Open to opportunities

C S

@cs01

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Experienced loan operations officer with a focus on efficiency and compliance.

United States

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What I'm looking for

I am looking for a role that offers opportunities for growth and challenges in operational management.

I 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.

Experience

Work history, roles, and key accomplishments

Current

Officer

Current

State Street

Oct 2023 - Present (1 year 8 months)

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.

Team Leadership Operational Management Compliance Training Development Process Improvement Documentation Management Audit

Senior Associate

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.

Client Communication Cash Management Reporting Relationship Management Problem Solving

Client Reporting Performance Analyst

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.

Data Analysis Performance Monitoring Risk Management Portfolio Management Communication

Functional Specialist II

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.

Reconciliations Communication Problem Solving

Business Analyst Intern

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.