Bio
Experience
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Account Manager I
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May 2012 - Present
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SAS Analyst III
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Oct 2005 - Present
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SAS Analyst III
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Oct 2005 - Present
Reconciling and processing Loan Accounting for Master Serviced and Title One deals in the Laser system.Processing bond payments associated with Master Serviced deals in Phoenix systemReconciling and processing monthly Title One optional terminations, collateral fees and wiring payments to the Servicers.Processing new Master Service deals and setting them up in accordance to the governing documents.Reviewing Master Service and Title One Loan Accounting ReconciliationsMentoring and training Analysts 2's, new hires and temps.Working on various projects as needed.Co facilitation of training classesProviding superior customer service to the Servicers and across internal client groupsReconciling SEI accounts and clearing aging itemsWorking on various charitable and community outreach boards.
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Associate
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May 2003 - Oct 2005
Monitoring and processing Derivative instruments, Interest Rate Swaps, Caps, Floors, Options Review Daily reports, ensuring payments made accurately and timely.Review confirmations and documentation with appropriate market terms- ISDA, for problem resolutionProvide superior customer service to Derivative customers.Maintain the Mortgage Asset Backed customer accounts and paymentsReconcile municipal bond payments through the Safe and Intellimatch systems.
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Client Support Technician
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Aug 1988 - Sep 2003
Providing Help Desk support as needed with terminals, PC's and printers Powering down the system when needed and backing up as scheduled using magnetic and/or cartridge tapesAssisting with various system upgrades as scheduledSetting up new PC's for various departmentsImplementing special projectsProviding users with various password problems
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Asst. Vice President
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Aug 2000 - May 2003
Monitoring and administration of all Derivative instruments, input, verification, authorization of Interest Rate Swaps, Caps, Floors, Options and Futures trades - Devon System.Review Daily reports, ensuring payments made accurately and timely.Issue confirmations and documentation with appropriate market terms- ISDA.Provide superior customer service to Derivative customers.Maintain the Racal phone recording systemImplementing special projects - new systems, procedures and controls.Manage small team - Performance reviews, training,Authored policy and procedures on Derivative processing.Administration of Devon System.
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FX Treasury Operations Manager
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Jun 1998 - Aug 2000
Administration of all Treasury Nostros, ensuring they are reconciled with all differences investigated and appropriate action taken in relation to non receiptsManaging and funding the banks Nostro accounts with Foreign banksMaintaining our US dollar account with corresponding banksProcessing and maintaining the purchases and sales of the Money Market FX Deposits and LoansManage the FX team - Knowledge and experience on the Opics system.
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Computer Operator
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Jun 1997 - Jun 1998
Processing and running various jobs and reports on the IBM AS400 Risc 6000 system Running various system back-ups, daily, weekly and monthly using magnetic and/or cartridge drivesSetting up user profiles and passwords for the AS400 and Lawson General Ledger systemTroubleshooting user device and printer problemsPowering down the system as scheduled or needed for updates
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Foreign Exchange Senior Clerk
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Feb 1997 - Jun 1997
Processing Foreign Exchange trades, wires, and entries Maintaining daily FX Position SheetsProcessing and reconciling daily Chase US Dollar settlementsFunding our various Nostro accounts with foreign banksProcessing various investigations on tradesConfirming trades with various brokersResponsible for Freddie Mac and Fannie Mae interest payments to Correspondent banks on securities held at Federal Reserve Bank on record date
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Education
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1995 - 2000University of Baltimore
Bachelors of Science, Information Systems
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Industry Focus. “Banking and Financial Services”
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