
Fluent written and spoken French is desirable
HR administration experience as an asset
Accounting background as an asset
Professional, neat appearance

Operations Specialist Resume Examples & Samples

Management of Equity Swap and related hedges life cycle events, including trade amendments, corporate action and dividend events and allocations (control and client service)
Transaction reporting - EMIR and CFTC (control)
Risk to B&R reconciliation and issue resolution (control) Responding to trading desk and client requests (client service)
Point of contact for the Equity swaps business for other operations areas e.g. Settlements, Corporate actions, Client money, Confirmations, Finance (client Service and control)
Supporting new trading initiatives. Proposing and implementing new processes and system enhancements, working with the project team and IT as necessary (change management)
The successful candidate will be expected to prove the majority of the following skills and to be capable of quickly learning the remainder
Equity swaps product knowledge
Equities product knowledge
Bachelor’s degree (or equivalent) in a business related field
Masters in Finance (or equivalent)
Previous trade support experience essential
Proven experience of exotic equity derivatives
Fluency in another language preferable
Proven experience in Transaction reporting
Demonstrable experience of trade capture, risk, and PnL

Operations Specialist Resume Examples & Samples

Experience with settlements confirmations
Experience with SDLC and the writing and gathering of requirements
Experience with Calypso, or other similar main trading applications
Act as Project Delivery’s lead representative in capturing, analyzing, and documenting requirements to ensure the quality of the output, as well as provide direction for business stakeholders
Facilitates the development of strategic and tactical Information Technology (IT) plans to help identify future opportunities to inform current project work of the direction of the business
Provides consultancy, collaborates with business partners and provides advice to business partners on system automation, usability of technology and supports for process improvements
Is proactive, independent, has high energy, and a, “step-up and do it,” attitude
Is able to manage change and cope with complex and ambiguous situations
Advanced presentation creation and delivery skills to management stakeholders
Ability to learn new skills, talents and knowledge quickly
Experience with Imagine Software package is a very strong plus
Accounting experience in a capital markets area is asset
Experience with Derivatives Operations, applications and workflows is a plus
Must have Configuration experience with Calypso. ENdur and Imagine experience are a nice to have

Operations Specialist Resume Examples & Samples

Even tempered, positive persona, approachable, likes people
Ability to juggle and shift priorities without getting flustered
Proven ability to organize and prioritize multiple tasks
Ability to work independently and with multiple levels within the organization
Working knowledge of all Microsoft Office applications
Able to effectively troubleshoot problems in a timely manner

Ria Operations Specialist mm mm Level Clientele Resume Examples & Samples

Requires 2+ years RIA related operations experience
Analytical/problem solving mindset a must
1-2+

Operations Specialist Resume Examples & Samples

Ability to define and prioritize project activities and follow-up on project progress
Strong working knowledge and proficiency in the appropriate computer programs such as MS Word and database input
Knowledge of the financial services field
Able to learn quickly and to engage in a number of detailed tasks at once
Strong flexibility in regard to the duties assigned and problem solving skills

Operations Specialist Resume Examples & Samples

Strong organizational and communication (written and verbal) skills
Ability to maintain a risk management approach to responsibilities
Proven ability to work under pressure in a constantly changing, high volume environment

Operations Specialist Resume Examples & Samples

Bachelor's Degree in an analytical or financial-related subject
Ability to stay organized, multi-task, keep track of multiple outstanding items and meet tight deadlines
Experience in client service, collateral management, and/or products supported on the Listed Derivatives platform
Understanding of the Listed Derivatives model and its exchange related requirements

Operations Specialist Resume Examples & Samples

2+ years of operations, portfolio administration, or performance experience from another asset management firm
BS in Finance
Strong Microsoft Excel proficiency
Proficient with Advent software

Fiduciary Operations Specialist Resume Examples & Samples

Assists in the day-to-day activities for the Operations Team. This includes but not limited to
Corporate and Class Action
Compiling and forwarding notifications to Custody Advisors and clients
Serving as a liaison between the Custody Managers/CSAs and FTL Corporate/Class Action Groups
Maintaining a good understanding of industry changes and options that affect Corporate and Class Action rulings
Proxy
Independently prioritize and cast votes, on behalf of FTCI which have granted authorization or submitted instructions
Maintains records for proxy materials, annual reports, and literature
Research and interpret regulatory, industry and corporate developments affecting department responsibilities
Collect and compare information from internal and external sources to evaluate possible impact of changes; summarize findings and recommend creation of, or revisions to, department references, records, procedures, workflows, records management systems, or reporting
Generates electronic holding files and/or reports for Proxy Vendors
Reconcile data listed on proxy maps to identify holders on proxy ballots
Validating documentation listed in Global Image for proper authorization for affiliated mutual fund purchases
Performs and assists with other Operational tasks, such as
Assists with Client Mailings
Creating and updating Policy and Procedure documents
High School Diploma required
Under-graduate degree preferred
Solves routine problems of limited scope and complexity following established policies and procedures

Operations Specialist Resume Examples & Samples

High School Diploma required; College Degree in a related field highly preferred
1-3 years of business or technology related experience highly preferred
Candidates should possess excellent verbal and communication skills
Ability to multi-task and be detail oriented
Software including Microsoft Office, Internet Explorer, Thomson One & Beta, Equest, and Stifel's internal programs for Stifel's branch offices and clientsfamiliar with a PC
Experience with current Stifel applications and/or Thomson One/Beta a plus

Operations Specialist Resume Examples & Samples

Periodic due diligence and oversight review of Northern Trust workflow process, exceptions monitoring and reporting non-conformities, ensure corrective action taken
Trade Processing Derivative Operations Global Emerging Market Bond portfolios
Trade settlement, Amendment processing Trade capture, Trade Fail, Trade queries, tradebreaks
ISDA definition documentation – trade confirmation, affirmation, novation, trade matching
Alternative Investments Derivatives securities type : (OTC and Listed) SWAPS, Index, Interest Rate Swaps, FX, NDF Futures, Options, Structured deal, Private Placement loans
Cash Management – cash advice , margin, income & dividend posting, fund share subscription redemption
Reconciliations (Stock and Cash)
Corporate Actions Processing
Creation of new client details
Creation of new security details
Risk Control - minimise operational risk thru the implementation of efficient control
Regionalisation (IMS)
STP projects (AIM, NT , SWIFT, OASYS)
Bloomberg Portfolio Order Management System (AIM)
IMS
SWIFT
DTCC Deriv Serv
Wire payment
Asset allocation transmission (Manual , OASYS CTM)
Liaised with Trading, Custodians, Prime Brokers, Fund Administrator, Brokers, various ISUS ALUS departments and region offices
Internal External Audit
Support new product development and launches
Participation with key business initiatives automation implantation projects
Update desk procedures
Cross Training peers within the department
BA in business or finance related discipline
3 - 5 years industry experience in Operations. Finance or similar field
Excellent organization skills with attention to detail
Diligent and pro-active approach, must take initiative, self- starter
Maintain high level of efficiency / streamline work practices as appropriate
Builds and maintains positive and productive working relationships

L Linux Operations Specialist Resume Examples & Samples

Support our main products: Jive, Socialware, Autonomy Idol, Interwoven
Utilize network monitoring tools to identify, diagnose and fix network issues
Identify areas of improvement and continually refine and improve our monitoring tools and processes
Use our ticketing system to document customer trouble cases, network incidents, and infrastructure maintenance
Work customer trouble tickets and coordinate escalations to engineering teams
Produce technical documentation to aid effective troubleshooting and provisioning
Prioritize and manage many customer trouble tickets and projects with minimal supervision
5+ Years Unix/Linux support and administration (Red Hat)
Linux based troubleshooting
Web services experience (Apache, Tomcat)
Working knowledge of Perl and Python scripting
Highly focused on attention to detail
Must be able to effectively troubleshoot in a complex environment
Must take ownership of issues and pursue resolution of issues tenaciously
Must be an effective communicator and be able to disseminate information effectively and appropriately to a variety of audiences

Operations Specialist Resume Examples & Samples

Bachelors degree in finance or a related field
3-8 years of experience
CPA is a plus

Operations Specialist Resume Examples & Samples

Oversee Collateral and Daily Liquidity of the Fund
Perform cash / position reconciliations
Interface with Prime Brokers, Administrators, Auditors, Internal Audit

Operations Specialist Money Funds Resume Examples & Samples

Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes
The ability to communicate information and ideas in spoken or written form so that others will understand
Knowledge of principles and processes for providing customer and personal services
The ability to tell when something is wrong or is likely to go wrong. It may or may not involve actually solving the problem

Senior Fiduciary Operations Specialist Resume Examples & Samples

Verifying and updating client contact information on Global Plus
Serving as a liaison between the Custody Managers/CSAs and Corporate/Class Action Groups
Tracking and inputting instructions received from Advisors and clients
Addressing client inquires
Processes domestic and international proxies for client accounts
Independently prioritize and cast votes, on behalf of Fiduciary Trust (FTCI) which have granted authorization or submitted instructions
Recognize and alert supervisor to proposals that, if not resolved, could result in conflict of interest issues for FTCI based upon client relationship, industry affiliation or other business relationship
Review and approve/reject mutual fund trades within Charles River for affiliated fund purchases
Generation and mailing of notifications, prospectus and authorization letters per regulatory guidelines
Weekly reporting for pending trades with outstanding documentation
Assisting in projects related to department workflows or applications
Ensuring adequate coverage and processing of workload on a timely basis
Training and developing co-workers as needed
Complete monthly operating reports (MOR) of department volumes and statistics
High School Diploma required, under-graduate degree preferred
1 – 2 years industry experience preferred
Ability to perform multiple tasks in a fast-paced environment
Courteous and professional communication skills
Must have a well-organized detail oriented approach to their work style
Work is closely supervised; follows specific, detailed instructions. Defers non-routine matters to supervisor
Requires moderate right and left hand coordination for use of personal computer
Ability to articulate information to both internal and external clients in a manner that is clear and easily understood

Operations Specialist Resume Examples & Samples

Process plan-level setups and updates on the recordkeeping systems and related systems
Ensure that plan provisions are in sync across recordkeeping platforms, internal systems, and website
Document completion of tasks in appropriate log/reporting database
Adhoc responsibilities as directed
Strong ability to handle multiple assignments simultaneously in a fast and professional manner
Ability to remain focused and ensures accuracy when performing repetitive tasks while meeting deadlines
Proficient in the use of Microsoft Office products
Occasional filing is required
This is an entry level position. Prior experience in this field is not required but a college education or a proven work history is required

Operations Specialist Resume Examples & Samples

Understanding the different types of corporate action and local market nuances
Managing the firm's risk and exposure during the lifecycle of the event -
Attention to detail, risk awareness and appropriate escalation
Strong team player with good communication skills
Commercial understanding of the markets and a clients' needs
Numerical skills
Proven track record of using initiative and implementing process improvement

Operations Specialist Resume Examples & Samples

Work effectively and efficiently with other business units (internal and external) to resolve investment data related issues
Perform cash and positions reconciliation which includes identifying, analyzing and correcting transaction to position breaks
Validating corporate actions transaction posting
Gather metrics and create reports to support trend analysis and RPMs
Evaluation of daily trading activity and transactions
Adherence to deadlines pertaining to service level agreements and project conclusion dates
Coordination with our Technical Development team regarding project-driven tasks that will enhance internal efficiencies
Self-motivated with close attention to detail and organizational skills
Ability to handle multiple projects, software and tasks at any given time

Operations Specialist Resume Examples & Samples

Must have good communication skills and telephone etiquette with a customer service focus
Ability to function well in a high volume environment
Banking knowledge is highly preferred
Knowledge of Recovery One and other collection systems a plus but not required

Operations Specialist New Accounts Resume Examples & Samples

College Degree or 2-5 years brokerage experience
Decision making skills, ability to enforce policies in a fast-paced environment
Ability to interpret, explain and apply policy and procedures

Regional Operations Specialist Foodservice Resume Examples & Samples

Conducts portfolio product knowledge, quality standards, equipment, merchandise, and promotions training at account openings and to existing established customers, to ensure Starbucks standards are achieved
Assists region to increase revenue by identifying sales opportunities and unmet customer needs and communicates those opportunities to the appropriate sales representative. Also shares promotional programs/information conduct product samplings/tastings with customers
Foodservice, licensing, hospitatlity, beverage, and/or consumer products (3 years)
Basic skills in MicrosoftWord, Excel and Access

Regional Operations Specialist Resume Examples & Samples

Conducts portfolio product knowledge, quality standards, equipment, merchandise, and promotions training at
Equipment service - 3 years
Foodservice, franchising, licensing, hospitality, beverage, and/or consumer products - 3 years
Delivering training programs - 1 year
Ability to apply knowledge of multidisciplinary business principles and practices to achieve successful
Ability to deliver customer satisfaction, which results in referrals, references and repeat business

Regional Operations Specialist Resume Examples & Samples

Develops and manages installation plans within an assigned area to identify conflicts, installation and training performance variances, and improved servicing to the market
Assists region to increase revenue by identifying sales opportunities and unmet customer needs and communicates those opportunities to the appropriate sales representative. Also shares promotional programs/information, and conducts product samplings/tastings with customers
Foodservice, franchising, licensing, hospitality, beverage, and/or consumer products (3 years)

Operations Specialist, T&O Resume Examples & Samples

Business Performance Management
Represent the business unit on projects and initiatives to provide business-specific content, information and analysis on proposed changes. Initiatives may include the development and implementation of new/revised products, new systems or enhancements, new/ revised processes in support of internal efficiencies and industry regulatory changes
Represent the business during change impact analysis, technology and business requirements gathering, review and sign-off, implementation planning and support and issue escalation
Act as the primary contact for new and/or revised small business projects and initiatives and liaise with other business units, Project Management Office, Information Technology, Account Management and external systems providers to ensure business interests are represented and understood
Review, assess and recommend business readiness situations for new product introductions and feasibility of internal and external systems
Enable the business to successfully accept changed in process and systems by informing key stakeholders of the implication of changes; recommend actions as appropriate
Develop business case for initiatives, using knowledge of service offerings, products and processes
Assess opportunities for the migration of work in or out of assigned business units
May coordinate and/or implement test plans, test cases, training strategy development, training plans, parallel test strategy and plans, test documentation/ test specifications
Identify new opportunities for improving processes for efficiency, responsiveness and controls
Identify, recommend and implement process improvements/ changes during technology projects and initiatives
Contribute to the development of business planning, technology and process development related to change initiatives
Understand regulatory and compliance requirements as prescribed for the business unit, and provide recommendations and implement actions to ensure adherence, as required
Adhere to project standards and requirements and ensure they are followed and assessed against current practices and policies
Review policy and procedure updates for potential impacts that require assessment of change introduced
Identify potential risk situations within scope of work, make recommendations and/or escalate to the manager, where appropriate, and ensure contingency plans exist
Ensure strict confidentiality is maintained for both customer and Bank information to protect the customer and the Bank and to ensure compliance with Bank policy and procedures
Coordinate the issuance and tracking of problem trackers and system and process enhancements raised with internal and external system providers
Support the delivery of exceptional customer service that builds trust through responsive, accurate, consistent, knowledge and available services and support
Demonstrate behaviours that are consistent with “Our Way” model and aligned with BMO models
Recommend system changes, access to systems, requirements specifications, process improvements
University degree/ college diploma or equivalent work experience
5 to 7 years project related work experience
Knowledge of Commercial Lending Systems (using Loan IQ or equivalent) or Credit Authorization Systems (APMS)
Extensive knowledge of MS Office Suite (MS Project, PowerPoint, Excel, Word)
Strong analytical and problem – solving skills, with ability to analyze a component components of a process to optimize system functionality

Operations Specialist Resume Examples & Samples

Administration of RMA-keys (Relationship Management Application)
Service Administration SwiftNet (setting up and monitoring SWIFTNet users)
Broadcast messages processing
Monthly reporting of SWIFT messages
GARS administration (MINT profiles)
Billing for Global Messaging Hub services

Page Operations Specialist South East Asia Resume Examples & Samples

Provide excellent operational and consultative support to both internal and external customers to ensure Facebook is the premier platform for business development
Develop compelling analyses to execute data-informed initiatives that improve customer experience and drive growth of Facebook Pages
Support and lead strategic programs to grow our business through reactive and proactive service initiatives
Identify trends and develop solutions to optimize team workflows and scale our operations
Ability to understand policies and implement them in a variety of workflows
Work cross-functionally with sales, policy and product teams within Facebook

Baird Advisors Operations Specialist Resume Examples & Samples

Maintain and support client accounts for performance reporting, client reporting and ongoing guideline review. This includes supporting new client set-up and ongoing client and consultant servicing. Maintain databases of portfolio information used by outside parties to monitor performance
Communicate with clients, consultants, banks, and brokers to provide performance and characteristic reporting as requested. Communication requires knowledge of overall department functions
Helps support sales reporting and Customer Relationship Management activities
Prepare customized excel spreadsheets for portfolio managers to assist in the overall management of client accounts
Perform advanced word processing and spreadsheet applications
Facilitate client meeting preparation. Compile necessary information for client meeting booklets. Create new charts and update economic charts using Bloomberg and various other programs
Complete information required for corporate actions
Bachelor’s degree – Business, Finance, or Accounting major preferred. 1-2 years related work experience preferred
Strong interpersonal communication skills, both oral and written. A high level of professionalism is mandatory
Strong organizational skills and the ability to work with minimal supervision. Detail-oriented individual with ability to handle multiple tasks simultaneously
Strong PC skills with knowledge of Microsoft Excel, Word and PowerPoint. Knowledge of Microsoft Access and SharePoint are a plus
Advanced skills in math. Excellent spelling, grammar, punctuation and comprehension skills
Demonstrated ability to work effectively as a team player
Ability to become Series 7 & 66 licensed

Operations Specialist Resume Examples & Samples

Works with EVP National Products, National Products Operations Manager, National Products Approval Committee, Bank Management, Loan Operations, Special Assets Department, Deposit Services, Information Services, Compliance, Third Party Risk, and Audit relating to operational issues of the tax and small dollar lending products
Works with the bank partners to coordinate efforts internally to handle day to day operational items
Maintains superior knowledge of tax products, small dollar lending and industry trends relating to these products
Responsible for monitoring Service Level Agreement performance and reporting any failures
Works with Compliance on the review of marketing materials, disclosures, website changes, enhancements to existing programs or review of new documents
Serve as a liaison between loan operations, compliance, and sales to resolve issues and implement change
Oversee and coordinate the change management process for updating forms and disclosures for National Products partners
Oversee the implementation process for new employers and validation that files are timely and accurate
Oversee and test any development releases within the system(s)
Manage the issues tracking process to report and resolve reported items with National Products partners
May answer technical questions/calls relating to our small dollar lending products
Prepare for and coordinate regulatory and internal audit compliance examinations within the National Products Group
Completes special projects and perform other responsibilities and as directed by management
Minimum 5 years bank, underwriting or operations experience required
Comprehensive knowledge of Credit, Customer Service, Compliance and Collections preferred
Previous experience with bank tax related products is preferred
Ability to establish and maintain strong interpersonal relationships
Ability to analyze information and produce cost/benefits analysis

Voice Operations Specialist Resume Examples & Samples

Perform the internal ordering process (OMSe - Order Management System Extension)
Develop and maintain a working relationship with internal and external customers
Maintain the order process flow between TWC and designated CLEC provider
Perform daily follow-up to customer installations in order to ensure customer
Outlook email management
Proven interpersonal skills are a must
Experience in Telephony preferred. STRONG Knowledge of CSG and customer

Demand Operations Specialist Resume Examples & Samples

Any Graduation; preferably technical qualification / Masters is a plus
Certifications in web programming, data management tools is a plus
Pro-active, Logical reasoning ability, Problem solving and analytical mindset, Excellent written and spoken English, Quick learning, Detail oriented, Customer service-oriented attitude
Organized and structured approach to tasks, Client interaction exposure (especially US), Exposure to Online Advertising
Macros in Excel, MS Access, MS Project, Visio skills, SQL, Database tools, Web programming
Ad Trafficking exposure using Ad Servers like DART, AdTech, OAS, Zedo, ATLAS or OpenX
Moderate knowledge about web based applications, web forms, web server/ ad server / Mozilla Firefox and how to work on different web based browsers

Remarketing Operations Specialist Resume Examples & Samples

Assists the Remarketing Team in all trade-in vehicle transactions in the United States
Coordinates with Regional Remarketing Specialists, Sales, and Delivery teams to process trade-in vehicle documents accurately
Troubleshoot and resolve issues required for completion of title work on behalf of customers according to specific title requirements for all 50 states
Daily intake and organization of vehicle titles and filing in fire proof title safes
Coordinating and managing the exchange of titles for payment of trade-in vehicles with business partners
Works closely with financial institutions to obtain titles to trade-in vehicles in a timely manner
Records information and ensures data quality in Salesforce.com and other record keeping systems
Create innovative solutions for title and DMV issues

Operations Specialist Resume Examples & Samples

High School Diploma required, undergraduate college degree in finance preferred
1-2 years of banking or financial experience highly preferred
Must be able to multi-task
High school diploma, advanced technical skills requried
Bachelor's degree strongly preferred
Series 7 and 66 dessired

Operations Specialist With English Skills Resume Examples & Samples

Typically 0-2 years of related experience (e.g., supply chain, customer service, procurement, financial management)
Good communication skills with ability to convey low to medium impact messages clearly (verbal, written and presentation) to internal and external peers
Mastery in English
Basic knowledge of the end-to-end process of sales operations
Ability to structure and apply basic organizational skills to manage daily operational issues

Business Management Operations Specialist Resume Examples & Samples

Manage multiple business management initiatives simultaneously related to financial budget and forecasting for Run the Bank and Change the Bank activities, monthly volume allocations monitoring (TDABC), headcount, and projects
Review daily, weekly and monthly headcount reporting including updates to various systems (People Tracker, PPM, Staff Planner, etc.)
Support quarterly and annual forecasting and budgeting process adhering to strict deadlines
Support of the resource management toolset including suggested enhancements (PPM)
Support the managing of the division headcount ceiling requirements (FTE, Temps, Consultants)
Review monthly financials and head counts, providing updates of any risks or opportunities
Create comprehensive senior management reports and presentations for IM Operations
Work with operations in managing Firmwide Mandatory Vacation Policy (MVP), including tracking and issues resolution
Track and review consultant furloughs
Work alongside FCG, IT IM, and other operations teams to ensure the accuracy for financial reporting
Support Global Operations business management initiatives ensuring best ractices within IM Operations
Support Global Operations business management team
Other Adhoc activities and tasks as needed to support the division senior manager
Minimum of 3-5 years of experience in financial services industry and relevant financial planning and analysis experience
Finance or accounting degree preferred
Strong excel skills and proficient with MS PowerPoint
Keen attention to detail; strong documentation and report writing skills
Strong analytical and strategic skills and able to quickly process information

Operations Specialist Resume Examples & Samples

Strong understanding of the FX Markets
Able to work in a fast-paced environment with multiple deadlines throughout the day
Detail-oriented and self-motivated
Proficiency with Microsoft Office/Access/Visio
Trade support experience
Strong desktop processing skills

Operations Specialist Resume Examples & Samples

High school education, G.E.D., or equivalent work experience
Intermediate PC skills with Microsoft Suite (Word and Excel) and overall MS Windows
Good communication skills written and verbal
Previous mailroom and/or banking experience helpful

Operations Specialist Resume Examples & Samples

Communicates with both internal and/or external customers on more complex issues
Investigate claims for possible recovery of funds and to determine TCF’s liability. Comply with Regulation CC, Uniform Commercial Code, State Laws and TCF’s account Terms and Conditions in researching, investigating and resolving claims. Process deposit account adjustments and general ledger entries to resolve claim and book losses to appropriate loss general ledgers
Work with Federal, State and Local Law enforcement agencies to prosecute individuals suspected of fraudulent or unauthorized transactions
Demonstrated ability to read and interpret reports, documents, technical procedures and governmental regulations; ability to write routine reports and correspondence
Demonstrated ability to apply principals of logical or scientific thinking to a wide range of intellectual and practical problems. Ability to deal with a variety of abstract and concrete variables
Six months related work experience preferred

Virtual Operations Specialist Resume Examples & Samples

Prior experience in Visual Merchandising
Basic Computer knowledge, including Excel and Word
Basic photography knowledge
Eff ective verbal and written communication skills
Ability to work as part of a team and interact eff ectively

Operations Specialist Resume Examples & Samples

Working knowledge of financial products
Basic operations experience - settlements, confirmations etc
1-3 years of applicable experience

Operations Specialist Resume Examples & Samples

Analyze accounts appearing on complex risk filter reports on a daily basis. Determine and perform actions necessary to reduce potential financial loss
Work with Federal, State and Local Law enforcement agencies to prosecute individuals suspected of fraudulent or unauthorized transactions. Represent TCF in Conciliation Court or by subpoena
Ability to apply abstract concepts to accounting functions
Ability to communicate at all levels within organization
Ability to work independently with limited direction from supervisor
Demonstrated ability to read and interpret reports, documents, technical procedures and governmental regulations
One year post high school education preferred

LP Operations Specialist Resume Examples & Samples

Answer and transfer calls to the lines of business
Sign for deliveries and perform basic shipping & receiving responsibilities
Take on special projects outside core responsibilities
Maintain a professional presence in the front lobby
Highly organized and ability to prioritize
Working knowledge of Microsoft Word
Professional and articulate
Able to work efficiently with limited supervision
Proven project management skills, including the ability to prioritize multiple projects
Demonstrated staff development skills

Product Creation Operations Specialist Resume Examples & Samples

Manages product creation calendar and adherence tracking; facilitates communication regarding key calendar dates and changes, with respective business managers
Responsible for; legal name approvals (all categories), seasonal patent process
Manage color system process
SRT (SMU/Excess fabrics) style set up, process management in collaboration with CSC teams
Facilitates seasonal POS assets process and timelines along with seasonal tool creation and updates
Maintain extended product attribute data in CoreData (features, etc)
Maintain positive open lines of communication with all management, staff and other departments in order to contribute to the smooth flow of information and efficient operation of the organization
Provide project support to management and the team
Facilitates system overrides for all categories and regions
Manage data audits and reporting
Participate in team meetings, staff meetings, and other meetings as needed to assure strong communication on all process and product related issues
Performs various seasonal and divisional specific tasks as requested. Provides coordination for Samples in collaboration with Global Sample Manager
Comprehensive understanding of garment industry required
Possess excellent organizational skills to prioritize and successfully execute multiple tasks/projects
Possess strong data management skills across multiple applications
Familiarity with Cognos and PDM are a plus
Must have interpersonal savvy and an ability to exercise authority and influence with others
Well-developed ability to read, write and speak English
Mental ability to conduct complex interpersonal interaction with others, utilize excellent grammar and spelling skills in composing correspondence
Work independently with little direction and minimal supervision to troubleshoot, solve problems, make decisions with discretion, and work effectively under pressure
Must have mental capability to troubleshoot and solve problems of a moderate complexity or difficulty
Strong organizational skills to ensure proper, timely and accurate execution
Ability to identify priorities and execute with a sense of urgency as well as process initiative and the ability to work independently
A minimum of 5-8 years production or merchandising experience in progressively responsible positions
Must have the ability to work in a fast paced environment
Experience in the outdoor industry preferred
Knowledge of apparel product commercialization and development processes required

Operations Specialist Resume Examples & Samples

Effectively communicates relevant project information to superiors including difficult/sensitive information
Provide superior customer service to customers. This includes responding to customer inquiries, troubleshooting and resolving issues, and follow-up both by telephone and email
Assist with the management of simple to moderate project development including day to day operational aspects of a project from beginning to end
Proven capability to complete accurate data entry/transaction processing
Experience with banking systems preferred

Productions & Operations Specialist Resume Examples & Samples

Establish and implement realistic schedules and roadmaps with team leads and ensure milestones and delivery targets are met
Ensure efficient collaboration and coordination between relevant domain experts, departments, and dependencies
Communicate and explain tasks and schedules to all members of the team
Prepare and maintain progress reports
Identify process-improvement and cost-savings opportunities, then develop and implement solutions
Help drive an exciting and fun work environment and culture
Drafting communications for the team and support of Design Studio staff in scheduling and travel
HR & Finance Processes: Liaison with Design HR Business partner and Design Finance Manager to ensure Design LT meets due dates and understand correct procedures to manage teams
Contracts: Liaison with Technology Acquisition team to create/finalize specific external contracts and manage issues/escalations
Program management of team operations and business processes. This includes managing meetings: collecting agenda topics, tracking action items; managing quarterly Design LT Operational Review and Portfolio Review (1.5 days): driving agenda, tracking action items, arranging internal/external speakers
2+ years of experience working with a design group in a support role understanding the flow of meeting management, issue tracking, logistics, schedule management but ready to take on a larger project-oriented role
Bachelor’s degree with 5+ years experience working in corporate support roles in design, engineering or marketing
Experience with project/program management and events

Regional Operations Specialist Winnipeg Resume Examples & Samples

Assesses customer satisfaction with installation, training, and support at all new accounts
Maintains ongoing account services and supports team through quality assurance visits and trainings to assigned accounts within geographic territory to ensure customer satisfaction and retention
Equipment service (2 years)
Delivering training progams (1 year)

Voice Operations Specialist Resume Examples & Samples

Perform daily follow-up to customer installations in order to ensure customer satisfaction
Participate in and maintain ongoing data tracking reports, i.e.; Pre installation issues, service call rate, customer issues, service performance, etc
May assist in performing internal trainings on digital phone service
This position requires the ability to develop and maintain working relationships with other employees and departments, specifically the customer service, installation and service departments to ensure optimum communication and follow-through
Additionally, this position requires the ability to work with others in high-pressure situations
High School diploma and 2-year college degree/training program or qualified work experience or a combination of both. Prior customer service experience required
Experience in Telephony preferred. STRONG Knowledge of CSG and customer operations and flow is extremely important
Attention to detail as well as creative problem solving is a must in developing the success of this service

Operations Specialist Iii Fccs Resume Examples & Samples

Final escalation of exceptions to normal processing before involving next level of management
Notify customers of actions taken on accounts and maintain records of all actions in accordance with Regulations
Communicate effectively with both internal and external customers on related issues. Conduct phone interviews with customers, suspects and external agencies to obtain information critical in determining TCF’s liability and risk exposure. Meet with customers to identify suspects on photos obtained from surveillance tapes
Adhere to policies and procedures within the department as well as Federal Regulations and State Laws
12 months combined experience as an Operations Specialist I and/or Operations Specialist II or 18 months comparable experience
Ability to deal with multiple problems involving several variables in different situations
Demonstrated ability to effectively organize work load and work area; ability to effectively assess priorities
Some Accounting/Bookkeeping training

Operations Specialist Resume Examples & Samples

Bachelor’s/master’s degree (university degree in Finance or Economics will be an asset)
Basic knowledge about payments processing will be an asset
Fluent English or German (written and spoken)
Ability to work under time pressure
Experience in an international company will be an asset

100

Operations Specialist Resume Examples & Samples

Verify the data contained in received WrapUp forms is reasonable and consistent
Receive and place calls from/to contractors and carriers to resolve problems in a proactive manner
Provide quality checks on data entered & correct and properly log errors
Proven experience working in a fast-paced office environment utilizing Excel and state-of-the-art technology with advanced work flows
Strong computer skills are a must
Microsoft Office software and Outlook
Ability to effectively contribute in a team environment

101

Safekeeping & Fixed Income Operations Specialist Resume Examples & Samples

Consistently provide superior customer service
Proactively support and contribute to team efforts and daily balancing of control accounts
Completion of daily activities in a manner such that internal controls necessary to successfully pass internal and external audits and regulatory exams remain effective
Strong organizational, time management, and multi-tasking skills
Knowledge of the different types of fixed income securities
Good prioritization skills
Good written and oral communication skills a

102

Operations Specialist Resume Examples & Samples

Fund lookup
Verbal communication with various fund companies
Preparation of reconciliation of positions between fund company and MS records
Escalating issues, concerns and trends to management through written and verbal communication
Solid AI background, including familiarity with reconciliation
Works well in a team or an independent environment
Working knowledge of M/S Office Suite
Able to resolve open issues with minimal supervision
At least 1 year of Alternative Investment experience

103

Account Documentation Unit Operations Specialist Resume Examples & Samples

Manage end to end individual and company account opening process, account maintenance for ADU
Co-ordinate the MCA for ADU operations
Actively participate in different projects in ADU
Manage MIS on document deficiencies and ensure proper follow up and presentation to Senior Management
Ensure adherence to departmental controls and processes for ADU operations
Ability to work in high growth and pressure scenario, with strong leadership, project management and people management skills
Excellent computer proficiency skills
Work in dynamic situations and under strict timelines
In depth knowledge on Banking Operations
Strong logical reasoning and presentation skills

104

Operations Specialist Resume Examples & Samples

Provide training and effectively communicate information within the department as well as to the Training Department regarding trainee progress
Work independently with moderate supervision as well as within a team environment
Maintain an established level of productivity using time management techniques
Able to shift between priorities as needed throughout the workday
1+ years of office and/or administrative background
Customer Service experience including verbal/telephone skills
Insurance industry experience helpful
Strong organizational and interpersonal skills with attention to detail
Ability to maintain and display a positive attitude at all times, supporting business needs and changes
Ability to work with frequent and multiple policy, procedure, and regulation changes
Proficiency at keying alpha and numeric information with accuracy and speed
Knowledge of basic equipment functions, such as how to create and maintain files, printing, copying, faxing, phone messaging and voicemail

105

Operations Specialist Resume Examples & Samples

Prepare, analyze, and accurately process incoming Automated Clearing House (ACH) files and customer originated ACH files
Establish a good working relationship with cash management customers or bank personnel to provide support and exceptional customer service
Communicate with customers or bank personnel to guide them through a series of actions to troubleshoot and resolve complex issues with little or no supervision
Handle complex and non-routine issues accurately and efficiently, while ensuring compliance with NACHA regulations and audit standards
Maintain current knowledge of NACHA rules and regulations
Responsible for risk control practices in place to manage and reduce risk in ACH transactions
Independently decision and complete ACH disputes and government reclamations to ensure minimal losses
Meet or exceed established service level agreements and guidelines for timely and quality resolution of service requests
Use experience and knowledge to cross train other employees as appropriate within the department
High school diploma or equivalent required and a minimum of 2 years banking experience preferred
Accredited ACH Professional (AAP) Certification preferred
Proven ability to complete accurate data entry/transaction processing
Independent decision making ability with minimal supervision
Advanced computer knowledge with the ability to assist customers in troubleshooting hardware/software issues
Flexibility to adapt and work in a fast-paced and changing environment

106

Operations Specialist Resume Examples & Samples

Sort, open and scan mail
Verify correct information on documents
Utilize personal computers, general office equipment and Windows based programs
Handle sensitive and complex inquiries and issues from internal and external sources. Escalate any issues through the proper channels if necessary
Actively participate in community organizations and activities to project and sustain a favorable bank image in the community
Respond to and resolve customer service requests according to Great Western policies in a prompt, efficient and courteous manner at all times
Accounts receivable experience a plus
Strong knowledge and experience working with office equipment (scanner, phone, etc.) and Microsoft Office products

107

Performance Operations Specialist Resume Examples & Samples

Provide vendor relationship oversight in regards to performance measurement and composite maintenance through significant one on one interaction with other investment professionals
Work with other colleagues within a global organization to streamline and increase efficiency and accuracy of the performance measurement processes
Understand and work on the FIRM?s annual GIPS verification process
Work within the group to proactively identify and resolve discrepancies with Operations teams
Identify procedural inefficiencies and recommend process improvement
Project work as needed relating to the MSIM Perf Ops team
Proven relevant experience
Asset management performance calculation and reporting experience including knowledge of alternative return calculations
Strong individual initiative with the ability to take a proactive approach to assigned projects and new team initiatives

108

Operations Specialist Resume Examples & Samples

Verify the data contained in received wrapup forms is reasonable and consistent
2-3 years of construction WrapUp Insurance experience and/or construction Accounting experience. Recent college graduates (accounting or business) will also be considered
Successful completion of a high school curriculum or equivalent; degree or equivalent work experience in accounting or business is a plus

109

Operations Specialist Resume Examples & Samples

Assist with the facilitation of fine art services including: fine art storage, shipping, transportation, crating, packing, & viewings
Serve as one of the primary points of contact for Cirkers clients by answering incoming client calls and providing in-person consultations
Serve as a liaison between the front office, warehouse, management, & accounting to ensure service excellence
Perform operational database management duties including inventory management, storage room rentals, & work order management and reporting
Assist with facilitating the scheduling and dispatching of shipping & transportation services
Create, organize, and maintain all client paperwork
Perform fine art inventory check-in/check-out
Perform all billing & invoicing; interface with the accounting department
Work with the sales team to facilitate the leasing of fine art storage space
Minimum of 3 years of operational, detail-oriented experience
Previous fine art storage, shipping, and transportation experience preferred
Familiarity with art, antiques, valuables, and other related items preferred
Familiarity with New York city market preferred
Provide exceptional “concierge-level” customer service
Utility player mentality & aptitude - willing to perform any assigned task, adaptable to and able to process new information quickly; highly flexible
Demonstrated accuracy, attention to detail, analytical, problem solving skills, sound professional judgment, and common sense
Ability to prioritize and manage multiple simultaneous projects and tasks; allocate time effectively and efficiently for self & team members
Strong work ethic & sense of urgency
Advanced skills (Microsoft Office 2000-2007, MS Word, and Excel)

110

Operations Specialist Resume Examples & Samples

Proficient in Microsoft Office programs
Problem-solving, analytical mindset
Exposure to Financial Services environment

111

Operations Specialist Resume Examples & Samples

Ongoing management of custody and clearing providers in the Americas, including issue escalation / resolution, agent service reviews, fee negotiation, service level agreement implementation / management, etc
Annual / periodic due diligence reviews and on site visits with providers, including US domiciled precious metals depositories and Latin American agent banks. Includes periodic review and assessment of alternative agent bank providers in a market to ensure we are leveraging services of the most robust providers for the best price points
On-going monitoring of agent bank activity and fees; performance of pricing reviews / analysis. High level of data manipulation
Support of new business expansion and understanding operational requirements from service providers, market implications, implementation of new provider relationships, etc
Significant interaction with Glasgow team to complete and sign off on annual, regulatory driven due diligence reviews of providers
Adherence to firm regulatory obligations for segregation and security of client assets throughout the agent bank network
Development of an in depth knowledge of markets and pre-investment information
Ability to understand, interpret and communicate market developments and the impact of change to the organization as a whole. Includes communication with both internal and external clients
Understand process flows to be able to identify workflow and operational efficiencies
Adherence to global standards of information storage and dissemination
Coordination and participation is select business management functions (i.e. TDABC)
Relationship management skills
Sound understanding of operations
Background in reference data, trade confirms, statements or settlements would be an advantage
Process analysis skills (such as process requirements analysis, value chain analysis, process verification, etc)
MS Project or other Project Management Software

112

Operations Specialist Resume Examples & Samples

Authorize FIS/MF investment Transactions within the prescribed TAT
Ensure Adherence to OWS /SCA guidelines for the Region
Ensure First Pass Yield close to 100% across all investment transactions
Co-ordination with Sun-life/ Zurich and other service providers for loan lien marking/redemption etc
Ensure stringent quality check on Insurance and Loan Currency Swap Instructions
Maintain robust reconciliation of processed Investment dox. Co-ordinate with back office unit to book pending investment leverage transactions
Maintain and update policies, processes and transaction checklist
Recommend changes to improve workflow, efficiency, and quality
Serve as main point of contact for internal Relationship Management team for a very complex group of Institutional Clients
Ensure the integrity of the bank's trading positions through accurate trade capture and query management
Deliver an independent, robust and controlled environment that underpins the investment transaction processing

113

Associate Merchandizing Operations Specialist Resume Examples & Samples

Manage communication process and setup PS4™, PS3™, and PS Vita system messages, which includes significant consumer facing interaction and business impact
Update weekly ad creative and campaigns to the PlayStation®Stores and XMB promotional areas. This includes slotting ads, coordinating with multiple operations teams to verify target content availability and links, and coordinating with business units to confirm advertising schedule
QA regular advertising updates prior to publish
Manage the implementation of advertising campaigns for various internal/external partners and paid advertisers which includes tracking campaign commitments, generating fulfillment reports for each campaign, and coordinating with multiple SNE operations teams to execute campaigns and sponsorships
Coordinate with creative teams to ensure asset requests are properly executed and delivered prior to deadlines
Provide banner reporting for ad sales, store campaigns, and editorial banner placements
Create and provide internal and external partners with promotional screenshots and videos
Previous experience in web-based publishing/e-commerce, and content management systems
Must work effectively and professionally with internal cross-functional groups as part of a team, as well as with third-party content providers
Some experience working with online advertising tools, content management systems, or similar web publishing tools a plus
Must exhibit meticulous attention to detail, and have the ability to make good, timely decisions in a fast-paced, time-constrained environment
Technically savvy, able to pick up new technology quickly with little guidance
Strong understanding of web-based technology and network infrastructure
Comfortable in dynamic, fast-paced work environments with strict deadlines
Team player
Some HTML/XML editing
Digital Ad Delivery tools
Web Reporting

114

Alternative Investments Operations Specialist Resume Examples & Samples

Ensure that all transactions are processed accurately, timely, and completed in their entirety
Participate in projects/project teams and client conversions
Test new systems and programs to improve efficiency and effectiveness
Perform comprehensive review of all investor documents to ensure accuracy
Input investor information into database ensuring 100% accuracy
Review the work of others specialists and provide constructive feedback
Assist with writing and updating procedures
Capability to work under time constraints to meet deadlines and complete transactions with a high level of accuracy
Strong knowledge of mutual fund and alternative investment products

115

Regional Operations Specialist Resume Examples & Samples

Monitor the ticket queue within ServiceNow
Manage resources within the region and determine appropriate assignments for specific activities
Provision storage and servers (based on location) where capacity dictates
Work with Service Desk and Service Management on any bottle necks or areas identified to improve response or service
Bachelor's degree in Computer Science or a related discipline, or equivalent work experience
3 to 5 years of application support and familiarity of Service Now
Some prior experience in managing resources a positive but not required

116

Accessories Launch & Operations Specialist Resume Examples & Samples

Act as point of first reference for all accessories related enquiries, and vehicle applicability for internal and external customers
Coordinates Accessories information to dealer services team members in Service, Technical Support, and Region Teams
Responsible for all accessory catalog (eCat, ETKA, eStore) strategy & maintenance between VWoA Local Engineering, VW Zubehoer, and VW Aftersales
Leads accessory suppliers and internal team members from Marketing, Sales, Operations, and Supply Chain to ensure that products, initial inventory, and launch materials are in market to support their defined launch date
Recommends retail and wholesale pricing on products and product families based on Benchmarking and market research data. Oversees pricing strategy through implementation, and measures market results
Monitor Import and Domestic accessory industry trends, as well as customer (Internal, Dealer, and Retail) feedback on current models. Identify gaps in the VW Accessories line up, and make recommendations for new products, pricing strategies, or marketing tactics
Review Accessory sales performance throughout its lifecycle, and provide input into sales enhancement initiatives for current, slow selling, overstock, or obsolete accessory products
Responsible for electronic tracking of Accessory products and projects throughout the product launch process , and assists with engagement by other contributing teams
Generate and track eSAFs through Finance & Purchasing until completion
Compile best cross industry practices and deliver to VW field and dealer organization
Works on their own, or with Auburn Hills based Accessories Technical Specialist to ensure Accessories relevant features, functions, and characteristics are communicated and published
Recommends or participates in image vehicle proposals, approvals, and final construction
Perform any other Marketing, Public Relations, and Branding related duties as required
3-5 years related product launch and lifecycle promotional activities experience
Experience in composing product recommendations, requests for quotes, and business recommendations
Excellent interpersonal communication skills including listening and oral and written presentation of ideas
Effective time management and organizational ability
Solid work ethic with desire to contribute to achieving team goals and revenue targets
Highly entrepreneurial and creative
Ability to operate in a fast paced, changing environment with shifting priorities
Analytical and conceptual thinking – using logic and reason, creative and strategic approaches to solving customer problems
Integration – joining people, building consensus
Project Management and Processes
Experience working with external vendors and cross-functional teams
Resource Organizing and Management
Ability to communicate complex information in presentations, over the phone, and in catalog descriptions
Computer savvy – skilled in the use of MS Office software (Outlook, Powerpoint, Excel)
Able to collaborate on multiple cross-functional teams in both technical and business roles
Advanced Knowledge of Import & Domestic parts and accessory market
Knowledge of marketing and merchandising accessories in automotive dealership or autoshow
Technical understanding of motor vehicles
Displays professional integrity
German and Spanish language skills a plus but not required
Prior Automotive experience in parts and accessories preferably with OEM or supplier
Ability to compose catalog sales descriptions

117

UIT Operations Specialist Resume Examples & Samples

2-4 years of brokerage back office operational experience
Ability to multitask on a deadline
Organized with an exceptional attention to detail

118

International Payments Operations Specialist Resume Examples & Samples

Process International Payment Orders received by and from customers and perform detail-oriented data entry by researching and formatting each wire to ensure formatting requirements for each country are met
Review, verify and determine accuracy of International payment orders prior to final approval
Set up and maintain web records in UMBFX which includes building rate sheets, tolerance sheets, currency crosses, issuing passwords and setting up users
Notify customers (both internal and external) of Foreign Exchange rate, Currency, and value dates on their transactions to guard against Foreign Exchange loss. Review Forward Contract report and reconfirm all trades 2 days prior to maturity
Apply appropriate settlement instructions to all Forward and Counterparty Trades entered by the Foreign Exchange Desk. Confirm rates and value dates with counterparties and coordinate resolution for any discrepancies
Act as International expert to all customers providing advice to International customers regarding appropriate currencies, various foreign country restrictions, routing, and payment formatting to guard against FX loss, delayed payments, or additional foreign fees do to improper information
Provide expert advice to bank personnel and account officers based on extensive procedural and documentation research as well as occasional transactional analysis to aid in the resolution of issues
Demonstrates knowledge of MS Office applications (Word, Excel, Outlook)
Demonstrates above average understanding of World Geography
Demonstrates above average spelling skills
Demonstrates above average mathmatical skills
Advanced knowledge in International payments or Foreign Exchange operations
Familiar with basic rules regarding BSA/OFAC/UCC4A
Basic understanding of SWIFT and message types

119

L&d Operations Specialist Resume Examples & Samples

Learning Development Planning and Initiation: Ensure flawless execution of end to end processes for course and workshop deployment including Planning, Learning Solutions catalog and Portal set up, and document session master data and requirements, activities, ensuring accurate course descriptions, objectives, target audience, and approval requirements are completed on new course types and Session forms
Handling facilitator based on policies and guidelines defined by the Managers and CSOs and PO creation
Location & catering: execute activities related to conference room booking (including room setup) and catering service requests of internal or external resources. When applicable, execute on site coordinator services contracting activities
Materials: execute, when applicable, activities related to contracting material printing services including quotation approvals, negotiations based on policies and guidelines defined by the Managers and CSOs and PO creation. Manage activities related to tracking and custom clearance for materials printed out of borders the session on site location
Participants: upload restricted participant list when applicable. Manage participants enrollment. Execute the 360 assessment process including the distribution, printing and delivery of the reports
Control & follow up: Execute program series marketing initiatives. Coordinate material delivery and all on site preparation activities on the session begin date with the on-site coordinators. Update course information in the tool to credit participant´s training history. Execute the payment processes to vendors. Distribute course evaluations results. Execute after the fact course roster update in the system. Accountable for PO creation, goods receipt and chargeback processes
Reporting and Record Management: run or request from GBS ad hoc reporting requirements. Provide full reporting quarterly, ad-hoc reporting as required including but not limited to financial results and participation information. Provides regular updates of the status of L&D metrics. Responsible to ensure metrics and SLAs are met. System maintenance. Include any Learning and Development administrative process improvements, external vendor information, calendars, etc

120

Personal Account Dealing Operations Specialist Resume Examples & Samples

Partner with Compliance and Technology contacts to conduct analyses aimed at determining root cause of data issues and develop strategy on how to address/remediate such issues
Upon creation of both ad-hoc and periodic reports, analyze output to develop action plans for resolving issues, share and vet data with business partners, respond to queries from various levels of Compliance management and troubleshoot any issues raised
Review requests from internal stakeholders and determine applicable response based on boundaries of Compliance policy
Create presentations for senior stakeholders based on interpretation of data metrics, evaluations of trends and make recommendations based on findings
Recommend solutions to defects reported by system end-users
Perform User Acceptance Testing, evaluate results, and recommend solutions to identified issues
Respond to regulatory, audit or control–related inquiries from business partners or management. Create documentation/reporting on which responses to external inquiries are based; provide explanations for exceptions or trends
Manage relationship with Compliance business partners; evaluate and recommend best methods to resolve concerns within the boundaries of the Compliance Policy (e.g. reportability of Outside Activities)
Provide technical guidance to frontline Compliance staff and maintain a log of their inquiries
Conduct regular reviews of Standard Operating Procedures and recommend changes, as necessary
Perform analysis of statistics and provide supporting narrative prior to population of Senior Management Metrics reports

121

District Operations Specialist Resume Examples & Samples

Processes and approves all field and management expense reports and accounts payable requests. Maintains applicable related logs. Reviews and investigates operation expenses, escalates as necessary
Approves and processes all telecom, purchasing, supply, operations and facility requests. May be responsible for reconciling summary billings
Compiles and analyzes perm revenue reports for field
Answers district phone lines and either handles call or forwards to the appropriate person
Maintain an active database of field contacts
Assists District Administrative Coordinator with distributing information pertaining to new initiatives or changes to programs. This may include sending out score cards every 52 weeks, questionnaires/surveys, etc
Assists with the administrative support for the District Director. In some districts, may provide administrative support to the Regional Manager
2+ years of college preferred
3+ years experience working in a mid-level, administrative capacity in a highly professional, fast paced environment
Basic accounting experience preferred

122

Operations Specialist Resume Examples & Samples

Responsible for account maintenance associated with Online and Mobile Banking
Must possess the ability to understand and process multiple types of inquiries in a professional, fast-paced, and high traffic environment with a high level of quality and accuracy
Advanced computer skills and technical skills preferred

123

Futures Operations Specialist Resume Examples & Samples

Completion of daily processing within required timeframes
Experience dealing in a fast-paced environment, with hard deadlines
Excellent attention to detail and deliver accurate work of a high quality
Proven process improvement initiative experience

124

Operations Specialist Resume Examples & Samples

Basic knowledge of processes on customer accounts/portfolio
Affinity to Accounting, Tax as well as numbers in general. Knows and understands different booking constellations and economic interrelationships between Banking Products, General Ledger Accounts and VAT (Value Added Tax)
Fluency in German
French or Italian will be an asset
Accurate and timely acting
Openness for feedback from customer/internal partners
Good organization and interpersonal skills
Willingness to develop new skills

125

Operations Specialist Resume Examples & Samples

Conform to approved polices, plans, and procedures for commercial and secondary market loans and related products
Strive to achieve annual departmental and team member goals which align with budget and operating plan objectives
Establish, and consistently update formal tracking worksheets schedule for every loan/pool within the portfolio, based on their payment schedule and maturity
Provide regular updates to the Operations Manager
Participate in meetings with team members on a regular basis
Assist in the administration of the department’s wire transfer activity
Complete loan verifications from lead and servicing institutions
Provides clear and concise information to team members and presents accurate reports to management, as required
Bachelor’s degree in Finance, Accounting, Business Administration or related field required
Loan processing, reconciling, and funding experience
Imaging and documentation experience
General understanding of regulatory requirements and comprehensive understanding of reporting standards
Working knowledge of all MS Office Suite Products
Ability to effectively interact with different department representatives
Demonstrate professionalism, resourcefulness, initiative, and collaboration during all internal and external interactions

126

Operations Specialist Resume Examples & Samples

University degree/college diploma
3 to 5 years of Futures, Exchange Traded products, OR clearing/settling of credit reconciliation experience * CSI Industry Courses (Preferable)
Experience with GMI required

127

Operations Specialist, Lincolnshire Resume Examples & Samples

Routinely and effectively interface with local Aon office account executives, client contractors and carriers to ensure client needs are being met
Obtain all WrapUp forms (notice of awards, insurance cost worksheet, enrollment, payroll, certificates of insurance, project completion) in a timely manner. Communicate effectively with contractors to obtain missing or incomplete forms
Assess the quality and completeness or delinquency of team member activities
Enter the data into the AonWrap computer application
Entry level opportunity for person with construction WrapUp Insurance experience and/or work experience in an office environment that includes bookkeeping or accounting highly desired
Must have strong math aptitude in order to manually check insurance calculations
Must obtain or maintain P&C license
Strong problem-solving skills and a passion for customer service

128

Operations Specialist Resume Examples & Samples

3+ years of previous experience with another Hedge Fund
Previous experience with Bank Debt, Credit Derivatives, Daily Profit & Loss, Futures, High Yield Bonds, Reconciliations, and Trade Input / Processing
Working knowledge of Geneva
Microsoft Excel proficient (Pivot Tables, V-Look Ups, Macros)

129

Operations Specialist Resume Examples & Samples

Motivated and excited by a role with changing priorities and objectives
A good team player
A good understanding of investment banks and Operations
Liquidity reporting – analysing daily liquidity fluctuations and producing reports to the BU
Ability to work well under time constraints and with multiple projects
Advanced MS Office skills, including MS Project/ MS Powerpoint
Cash Management experience (Liquidity management, Payment Governance)
Referential Data experience (Account Opening/Maintenance, Delivery Instructions)

130

ACH Operations Specialist Resume Examples & Samples

May communicate potential training issues to department supervisor/manager
May perform in the function of support to cover areas where turnover has created production problems
Monitor incoming and outgoing International ACH Transactions (IAT) within AML Manager
Analyze and make decisions regarding IAT suspect items assigned to the OFAC DA
Responsible for coordinating with BSA staff the closing of cleared IAT alerts and release of IAT entries in PEP+ for further processing
Assist supervisor in the reconciliation of IAT exception general ledger differences daily
Process PEP+ data base maintenance requests from all Cash Management regions, changing system parameters to ensure ACH files are processed accurately
Responsible for coordinating with each region’s Cash Management areas a bi-annual clean up of unused collection applications
Assist supervisor in the implementation of new modules to the PEP+ system. This may include having input with new forms and procedures
Understand and adhere to the NACHA Operating rules and Government regulations governing ACH transactions
Investigate and resolve all types of ACH inquiries, which may include returning ACH transactions to the originator
Provide customer service to both internal and external organizations (originating banks and companies)
Process incoming and outgoing notification of changes (NOC’s)
Add and maintain swap records on the PEP+ system
Maintain monthly statistics
Good written communication skills for letters, memos and proposals
Ability to read, analyze, and interpret procedures and regulations
Strong PC skills (Excel, Word, and other applicable software)

131

Operations Specialist Resume Examples & Samples

Self-starter with an ability to problem solve, articulate requirements and implement change
Strong Microsoft Office skills
Strong understanding of GFX products

132

Operations Specialist Resume Examples & Samples

A minimum of a high school diploma or G.E.D., or equivalent work experience is required. Some accounting or bookkeeping training is preferred
12+ months combined experience as an Operations Specialist I and/or II; or 18+ months comparable work experience is required
Must be able to demonstrate previous successful experience with the following skills

133

Coordinating Operations Specialist Resume Examples & Samples

Manages or performs a variety of special projects, as assigned
Collaborates with Systems Engineering and/or other Technology groups and oversees the installation and implementation of new equipment in assigned campus facilities
Collaborates with Senior Operations Specialist or Senior Management in long range capital project planning; recommends appropriate modification to Production Operations systems
Provide necessary supervision to Operation Specialists; monitor, and administer Production Operations standard operating procedures and technical training programs; coordinate the day-to-day activities of assigned Operations Specialist(s) to ensure the achievement of assigned tasks
Review process for assigned staff; trains and mentors less experienced Operations Specialists and Associates in the performance of more complex assignments
Assists Production Operations Management with the creation and implementation of training programs to improve the competency of the operating staff
Follows the policies and procedures of the department and directs the OS team members in the same
Researches new technology and recommends appropriate solutions to Production Operation areas and remote based departments
Supervises personnel through project management
Has comprehensive knowledge of operational requirements involved in studio or remote production
Proficient in business protocol and procurement techniques
Ability to work nights, weekends, and holidays
Has 12+ years of production operations or related experience
Advanced proficiency in specific aspects of Production Operations, including, but not limited to: work flow, SOPs,

134

Conferencing Operations Specialist Resume Examples & Samples

Support of internal video, audio and content conference services on the supported hardware across all approved platforms, including mobile devices
Executive Support of conferencing services
Associate training and awareness on using the supported hardware and services
Monitoring and managing quality and performance, escalating issues to 3rd line support where required
Identifying opportunities to enhance services and working with strategic and operational IT staff to exploit these where possible
Maintain the associated video and audio conference hardware, liaising with approved partners where necessary. To include the management of Polycom Video Conference endpoints, Microsoft clients on multiple platforms and the associated internal management and bridge services
Provide Associate support and guidance to ensure conferences are successfully achieved, with specific attention on high profile conferences where dedicated executive support is expected
Continued monitoring of the conferencing environment using the provided solutions
The resolution or appropriate escalation of any performance or technical issues
Constant review of Willis conferencing services against industry trends to identify opportunities to enhance internal capabilities
Support the process to store and deliver content, both on demand and live, through a number of mediums according to agreed practices
Adhere to the agreed processes when managing the conferencing environment, including Change Management, incident recording and escalation
Assist with the evaluation and testing of new conferencing related hardware and services
Assist with the collation of necessary metrics to record and report on conferencing activity to plan and assess where enhancement may be necessary
Any other duties seen as critical to the role
Ability to be flexible with working patterns to accommodate the support of high priority activity
Exceptional communication skills both oral and written
Ability to present ideas in user-friendly language to non-technical staff and Associates
Ability to effectively prioritise and execute tasks in a high-pressure environment
Establishes good working relationships within teams and other IT groups
Experience in a comparable IT Support role including the support of Conference technology
Strong Knowledge in the following technology

135

Operations Specialist Resume Examples & Samples

Prepare, analyze, and accurately process incoming and outgoing, domestic and international wire transfers using client instructions while following bank and regulatory guidelines
Independently determine if wire transactions are legitimate, authentic, accurate, and take appropriate action(s) to minimize potential losses to the bank
Maintain or exceed established service level agreements and guidelines for quality resolution of service requests for wire customers
Process and maintain wire documentation according to regulations that govern wire retention rules and comply with audit standards
Use experience and knowledge to train other employees as appropriate within the department
Basic knowledge of wire transfers, accounting and balancing principles, and bank operations
Meticulous attention-to-detail
Ability to maintain high level of professionalism with internal and external customers

136

Operations Specialist Resume Examples & Samples

COORDINATES the gathering of client data from functional areas for REVIEW and INPUT into client Performance Review Decks while maintaining tight timeframes to meet strict deadlines
COORDINATES the gathering of client data from functional areas for REVIEW and INPUT into client reports as assigned
REVIEWS and ASSESSES data being reported, alerting team members of any issues or trends that should be acted upon
DELIVERS custom reporting to clients on a timely basis through email, ftp sites, etc
DOCUMENTS and MAINTAINS our records of report development work and communicates progress to AIM team members and clients
PUBLISHES an inventory of reports and other contact points periodically
MAINTAINS reference tables in support of accurate client reporting
PLANS and prepares for new clients, new programs, and new reports occurring in the day-to-day process by working together with those providing data and developing the new reports and gaining a working knowledge of the new reports
MAINTAINS departmental tracking of various items to include calendar, invoices, department volumes, service levels and light administrative duties
IMPLEMENTS processes and procedures that will ensure the accurate, timely coordination of a wide range of tasks to ensure team members to assist their efforts to perform with top efficiency and effectiveness when working with our large scale bank, credit card and credit union clients
MAINTAINS a work structure and records to enable extensive multi-tasking while keeping track of deliverables owed and deadlines. Re-prioritizes tasks as required to accomplish each days’ work
MAINTAINS good working relations with client contacts, key members of the Aon team and external resources
ATTENDS TO DETAILS with excellent written and verbal communication skills, extreme detail focus to avoid re-work and errors, and 100% follow-thru on outstanding items
MANAGES completion of specific reporting requests/tactics as assigned

137

Operations Specialist Resume Examples & Samples

Enter electronically required policyholder information in AS400 such that policy activation can occur
Enter electronically requested changes to policy in AS400 to produce policy change endorsement
Complete electronically policy forms in Documaker, final print policy or endorsement in Documaker, and email or mail
Attend all training classes provided as instructed
Complete electronically renewal certificates
Perform miscellaneous duties as assigned
Serve as a technical resource for policy processors in the absence of the Operations Specialist
Add and delete policy forms during the Documaker process on behalf of the Policy Processor
Contact support services when system related problems occur

138

Default Operations Specialist Resume Examples & Samples

High School or GED equivalent required
Average PC skills and working knowledge of Microsoft Word, Excel and Access
Previous call center, operations and bankruptcy experience a plus
Type minimum 40wpm

139

Default Operations Specialist Resume Examples & Samples

Minimum of High School or GED equivalent required
Efficient PC skills and working knowledge of Microsoft Word, Excel, PowerPoint and Access
Must be a highly motivated self-starter who can complete functions with little supervision
Must have effective communication skills and professional telephone etiquette with a customer service focus
Ability to function well in a high volume environment and adapt to change with flexibility
Type a minimum of 40wpm
Proven research and analytical skills with a structured approach to problem solving
Ability to work a flexible work schedule. I.e. Days, evenings, weekends, OT, etc
Knowledge of Recovery one and other Collection systems a plus but not required

140

Operations Specialist Resume Examples & Samples

Responsible for financial management as well as expenses forecast/projection
Responsible for the Cloud Tech Sales execution processes and reporting to LA and WW
Monitor spending X budget and ensure appropriate management system are in place
Revise results, pipeline, engagements and performancealong with income and expenditure budget when appropriate
Produce monthly Operations & Finance summary for the management team
Education/Certification roadmap management
Maintain area cost reduction and work on the absorption of new investments
Provide sales reporting to the Management Team
At least 6 months experience in Productivity Tools (Office)
At least 6 months experience in Finance

141

Operations Specialist Resume Examples & Samples

Assist with the on boarding process for new investors; receive subscriptions documents, review for completeness, enter pertinent data from subscription document into Fastpro, prepare confirmation reports after Fund Accountants have updated transactional information
Assist with investor transfer process including receiving and reviewing transfer requests and sending approval to Fund Accountant or Client
Assist with the mailing process for investor communication including quarterly letters, capital statements, capital call and distribution notices, privacy notices, tax estimates, K-1¿s, tender offers, and other investor mailings
Update Fastpro database for investor demographic and account information changes
Prepare capital call and distribution notices for Fund Accountant review
Assist with the conversion process for new funds including gathering investor demographic and historical transactional activity, compiling data into applicable format to be imported into Fastpro
Resolve investor inquiries regarding; lost statements, requests for information, password reset, etc
Assist in the production of department training materials
Complete copying, filing, and scanning projects for the department
Create and maintain the correspondence filing system for assigned clients and maintain client information directories, addresses, and client responsibility sheets
Run standard FastPro reports for team
Thorough knowledge of Microsoft Office products including Word , Excel, Outlook and PowerPoint
Ability to multi-task and remain well organized
Requires a high level of accuracy and attention to detail
Exhibit good communication skills and the ability to see a task through to completion
Must be self-motivated and follow through on service level commitments
Exhibit initiative in a deadline driven environment
Demonstrates good work habits and attendance

142

Operations Specialist Resume Examples & Samples

Accurate reporting of the SBA loan portfolio to appropriate entities
Accurately report and administer all participation reports and remittances sent to and from participating banks
Gather and prepare any documentation requested from internal audit or at the request of another bank as it relates to any participation or SBA agreements
Provide quality customer service. This includes responding to customer inquiries, troubleshooting and resolving issues, follow-up both by telephone and email, and both internal and external service events
Complete various day-to-day functions within the Loan Operations department
Two to four years of banking experience, preferably in operations or experience with banking systems

143

Operations Specialist Resume Examples & Samples

Perform customer set-ups, changes and transactions on Escrow, Lease Security and Sweep accounts
Exercises good judgment and a detailed knowledge of departmental procedures
Reviews co-workers data entry for accuracy to mitigate risk and minimize customer impact
Processes documents or paperwork requiring a thorough knowledge of procedures in support of bank operations and regulations
Recommends procedural changes and assists with revising procedures
Performs daily reconciliations and researches any out of balance situations
Solves routine problems independently, refers more complex problems to management
Research and resolve all client incoming inquiries and issues – monitor department mail box
Trains co-workers
Works on special projects, month-end reporting and error exception reports
Executes daily trades related to the Buying and selling of Fund Sweep products
Completes special assignments as requested
Associates degree or equivalent in work experience
Minimum two years general banking and operational experience
Demonstrated high degree of accuracy and attention to detail and the ability to work in a fast pace environment requiring a need for multitasking
Basic skills in Excel
Familiarity with general ledger accounting and systems
Software literacy needed to understand fundamentals of the Hogan and Agiletics systems and core applications used
Effective customer service skills including verbal and written communication

144

Operations Specialist Resume Examples & Samples

Identify process gaps and reengineer the processes to ensure lowest TAT
End to end tracking of all deferrals/discrepancy documents and ensure required approvals are obtained
Be a single point co-coordinator for ADU and assist front end staff in all operational matters
Co-ordinate the MCA, vendor management for ADU
Coordinating and reporting the TAX/FATCA requirements
Track MIS of ADU operations to ensure all customer requests are serviced within the agreed TAT
Lead the UAT efforts for all system enhancement and developments for the Unit
Act as back up to the ADU Head
Assist in different assigned projects and activities in ADU and other Operations’ units
In depth analysis, research and presentation skills
Strong understanding of local regulatory, regional & global policies
Attention to micro details to maintain effective controls

145

Operations Specialist Resume Examples & Samples

Preparing batches of work by extracting checks and remittances from envelopes
Operating Imaging/Extraction Equipment (I-Tran, IBML, OPEX 7200, OPEX 7.5)
Payee, amount (margin versus legal),date, and signature verification
Re-associating check images to corresponding material while validating quality of images
Maintain Site Productivity and Quality Standards
Lift and Move Mail Trays weighing up to 20 pounds
Contribute to meeting team goals in addition to individual responsibilities
Make Judgment calls regarding routine duties and escalate non routine situations
Working in all areas of Lockbox as needed
Extremely Detail Oriented
Reading and comprehension of customer’s instructions
Good Oral and Written communication skills
Alpha/Numeric data entry and typing skills – with excellent accuracy
Basic PC skills and Microsoft applications (Word and Excel)
Must be able to lift 20 pounds
Must be able to work in a production environment
Must be a team player and maintain a positive attitude at all times

146

Mail Operations Specialist Resume Examples & Samples

Assure satisfactory completion of work within SLAs
Maintain department records and logs
Prepare incoming & outgoing work for further/eventual distribution, including USPS (white mail), inter-office mail, savings bonds, foreign checks, printed reports, express and ground deliveries
Provide input for operational improvements relative to the area
Prepare outbound express items (FedEx) by weighing, metering, sorting, and cost allocations on the FedEx provided Cafe computer system for next day or ground delivery
Deliver work to on site departments
Deliver work to other buildings via company van (Albany only)
Maintain inventory of office and shipping supplies and paper
Process and meter mail and packages
Supports co workers in senior roles in the performance of their daily tasks, including management reporting, and coverage for other shifts
Operate high speed, automated print and insertion equipment (Albany)
Good technical skills in both hardware and software
Train and guide less experience co-workers
Valid drivers license with a clean record (Albany)
Proven ability to work under inflexible deadlines and maintain accuracy
Ability to stand for long periods of time and lift up to 50 pounds on a routine basis
Good telephone and verbal communication skills
Basic PC
General work experience in a production environment, preferably in mail operations
PC skills – working knowledge of Microsoft Excel, Word, and email software
General knowledge of the Capital District area (Albany)

147

Messaging Operations Specialist Resume Examples & Samples

Problem diagnosis, troubleshooting, escalation and notification
Run book documentation - inventories, problem resolution processes, documentation
Testing of server upgrades and patch deployment
Exchange 2007/2010
OCS 2007 R2
Microsoft Lync 2010/2013
Sendmail experience
Windows 2003/2008 server skills
Active Directory admin skills
Some Exchange architecture skills
Some SQL query language skills
Some LDAP/SMTP

148

Operations Specialist Temp Resume Examples & Samples

Conducts research and gathers data to determine what existing telecommunications contracts, agreements and services are in place, and the terms of same. Sorts and analyzes data received and sort and retrieve data for analysis and presentation
Monitors tariffs, regulations, charges, directives and professional resources to ensure management of telecommunications initiatives worldwide
Assists contracts personnel in writing the scope for various telecommunications initiatives and assists with contract awards and evaluations. Performs post award contract administration support as the Contracting Officers Representative
Attends training sessions to attain and maintain expertise in the area of telecommunications
Makes field activity visits to assist NEX, Housing mangers, lodging managers , MWR and others to review contracted telecom initiatives to ensure compliance and gain new market strategies

149

Operations Specialist Resume Examples & Samples

Image preparation, scanning, and documentation storage
Researching loan exceptions
Working with internal and external customers to resolve escalations
Knowledge of loan processing a plus
One year auto finance experience desired
Strong attention to detail skills
Proven organizational, problem solving, and analytical skills
Solid judgment and decision-making ability
Ability to handle multiple tasks simultaneously in a fast paced, diverse, and growth-oriented environment

150

Operations Specialist Resume Examples & Samples

Audit
Coordinate the annual, semi-annual audits of all funds (U.S. GAAP) – working closely with auditors, administrators and Product Control
Plan and execute audit timelines to meet deadlines and increase efficiency within group
Review footnote disclosures for Fund of Hedge Fund products
Consult with management on new accounting pronouncements
Keep up-to-date on the regulatory requirements from the CFTC, SEC, and NFA amongst other regulators
Evaluate internal controls and processes
Manage tax related projects with UBS group tax, outside counsel, and public accounting firms
Conduct tax research and tax planning projects and oversee A&Q's tax compliance for funds
Work with Big 4 accounting firms to review partnership, corporate, international and state returns. Assist with K-1 estimates and finals, 1099s
Support investor related tax inquiries
Prepare tax schedules and analyses; preparing spreadsheets for any tax issues, and projects
Work closely with various business units to ensure that A&Q is compliant with tax laws, FATCA and additional policies and regulations
Proactively interact with key internal clients and external service providers to gather information, resolve tax-related problems, and make recommendations for business and process improvements
Swiss, Austrian, and German tax filings
Regulatory
Managing business risk, governance framework, and coordinating regulatory filings for A&Q
Support SEC reporting, Form PF, NFA filings amongst others

151

Operations Specialist Resume Examples & Samples

Participate in planning meetings
Balance assigned project schedules using web based workflow tools and proprietary database
Manage project deliverables through feasibility, planning and execution on time, to scope and within budget from concept to completion ensuring key milestones are met
Review project objectives, resolve project design and timing issues with team members and recommend next steps as necessary to improve and expedite workflow during weekly inventory or planning meetings
Analyze inventory usage and establish plans to reduce obsolescence
Solicit quotations and analyze contract proposals while leading formulation of strategy and negotiation of pricing, delivery, terms and conditions to satisfy requirements for highly complex and specialized materials, equipment, components and services
Develop and maintain relationships with vendors and customers while mediating and resolving contract performance issues
Recommend process improvement concepts. Lead quality improvement initiatives where appropriate
Facilitate and prepare department and business unit reporting
Assist with ad hoc projects and reporting as needed
4-year degree or equivalent experience in a financial services corporate environment
5+years in print purchasing and inventory management or a related field a plus
Comprehensive knowledge of advanced principles, concepts and practices in following areas: inventory management, procurement, computer based inventory systems and manufacturing operations
Knowledge of print production processes including multi-color printing, prepress, web/sheet fed/digital output, paper specification, mailing requirements, distribution and press check management a plus
Good written and verbal communication skills to communicate project details, clarify questions and issues and successfully negotiate with internal groups and vendors in a professional manner
Ability to build and maintain strong relations as well as to quickly and effectively resolve issues
Ability to process and audit invoices
Analytical skills to continually improve process and workflows, delivery and product
Knowledge of Microsoft Excel including pivot tables and lookup functions
Demonstrate a high-degree of professionalism while interacting with a diverse group of people. Prioritize projects on an ongoing basis to meet changing deadlines. Manage change effectively. Industry software experience and a strong knowledge of printing industry/process
Ability to deliver good results by meeting deadlines in a timely manner while managing multiple priorities and PPM team deliverables
Knowledge in project cost analysis
Project management skills and the ability to work on multiple projects with simultaneous deadlines
Problem solving and self-motivational skills with strong attention to detail

152

Operations Specialist Resume Examples & Samples

Handle assigned fulfillment duties and print functions
Work with the underwriting preparation
Issue professional liability policies
Respond to internal client inquiries
Handle the electronic archival of documents including applications and supporting materials for the various plans
Liaison with other teams within Aon Affinity Insurance Services
Retrieve achieved documents as required
Maintain department productivity standards and goals
Strong keyboarding / data entry skills
Strong PC skills - proficiency in Word and Excel
Solid communication and organizational skills
Good interpersonal skills with a customer service focus
Ability to multi-task and prioritize work
Ability to apply basic math skills
Demonstrated use of sound judgment skills with solid decision-making abilities
Ability to lift and carry a maximum of 25 lbs
Two years administrative general office experience
Data entry experience
Entry level insurance experience preferred

153

Operations Specialist Resume Examples & Samples

Perform periodic and scheduled program updates to the recordkeeping
1 year experience working in a corporate environment
Strong ability to handle multiple assignments simultaneously in a fast and

154

Operations Specialist Resume Examples & Samples

Assist with the operations for Tradeshows & District Managment Conferences including vendor relations, logistics, payments, graphics, and merchandising. Assist withe the allocation of Tradeshow costs for 9 Brands and reconciles payment with A/P monthly
Support the whole sales team s by pulling reports which include weekly, monthly shipping reports by Division & Account, Division P&L, master contact list for Independent Channel, SIS and B2B recaps. Maintain Total Specialty Division rep codes and BW links
Collaborating with Merchandise Coordinators for samples, linebooks, fixtures for tradeshows
2+ years experience with reports; sales support; corporate retail is highly desired
Strong technical skills including high proficiency with SAP and Excel

155

Mortgage Banking Default Operations Specialist Resume Examples & Samples

Execute sound judgment and decision making
Review and validate data/coding within the system of record
System coding removal and addition
Document system of record with changes made
Articulate issues and potential risks
Issue tracking and resolution
Present results to management with issues identified
Two+ years Mortgage Experience
Bachelors degree in Finance, Statistics, Mathematics preferred but not required

156

Operations Specialist Resume Examples & Samples

Monitor real-time queues for various Fraud detection tools and analyze high-risk ACH, wire transfer transactions, Online Banking deposit accounts, and transaction history
Independently determine if transactions are fraudulent and/or legitimate and take appropriate action(s)
Maintain or exceed established service level agreements and guidelines for timely resolution of fraud transactions to minimize potential losses
Contact and effectively communicate with customers, retail staff, other financial institutions, or other resources to validate information and/or transaction(s)
Resolve complex issues with little or no supervision
Escalate any fraud issues to the appropriate department manager or investigative unit
Identify fraud trends or abnormalities and communicate to management and peers, as applicable
Proactively conduct analysis of transactional and customer records to link unidentified transactions and accounts to known fraudulent activity
Maintain reports to management regarding productivity and accuracy
High school diploma or equivalent required and 3+ years of banking experience
Developed and demonstrated organizational and analytical skills
Outstanding interpersonal and communication skills
Ability to communicate effectively with customers as well as peers and management
Ability to make decisions with little or no supervision
Proven ability to manage multiple assignments while working independently
Strong Internet, Microsoft Office and PC skills required
Experience in fraud is a plus

157

Operations Specialist Resume Examples & Samples

Working with global colleagues to proceed cross entity business
Working with legal and compliance to analyze new regulatory reform requirements and deploy new processes
Repo trade confirmation to the client
Customer support for BRM and FID clients for any operation related inquiries
Advanced aptitude to understand, utilize, and improve technology platforms
Strong analytical, interpersonal, organizational, leadership and communication skills
Proven ability to work efficiently and accurately under pressure in a fast-paced multi-tasking environment
Relevant work experience with fixed income products and related fields
Fixed income Repo processes, risk management and related regulatory expertise
Relevant work experience in trade support function

158

Conferencing Operations Specialist Resume Examples & Samples

Polycom HDX and RPX Codec’s and supporting hardware or alternative
Polycom CMA, RMX Call Management solutions or alternative
Microsoft Lync
Video Streaming solutions
Video Content Management solutions
Windows 7 and Office 2010 or above
Apple and Android smartphone and tablets
Network Infrastructure with a broad understanding of LAN, WAN, network protocols (including common audio and video protocols) and network management technologies
Proven technical troubleshooting and diagnostic skills
Proven experience working for, or alongside either an externally provided or internally managed VNOC (Video Network Operations Centre) or equivalent
Understanding of the ITIL principles and qualification at a Foundation level or above

159

Operations Specialist, Direct Business Resume Examples & Samples

Review and reconcile data and transmission from multiple vendors
Network directly held accounts to LPL accounts
Generate and maintain reporting of directly held business for LPL for management review
Creating/opening Dormant Accounts from activity data that is held directly at the fund companies and annuity carriers and sent electronically to LPL
Provide detail-level analysis to internal management while meeting service level agreements
Minimum Experience of 0-1 years in Financial and/or Brokerage Industry
Microsoft Office Required
Optional: Beta, Oracle, SIEBEL and Branchnet
Must have the ability to communicate effectively across all departmental channels and work well in larger groups including our Integration Services Support and Business Technology Teams
Technically strong in ability to reconcile and validate large amounts of data (Excel required). Ability to work independently on assigned projects, as well process operational transactions/data input as needed
Must be highly organized and able to track multiple projects and issues simultaneously

160

Operations Specialist Resume Examples & Samples

Serves as a resource/support for Region Managers, Branch management and Corporate Operations departments on TCF branch policies, procedures, products and services. Administers branch signature guarantee program, cash limit review process and branch e-mail program. Identifies operational concerns in branches or regions and communicates them to Region Managers or Operations Manager as appropriate
Conducts periodic surprise mini-audits to ensure adherence and compliance with TCF policies and procedures, security, and Federal and State regulations governing banks. Communicates mini-audit results with branch management, Region Managers and Operations Manager and works with branch management on improving areas of deficiency
Coordinates operations portion of new branch openings and relocations, including ordering all necessary supplies/equipment and communication with vendors, suppliers, branch managers, Region Managers and departments to ensure all necessary items and controls are in place by assigned deadline. Coordinates existing branch sales as necessary
Communicates product, service, policy or procedure changes to branch staff via memos, e-mail and news screens. Prepares and makes presentations to different levels of management at Operations Roundtables, Region meetings, Division meetings, BMW and Team Building
Reviews, researches and responds to customer and OCC letters voicing concerns or complaints about TCF branch policies, procedures, products and services
Researches, recommends and implements changes in policies or procedures which would increase efficiency, streamline operations or reduce costs. Participates in branch task force meetings. Recommends and reviews changes to Reference, Backroom, Security, Training and Fast Facts manuals to ensure accuracy and ease of understanding
Develops, implements and manages various management tracking devices to examine losses, production, FTE, sales and other reports as necessary
Assists with special projects, interprets results and prepares recommendations to Region Managers and Operations Manager. Reports on progress in relation to expected standards
Two or more years of banking experience with a strong focus on Operations at TCF
One or more years supervisory/management experience
Demonstrated knowledge of TCF product lines, services, policies and procedures
Demonstrated ability to develop and maintain effective working relationships with all staff and management levels
Ability to maintain the confidentiality of sensitive customer, employee and branch operations issues
Demonstrated ability to work independently and meet prescribed deadlines
Four year College degree or equivalent
Three or more years of strong operations background in Teller/Personal Banking/In-Store areas at TCF
PC experience, including working knowledge of word processing and spreadsheet software

161

Operations Specialist Resume Examples & Samples

Ability to work with minimal supervision and work well as part of a team
Ability to prioritize workloads and work under pressure
Has participated in significant departmental projects that have produced process efficiencies

162

Safekeeping Operations Specialist Resume Examples & Samples

Demonstrate appropriate and professional phone skills
Handle and process business in a detailed, accurate, and timely manner
Research issues in a clear, concise, and organized manner
Bachelor’s degree (majors in Math, Accounting or Finance) is highly desirable, or equivalent work experience
Proficient with Microsoft Office applications (Excel, Outlook, etc.)

163

Operations Specialist Resume Examples & Samples

Process return deposited items to the proper checking or savings account, mortgage, consumer or commercial areas, Express Teller Users, other financials, TCF branches and internal departments, for all bank regions. While encountering, accommodating and enforcing, multi-bank processing differences
Maintain special instructions on bank level, account type level and account number levels to satisfy both commercial and retail customers in all bank regions, through advanced imaging and processing software
Research and establish holds on accounts when receiving notifications of large return deposited items from other financial institutions. Preventing a yearly average of $67.6 million of potential loss to TCF in MN and CO alone. Notify customers via written notification of any holds placed onto an account due to notification of a large dollar return deposited items for all bank regions, while ensuring compliance with Regulation CC
Maintain compliance with Regulation CC by evaluating and administering maintenance to accounts as needed before processing return deposited items
Notify Loss Prevention of any kiting suspects, accounts drawn NSF, accounts that have been open less than 30 days, accounts with items returned for the reason of account closed, and accounts with NSF or suspicious activity
Works with Item Processing on a daily basis to establish the readiness of item transmissions between multiple IP sites, for all states
Research misrouted items and provides documentation to other financial institutions to attempt to process item (s)
Work with Item Processing and Checking Operations to affect item payment decisions
Research and resolution of return deposited items that are outside traditional processing parameters and queues. Thereby displaying a higher level of judgement, independent action and knowledge of banking practices; as well as knowledge of the policies and procedures of other internal TCF departments in all state regions
Work with the Adjustments and Research areas to assist the processing and correction of transit and inclearing errors
Provide expert evaluation and resolution of cross-bank, internal TCF posting errors
6 months experience as an Operations Specialist I or 12 months comparable experience
Ability to deal with problems involving several concrete variables in standardized situations

164

Operations Specialist Resume Examples & Samples

Prepare brokerage account paperwork for opening new accounts and/or annuities, terminated accounts and/or account transfers
Ability to handle multiple requests simultaneously and respond quickly
Highly organized, with absolute attention to detail
Excellent problem solving abilities
Ability to recommend procedures and reporting to improve the effectiveness of the team
Team player, collaborative, able to work with and through others

165

Operations Specialist Resume Examples & Samples

Completes daily, weekly, biweekly and monthly Corporate Support functions
Completes the Regulation D daily and monthly functions
Process Statement Cycle Changes
Process CD Maintenance Requests
Process Truncation Changes
Key Bond Interest Reporting
Tracks and compiles daily and monthly statistics for management reports
Completes the monthly Club 50 calculations
Acts as a back up Corporate Support teller
Responsible for cross training and rotating processing work with other department specialists
Responsible for periodic inventory of Official Bank Checks in the department
Must possess effective communication skills
6-12 month previous clerical/office experience
Must possess key-board and ten-key proficiency
Intermediate PC skills with Windows software, specifically Excel
Ability to read and interpret bank and government forms in order to comply with bank and government regulations
Minimum of 1 year customer service experience

166

Operations Specialist Resume Examples & Samples

Starter, medior on the labor market
Minimal Bachelor degree
Driven, self-motivated and a team player
Fluent in written and spoken Dutch and English
Hands-on mentality and no-nonsense attitude

167

Operations Specialist Resume Examples & Samples

Knowledge of Windows/Linux OS and SQL databases
2+ years of application support and familiarity of Service Now
Understanding of standard application architecture and development
Knowledge of various infrastructure applications including Active Directory, DNS, and DHCP
Experience in maintaining mission critical production environments

168

Operations Specialist Resume Examples & Samples

Works in a timely manner to accurately enter transaction error or potentially fraudulent electronic funds transfer disputes into the designated tracking system
Accurately scan pending and resolved disputes to ensure all compliance deadlines are met. Copies, scans and distributes disputes to other departments for additional processing as needed
Communicates effectively with both internal and external customers on related issues
Escalates exceptions to normal processing to supervisor and process customer account adjustments as appropriate to complete daily balancing procedures exercising a higher level of judgment. May identify and resolve all outstanding differences daily communicating unresolved differences to immediate supervisor
Stamps, sorts, and distributes incoming faxes and mail. Processes out-going customer letters and delivers letters to the Mail Center
Adheres to policies and procedures within the department
A minimum of 6 months or more previous work experience. Prior Electronic Transaction Dispute experience preferred

169

Operations Specialist Resume Examples & Samples

Review and verify each file to ensure that all information is correct and current
Order credit reports, title commitments, surveys, appraisals and Homeowners Insurance from the appropriate parties and reviewing them for acceptability
Prepare loan file submission to underwriting
Act as a liaison and maintaining communication between Mortgage Loan Originators, Underwriters and Closers that are involved in the transaction to meet expected Service Level Agreements for processing
Prepare and mail Adverse Action Notices and reviewing Home Mortgage Disclosure Act (HMDA) data when applicable
Demonstrate basic understanding of loan processing, procedures, documents, underwriting requirements, government insured and agency requirements and the terminology of our processing systems
1 to 2 years of recent processing experience in the residential mortgage industry required
Basic knowledge of Conventional Residential Mortgages required; knowledge of Federal Housing Administration (FHA), Veteran’s Administration (VA), Rural Development (RD) and First Time Homebuyer products desired
Basic experience with Real Estate Settlement Procedures Act (RESPA) and the Truth In Lending Act (TILA) regulations required
Strong analytical, problem solving and organizational skills with the ability to thrive in a fast paced environment
Experience with mortgage software such as Encompass preferred
Basic knowledge of mortgage lending products and terminology required
Must work well under pressure, meeting multiple and sometimes conflicting deadlines
Detail oriented and discreet with confidential information
Computer proficiency, particularly with Microsoft Office Word and Excel

170

Operations Specialist Resume Examples & Samples

Researching, investigating and resolving claims for possible recovery of funds and to determine TCF’s liability, complying with regulations, State Laws, and TCF’s account Terms and Conditions. Process deposit account adjustments and general ledger entries to resolve claims and book losses to appropriate loss general ledgers
Work with Federal, State and Local Law enforcement agencies to prosecute individuals suspected of fraudulent or unauthorized transactions, and potentially represent TCF in Conciliation Court or by subpoena
Determine if Suspicious Activity Reports (SAR’s) are required and if so prepared within the prescribed time frames/guidelines ensuring compliance with the Regulation
A minimum of 12 months combined experience as an Operations Specialist 1 and/or 2, or 18 months comparable experience

171

Audi Accessories Operations Specialist Resume Examples & Samples

Assist in the development and lifecycle phases within the accessory channel for the Audi Brand aftersales team in the US
Coordinate new Accessories launch and development for new vehicles including but not limited to, sourcing, testing and forecasting
Support dealers by providing information and technical support around installation
Launch and train regions on new products in the Audi Accessories Port Business
Improve and Grow port capacity through process improvement and tooling
Responsible for the launch of New Product, at New Vehicles launch within the four ports in the US
Assist with project tracking and product development at the dealer and Port Level
Support Herndon sales team in composing, updating and publishing news, accessories and content maintenance concerns on national online accessory catalog
Develop Accessories installation instructions for the dealer network and port operations
Identify market trends regarding accessories. And search for venders to supply product
Develop communication tools on how to install Audi Accessories
Work with VWGoA quality and technical teams as well as Audi quality and technical teams to coordinate the launch of new accessory products
Maintain the Audi PIA Portal that manages all installation instructions and videos and increase functionality
Work with accessory development venders to coordinate launch tooling and quality processes
Provide in-depth analysis on all Dealer accessories, Create reports as needed & requested
Support RASM/PAC’s in accessories related issues (technical questions, support, marketing functions, training)
Support special accessories activities (i.e. Regional Parts Council Issues or Regional Dealer Council Issues, experiential marketing)
Responsible for initial product quality and maintenance of the product quality through the accessory lifecycle
Act as a liaison between Audi Parts Departments/Depot(s), quality teams, compliance, technical, warranty & Field staff
Support Audi parts initiatives to ensure alignment with overall corporate objectives
Responsible for constant improvements in port capacity (must represent Audi in quarterly port meetings)
Support in the development of Accessory business cases for new product around technical specifications
Test install new product supplied from venders and Audi AG and give technical recommendations for support and training
Perform Quality reviews of new Audi accessory product during launch process to release new products
Responsible for the development of Port processes, tooling, and training
Monitor and maintain the Accessory email box for the Audi dealer network and Field Network
Works with Audi AG, venders and the Port processors to make sure the right tools are used, purchased and communicated in the accessories installation process
Works with AoA, VWGoA and Audi AG to test fit concept accessories for the US
Works with Port Processors to train on the installation of new accessories on new vehicles
Responsible for the development of the Quality and Technical review process for launch
Assist and Support Accessories team on multiple products and tasks
5-7 years + of related experience
Technical vehicle knowledge
People leadership/Project Management
Dealer and / or field experience
Understanding of US automotive business
Experience in collaboration among multiple teams
Clear communication skills
Strong skills in Microsoft office
Degree in Automotive Engineering
Knowledge of technical writing
Experience in Automotive training

172

Operations Specialist Resume Examples & Samples

Identifies and evaluates issues and concerns from Managers and Associates. Coordinates responses to ensure issue is resolved
Coordinates returned mail, enters appropriate info in documentation systems and notifies departmental associates as appropriate
Works closely with operational teams to problem solve on daily issues and follow up to address issues
Contacts provider/doctor’s offices to collect fax numbers, additional information needed and facilitates getting that information into the documentation systems
Monitors departmental voice mail, looks information up in documentation system and forwards calls to appropriate associates to address outstanding issues
Continuously looks for process improvement opportunities, to include new process and communication opportunities with departments within Humana and across Humana At Home and implements changes
Tracks and reports on all requests to ensure compliance with quality standards
Coordinates the setup of office needs for new hires
Assists with coordinating meetings, setting up departmental meetings and events, and oversees other departmental communication as needed
2 years experience in administrative coordinator/specialist or similar role
Intermediate to Advanced proficiency in Microsoft Office products including Outlook, Word, Excel, Power Point
Associate or Bachelor’s Degree

173

Operations Specialist With German Resume Examples & Samples

Analyse retailers' data feeds to identify issues and opportunities for improvement
Detailed documentation of data feed analysis
Optimize retailers' data for Comparison Shopping Engines and other e-commerce platforms
Work with Account Managers to enhance account performance of retail clients accounts
Contribute to the evaluation of existing processes and assist testing of new procedures

174

Operations Specialist Resume Examples & Samples

Experience in working with the various Line managers and developing new risk metrics and other means to measure risk
Experience in leading, coordinating and executing various Risk Programs, such as Risk and Control Self Assessments (RCSA) and other Risk Reviews
Experience in using Microsoft Office application suite, especially Excel for handling of large metrics data and Powerpoint for the production of risk reports
Able to meet tight deadlines and has a deliver-focused approach
Strong sense of ownership and accountability for control environment and quality output
Entrepreneurial spirit and flexibility ? particularly in dealing with changing environments
In-depth understanding of technical risk and control environments
International experience and appreciation for jurisdictional differences
Legal or regulatory experience a plus

175

Operations Specialist Resume Examples & Samples

Solutions – Analyze solutions for problems and discuss with management and team leads
Participate in and contribute to all operational documentation updates
2+ years of application support and familiarity of Service Now or any other Ticketing system
Knowledge in system administration including OS/firmware patching maintenance
Knowledge of various infrastructure applications including Active Directory, DNS, DHCP, SEP and SCCM

176

Operations Specialist Resume Examples & Samples

As a production shift supervisor, lead a production team independently, meeting production targets and customer demand / orders increasing in short period of time, recover backlog if any, work towards high volume and high mix production, and follow company standard operating procedures
To monitor and supervise the production operators, material handlers and line leaders in achieving high quantity and quality output through conducting training with regular periodic follow up and reviewing their work performance
Follow up daily attendance, resolve grievances, compile inventory of Work- In-progress, record daily output/test yield & efficiency and ensure employees are well disciplined
Manage resources efficiently to achieve company objectives, improve efficiency and productivity and implement continuous improvement plans
Interact with supporting groups & business partners to ensure customer satisfaction
To maintain 5S housekeeping at all times in order to work in a safe and conducive working environment

177

New Routes SBP Operations Specialist Resume Examples & Samples

Track Solution Business Proposal (SBP) give/get commitments and achievements – including stated performance measures, funding commitments/payments, timelines and associated quarterly budget alignment – effectively managing any planned versus actual deviations per the signed SBP agreement terms---
Co-ordinate with Sales Rep to ensure the demo machine is delivered
Drive Solution Business Proposal (SBP) operational execution for assigned region(s) – including effective partner co-marketing (CMC, CMT) tool deployment, partner co-marketing funding disbursement, pipeline management, SBP commitment (give/gets) tracking, management and reporting
Identify proper funding model for SBP gives and advise New Routes sellers appropriately
Manage the local New Routes co-marketing tool deployment for assigned region – including local approval of New Routes Co-marketing Terms & Conditions
Coordinate and manage quarterly funding allocation and partner SBP give payments via CMC/CMT tools – ensuring compliance with IBM Business Controls and IBM Global Disbursement Guidelines
Track and summarize quarterly give payments without local payment method and submit for processing via BPSO exception payment process
Serve as trusted consultants to the New Routes Sales Executives and/or participating influencer partners on tool and process steps for SBP give funding reimbursements
Educating Seller team on different processes, guidelines and compliance requirements for different activities
Validate SBP give funding commitments – and manage the CMC/CMT New Routes Business Partner co-marketing funding allocation, activity, claims review for assigned region
Drive regular and effective linkage, collaboration and communications with global and local teams as appropriate – including New Routes marketing & sales, BPO, IDR, STG WOI demand program teams
Report on SBP funding commitments/status, performance achievement and trend analysis for SBPs and participating partners
Identify and share best practices across team
Support Business Controls compliance and effective SBP execution by ensuring relevant SBP documentation are current, visible and complete in the New Routes Management System Database
Other assignments as needed to support SBP operations excellence
At least 3 years experience in Competency in MS Office Tools - Excel, Powerpoint
At least 3 years experience in understanding of analytic concepts and perform simple analysis
At least 3 years experience in Strong program management and business development skills

178

Operations Specialist Resume Examples & Samples

University degree/college diploma with three to five years relevant experience
In depth understanding of end-to end transaction processing in one or more Capital Market Product
Work experience in Bank’s P&L and GL and securities & cash reconciliation systems and risk control a definite asset
Strong knowledge of process and/or project management and business system design
Strong analytical and problem-solving skills; ability to analyze components of a process to optimize system functionality and translate business requirements into system solutions according to Bank standards
Advanced documentation skills; ability to document requirements, acceptance test plans, conversion and implementation plans
Technical capability to support product operations during

179

Operations Specialist Resume Examples & Samples

Processes internal payment transactions for the bank ensuring accuracy through daily balancing procedures and reconciliation of general ledgers on a daily basis within prescribed time frames
Effectively researches and responds to questions from TCF employees and management
Adhering to policies and procedures within the department

180

Operations Specialist Mutual Funds Resume Examples & Samples

High School Diploma required; additional business related college courses highly preferred
Monitoring/Assessing performance of yourself, other individuals, other departments/organizations, or records/accounts to make improvements or take corrective action
Strong writing and verbal communication skills with the ability to convey information effectively
The ability to apply general rules to specific problems to produce answers that make sense
Clerical knowledge of administrative and clerical procedures and systms such as managing files and records, and other office procedures and terminology
Working knowledge of Customer and Personal Service including customer needs assessment, meeting quality standards for services, and overall customer satisfaction
Minimum Required: High Shcool Diploma or equivalent
Desired: Additional Business-related college courses
Minimum required: 1-3 years Beusiness experience
Desired: Banking/Financial background
IBM-compatible P.C. proficiency
Accurate typing ability (40 to 45+ wpm)
10-key calculator skills

181

Operations Specialist Resume Examples & Samples

Perform periodic and scheduled program updates to the record keeping system
Update plan and participant website information to ensure current and accurate information is available
Process data, elections, plan and participant level contributions & transfers
Print and mail quarterly statements and reports
Perform mail room operations

182

Lead IRT & Epro Operations Specialist Resume Examples & Samples

Collaborates with GCDO Training & Communications group to define and maintain a training strategy for technologies
Effectively manages operational delivery with IRT service providers; collects issues and trends from study teams; proactively works with Vendor Management and IRT vendors for issue resolution and prevention
Minimum 6 years in Clinical Research or Technology related role
Experience with technology evaluation, deployment and project management
In-depth knowledge and experience with IRT systems required

183

Operations Specialist, Account Transfers Resume Examples & Samples

Review outstanding transfers and update the necessary systems (ATDB and BETA)
Effectively communicate (verbal and written) pertinent information to Financial Advisors on the status of transfer requests or any additional requirements that may be needed to complete the transfer
Send notifications to advisors as to the status of their transfer request

184

Operations Specialist Resume Examples & Samples

Ability to prioritise effectively and achieve results under pressure
Experience of working to tight deadlines
Experience with MS Office applications, in particular Excel

185

Agent Operations Specialist Resume Examples & Samples

Accountable for work output of entire team, ensure consistency across team
Drive initiatives for user adoption, trust building and delivering amazing experiences
Provide constant feedback to peers, management and cross-functional partners
Interview potential team members, participate in broader recruiting efforts
Drive creative problem-solving solutions, design and lead training sessions for the team
Ensure strong team culture, lead and design culture-related activities
Lead training and be an expert on your team
Quality check team members’ work product and run training sessions to ensure consistent quality for all team members across all shifts
Understand team needs and communicate to broader team to drive initiatives to optimize team initiatives
Enjoys working independently, has an optimistic attitude, amazing organizational skills
Ability to distill complex issues and feedback into meaningful directive communications
Results-oriented, and has an analytical mindset
Proven leadership abilities and passion for project management
Tech savvy, proficient in using service apps, and thrives on using technology to solve problems

186

Discovery Operations Specialist Resume Examples & Samples

Password resets, end user troubleshooting, setting up and managing users, triaging and defining requests for the next level support team
Work with internal and external clients to resolve issues and requests on topics related to features and functionality in review platform
Assist Project Coordinators and Project Managers with reports, standard operating procedures and other client requests
Consistently update job/task tickets with status updates and state changes associated with active task
Prepare Productions in accordance with existing SOPs and SLAs
Perform Quality Control steps for Productions in accordance with existing SOPs and SLAs
Providing end-user support in the eDiscovery review platform
5+ years of experience, preferably in eDiscovery or Legal
Knowledgeable in various eDiscovery tools including but not limited to: LAW, Recommind, and iConvert
Possess technical skills and knowledge to effectively investigate and attempt to resolve issues that arise from the processing of data

187

Operations Specialist Resume Examples & Samples

Processing return deposited items to the proper accounts including but not limited to checking and savings accounts, mortgage and/or commercial areas, for all bank regions. During this time the employee will enforce multi-bank processing differences
Maintaining special instructions on bank level, account type level and account number levels to satisfy both commercial and retail customers in all bank regions, through advanced imaging and processing software
Researching and establishing holds for all bank regions on accounts when receiving notifications of large return deposited items from other financial institutions, and notifying the account holder through written notification of any holds placed onto an account
Researching misrouted items and providing documentation to other financial institutions to attempt to process item(s). Establishing the readiness of item transmissions between multiple IP sites, for all states on a daily basis
Work with other Corporate Operation departments to affect item payment decision including processing and correction of transit and in-clearing errors, notification of any kiting suspects, accounts drawn NSF, accounts that have been open less than 30 days, accounts with items returned for the reason of account closed, and accounts with NSF or suspicious activity
Researching and resolution of return deposited items that are outside traditional processing parameters and queues. Thereby displaying a higher level of judgment, independent action and knowledge of banking practices; as well as knowledge of the policies and procedures of other internal TCF departments in all state regions
Maintaining compliance with Regulation CC by evaluating and administering maintenance to accounts as needed before processing return deposited items
A minimum of 6 months previous TCF Bank experience or twelve months or more of comparable previous work experience

188

Operations Specialist Resume Examples & Samples

Ensuring that surveillance is effectively reviewed while delivering a high quality work product
Identify, communicate and remediate process breakdowns and best practices
Creating and delivering reporting on process effectiveness to leadership team
Maintain documentation and process manuals, while incorporating regulatory and constant process changes
Up to 4 years of Corporate Intelligence, due diligence, and/or Operations experience in the financial or professional services industries preferred
Bachelor?s degree from an accredited college / university
Solid understanding of common money laundering schemes as well as regulatory environment
Strong interpersonal and verbal communication skills with the ability to apply sound reasoning when delivering services
Has the ability to use various PC, MS Office and internet applications and tools to support day to day processes
Be able to handle highly confidential information professionally and with appropriate discretion
Possess strong analytical / reasoning skills
Has the ability to effectively handle a fast paced environment and successfully meet established deadline requirements
Be self-motivated and must have the ability to work independently

189

Operations Specialist Reorganization Resume Examples & Samples

Excellent communication skills, both verbal and in writing
Knowledge of administrative and clerical procedures and systems, managing files and records, and other office procedures
Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data
Accurate typing ability (30 wpm) and 10-key calculator skills

190

User Operations Specialist Resume Examples & Samples

2-5 years experience in a customer support, community management or similar role
Experience using a ticket tracking system to respond to emails on a large scale
Proficient in Mac operating system, MS Office Suite, Adobe Suite (preferred)

191

Voice Operations Specialist Resume Examples & Samples

Daily oversight of all order and task queues that represent various states of readiness to complete
Maintain the incoming call Help Line and utilize CSG, ICOMS, OMSe, Issue Track and Access to research, diagnose, advise and resolve problems with Home Phone provisioning problems
Assist in the investigation and resolution of FCC, PUC or BBB complaint requests

192

Resource Operations Specialist Resume Examples & Samples

BA or equivalent work related experience
Minimum 5 years of experience working in customer support or related work
Experience in corporate sales support or related teams is a plus
Above average Microsoft Excel skills. Ability to manipulate and report out on large amounts of data
Experience creating and analyzing reports from database systems (Salesforce.com, etc.) for management
Experience working with Microsoft Office as well as CRM system and company databases (i.e. Oracle, SAP, Salesforce.com) is a must
Must have excellent motivational, listening, and problem solving skills. Attention to detail and accuracy is critical
Must be able to work independently and follow detailed workflow processes. Must also be able to work collaboratively across teams. Striving to treat all stakeholders with support, dignity and respect
Must leverage “best in class” practices for customer care
Listen to customers and internal stakeholders needs and be proactive in delivering 100% satisfaction. Must have a polite demeanor and ability to exercise patience with both customers and internal stakeholders
Strive for “first call resolution”. Always avoid passing the customer on to someone else - if at all possible
Must be comfortable analyzing and processing large amounts of information
Must be able to make swift and informed decisions independently, always balancing customer and company interest
Must be capable of managing multiple projects at a time and prioritizing day-to-day tasks efficiently

193

Operations Specialist Resume Examples & Samples

Reviews documents, items, and printouts from internal and external sources
Retrieves photocopies and statement
Performs data entry review and verification
Perform Quality Control of images and documents before mailed
Communicates with internal and external contacts
2 years prior banking, customer contact, accounting or retail background or equivalent
Experience with documentation and follow-up in a problem solving environment
Must be multi-tasked with strong organizational skills
PC skills (Microsoft Office, Windows 95/NT)
Must work well under pressure and with minimal supervision
Good Filing skills

194

Remote Operations Specialist Resume Examples & Samples

Designs technical CAD drawings to depict the technical signal flow of a remote television broadcast
Supervises the installation, operation, teardown, manpower and maintenance of the technical equipment and is technically responsible for the quality of the remote origination
Advises production personnel and the Operations Producers of technical costs and options as situations arise
Works closely with organizing bodies on the design and implementation of technical processes of each show/event
Maintains up to date knowledge of the latest progress in technical innovation. Assists in the approval process for the selection of vendors, uplink facilities, and fiber connections
Maintains communication flow with other sport category managers on new technical developments or circumstances that may affect other shows
Knowledge of electronics and s in broadcasting in the video, audio, RF, lighting, videotape and maintenance areas
Minimum 7-10 years of broadcast experience, primarily field technician
Proficient with WORD, EXCEL, POWER POINT and VISIO computer programs
Advanced technical school or engineering courses specializing in electronics or radio/TV

195

Operations Specialist Resume Examples & Samples

Communicate with customers or bank personnel to guide them through a series of actions over the phone to help troubleshoot and resolve complex issues with little or no supervision
Complete online setups and maintenance for cash management customers including NetTeller, Positive Pay, Remote Deposit, Wires, and/or ACH
Independently determine if remote deposit capture items are legitimate and accurate and take appropriate action(s) to minimize potential losses
Install and configure computer hardware and software for remote deposit installs, troubleshoot system problems, and solve technical issues
Prepare, process, and ensure accurate enhanced account analysis reporting and maintenance for business customers
Maintain or exceed established service level agreements and guidelines for timely and quality resolution of service requests for cash management customers
Multi-task between multiple systems while prioritizing incoming requests

196

Operations Specialist Resume Examples & Samples

To respond timely and empathetically to all our customer`s needs and requests
Document and update systems and processes if needed
Is dedicated to meeting the expectations and requirements of both internal and external customers; gets first- hand customer information and uses it for improvements in service; acts with customer in mind, establishing and maintaining effective relationships with customers, gaining their trust and respect
Uses rigorous logic and methods to solve difficult problems with effective solutions, probing all fruitful sources for answers; can see hidden problems, looks beyond the obvious and doesn`t stop at the first answer
Can quickly find common ground and solve problems for the good of all, representing his/ her own interests and yet being fair to other groups; is capable of solving problems with peers with minimum noise; is seen as a team player, cooperative, who gains trust and support of peers

197

Personal Account Dealing Operations Specialist Resume Examples & Samples

Bachelor's degree and/or 2-3 years equivalent work experience in the financial services industry
Ability to build and maintain effective working relationships with all levels of management and external parties
Quick learner; innovative and analytical
Ability to adapt to opportunities presented through change
Solid Communication skills, both verbal & written
Strong data analysis skills with ability to provide guidance to partners and stakeholders based on analysis gathered
Demonstrated experience in defining/documenting new processes ensuring the appropriate level of controls in place
Ability to learn proprietary software
Microsoft Office skills with proficiency in Access, Word, PowerPoint, Visio, Excel (e.g. use of pivot tables and v-lookups)
Knowledge of compliance techniques in the financial services industry
User Acceptance Testing experience

198

Operations Specialist Resume Examples & Samples

Process branch requests for Courier and Business Check Card orders
Provide professional, friendly customer service for all pre-paid and debit products inbound customer and branch telephone calls
Respond to branch e-mail requests in a timely manner
Research returned mail for deliverable addresses and contact customers to ship replacement cards
Process and submit bulk prepaid card orders
Support branch staff with check card escalations related to special handling requests and card delivery tracking
Responsible for reviewing all personalized check card image submissions daily for compliance with established guidelines
Search Internet to determine copyright violations on image submissions
Provide assistance to cardholders whose images have been declined and document reasons image failed guidelines
Research and resolve customer transaction issues related to declined transactions
Support Branch Personnel in responding to 3rd party data breaches/card compromises when necessary
Verify inbound monthly reissue check card shipments, inventory and stage re-shipment of all check cards for clients in Mexico to appropriate branch location
Protect the assets of the bank
Assist cardholders in registering for Verified by Visa
Follow all Check Card Operations Procedures in accordance with Visa regulations

199

Operations Specialist Resume Examples & Samples

Responsible for scanning batch-oriented documents using Kofax software
Ensure that work is completed within the prescribed deadline
Ability to read and interpret documents

200

Risk Control Operations Specialist Resume Examples & Samples

Investigate day today exposure movements and netting issues
Run the daily UBSL EAD process
Respond to adhoc queries received from Credit officers and other internal clients
Coordinate the quarterly market parameter update process
Work effectively with other team members to deliver against shared objectives

201

Risk Control Operations Specialist Resume Examples & Samples

Service US time zone EPS/CCAR project implementation requirements for Risk Control Operations in collaboration with the RCO CCM team in London
Lead the month end credit adjustment process and Risk Finance Alignment in collaboration with RCO RWA Optimisation team , Credit Officer, RCO Support & Data Management Team, Risk Methodology, Business Managers and Finance
Service the US EPS/CCAR Regulatory Reporting controls and reports
Analysis of month end Credit Close, substantiating Exposure and RWA movements
Working effectively with other team members to deliver against shared objectives
Supporting others in own and other teams where sharing specific functional or product knowledge will speed completion of tasks and /or improve the quality of key project deliverables
The individual should understand EPS/CCAR and Basel 3 regulatory capital calculation and reporting requirements
The individual should also have strong IT literacy skills, navigating and querying databases, writing SQLs in order to explain/substantiate RWA /Exposure movement drivers

202

Risk Control Operations Specialist Data Management Analyst Resume Examples & Samples

Support and implement instructions received from credti officer community as per UBS policies
Investigate queries received from credit officers on client data setup and limit amendments
Problem solving skills and high level of attention to detail
Strong decision making skills and initiative, ability to exercise good judgment and escalate issue to line manager a must

203

Operations Specialist Resume Examples & Samples

Process daily cash receipts from over 90 Webcash, Online and Email bank accounts to the receivables system (ILS) of approx. $25MM daily and $6BN annually
Monitor all Transfer of Payment s through TPRS to ensure accurate cash posting
Anti-money laundering (AML) – review all daily receipts for compliance with GE AML process. Interface with Compliance Team and Corporate with regard to AML policies and procedures. Assist with quarterly audit requests
Respond in a timely manner to all queries raised regarding receipts & postings, (particularly relating to Treasury, Sales & Deliveries of Aircraft)
Manage daily invoicing process. Daily review with Ops team regarding decisions to bill deposits and sundries. Interface with Finance weekly, with regard to the billing of the loan transactions
Mange the monthly Late Payment Interest billing process and upload daily interest rates for calculations
Controllership of the daily receipts process including independent verification of all receipts postings
Maintain the Daily cash and billings tracker
Manage weekly Controllership Reporting and Metrics for Operations
Manage bank account movements for over 90 bank accounts for simplification of access
Generate the bi-weekly PQR (Portfolio Quality Review) report for senior management review
Manage the Month and Quarter Close Process between Finance, Operations and IT
Ensure the Standard Operating Processes are maintained for the Cash Team and control metrics regarding Operations Team SOP’s
Maintain the Operations Letter of Credit Audit
Manage Internal and External Audit queries
A college or university degree with business focus
Operations/customer service experience
Proficient in MS office applications (Word, Excel, PowerPoint and various database applications)
Excellent administrative and inter-personal skills and strong communication (written and oral) -proven ability in managing effective relationships with different global cultures, working levels and functions
Excellent organizational skills and attentive to detail
Ability to manage deadlines, to multitask and prioritize effectively
Initiative and self-motivation

204

Business Analytics & Operations Specialist Resume Examples & Samples

Developing and running reporting infrastructure supporting the Rythm of Business and enabling key insights and critical decision-making for the business stakeholders
Support and manage key sales excellence processes, to ensure all business processes run efficiently and meet planning and milestones
Reporting Skills – very good knowledge of Microsoft Office products, most important Excel (with PowerPivot and Power BI), basics of SQL,
Analyzing Information, Statistical Analysis, (developed analytical and organizational skills)
Process Improvement, Informing Others,
Excellent soft skills: ability to communicate, build working relationship and cooperate with different people in the company
Fluent English skills (oral/written)

205

Operations Specialist Resume Examples & Samples

Analyze all legal documents and other legal processes received by TCF to assure authenticity and compliance with State and Federal Regulations for Minnesota and Colorado
Research, prepare and coordinate the retrieval of all bank documents required for all subpoena’s, search warrants and court summons/orders as required by government agencies, to ensure all documents are present and are delivered to the appropriate outside agencies by assigned deadlines
Research and respond to attorneys, Corporate and Branch Operations upper management, investigators and governmental officials in a timely manner
Testify in court if named in a specific Subpoena
Demonstrate fiscal responsibility when working all files. Facilitate the most cost effective means to retrieve all required documents. Provide billing invoices for document retrieval at assigned or designated government rates. Collect and post restitution when received. Coordinates travel arrangements and witness fees when necessary
Good communication skills in order to communicate orally with all levels of management as well as create routine written memos, letters and customer correspondence

206

Operations Specialist Resume Examples & Samples

High level of decision making
Deals with complex situations
Effectively resolve large dollar case immediately
12 months related experience
Ability to address complex situations and make good decisions to resolve them
Ability to calculate figures and amounts such as discounts, interest, percentages. Etc
Ability to apply concepts of basic algebra and geometry
Well-rounded understanding of banking concepts and systems

207

Operations Specialist Resume Examples & Samples

Analyze all information, legal documents and other legal process received by TCF to assure authenticity
Determine the customer accounts required for each piece of legal process received
Coordinates the retrieval documents for subpoenas and summons as required by government agencies, to ensure all documents are present and will be turned over to the various outside agencies
Sends proper notification to customers, when dictated by regulations, regarding the service of legal papers to TCF
Researches and responds to attorneys, Corporate and Branch Operations upper management, investigators and government officials or general customer correspondence regarding legal process
Logs and reviews bankruptcy documents as received via First Class mail, inter-office mail or personal delivery service
Processes worthless check inquiries according to Minnesota statue and departmental procedures
Communicates effectively with all levels of management within TCF and outside professionals
Prepares monthly reports for management on current volumes on incoming legal requests
Plans and schedules work activities to complete assignments in order of priority, keeping within the time frame set by law and/or stated in the document
Previous legal experience preferred
Experience in working with attorney offices and local law enforcement agencies helpful

208

Operations Specialist Resume Examples & Samples

Proactively explore tactical and strategic solutions to close identified control gaps, working with other groups as appropriate. Ensures existence of mitigating controls
Work with multiple units in operations, BU and technology on projects and initiatives
Strong team working skills and trade processing experience
Previous experience with the Repo Product

209

Operations Specialist Resume Examples & Samples

Single point of contact navigating the organisation for our clients
Client call back reports
Ability to calculate and adjust client?s margin figures
Handling various administrative duties
Strong client service experience in derivatives
Knowledge of futures markets preferred
Strong communication / phone skills

210

Risk Control Operations Specialist Data Management Resume Examples & Samples

Build strong understanding of Data Management business processes and key data items
Ensure correct level of authority approval provided for all limit increase requests raised by credit officers
Support and implement instructions received from credit officer community as per UBS policies
Liaise with Risk IT, Operations, etc… to resolve issues in systems post change releases as well as production
Participate in system testing activities for new change releases to the production environment
Highly motivated self-starter with a successful track record in managing multiple tasks
Good understanding of current credit infrastructure and products traded by UBS

211

Operations Specialist Resume Examples & Samples

University degree/college diploma or extensive work experience
In depth understanding of end-to end transaction processing in one or more Trust Products
Technical capability to support product operations
Well versed in Microsoft Access Data Bases and ability to create queries

212

Operations Specialist Resume Examples & Samples

Ensuring adherence to Company & Department policies and procedures
Provides assistance to other teams in operations
Effectively prioritizing and delegating tasks
Ability to communicate effectively with internal and external clients as well as various agencies
Ability to maintain confidentiality of classified client information
Strong competency in MS office suite, particularly Excel

213

Operations Specialist Resume Examples & Samples

Interface with client serving team on all reported incidents and service requests
Work with Project team on documentation and process for implementation and transition of new applications or processes
Participate in any and all handover activities for incidents that may be passed to other SLHS teams for follow the sun activities
Work with vendors for solutions related with GVM findings. Apply patches and file appropriate exceptions where applicable
Serve in the role of primary contact with the vendor as day to day operations support and within incident resolution actions
Participate in and contribute to all operational documentation

214

Operations Specialist Resume Examples & Samples

At least 2 years of experience in Operations, Customer Service and/or Demand Planning
Experience working with Canadian retailers
Prior Knowledge of importing and exporting out of Canada
College degree preferred & appreciated
Full Circle experience preferred
Detail-oriented and ability to multi-task a must
Must be open to travel
Bilingual English/French skills a plus
Prioritize and handle multiple tasks with varying deadlines
Utilize multiple resources to determine best course of action
Make timely decisions with good judgment
Good written and verbal communication
Sense of urgency in completing work
Microsoft Word and extensive Excel experience is a must
Organized and able to communicate clearly and concisely in a variety of formats; Email, written correspondence, phone

215

Email Operations Specialist Resume Examples & Samples

Assist in daily execution of email marketing campaigns including set up, deployment, testing, and optimizing in collaboration with the Email Manager, CRM team & agency partner
Oversee the process of collecting & delivering campaign assets to our agency partner, including link sheets, supporting creative, subject lines and disclaimers
Coordinate with channel partners, including Retail, Factory Outlet, Employee Store, and Tent Sales, to ensure campaigns and assets are scheduled, tracked and received in a timely manner
Leverage Basecamp online calendar tool to manage workflow of email calendar by meeting deadlines for asset delivery and content approval
Manage the email approval process by collaborating across teams to finalize content, segmentation, subject lines and promotional details
Quality assurance and testing of campaigns for accuracy, brand consistency, functionality, and customer experience
Identify improvements in email program and campaign performance, as well as testing opportunities
Create segmentation blueprint for campaigns
Maintain knowledge of email, target consumer, retail, digital marketing and competitive trends
Brief email targeting criteria to agency partner
Review email targeting set-up against targeting briefs, provide feedback and approvals
Assist with additional email and CRM projects as needed
Proven track record working on email marketing programs, including end-to-end email campaign execution, performance reporting, and program management
Excellent problem solving skills – able to identify, analyze and propose solutions to various technical and business issues
Strong project management skills, including the ability to work on several projects simultaneously and the ability to manage projects on a market level
Strong skills in Microsoft Office Suite, particularly Word and Excel
Action-oriented with the ability to multi-task and discern priorities
Ability to communicate complex issues clearly and effectively to internal and external clients and vendors, both orally and in writing
Functional knowledge of digital marketing, testing methodologies, or user experience a plus
Bachelor’s degree in Business, Marketing or related field and a minimum of 2 years of experience in email and digital marketing – preferably in apparel or footwear retail. Equivalent combination of education and experience may be substituted
At least two years working experience in email marketing is required. Experience in a B2C environment is strongly preferred
Knowledge and experience with A/B testing and dynamic content planning and deployment
Experience with other digital marketing channels preferred
Experience with Customer Relationship Management (CRM) programs preferred

216

Operations Specialist Resume Examples & Samples

Gives work direction and training of interoffice mail center clerks for the day-to-day routine
Interoffice duties- researching / directing incoming postal mail, reviewing tub manifests, spoiled postage processing and supply ordering
Researches/fulfills customer service requests for Interoffice/Outgoing Mail including FedEx administration duties
Develop working knowledge of Production Mailings and Postal Regulations
Maintain a clean and safe work environment for mail center
Understands the basic functions of the Pitney Bowes Mail Management System for report printing and general administration
Daily Courier/Messenger runs (9AM/Noon/4PM)
Develop and Implement special projects requested by the mail room supervisor/manager
Serve as backup to the Interoffice/Outgoing Mail Coordinator
Operates the Connect Plus postage meters, PB & Baum folding machines
Pac Trac accountable mail tracking and deliveries
Balances Postage General Ledger and back up the monthly ARIS reconciliation
12 months experience leading a small group of employees
Very detailed oriented
Proven ability to work in a team environment, works well under pressure and be flexible to accommodate the needs of the business

217

Operations Specialist Resume Examples & Samples

Ensure for each of these projects that thorough business analysis is performed and accurate & detailed business requirements are developed with the support of the appropriate Operations resources
Create and chair appropriate forums (such as working groups) to drive the project(s), provide status updates and escalate/resolve issues
Develop strong relationships with IT colleagues to design, develop and implement technology platforms to deliver solutions to these business requirements
Liaising with Business Units, Legal and Compliance, Technology, and Operations Line across multiple areas to gather requirements and assist in strategic project scoping and planning
Comfortable working with ambiguity, managing & resolving complex issues
Preferable experience in OTC/LD and Project Management
Ability to take ownership of multiple projects within the Clearing space with ultimate responsibility for successful delivery of the project(s) to time and budget
Experience in managing large scale projects with practical knowledge of defining business cases, requirement gathering, resource planning, implementation and milestone tracking, test planning and other project management skill sets
The ability to communicate requirements to Operations, project members as well as IT and project partners

218

Project Operations Specialist Resume Examples & Samples

Supporting the OVC TTAC Call Center to include
Bachelor’s degree plus one year of experience is required for this position
This position requires strong organizational and interpersonal skills
Solid command of the English language with advanced verbal and written communication skills effective telephone manner with excellent PR skills for interacting with clients and other professionals
Effective time-management skills with emphasis on quality and timely completion of tasks Demonstrated knowledge of office procedures, working knowledge of the Internet, word processing, spreadsheet, and presentation software packages is required
Ability to work independently and collaboratively with minimal supervision
Special considerations and complexities related to this position include responding to the needs and requests of multiple managers and other staff
Frequently changing priorities in a fast-paced environment
Interaction with high–level personnel, both within the project and the Client
Experience in the field of victims’ rights and services, or juvenile justice/criminal justice is preferred but not required
2-4yrs of experience in the related field is preferable
Strong analytical, problem-solving and decision making capabilities
Demonstrated outstanding level of professionalism in providing administrative support, including ability to exercise good judgment, discretion, tact, and diplomacy
Ability to apply detailed knowledge of organizational procedures to make independent decisions and serve as a credible resource for a senior management team
Excellent problem solving skills with ability to analyze situations, identify existing or potential problems and recommend solutions
Ability to be flexible to handle multiple priorities and to work limited overtime as necessary

219

Drop Ship Operations Specialist Resume Examples & Samples

Support the business by providing a variety of specialized services
Provide support by executing established business processes
Plan, facilitate and/or execute assigned projects
Research and resolve issues using appropriate resources
Train coworkers and less experienced staff, as appropriate
Collaborate with peers and leaders to ensure project outcomes align with priorities and direction
3-5 years experience in vendor management / analysis
Ability to work independently as well as collaboratively
Proficiency in MS Office suite; advanced Excel skills - pivot tables and graphing

220

Operations Specialist Resume Examples & Samples

Review accounts, including past documentation across various systems of records, against processes, procedures, and documentation, to ensure procedures were followed
Ability to analyze processes from beginning to end through detailed review to identify exceptions to policy and procedure
Clear, accurate, and consistent documentation of review results
Ability to adapt to changing requirements while ensuring quality adherence
Daily interaction with project team, including quality control analysts, project managers, and remediation execution managers
Must stay current on all policies and procedures to incorporate that knowledge into thorough reviews
May include the review of actions performed by junior analysts and work focused on accounts and projects of higher complexity
Must be capable of multi-tasking and prioritizing in a time sensitive environment
Must maintain a high level of accuracy with attention to detail
Highly motivated team player
Background in SCRA is a plus
Have a solid understanding of computer systems and Microsoft applications, specifically Excel and Word

221

Guest Services Operations Specialist Resume Examples & Samples

This role requires 3 or more years of customer service experience
Strong research, communication (oral/written), analytical, computer, internet, and search skills
Strong organizational skills, with ability to prioritize work as needed
Ability to efficiently maneuver in multiple systems
Superior attention to detail and exceptional organizational skills
Ability to effectively and professionally meet internal and Guest expectations and positively represent the company
Ability to multi-task, work under pressure, and effectively manage time and workload
Desire to identify opportunities for business improvements
Proficiency in Microsoft Word, Excel, and PowerPoint
Excellent Guest and personal relationship skills; team player, hardworking, and pleasant attitude
Professional, integrity, vision, creativity, adaptability, value partnerships, assertiveness, resiliency, and advocate of change

222

Credit Union Operations Specialist Resume Examples & Samples

Posts daily ACH, Share Draft and ATM files and makes appropriate adjustments as needed, reconcile general ledger accounts, and posts exceptions
Administers ATM programs, ATM Cash management and vendor management
Share Branching adjustments and support
Processing member wire requests, return deposits and disputes processing/resolution for ACH, Drafts, Share Branch and Cards
Monitoring system reports, as assigned

223

Card Operations Specialist Resume Examples & Samples

Knowledge of card products and technologies
Basic knowledge of IT and computers
Self-motivated, initiative
Ability to work independently and in team

224

Operations Specialist Resume Examples & Samples

Monitor global data centers including servers, storage, network using the tools provided
Monitor daily batch job stream
Monitor websites and applications using the tools provided
Monitor field office environments using the tools provided
Follow established procedures for monitoring, verifying, resolving or escalating for all incidents and alerts
Escalate to internal and external/vendor resources
Ensure incident tickets are created, updated and closed for activities occurring during shift
Follow up on open incidents until closure
Follow established rules for monitoring, resolving or escalating Priority 1 and Autosys incidents
Monitor PDU, UPS, HVAC and Telco's for global data centers
Follow emergency, security and housekeeping procedures for Data Center and Network Operations Center
Escalate to and work with vendors to resolve incidents
Respond to IT requests and incidents for access to data center
Support Data Center work, including server and network changes as requested
Perform periodic physical checks of Data Center including temperature and electrical
Receive shipments and follow established procedures to notify appropriate group
Monitor backup jobs using tools provided
Follow established procedures for monitoring, verifying, resolving or escalating for all backup incidents
Add/remove tapes from the tape libraries for backups and restores
Prepare tapes for off-site pickup and receive tape from vendor
Call back tapes for restore and track location
Monitor the tape inventory and initiate purchase request as necessary
Learn and incorporate new procedures
Escalate any on shift problems to Operator II or III
BS/BA preferred or in progress. Or, equivalent experience in Computer Science
1+ years’ experience in IT related field
Solid working knowledge of IT methodologies, concepts & related best practices required
Knowledge of various types of Windows based and Unix based servers and also various vendor specific network hardware preferred
Understanding of IT infrastructure & applications architecture and layout required
Proficient in Microsoft Office (Word & Excel) required
Working knowledge of Microsoft SharePoint preferred
Data Center environment knowledge preferred
Excellent communication skills (verbal & written) required
Excellent analytical skills required
Good time management skills, able to work in a fast paced environment, and manage priorities required
Experience in IT environment, including basic knowledge of technical components required

225

Operations Specialist Resume Examples & Samples

Process customer account adjustments as appropriate to complete daily balancing procedures as necessary. Exercise higher level of judgment and discretion
Notify supervisor immediately of missing work/reports and other changes contrary to the normal daily processing
Decision (NEXC – rejected transactions: NSF and Stop Pay) in excess of 550 accounts each day by 10:30 a.m. lock time
Resolve daily problems with checks paid and checks returned
Ensure all balancing/daily records are filed in an orderly fashion
Assist in month-end branch reconciliation process
Ability to work independently and be a cooperative part of a team willing to assist others when needed
Ability to communicate effectively with different levels of management verbally and in writing

226

Operations Specialist Resume Examples & Samples

Ability to handle outbound and inbound phone calls in a timely manner
Ability to quickly resolve customer questions utilizing various computer screens and programs
Individual should be detail oriented and be able to work as a team as well as individually
Auto experience strongly preferred

227

Portfolio Management Operations Specialist Resume Examples & Samples

Analyzing and resolving issues within the Project Portfolio Management tool landscape
Applying sound expertise in a Project Portfolio Management area to support the Team Members and Working group
Proposing and support in implementing changes to Clarity (OnePPM) tool – part of working group
Fostering collaboration and supporting various stakeholders to increase efficiency and ensure consistency on project portfolios data
Solving operational tasks in timely manner according to operational SLAs and working procedures
Demonstrating deep knowledge of relevant operational processes & business content
Dealing with tasks of highest complexity
Presenting sound knowledge of multiple operational processes and strongly contributing to the success of Global PoM Group teams
Coaching other team members, colleagues on usage of systems, sharing information across teams
Leading key tasks and processes in partnership
Presenting professional expertise dialog with Stakeholders and Senior / Expert Community
Experience working as a PMO / Specialist in Project Portfolio area
Excellent Word, PowerPoint and Excel skills. Good knowledge of SharePoint
English, written and spoken (German a plus)
Working experience in analysis and solving of issues and processing of data
Good analytical skills and high attention to details
Good to excellent communication skills with demonstrated ability to write clear, concise business communication for multiple levels (management, technical, user) and formal documents
Experience in working in large multinational corporations
Experience in using Sharepoint, Clarity, MS Project

228

Operations Specialist Resume Examples & Samples

Manage multiple work streams
Deliver (long term) projects on time and to a high standard
Drive process improvements enhancing control and efficiency
Manage relationships remotely
Responsibility for the day to day management and execution of vendor control process
Developing sound client and vendor relationships
Being a first point of escalation for queries coming from clients and vendors
Monitoring vendor KRIs and KPIs and escalating any red flags to the management team
Critically analysing exception and control reporting and driving the resolution of any breaks
Provision of sound risk management to the process and enforcing the culture of risk management within the team
Continuous improvement to the processes in both control and efficiency through both self managed and team driven projects

229

Operations Specialist Resume Examples & Samples

Analyzing, researching, and resolving customer claims of error or unauthorized electronic funds transfer transactions to determine TCF’s liability under Federal Regulation E or Regulation Z and assists with possible recovery
Responsibility for more complex functions of claim processing including; verifying Regulation E and Regulation Z claims for accuracy and quality, re-evaluating closed claims at the request of the customer, completing the final resolution on claims following additional processing in another department, and monitoring customer accounts and processing any applicable adjustments following removal of provisional credit. Processing adjustments to customer accounts ensuring they are completed within required compliance time frames. Clearing outstanding entries from assigned general ledger account(s)
Complying with Federal Regulations E and Z. Visa Operating Regulations, TCF’s Electronic Funds Transfer Agreement and all other federal, state, and/or bank regulations in researching, investigating and resolving claims
Work with federal, state, and local law enforcement agencies to prosecute suspects on unauthorized claims. Adhere to policies and procedures within the department as well as Federal Regulations and State Laws

230

Operations Specialist Prime Brokerage Resume Examples & Samples

Ensuring that all client positions and valuations are accurate, that correct requirements are being charged in accordance with the clients' strategy and margin policy, issuing margin calls and ensuring they are covered same-day
Understanding day-to-day client portfolio movements and products traded, thinking about what your clients are trading, actively challenging things that do not make sense
Working extensively with the IT, Risk Management & Client Service teams on a daily basis to ensure accuracy of margin calls and client reporting, maintaining a controlled & commercial business
Managing operational risk by performing key daily controls while understanding impacts of any exceptions and escalating where appropriate. IPB & IWM rely on our team to manage and highlight operational risk in the margin process. We are the last line of defence in a market or client crisis
All degree disciplines considered. Strong numerical and analytical skills are a prerequisite and previous industry experience is desirable
Exposure to hedge funds industry / derivatives products / prime brokerage margin an advantage
Strong interpersonal skills with the confidence to deal with senior internal clients & a strong team of experienced professionals
Demonstration in any past work experience of robust analytical skills and high attention to detail
A self-starter with the ability to work on their own initiative as well as be a solid team player
Computer literate and familiar with most packages including Excel. Access/macro skills an advantage
Demonstration in any past work experience of robust analytical skill, high attention to detail, risk management capabiliites and a control mindset

231

Operations Specialist Resume Examples & Samples

Action order entry, confirmation, allocation and analysis of all customer orders to maximize ordering/replenishment policies
Deal with product availability queries and ensure continuity of information both internally to the plant and externally to the Distributor base
Set up new accounts (EDI or manual) and manage account maintenance/changes
Handle non-quality customer complaints/issues and returns to the satisfactory conclusion of the distributor base
Negotiate freight costs/service levels with domestic and international freight forwarders
Pick, scan and ship finished products when required to ensure continuity of business
Report plant and cell metrics internally to cells and externally to distributor forums
Produce open order reports, daily backorder reports, weekly backlog reports, shipping reports, Order policy analysis and any other reports required for customers
Interface daily with Manufacturing Team Leaders and planners regarding orders, order patterns, date allocations, forecasts, returns, non-conforming product, markets, distributor issues etc
Visit Distributors/Affiliate plants in the field to strengthen their relationship with the manufacturing plant
Receive Visitors to the plant and act as facilitator for all key Distributor visits
Participate in 5-Pillars initiatives and ensure compliance with team targets
Perform Audits of other cells within the plant to ensure compliance with standard Quality procedures
Lead and participate in cross functional and cross divisional process improvement initiatives
3rd level qualification in Business, Materials Management, Supply Chain Management/Logistics or other equivalent is required
3-5 years Customer Services or Logistics/Supply Chain experience preferably in a regulated manufacturing environment
High level of PC skills required. The successful candidate must be proficient with Microsoft Word, Microsoft Excel and PowerPoint packages
Self-starter with demonstrated efficient work methods, analytical & problem solving skills and ability to handle multiple tasks in a fast paced environment
Capable of working as part of a multi-disciplined team

232

International FX Operations Specialist Resume Examples & Samples

Foreign drafts
International Incoming/Outgoing Wire Transfers
Foreign item processing operations
FX Hedging
Contingent Asset and Liability Accounts
Send tracers, recalls, amendments as needed
Process wires as per Dodd Frank rules related to consumer originated wires
Backup/Crosstrain on all other positions within their specific unit
Three years of operations-type work experience
Three years of International Operations experience
Excellent support skills (typing, PC, etc.)
Three years of International FX Operations experience

233

Int, Operations Specialist Resume Examples & Samples

Strong executions skills
Working knowledge of SAP
Strong computer skills in Microsoft’s PowerPoint, Excel, Word and Outlook
Must be highly organized, detailed oriented and possess excellent follow through skills
Strong analytical skills are a must
3-5 years experience in a corporate customer service environment
Footwear experience desired

234

Mortgage Banking Shared Services Operations Specialist Resume Examples & Samples

Partner with Content Managers who will provide written materials for formatting, design and publishing of all materials for InfoSource
Format and/or convert information to HTML using free-form and defined templates
Incorporate standard functionality, search features, toggles, etc to all communication ensuring a positive end user experience
Ensure the publication of timely, accurate and functional content
Develop and implement enhancements to existing formatting and design to continually improve end user experience
Identify cross-team/procedural impacts and communicate as appropriate
Manage priorities and work loans to best serve both internal and external customers
Assume responsibility for all archival and other compliance related tasks
Partner with the Business and IT Support to develop and implement new technology
Degree in Visual Communication, Technology, Web Design or equivalent work experience required
Minimum of one year experience as a web content developer preferred
Proven ability to complete front end web design and back end development functionality with little to no direction
Mastery of Adobe products mainly: Dreamweaver and Photoshop
Strong HTML, CSS, JavaScript knowledge
Produce well commented, valid, easy to follow code
Proven ability to perform with ambiguous or changing direction
Demonstrated ability to learn processes and technology quickly
Team oriented attitude
Demonstrated ability to realign priorities, workload and schedule to meet the needs of the business

235

Operations Specialist Resume Examples & Samples

Performs 24/7 shift-coverage network surveillance or basic triage based on fundamental technical concepts
Responsible for coordinating, executing, and troubleshooting (when necessary) the Sony TV Live Event Blackouts and Market Protects for various regional & national networks in a 24X7 environment
Escalate complex or undocumented issues to higher level technical resources (Sr. Operations and Engineers)
Bachelor’s Degree in media/communications preferred
2+ years’ experience in a broadcast/network operations environment
Deep understanding of local & national blackout restrictions
Technical expertise in troubleshooting broadcast/video feeds, video content, and e-commerce related issues and escalations
Familiarity with content management systems, FTP sites, and VOD Distribution
Working proficiency in Microsoft Excel, PowerPoint, Jira, or equivalent tools

236

Operations Specialist Resume Examples & Samples

Prepare brokerage account paperwork for opening new accounts and for transfers
Oversee the asset transfer process
Establish, service, monitor, and maintain client investment accounts
Handle beneficiary changes and transactions
Order and prepare pickups for check or paperwork submission
Process incoming checks and screen incoming account paperwork for accuracy
Assist Advisors in ensuring all regulatory and compliance issues for the company
Enter notes in CRM database daily, based on advisor-client interactions. Input advisor, and appropriate non-advisor, dictation. Work to ensure data integrity in all databases
Prepare and proof-read reports; check documentation and electronic data for errors
Initiate client correspondence
Assemble and package materials for client mailings
Assists Team Leader daily with various items as needed

237

Operations Specialist Iv-taxes Team Lead-mortgage Banking Resume Examples & Samples

Review of mail correspondence from internal and external sources
Reconciliation of all payments made by the department
Review of vendor reporting to identify tax delinquencies
Support Default/Legal requests regarding property taxes
Special projects and testing, as needed
Two years mortgage banking or equivalent college experience, with Tax and/ or Default experience highly desired
Excellent written, verbal and interpersonal communication skills required
Working knowledge of mortgage loan documents
Must be able to prioritize work, meet daily scheduled guidelines, and work within required timeframes
Ability to research and resolve complex issues
Proficient with using Microsoft Word, Excel, and Access. Knowledge of internal Home Equity and Default systems preferred

238

Operations Specialist Resume Examples & Samples

Excellent verbal/written communication skills
Moderate computer skills (email and other applications utilized daily)
Ability to prioritize workload, work under pressure and be pro-active along with being flexible
Ability to build professional, internal relationships
Ability to lift up to 40lbs and stand for up to 8-10 hours
A background in inventory management is desired

239

Regional Acceptance Recovery Operations Specialist Resume Examples & Samples

Provide support to the RA Recovery Department by completing monthly reporting and new charge-off load and distribution processes, including
One year of experience as a recovery representative
One year of experience working with vendor partners
Knowledge of internal systems Paradata and RMS

240

District Operations Specialist Resume Examples & Samples

Handles all HR functions for multiple offices with large number of employees
Compiles and analyzes a variety of reports
Processes and approves all field accounts payable requests. Maintains applicable related logs. Reviews and investigates operation expenses, escalates as necessary
Assists District Administrative Coordinator with distributing information pertaining to new initiatives or changes to programs

241

Operations Specialist Resume Examples & Samples

Proficient in Microsoft programs including word, outlook and excel
Ability to work independently and manage multiple tasks
Flexible work schedule and ability to work overtime as needed

242

Operations Specialist Resume Examples & Samples

5+ years of Operations experience in a related industry
Asset Management background
Excellent knowledge of Accounting, Trade Lifecycle, Performance, and Reporting
Microsoft Excel proficient (Macros, etc.)

243

Busiess Operations Specialist Resume Examples & Samples

Acts as interface between customer and IBM setting realistic expectations, resolving fulfillment related problems and providing support to customer ensuring a high level of satisfaction
Responsible for less complex customer relationships. Generally deals with a single product set, lower revenue situations and/or small to medium IBM customers. May, however, have responsibility for more complex customer relationships, but with support of more experienced team members
Ensures resolution of fulfillment related problems and disputes
Understands and provides advice on IBM offerings and solutions. Prepares associated contracts and supplements and performs reconciliation in line with commitment periods and contract end
Maintains an awareness of orders and returns and communicates problems/issues to customers and appropriate IBM contact point
Maintains awareness of customer debt/accounts receivable status and initiates appropriate collection activities. Coordinates communication with customer and works with counterparts to resolve customer disputes and problems
Responds to fulfillment queries and ensures satisfaction with IBM fulfillment practices
Ensures compliance to all audit guidelines and adheres to all established processes
Assumes additional responsibilities as assigned

244

Account Servicing Operations Specialist Resume Examples & Samples

Process all returned payments and chargebacks
Prepare complex journal entries for adjustments and write-offs. Reconcile the loan and dues system to the General Ledger
Communication with the sales guides, QA team, Member Admin, Member Services to identify any questions or problems with accounts
Partner with Cash and Banking, Credit Card Management and Financial Reporting to ensure reporting and bank account reconcilements are accurate
Customer Service responsibilities, including phone calls from Members regarding their financial accounts with DVC and basic questions regarding Disney Vacation Development’s Vacation Ownership program
Responsible for extracting all credit card payments for Escrow, processing cash receipts for escrow additional collections and balancing daily work
Responsible for all refunds related to cancellations of contracts
Customer service experience with a minimum of two years direct customer contact including incoming calls in a call center type environment and demonstrated experience with complex matters
Demonstrated verbal and written communication skills including proper telephone etiquette
Experience in cash receipts, payment processing, and collections
Administrative, analytical and organizational skills including close attention to detail, follow through, ability to work independently, time management and handling large volume of transactions efficiently and accurately
Strong team orientation and partnering skills, with a willingness to exchange ideas and information in a positive environment and maximize team member talents
Proficient computer skills including data entry, working knowledge of Microsoft Excel and Microsoft Word, and willingness to learn new software applications
Ability to work flexible days, hours
Willingness to learn all facets of the account servicing operation including billing, escrow and collections
Experience in a loan servicing or other accounts receivable environment; familiarity with simple interest loans
Proficient with 10-key numeric pad
Experience with document merge using Microsoft Excel and Microsoft Word
Bilingual English/Spanish/Japanese

245

Remote Operations Specialist Resume Examples & Samples

Media recording and management
Transmission methods
Television audio and communication systems
Has an in-depth understanding of the procurement aspects of the technical equipment needed to carryout live broadcasts
Ability to communicate clearly and manage people effectively

246

District Operations Specialist Resume Examples & Samples

Process all internal employee Human Resource paperwork such as, new hire, termination, job changes, salary changes, etc
Maintain employee rosters, organizational charts, and adhere to I-9 and employee record compliance
Maintain headcount reports, distribution lists and provide reporting to Sr Management as required
Provide support to the District and Regionals with job requisitions and postings, offer letter requests, welcome emails, and survey emails

247

Lean Operations Specialist Resume Examples & Samples

Standard Factory
Lean Manufacturing
ACE
Product Integrity
Quality Control
Responsible for several components of a project or a complex component of a larger project
Contributes to their team or department by applying their knowledge of one or more functional areas
Fully developed professional able to work without direct guidance or direction from others Has in depth knowledge of the discipline and role
Responsible for maintaining UTC Aerospace Systems Engine & Environmental Control Systems management policies and procedures for customer quality performance
Ensure focus on customer quality improvement activities across the organization
Facilitate Preventative & Corrective actions concurrently with the internal quality organizations (Design, Operations, and Supply Chain)
Coordinate/manage customer issues in a timely professional manner to achieve business unit goals
Responsible for coordination of customer quality interface including customer reviews, audits and senior level presentations. Quality Engineering) trips
Responsible tracking customer impact issues and lessons learned for future product development
Responsible for resolving critical issues/situations ensuring that they are handled correctly and within current policy/procedure guide lines
Responsible rapid failure analysis (Quality Clinic activity) to ensure timely turnaround time is supported
Minimum of 4+ years of experience in an industrial or manufacturing engineering position dealing with manufacturing and quality process techniques, quality improvement programs, lean manufacturing techniques and customer satisfaction preferred
Candidate should possess basic knowledge in the manufacturing/processing of mechanical components
Proficient in computer applications, with a working knowledge of software such as Word, Excel, PowerPoint, Access etc
High technical knowledge of process control, and capability
Experience in a multi-responsibility organization
Strong analytical and statistical skills
Quality certifications desirable
ACE Associate
ACE Practitioner or Practitioner Candidate desirable

248

Operations Specialist Resume Examples & Samples

Create ACH and Debit/Credit card funding transactions authorized by TCF customers for remotely captured accounts
Resolves posting rejects created when ACH and Debit/Credit card funding transactions for online and remotely captured accounts fail
Utilize internal financial control system and vendor reporting systems to ensure accurate reconcilement
Accurately log and respond to cash advance charge back items or Debit/Credit card funding transactions within regulatory guidelines to protect TCF from potential loss
Provide requested information to internal departments and retail locations to assist in reconcilement process
6 months Operations experience or 12 months comparable experience
Microsoft Word and Microsoft Excel experience
Proven ability to work in a team environment, work well under pressure, show attention to detail, be flexible to accommodate the needs of the business and provide excellent customer service

249

Regional Operations Specialist Gulf Coast Resume Examples & Samples

Coordinates and supervises third party vendor installation activities and assesses location and customer readiness for account opening
Equipment service (3 years)
Delivering training programs (1 year)
Ability to balance multiple priorities and meet deadlines
Ability to adapt to other cultures and ways of doing business
Ability to facilitate groups
Ability to work variable hours, including evenings and weekends, and to travel extensively
Basic skills in Microsoft Word, Excel and Access
Ability to analyze problems and provide solutions

250

Operations Specialist Alternative Investments Resume Examples & Samples

High School Diploma required; Associates Degree with financial emphasis desired
Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, and other standard office procedures and terminology
Effective communication skills and the ability to relay information well in both written and verbal form
Good customer service approach to work

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Operations Specialist Resume Examples & Samples

Operations Specialist Resume Examples & Samples

Operations Specialist Resume Examples & Samples

Operations Specialist Resume Examples & Samples

Operations Specialist Resume Examples & Samples

Payments Operations Specialist Resume Examples & Samples

Operations Specialist Resume Examples & Samples

Operations Specialist Resume Examples & Samples

Operations Specialist Resume Examples & Samples

Operations Specialist Resume Examples & Samples

Reengineering Team Operations Specialist Resume Examples & Samples

Risk & Control Operations Specialist Resume Examples & Samples

Operations Specialist Resume Examples & Samples

Hrss Operations Specialist Resume Examples & Samples

Operations Specialist Resume Examples & Samples

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