Operations Senior Specialist Resume Sample
Cecelia Schmidt
19709 Goldner Neck,
New York,
NY
+1 (555) 495 2743
Work Experience
Operations Senior Specialist
09/2016
-
PRESENT
Boston, MA
- Escalating issues to Level 1 Support when necessary
- Complete oversight of daily monitoring related to the Health Services (HS) department and its operations
- Responsible for oversight of the annual and semi-annual performance evaluation process, including individual discussion/feedback, and compensation discussions for team members assigned
- Tracking and reporting of monitoring efforts to Health Services VP and LMCHP Leadership
- Collaboration with Health Services Managers on remediation efforts within respective areas; including continuous tracking of remediation efforts
- Creation of/and employee training on Health Services job aides
- Assists in ongoing policy and procedure reviews related to Health Services; conducts training to Health Services employees yearly and/or when material changes are needed
Deposit Operations Senior Specialist
12/2009
-
08/2016
Dallas, TX
- Monitors HPMS releases for new updates and makes changes to existing Leon Health Services job aides as appropriate
- Responsible for monitoring and execution of all changes related to CMS universe protocols and Part C Reporting protocols affecting Health Services (This includes testing universe logic and validation of data output)
- Collaborates with local and corporate compliance teams
- Being able to work efficiently in a high volume, fast paced, deadline oriented environment
- Achieve, support and maintain personal and team targets, goals and objectives
- Demonstrate professional communication skills (both written and verbal) in dealing with colleagues and customers
- Ownership of time sensitive processes and procedures
- Customer service and communication skills as well the ability to work in a fast paced deadline oriented environment in support of team target, goals, and objectives
Mortgage Banking Operations Senior Specialist
06/2004
-
07/2009
Phoenix, AZ
- Experience with MS Office products (Word, Excel, PowerPoint)
- Strong customer service skills
- Reading and understanding of various legal directives (i.e. subpoenas, summons, and authorizations)
- Application of various procedures and knowledge of the business unit’s products and applications; adhering to policies, procedures and regulatory guidelines
- Research adjustments processed by Chase Branches and external Financial Institutions accurately and timely according to department procedures
- Assist Team Leader with day to day production processing, team member training and workflow management
- Process Audit and Confirmation requests within service level agreements
Education
DePaul University
1999 - 2003
School's Degree in Related Field
Professional Skills
- Demonstrated brokerage, banking back office or operational experience, coupled with customer service skills and experience
- Good PC skills, including basic skills using MS Word, Excel and Outlook
- Demonstrate strong research and problem solving skills
- Strong computer and typing skills; demonstrated intermediate Microsoft Word and Excel proficiency
- Advanced Excel skills and MS Access skills (i.e. pivots, V Lookup, etc.)
- Strong ability to multi-task & strong organizations skills
- Strong attention to detail and excellent follow up skills
How to write Operations Senior Specialist Resume
Operations Senior Specialist role is responsible for customer, excel, basic, training, microsoft, word, research, acrobat, outlook, leadership.
To write great resume for operations senior specialist job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Operations Senior Specialist Resume
The section contact information is important in your operations senior specialist resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Operations Senior Specialist Resume
The section work experience is an essential part of your operations senior specialist resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous operations senior specialist responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular operations senior specialist position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Operations Senior Specialist resume experience can include:
- Ensure that Audit and confirmation requests, queries, and issues sent to the team (from both internal JPMorgan teams and clients) are actioned accurately and timely (within SLA) in accordance with stated policies
- Able to prioritize key tasks effectively with minimal guidance
- Strong organizational skills with a high attention to detail required
- Scripting/programming skills with Perl, Bash or Python is an advantage
- Proven leadership experience delegating and managing work within Cigna HealthSpring
- Cross-functional operational knowledge or experience in account opening, processing, or managed accounts is strongly desirable
Education on an Operations Senior Specialist Resume
Make sure to make education a priority on your operations senior specialist resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your operations senior specialist experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Operations Senior Specialist Resume
When listing skills on your operations senior specialist resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical operations senior specialist skills:
- Good client service skills including ability to liaise effectively with internal and external groups/clients
- Builds relationships with internal customers using excellent interpersonal and communication skills
- Proven technology skills including Microsoft Excel, Access database, and Adobe Acrobat
- Strong people assessment skills
- Strong ability to communicate effectively verbally and written with customers and all levels of colleagues
- Strong verbal and written communication, interpersonal and customer service skills
List of Typical Experience For an Operations Senior Specialist Resume
1
Experience For Deposit Operations Senior Specialist Resume
- Demonstrating strong professional communication skills (both written and verbal)
- Excellent interpersonal, relationship management, negotiation, and leadership skills are required
- Good PC skills, MS Office
- O 2 – 3 years Operations experience; experience working in an operations production environment preferably financial institution
- Providing excellent customer service for internal and external customers
- Be a coach and mentor. Recruit and build strong talent to meet the evolving needs of our organization
- Experience working in an operation environment
- Qualification: 2-3 years of experience working in an operations environment
2
Experience For Operations Senior Specialist Trade Settlements Resume
- Experience working in an operations environment preferably a financial institution
- Demonstrate knowledge of Microsoft Excel and other Microsoft office products
- Prioritizes work to ensure completion of department work within defined production standards, moves quickly between different tasks and projects
- Solid written and verbal cummunication
- Be a roll model to drive a customer service values and effective management of customer concerns
3
Experience For Mortgage Banking Operations Senior Specialist Resume
- At least three year experience in similar role
- Operate Voice Network/UC Solutions for MSD's global customers, partners and employees
- Experience with FCRA/overdraft protection
- Experience with FCRA/overdraftprotection
- Retail and Operations experience
4
Experience For Systems Operations Senior Specialist Resume
- Experience with Credit Card Back office processes
- Experience with foreign currency helpful
- Supporting CCO, including calendar scheduling, organizing travel, and preparing expense reports
- Analyzing monthly credit bureau activity reports from each credit reporting agency for trends and disseminating analysis to management
- Creating/correcting IRS reporting forms
- Providing provisional credits, creating official checks, processing restitution checks
- Retaining ownership of customer issues and recording any form of customer dissatisfaction into Customer Care and knowing to escalate when appropriate
5
Experience For Home Lending Document Operations Senior Specialist Resume
- Banking Industry with knowledge of Investment Banking products preferably
- Reviewing monthly reports from the credit bureau to ensure that data is accurate and making modifications to the system of record when necessary
- Prepping mortgage documentation for scanning
- Assisting with the Fraud Closing process
- Adhering to policy and compliance guidelines regarding security of customer information. Includes Citizens, local, state and federal laws
6
Experience For Fskk Operations Senior Specialist Resume
- Performing monthly quality control testing for completed work and research for the calls handled and sends duplicate / corrected IRS forms to customers
- Understanding of financial markets, trading and post-trade concepts is an advantage
- Making sure the global UC/Voice team is properly qualified including equivalent knowledge of various network tools etc
- Managing Global Budget & Tracking Expenses
- Performing QC functions to ensure accuracy
- Managing 17+ direct employees in their daily work functions
7
Experience For Custody Operations Senior Specialist Resume
- Completing monthly Sensitive Data Audits
- Answering phone calls from Retail branch colleagues
- Indexing electronic forms of documentation
- Tracking of work on spreadsheets
- Ensuring work adheres to regulations and ensures compliance to departmental policies, risk avoidance standards and service level agreements
- Answering calls from branch colleagues
- Supporting the official check escheatment process
8
Experience For Glasshouse Operations Senior Specialist Resume
- Entering financial transactions to clear general ledger accounts or customer errors
- Communicating with branches or internal departments via phone or email
- Providing accurate information in response to inquiries about IRA products and services
- Researching account corrections to customer and / or General Ledger accounts within given service agreement
- Opening accounts for the Contact Center and Web Applicants
- Researching account corrections to customer and / or General Ledger accounts within given agreement
- Processing third party and attorney inquiries for Medicaid, SSA , SSI and other Social Rehabilitative Services request in a timely manner
- Testing all CPC production applications, as well as current and new products for Retail and Credit
- Compiling monthly global communications report
9
Experience For Derivative Operations, Senior Specialist Resume
- Programming & Pipeline Development:Develops country programs and builds pipeline of opportunities and activities consistent with country and IDB strategy
- Outgoing, positive attitude
- Monitoring technical KPI’s with the IT delivery partners
- Managing conflicting demands without sacrificing quality
- Establishing new role with team and with wider stakeholder network
- Understanding of global Communications/Corporate Affairs organization’s operations
- Fulfillment of various customer requests, including setting up and maintaining customer accounts
- Answers contract questions in a timely fashion by researching and providing solutions
10
Experience For Credit Operations Senior Specialist Resume
- Responsible for overseeing the process functions of provider on-boarding for Alabama, Georgia and the Carolinas
- Provides updates to the Team Leader concerning vacation scheduling and Time & Attendance errors
- Proactively advise management of impending problems or obstacles to meeting service standards
- Review identification and supporting documents for account opening
- Fulfillment customers' requests generated through the Contact Center, including matching collateral with various outbound letters
- Completes assigned risk training on time. Ensure staff is risk compliant according to Risk policies and procedures
- Handle large workload on a quarterly basis, including overtime during certain periods of the quarter
List of Typical Skills For an Operations Senior Specialist Resume
1
Skills For Deposit Operations Senior Specialist Resume
- Attention to detail, organizational skills, prioritize and multitask
- Or retail branch banking or prior cash handing experience
- Manages day to day work using business resources, time management and organizational skills, as well as applications (including Word and/or Internet)
- Willingness to work in an environment requiring analytical and decision making skills required
- Exceptional risk management, research, decision making and problem resolution skills
- Prior branch and cash handling experience required
- Strong desire to help Chase customers succeed with a proven track record of working directly with customers
- Demonstrated ability to manage time independently, prioritizing work to meet department standards
2
Skills For Operations Senior Specialist Trade Settlements Resume
- Prior Retail branch and cash handling experience
- Prior branch teller or cash handling experience
- Operations experience, or experience working in an operations environment preferably a financial institution
- 2 – 3 years Operations experience; experience working in an operations production environment preferably financial institution
- Prior branch and cash handling experience required
- Prior Teller or cash handling experience
- Demonstrated experience successfully working in a highly-matrixed organization
3
Skills For Mortgage Banking Operations Senior Specialist Resume
- Demonstrated experience successfully engaging with senior leaders and external stakeholders
- Exceptional organizational skills, including flexibility and high attention to details
- Develop extensive knowledge of ATM processes and technology learn quickly and utilize a number of supporting systems; effectively multi-task
- Demonstrated ability to build and sustain strong business relationships
- Intermediate computer and MS Office skills
- Prior auto industry experience desirable
- MS Word, Excel and Outlook skills
4
Skills For Systems Operations Senior Specialist Resume
- Basic MS Excel skills - ability to format spreadsheets
- Strong commitment to the customer experience
- Professional verbal and written communication skills required, the ability to interact with all levels throughout the company
- Regularly tracks, compiles and reports metrics to demonstrate effectiveness of communications programs
- Demonstrate the ability to build and sustain strong relationships with clients and other Schwab business partners
- More than 3 years of securities company related job experience or financial company’s back office operation related job experience (preferable)
5
Skills For Home Lending Document Operations Senior Specialist Resume
- Review, analyze and question data by using Excel and MS Access Skills
- Use your project management and leadership skills. Lead and own committee and project work to move our organization forward and ensure proper communication
- Possessing working experience within operations type of work
- Working with other groups on various requests to validate and update information associated with credit bureau reporting
- Driving Effective & Efficient Project Management
- Highly effective in a fast-paced and dynamic environment requiring multi-tasking and attention to details
- Presentation experience, including conducting conference calls
6
Skills For Fskk Operations Senior Specialist Resume
- Demonstrated proficiency using PC software including Microsoft Office programs
- Strong knowledge and understanding of MasterCard and VISA Rules and Regulation
- Mortgage banking or chain of title experience required
- Strong desire to be a part of a winning team
- Data processing experience would be an asset
7
Skills For Custody Operations Senior Specialist Resume
- Proven ability to multi-task, type while reading, view multiple screens in a time sensitive environment
- Experience working in an operations environment
- Experience processing legal case documents (subpoenas, summons, authorizations)
- Experience in/ knowledge of Polish regulations of securities processing
- Indexing/data entry experience required
- Experience of working in an operations environment
- Demonstrate the ability to achieve a working knowledge of the Image Archive products, Business Workflow and
8
Skills For Glasshouse Operations Senior Specialist Resume
- Experience of working in an operations environment
- Expert experience using Widows Operations Systems and Microsoft Office Tools
- Teller experience or cash handling
- Teller or cash handling experience
- Work with other groups on various requests to validate and update information associated with Tax compliance reporting
9
Skills For Derivative Operations, Senior Specialist Resume
- Brokerage or financial services experience
- Strong interpersonal and customer service sills
- Mortgage or Auto Service Experience
- Driven to find solutions to improve the customer experience, takes ownership of issues and follows them through to completion
- Experience in Operations production environment
- Approach escalated problems logically and with good judgment to ensure the appropriate outcome
10
Skills For Credit Operations Senior Specialist Resume
- 2 – 3 years of operations experience in a production environment
- Strong client/customer-centric focus and ability to influence a positive outcome for clients/customers
- Experience in operations/Retail branch
- Customer service experience
- Strong organization and follow-up protocol on open research tasks
- Solid customer service orientation, professionalism and phone manner
- Strong technology and computer aptitude
- Demonstrate knowledge of production processes
- Demonstrate adherence to processes and best practices
List of Typical Responsibilities For an Operations Senior Specialist Resume
1
Responsibilities For Deposit Operations Senior Specialist Resume
- Acts as a peer coach and/or technical expert and assists others in understanding or completing assignments
- Basic knowledge of accounting - understanding of credits and debits
- Master all team functions, including a comprehensive understanding of related processes
- Comprehensive understanding of IRS rules surrounding retirement accounts
- Performs routine oversight at CROs with minimal supervision, ensuring adherence with the study protocol and GLP compliance
- Assists toxicologists with CRO management activities including protocol review, communication with study director, and CROs
2
Responsibilities For Operations Senior Specialist Trade Settlements Resume
- Responsible for the initial set up of critical administrative systems and making updates to contracts
- Fluency in Windows Operating Systems and Microsoft Office tools (i.e. Word, Outlook, PowerPoint, Excel, Access, and Visio) required
- Responsible for populating Policies and Procedures into OAD platform
- Manages/resolves CTM (Complaint Tracking Module) issues (compliance related activity)
- Accountable for managing global communications calendar
3
Responsibilities For Mortgage Banking Operations Senior Specialist Resume
- Prep, scan, quality control and indexing of mortgage documents
- Shift: regular business hours + rotating on call duty
- Basic network communication troubleshooting is an advantage
- Word and Excel proficient including the ability to create and update spreadsheets
- Work independently while applying competencies in routine and complex situations
- Maintains flexibility in a high speed and demanding team environment
- Able to support high seasonal work volumes during January & February
- Advanced level specialist role supporting business operations
4
Responsibilities For Systems Operations Senior Specialist Resume
- Knowledge regarding financial instruments
- Results orientated, know what the goals are and how to focus on achieving them
- Escalate appropriate audit finding upstream to Credit, Sales, and Operational teams as necessary
- Communicate regularly with field audit staff to ensure pressing client needs are met in a timely manner
- Assist various functional partners in facilitating client payments
- Complete various daily/weekly/monthly reporting requirements
- Work as an SME within the UC/Voice Domain making sure UC/Voice specific operational processes have proper alignment with overall Network/UC processes
5
Responsibilities For Home Lending Document Operations Senior Specialist Resume
- Intermediate knowledge of Investment Banking products
- Regular content editor/contributor for external and internal owned channels, including website newshub, social media channels and internal publications
- Reliable and autonomous working
- Deliver outstanding service to our clients in order to build and maintain client loyalty
- Develop training materials for team members and business partners on team functions
- Create and leverage partnerships with various Schwab teams, including Alternative Investment Custody Service and Advisor Services support teams
- Assist manager in enhancing process efficiencies
6
Responsibilities For Fskk Operations Senior Specialist Resume
- Coordinate the completion of work by the team by tracking deadlines and responsibilities
- Possess an expert understanding of alternative investments and the industry
- Initiate discussion during individual and group meetings
- Consult directly with customers and/or Analyze requests to ensure instructions reflect customer specifications and
- Ensure requests are processed in accordance within departmental guidelines, controls, policies and procedures
- Incorporate the Shared Values and the 5 Keys program on a daily basis
- Applies knowledge of GLP/regulatory requirements to all aspects of study preparation and oversight
- Responsible for quality control review and archival of draft and final protocols, reports, and amendments
7
Responsibilities For Custody Operations Senior Specialist Resume
- Assists in the preparation of Vertex internal documents and Regulatory submissions, including quality control of routine documents, and tracking milestones for DSE deliverables
- Provides training on BBH settlement systems to new employees as well as training existing employee’s on new task and functions within the group
- Approves/provides sign-off of team member’s work (e.g, checker versus maker)
- Monitors and assists in the resolution of trade issues and inquiries by Clients, RM’s and Brokers
- Performing quality control includes reviewing military documents, ensuring the service level agreements and firm wide policy requirements are met, reviewing data on multiple systems and applications and making analytical decisions to ensure customer requests were approved or denied appropriately
- Additional responsibilities as workflow deems necessary
- Review loan servicing files and supporting documentation to ensure Military Processing Specialist followed guidelines and adhered to SCRA (Servicemembers Civil Relief Act) and the JPMorgan Chase Firm wide Policy
- Works with internal team to ensure the provisions included in the policy comply with the client's requests as well state and federal regulations
- Reviews sold case materials for new business requests
8
Responsibilities For Glasshouse Operations Senior Specialist Resume
- Analyzes the submission materials for consistency and utilizes the proper resources for resolution of any discrepancies
- Customer service for internal/external customers,
- Process Confirmation requests within service level agreements
- Ensure requests are processed in accordance with departmental guidelines, controls, policies and procedures
- Utilize key business systems to produce audit information required
- Multi-task numerous projects simultaneously required
- Responsible for health plan compliance related to CMS Network Adequacy criteria
9
Responsibilities For Derivative Operations, Senior Specialist Resume
- High level of communication-verbal and written-required
- Time and Attendance verification, including, but not being limited to, reviewing and monitoring exceptions, completing approvals on a bi-weekly basis, and updating My Coach with errors/discrepancies
- Maintenance of the W8 and W9 Tax documents to properly certify customers as a Non Resident Aliens or Domestic and prevent Back up Withholding
- Provide Director with an ongoing status of team deliverables, client escalations and process opportunities
- Customer service - answering calls
- Manage a team of Underwriting Operations Analysts and ensure timeliness, quality, and accuracy standards are achieved
- Be an innovative leader. Proactively seek opportunities to enhance processes and drive a culture of growth and innovative thinking
- Direct follow-up with Advisors
10
Responsibilities For Credit Operations Senior Specialist Resume
- Receive, process and balance commercial deposits
- Retrieve, verify and transmit commercial cash and coin orders
- Help to minimize financial risk to the bank
- Quality control of electronic version in File Net
- Ensure that data is accurate and make modifications to the systems of record as needed
- Analyze daily, weekly, monthly Tax Compliance activity reports from CMOD and ensure customer information is accurate and correct if required
- Other tasks within Account Services: fulfilling customer requests, setting up or maintaining customer accounts, providing excellent customer service for internal and external customers
- Manage a team who owns specific activities related to processing eligibility. Conduct daily huddle meetings with team to oversee inventory management of daily operations and to ensure team is utilizing appropriate tools and behaviors to monitor throughput and make daily adjustments to maximize productivity
- Manage daily workload, make assignments, provide direction to staff, conduct proactive workload balancing and remove barriers to ensure team meets deliverables and commitments
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