Account Operations Processing Specialist



LUCIA M. GYGAX





6212 N.
  11th Street  #5
       Phoenix, AZ  85014        lucia@cox.net       (602) 574-2112



 





SUMMARY OF QUALIFICATIONS



*       10-key
speeds of 18,375+ kph; alphanumeric entry at 15,110+ kph; both with 100%
accuracy



*       Efficient
in MS Office, Excel, Word, Outlook, Access, Internet and Windows; past and
current versions



*       Ability
to quickly learn and navigate through complex specialized software programs,
local Intranets and



         proprietary
databases requiring multi-tasking and using multiple computer monitors and windows



*       Excellent
organizational and problem solving skills, mathematical ability and great
attention to detail to find



         and
correct errors and inconsistencies resulting in time savings, lower costs and
overtime reduction



*       Prepare
billing invoices; process payments; balance accounts; set up investigations;
resolve billing disputes



*       Create
reports to summarize data; analyze results to increase production and profit; identify
trends





*       Knowledge
of medical and legal terminology; excellent spelling, grammar and proofreading
skills  



 





PROFESSIONAL EXPERIENCE



GENWORTH FINANCIAL
TRUST COMPANY                                                July 2011 – Oct 2012



Account Operations
Specialist



n    Processed highly complex change of service requests
consisting of investment solution changes, journaling assets between current
investment strategies, and model changes to existing accounts.



n    Determined whether to move funds in-kind between
existing models or to close an account, liquidate the assets and open a new
account using industry knowledge of securities and retirement operations.



n    Utilized core values of heart, integrity and
excellence with a continuous process improvement mindset. 



n    Conducted research on client issues through self-directed
problem solving with outstanding customer focus.



n    Assured a positive customer experience and minimized
risk to the organization by using excellent communication skills regarding requests
not in good order and by being extremely detail oriented. 



 



WILMINGTON TRUST CORPORATION
                                                       May 2009 – Mar 2011



Treasury Services
Associate                              



n    Processed incoming and outgoing contribution and
distribution requests from IRAs, trust accounts and 401K retirement plan participants
and other clients involving checks, ACH and Federal wire transactions.



n    Continuously worked with multiple accounting and wire
systems including JP Morgan, ATM proprietary accounting software and external websites
also used by Third Party Administrators.



n    Analyzed, researched and resolved issues and problems
related to customer’s requests and transactions.



n    Interacted with Relationship Managers and Data Administrators
to correct issues with advisors and clients.



n    Handled high volumes and ensured all processing and
special handling was accurate and completed by deadlines with a team player
attitude and mandatory time management and reading comprehension skills.



 



STATE OF ARIZONA DEPARTMENT OF HOUSING                                    Nov 2008 – Mar 2009



Data
Processing Specialist                          
(Contract position)



n    Updated and maintained the housing database for
properties receiving State and/or Federal assistance.



n    Created budgets and performed budget revisions for all
projects funded; processed payment requests.



n    Set up new projects from incoming housing applications
for review by the funding committee.



n    Corrected errors and made adjustments to both completed
and current housing projects to balance budgets with funding source allocations;
assured accurate reporting and audit trails through heavy database cleanup.



n    Rewrote the Housing Data Software process manual for
the existing database and procedures.



 



INTERNATIONAL CRUISE
& EXCURSIONS, INC.                                       Jan 1999 – May 2008



Accounting
Technician



n    Was solely responsible for completion of all functions
of the Carnival Vacation Club membership program.



n    Produced Excel sales summaries to pay agent commissions;
integrated results into Great
Plains software.



Resort
Vacation Inventory Specialist



n    Loaded and assured accuracy and consistency of all resort
inventory; processed timeshare exchanges.



n    Prepared and sent invoices to members, processed
payments and resolved a variety of billing disputes.





 





EDUCATION



ASSOCIATE (AA) DEGREE, Special Requirements (Court
Reporting)                                           April 2005



ASSOCIATE (AGS) DEGREE,
General Studies                                                                                   April 2005



Gateway Community
  College, Phoenix, AZ                            (both degrees)

  • ID#: 68209
  • Location: Phoenix, AZ , 85014

Don't Be Fooled

  • When selling, do not put your home address in your ad.
  • To avoid scams, buy and sell with people you can meet locally, in person.
  • When meeting with someone you don't know, meet in a public place. If that's not possible, have a buddy with you. Also, carry a cell phone; if you feel unsafe, you can call a trusted friend, and stay on the line.
  • Never give out financial or private information like account numbers, PayPal login, or social security number.
  • If an offer sounds too good to be true, it is. Walk away!