Experience

AssetMark

• United States
• Financial Services
• 500 - 600 Employee

• Gold Operations Coordinator II

  • Feb 2020 - Present

• Operation Specialist II

  • Oct 2016 - Dec 2022

  Acting as a liaison between operation representatives and advisors in order to obtain the required information needed to make sure that all the information and clarification is received to process requests in a timely and efficient matter.• Responsible: Coached and Mentored new associates• Recognized for work ethic: accuracy, productivity and adaptation to the changes of business and government needs • Organized: Created standardized operating procedures that serve as a guide to other associates ensuring that operating within the guidelines of compliance,• Keen attention to detail Show less



DB Schenker

• Transportation, Logistics, Supply Chain and Storage
• 700 & Above Employee

• Import Security Filing (ISF) Specialist

  • Sep 2015 - Oct 2016

  Acted as a liaison between point of origin and client destinations of imported goods. Responsible for ensuring that the proper paperwork was filed with the appropriate government agencies. Coordinated data collections from multiple sources including importer, carrier, manufacturer and other vendors • Ensured shipped merchandise is coded properly according to the Harmonized Tariff Classifications • Electronically filed ocean import security documentations (ISF-10) with US Customs Border Protection • Created and presented reports to customers regarding on time and late Custom Border Protection ISF Filings Show less



C.H. Robinson formerly known as Phoenix International

• Tempe, AZ

• Import Analyst

  • Jul 2010 - Sep 2015

  Acted as a liaison between point of origin and client destinations of imported goods. Made sure that the proper paperwork was filed with the appropriate government agencies. Process import documentation, filling, and analyzing US Customs entries according to regulatory compliance requirement with US import tariff laws. Have an excellent understanding of trade requirements and procedures, customs and tariff regulations. Cultivate and maintain strategic partnerships within various government agencies. Communicate with the Importer of Record to identify the commodity, assigned Harmonized Tariff Schedule and determined duty rate based on special treatment programs. Coordinate US Customs release of goods from the carrier, Customs or other governmental agencies and resolve the issue on exams and holds Arranged delivery of cargo, invoicing freight billing based on service contracts and terms defined. Maintained a consistently high level of customer service while meeting and exceeding customer expectations Show less



JPMorgan Chase Vastera International Corp

• Import/Export Trade Analyst III

  • Nov 2005 - Oct 2008

  Provide support to multiple Freight Forwarders to ensure that each imported merchandise is classified correctly, and paperwork was filed with the appropriate government agencies. Responsibilities include ensuring customs compliance; and administering related business processes, systems, and resources. Research client commodities within client engineering systems, review of the Harmonized Tariff Rulings and their Section and Chapter notes, GRI's to provide correct classifications to border crossing parts. Review commodity report for accuracy of classification. Show less



Vanguard

• United States
• Financial Services
• 700 & Above Employee

• Investment Specialist/Financial Processor

  • Nov 2000 - Jun 2005

  Nurture relationships with shareholders by Providing solutions to problems through research and knowledge. Process financial transactions per client request and provide daily market value information. Analyze and update the After 4 Market Transaction report. Use on-line resources to encapsulate customer date for use in future sales opportunities Ensure company policies and government regulations are properly followed by checking customer correspondence for accuracy and completeness Reviewing legal documents and contracts with customers. Show less