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 a

Operations Specialist Resume Samples

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Operations Specialist Resume Examples & Samples

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