Chuck Low Email & Phone Number

Tulsa, Oklahoma Area

Investment Portfolio Specialist II>Provide back office support for $13 billion mortgage back and municipal bond portfolio.>Manage collateral for $600 million sweep repo balances.>Develop VBA code to automate system reconciliations, user input and reporting.Risk Control Officer>Created VBA code object/framework to accelerate coding projects. A project that would take 6 hours now takes 8 minutes.>Developed automated self-serve stress test model for Credit relationship managers to calculate line of credit exposure.>Supported/Developed group’s Microsoft SQL Server Integration Services (SSIS packages) ETL tool.RPS Operations Specialist II>Received Ops &Tech award for automating audit document generation, gathering and packaging for 456 institutional retirement plans.>Received 2nd Ops &Tech award for automating end of year name and address verification processes.>Developed automation for the fee disclosure process saving the company 240 to 320 man-hours a year.>Designed and executed automated regression and load performance tests that prevented shoddy vendor software being accepted.>TSQL, SQL, Visual Basic For Applications (VBA), Sungard, OmniScript, Performance Testing, Quality Assurance, QA, Application Support, Testing, Test Plan, Javascript

Tulsa, Oklahoma Area

>Top sales rep of new maintenance contracts for 2013 & 2014 (Number 1 out of 15 reps both years). >Collected outstanding accounts receivable. >Sales trainer for new aftermarket reps.

Tulsa, Oklahoma Area

>Generated sales leads through door-to-door cold calls that resulted in bringing 800 new prospects to the firm.>Created a cold calling script with investor appeal resulting in placing 32,974 cold calls to residential investors.>Tactfully communicated with prospects and clients the hard facts of their current financial program, which resulted in clients accepting advice without embarrassment and then enjoying a 400% increase in yield on dollars invested.

Tulsa, Oklahoma Area

Programming highlights:>Received “Champion” monetary award for creating an automated FERC audit tool that identifies potential FERC access violations. Previous Federal Energy Regulatory Commission (FERC) fines were in the million-dollar range.>Implemented server memory management procedure that eliminated server outages for FileNet end user community.>Developed an application that allowed clients to reduce expenses and eliminate liabilities surrounding their market data information feeds. The first client saved $100K. Team Lead highlights:>Conceived and managed team projects that resulted in reduced project delivery times.>Acted as last level of escalation when junior team members could not solve issues.>Implemented a concierge support/issue resolution model that insulated customers from system and technology details allowing customers the luxury of reporting the issue and then forgetting about it.

Bachelor Of Business Administration (Bba), Finance

Education record

Education record

Education record