Account Operations Processing Specialist
LUCIA M. GYGAX
11th Street #5 Phoenix, AZ 85014 firstname.lastname@example.org (602) 574-2112
SUMMARY OF QUALIFICATIONS
speeds of 18,375+ kph; alphanumeric entry at 15,110+ kph; both with 100%
in MS Office, Excel, Word, Outlook, Access, Internet and Windows; past and
to quickly learn and navigate through complex specialized software programs,
local Intranets and
databases requiring multi-tasking and using multiple computer monitors and windows
organizational and problem solving skills, mathematical ability and great
attention to detail to find
correct errors and inconsistencies resulting in time savings, lower costs and
billing invoices; process payments; balance accounts; set up investigations;
resolve billing disputes
reports to summarize data; analyze results to increase production and profit; identify
of medical and legal terminology; excellent spelling, grammar and proofreading
TRUST COMPANY July 2011 – Oct 2012
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
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
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.
& EXCURSIONS, INC. Jan 1999 – May 2008
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
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.
ASSOCIATE (AA) DEGREE, Special Requirements (Court
Reporting) April 2005
ASSOCIATE (AGS) DEGREE,
General Studies April 2005
College, Phoenix, AZ (both degrees)