Open to opportunities

Oumie Jobe

@oumiejobe

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Detail-oriented professional with expertise in financial operations.

United States

Message

What I'm looking for

I am looking for a role that fosters growth, collaboration, and innovation.

I am a detail-oriented and results-driven professional with a strong foundation in financial operations and client engagement. My experience includes coordinating complex transactions, resolving operational issues, and working cross-functionally to meet business needs. I thrive in dynamic environments where I can leverage my analytical and organizational skills to drive process improvement and operational efficiency.

Currently, I serve as a Securities Operations Associate Senior at FIS/Genpact, where I manage trade settlements and reconcile financial discrepancies. My previous roles at E*TRADE and State Farm Insurance have honed my ability to communicate effectively with clients and stakeholders, ensuring their needs are met while generating significant business results. I am passionate about continuous learning and professional development, as evidenced by my participation in leadership summits and programs.

Experience

Work history, roles, and key accomplishments

Current

Securities Operations Associate Senior

Current

FIS/Genpact

Sep 2022 - Present (2 years 9 months)

Created and built equity and daily accrual maps, researching out-of-balance transactions. Managed trade settlements and reconciled financial discrepancies to ensure operational efficiency.

Trade Settlement Financial Operations Data Analysis

Financial Services Associate

E*TRADE/Morgan Stanley

Jan 2022 - Present (3 years 5 months)

Coordinated with Active Traders and Cost Basis Team to initiate Intra-firm transfers and Transfer of Assets. Assisted beneficiaries of high-value clients with legal documents and asset liquidation up to $10 million.

Client Engagement Financial Services Investment Accounts CRM

Retention Specialist

State Farm Insurance

Jun 2020 - Present (5 years)

Assisted clients by taking up to 30 inbound calls a day, educating them about insurance products and processing payments. Created and implemented targeted retention strategies based on customer feedback.

Customer Service Retention Strategy Communication Claims Processing

Personal Investments Intern

Fidelity Investments

Jun 2020 - Present (5 years)

Provided clients with market data and account maintenance utilizing CRA software. Collaborated with Financial Consultants and Active Traders to bring business to the company with assets up to 250 thousand dollars.

Market Data

Claim Intern

State Farm Insurance

May 2019 - Present (6 years 1 month)

Received notice of claims from insureds and adjusted/evaluated whether a loss was covered. Determined the amount of compensation to be paid to the insured for losses and investigated claims for fraud.

Fraud Detection Claims

Full time Bank Teller

Wells Fargo Bank

Jan 2016 - Present (9 years 5 months)

Provided account services to customers by receiving deposits, loan payments, and cashing checks. Maintained customer confidence and protected bank operations by keeping information confidential.

Customer Service Banking Operations Confidentiality Sales

Education

Degrees, certifications, and relevant coursework

Kennesaw State University

Bachelor of Business Administration, Finance

Grade: 3.4

Activities and societies: Goldman Sachs Women’s Possibilities Summit 2022, KPMG Frank Ross Leadership Institute Participant- Atlanta, GA 2020, Bank Of America Wealth Management and Consumer Forum Participant 2020, Alpha Beta Gamma Leadership Summit- Jacksonville, FL 2019

Completed a Bachelor of Business Administration with a focus on Finance. Achieved a GPA of 3.4, demonstrating strong academic performance in financial concepts and business management.