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CS@cs01
Experienced loan operations officer with a focus on efficiency and compliance.
United StatesI am a dedicated operations officer with extensive experience in managing functional teams and ensuring the delivery of high-quality services. Currently, I oversee daily operations at State Street, where I act as the primary contact for operational issues and lead initiatives to enhance efficiency across services. My role involves coordinating with various departments to implement new systems and processes, supporting client conversions, and maintaining compliance with corporate policies.
Throughout my career, I have developed a strong foundation in client reporting and performance analysis, having worked as a Senior Associate and Client Reporting Performance Analyst. My ability to build strong relationships with internal teams and external clients has been key to my success in ensuring timely resolutions to inquiries and maintaining accurate data for client portfolios. I am passionate about fostering growth and development within my team, leading training sessions, and conducting performance appraisals to support ongoing skill enhancement.
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Work history, roles, and key accomplishments
State Street
Oct 2023 - Present (2 years 1 month)
Oversee daily operations of a functional team, ensuring timely service delivery and management of production activities. Act as primary contact for operational issues, coordinating with Centers of Excellence for seamless issue resolution. Lead training and development for staff, and support compliance and audits.
State Street
Apr 2022 - Oct 2023 (1 year 6 months)
Executed daily procedures for assigned funds, ensuring timely reconciliation and addressing inquiries. Maintained relationships with middle office and agent banks, processed trades, and managed daily reports.
BNY Mellon
Jan 2020 - Aug 2022 (2 years 7 months)
Executed monthly procedures for client portfolios, monitoring data and performance. Researched reporting discrepancies and supported clients in risk management and portfolio allocation.
State Street
Jun 2017 - Jan 2020 (2 years 7 months)
Executed daily procedures for assigned funds, ensuring timely reconciliation and addressing inquiries. Processed trades and maintained relationships with internal teams and banks.
State Street
Jan 2017 - Jun 2017 (5 months)
Prepared business unit reports and materials for client webinars. Assisted with administrative tasks and ensured compliance with regulations for internal community pages.
Degrees, certifications, and relevant coursework
SUBachelor's in Business Administration, Business Administration
2017 - 2020
Training, Finance
2016 - 2017
Participated in a finance training program designed to equip young adults with the skills needed for professional careers in finance and business.
United StatesYou can contact C and 90k+ other talented remote workers on Himalayas.
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