Summary
Banking operations specialist with 5 years of experience in account reconciliation, risk management, and compliance. Skilled in Microsoft Excel and data entry, with a record of improving process accuracy and supporting team projects.
Experience
- Reconciled 200+ accounts monthly, reducing discrepancies by 25% through improved audit procedures.
- Used Microsoft Excel to track and report on risk management metrics, supporting compliance with regulatory standards.
- Assisted with Certificates of Deposit processing, handling 50+ openings and renewals per month.
- Supported cash audits and maintained accurate records, helping the team pass all internal audits in 2023.
- Coordinated with managers to plan and complete 3 department projects, improving workflow efficiency by 18%.
Education
Courses
- FINRA Securities Industry Essentials (SIE), FINRA