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Yyyyyy x. yyyyyy

348 S. Harvey Ave., #0000 xxxxxx xxxx , xxxx , xxxxx 00000




  Accomplished, analytical and personable leader seeking a challenging role as a Trust Administrator.


Summary of Qualifications


  Seasoned communicator with a work history of earning promotions for outstanding performance.

  Eight years of valuable, hands-on agency experience handling mutual fund transfers.

  Outstanding listening, verbal communication and interpersonal skills to identify and resolve problems and lead and train teams to maximize their potential and excel.

  Played an integral leadership role upholding a five-star rating for processing and communication from National Quality Review.

  Stellar knowledge of DTC systems and services, including NSCC/FundServ; ToRA; ACATS; CBRS; DCC&S; and Networking, plus experience with DST products and SunGard operating systems.

  Proficient with Microsoft Office Suite and SharePoint.

  Solid time management, attention to detail and organizational skills, including prioritizing tasks.

  Master of Business Administration (MBA), Finance, North Park University; pending.

Work History


Harbor Services Group Chicago, IL July 2007-Present

Financial Analyst (Dec. 2014-Present)

  Analyze omnibus and non-omnibus invoices for 12b-1 and recordkeeping fees up to several million dollars.

  Ensure compliance by interpreting fee schedules within selling agreements.

  Evaluate annual control audit reports, including FICCAs, SSAE-16s and SOC-1s.

  Generate presentation and performance reports for executives, noting major shifts in average assets under management (AAUM) as well as month-end balances.

  Draft intermediary questionnaires and fact sheets to set up funds in broker-dealer security master file.


Universal Specialist (June 2013-Present)

  Lead and train up 10 transfer agents responsible for processing and communication.

  Played an integral leadership role upholding a five-star rating for processing and communication from National Quality Review.

  Spearhead the distribution of fund-related information to back offices and support operational processing was needed.

  Train team members on best practices, including updated procedures and process improvements.


Dealer Services Specialist/Senior Dealer Services Specialist (Aug. 2010-June 2013)

  Led multiple projects, including designing intermediary profiles for broker/dealer, trust and third party administrator business.

  Worked with intermediaries and personnel across departments regarding sales agreements, large trade notifications and completing fund questionnaires.

  Resolved operational issues related to rejects, including B50 s, B51 s and B52 s, in a timely manner.


Yyyyyy x. yyyyyy

348 S. Harvey Ave., #0000 xxxxxx xxxx , xxxx , xxxxx 00000


Work History (continued)


Harbor Services Group Chicago, IL (continued) July 2007-Present

Operations and Correspondence Specialist (Aug. 2008-Aug. 2010)

  Established individual, joint, trust, estate and retirement accounts, including achieving same-day turnaround for transactions.

  Executed trades for mutual funds according to policies and procedures to maintain compliance.

  Communicated effectively with shareholders, including drafting a high volume of correspondence.

Centralized Customer Support (July 2007-Aug. 2008)

  Built communications with external vendors to support print media and document shredding.

  Verified Medallion Signature Guarantee Stamps through the STAMP and SEMP Program website.


Argent Mortgage Company, LLC Rolling Meadows, IL May 2005-Mar. 2007

Broker Audit Analyst (Jan. 2006-Mar. 2007)

  Performed quality audits and due diligence analysis annually to maintain compliance.

  Analyzed data and derogatory findings and recommended actions to the Executive Management Committee via written and oral presentations.


Appraisal Coordinator/Outsource Specialist (May 2005-Jan. 2006)

  Honored with awards for generating high volumes of appraisal reports.

  Negotiated fees and submitted invoices to human resources for payment.


Marshall & Ilsley Bank Elk Grove Village, IL Aug. 2003-Oct. 2005

Reconciliation Associate

  Balanced bank transactions for more than 25 Chicago-area banks.

  Confirmed the posting of transactions to appropriate accounts.




Master of Business Administration (MBA), Finance, North Park University; pending

Bachelor of Science, Business Administration (BSBA), Finance, Roosevelt University; earned 2011




  Series 6 and 63 licensed.


Continuing Education and Training


  Completed Ascensus IRA Training; 2014 Forum.

  Completed ISO 9000 certification training.



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