OBJECTIVE:

EXPERIENCE:

9/2004 - Present

Industry: Transport and Storage - Materials

Driver/Warehouse

Receives incoming shipments and verifies contentsOperates forklift to load and unload trucks and move supplies throughout the warehouse.Assembles in-stock orders from warehouse to deliver to customers.Provides timely and accurate deliveries to customersPerforms general maintenance to truck

12/2002 - 11/2003

Accounts Payable Coordinator

Responsible to maintain RRI’s financial system to ensure the accuracy and integrity of data entered into the company’s business application.Submits and disburses vendor invoices through the use of RRI’s financial system.Processes payment requests on a timely basis.Enters monthly journal entries to update client/transferee/tenant payables.Cross trained in the area of corporate payable and property related expenses.

7/2002 - 11/2002

Call Center Coordinator

Responds to inbound customer service calls from transferees in an effort to resolve issues /concerns relative to the relocation process.Troubleshoots independently or in collaboration with other relocation professionals to ensure follow through to problem resolution.Process and mails various relocation packages.Performs necessary clerical duties, i.e. copying / faxing, etc.Suggests and designs improvements to operational activities / procedures.Provides back-up and training to other team members as necessary.

12/2001 - 6/2002

Equity Analyst

In November 2001, Relocations Resources outsourced their equity division to Fidelity. The job description and responsibilities have remained the same as with RRI. Fidelity remains on site at RRI.

2/2001 - 11/2001

Equity Analyst

Obtains, updates, verifies and analyzes information necessary to compute transferee’s equity.Computes transferee’s equity in accordance with assigned client’s policy and the terms of the sales agreement.Obtains, updates, verifies and analyzes all necessary information to order the transferee’s mortgage payoff in compliance with client’s policy.Implements “proration date process” in compliance with client’s policy to ensure financial accuracy of transferee’s equity, local taxes or assessments, association fees, property insurance.Enters and maintains appropriate date into company databases.Responds to client inquiries and resolves discrepancies.Audits file for compliance with client policy and RRI procedure.Communicates with and provides excellent customer service and support to Service group.Interfaces with Billing, Closing and Payables groups on file issues.

2/1979 - 11/2000

Operation Specialist

Operations Specialist 1996-2000Responsible for all equity options, balancing the house accounts daily, and reversing and rebooking any incorrect trades. To backup the Buy and Sell desks for Bank of New York, Depository Trust Company and The Federal Reserve in times of Staff shortages. Assisted in setting up the hardware and software for the conversion from Bankboston Clearing Corp. to Bank of New York.Assists in resolving any additional hardware and software problems.Amtrust Project Specialist 1994-1996Responsible for the coding, testing, and implementation of specific functions of the Amtrust System. Owner of the functions, Dividends, Interest, MBS and Mutual Funds Income Collection Unit 1992-1994 Book any incoming interest checks to the correct account. To research and resolve any discrepancies arising from incorrect payment or non-payment of interest. Establish and maintain a program on Lotus 123 that keeps track of the foreign and variable bonds payment schedule.Mutual Funds Processing Unit 1988-1992Help setup this new department to process all Mutual Fund transactions.Inputted a procedure on lotus to track the variable rate bonds and achieved a savings for the Bank by Eliminating a monthly report the bank was buying.Resolve aged exceptions from other units.Special Task Force Unit 1987-1988Responsible for researching and reconcilement of aged exceptions.Reregister bonds into the Banks nominee name.Ticket-Control Supervisor 1986-1987Supervise four employees.Do weekly time sheets, annual reviews, and daily validity reports on the trades that kicked out of the previous day’s settlement and reinput them.Doing the daily balance on the department’s purchase and sale account.Directed Trades Clerk 1984-1986Receiving instructions from the advisors via panafax, telephone and or mail on certain trades to be executed.Making sure the trades settle on time correctly.Researching discrepancies and resolving them. Getting accurate records of all transactions.Accounting Department Clerk 1982-1984Reviewing annual accounts for accuracy and fixing any errors.Rebuilding the accounts on the banks TSO system.Making sure all accounts get mailed out to the correct address, and that a copy is kept on file at the bank.Mail Room Driver 1979-1982Responsibilities included picking up and delivering secured and unsecured mail to the various branches within a prescribed timeframe. Delivery of various items to businesses within the financial district.

EDUCATION:

6/1972

High School or equivalent

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