Experience

Continental Stock Transfer & Trust Company

• United States
• Financial Services
• 100 - 200 Employee

• Reorganization Department

  • May 2021 - Present

  Reviews all incoming items that enters the Reorg Department. Oversees every Letter of Transmittal & W-9 Forms. Updating correspondence on all accounts. Download and combine files from Citrix Link. Scans all documents into account mandatory folders. Sends reject emails to shareholders regarding missing documents. Assisting with the Call Center to provide excellent customer service. Responsible for transferring shares into existing and new accounts. Handles all incoming mail that enters the Reorganization Department. Sends DRS Statements to shareholders regarding their accounts. Communicates daily with shareholders to ensure transfer of all shares. Verifies accuracy of the Medallion Signature Guarantee Program. Reviews Power of Attorney, Letters of Testamentary, Certificate of Appointment, and Trust documents from the Shareholders. Show less



AST

• United States
• Financial Services
• 300 - 400 Employee

• Transfer Agent

  • Apr 2013 - Oct 2020

  Transferring shares from one account to another account Consolidating multiple accounts into single accounts Handles all account maintenance which includes: Address changes Seasonal address updates Direct deposit updates W8-BEN forms W9 forms Email address updates Transferring shares from one account to another account Consolidating multiple accounts into single accounts Handles all account maintenance which includes: Address changes Seasonal address updates Direct deposit updates W8-BEN forms W9 forms Email address updates



Research Foundation-311

• New York

• Call Center Representative

  • Jan 2011 - Sep 2011

  Answered incoming calls within 24-hour/7-day week operation in a professional and courteous manner. Maintained Customer Satisfaction. Identified customers’ needs and assist accordingly. Entered data into a computerized tracking system. Performed routine clerical work such as copying, filing and faxing as needed. Met with DoITT and CUNY Program staff as needed. Answered incoming calls within 24-hour/7-day week operation in a professional and courteous manner. Maintained Customer Satisfaction. Identified customers’ needs and assist accordingly. Entered data into a computerized tracking system. Performed routine clerical work such as copying, filing and faxing as needed. Met with DoITT and CUNY Program staff as needed.



Brooklyn College

• United States
• Higher Education
• 700 & Above Employee

• Office/Administrative Assistant

  • Mar 2010 - Dec 2010

  Handled business and personal checks from accounts payable and bursar’s office. Verified incoming Purchase Requisitions, Payment, Travel, and Honorarium Requests. Checked business accounts for any additional funds for specific departments. Reported to upper management for authorized signatures for business and personal checks. Filed and organized all Purchase Requisitions Payment Request, Member Organizations Payment Request, Student Center Services Request, Child Care Payment Requests, Brooklyn College Auxiliary Payment Request and Central Depositories. Responsible for updating new vendors from the college into Excel Spreadsheet. Completed monthly credit card statements and sent them to the Purchasing Department. Answered all calls and transferred them to the direct extensions. Contacted vendors for W9’s and Compliance Forms. Created labels for filing using DYMO Label Software. Show less



Merchant Cash and Capital LLC

• United States
• Financial Services
• 1 - 100 Employee

• Administrative Assistant

  • May 2007 - Jun 2008

  Set up account information into Cynergy Database. Created accounts for merchants with ACH cash advances. Responsible for running credit and business reports. Processed bank and credit card statements. Contacted Merchants for verbal authorization to pull personal and business credit. Used Microsoft Word to type contracts for the company. Communicated with representatives from other Independent Sales Organizations (ISO). Worked with the Underwriters to distribute business deals. Administered calls throughout the office. Reviewed commercial leases to verify any extensions or renewals on the property. Show less