Cory O'Brien Email & Phone Number

Moon, Pennsylvania, United States

• Assess credit risk and establish credit limits based on Dun & Bradstreet, Moody’s, or recent audited financials
• Open customer accounts in Oracle, EP21, AX12, or S/4Hana
• Develop relationships with internal and external customers, as well as provide customer service support
• Maintain accurate credit and collection files

Pittsburgh, Pennsylvania

• Analyze and value OTC and exchange-traded derivatives instruments including Total Return Swaps (TRS), Total Return Swaps on Futures (TRS Futures), Credit Default Swaps (CDX/CDS), Interest Rate Swaps (IRS), Equity Swaps.
• Process Credit Event's on CDX/CDS swaps through calculation of correct cash flow amounts, reduction of position to new version, and instruction of settlement amount to counterparties due to bankruptcies, mergers, and.
• Lead process and perform Swap Resets, Maturities, and Cash Flows Settlements for bi-lateral products averaging 3.5B annually
• Use technology platforms such as Mysis Financial Software (Summit) and Eagle Investment Systems (Eagle STAR | Eagle PORTAL | Eagle PACE) to view and edit trade details, manually/edit SMF's, manually book/edit trades.
• View and edit FpML's as necessary to ensure trade information sent into systems is accurate
• Monitor and facilitate daily trades through trade capture, trade affirmation and confirmation, term-sheet dispute & amendment for a wide array of cleared and bi-lateral derivatives products

Pittsburgh, Pennsylvania

• Responsible for understanding legal contracts and ensuring strict compliance to government documents
• Assist senior management with meeting guidelines set forth by audit regulators
• Provide direction to other internal teams to ensure all services are captured correctly
• Work directly with clients to address concerns
• Work directly with front office to ensure timely account statements and payment from clients
• Help train new employees

Pittsburgh, Pennsylvania

• Maintain billing functions for specific and more complex clients
• Calculate and prepare invoices using PC and Mainframe technology
• Perform account set up and maintenance, closing, manual input and validation of data, as well as perform complex related activities per clients request
• Prepare invoice mailing and manual general ledger entries
• Interface with managers to investigate and resolve inquiries

Pittsburgh, Pennsylvania

• Maintained accounting records relating to a specific mutual fund, separate account, commingled trust and/or limited partnership entities in accordance with department policies and procedures
• Performed daily custodian bank cash and asset reconciliation analysis including resolving reconciliation breaks
• Performed various month end client statement workflow and validation reports
• Effectively communicated with Custodian Banks, Asset Managers, internal functional teams, and other international operational centers

• Develop and implement business and market plan specializing in small business, and young individual/family retirement planning
• Design and implement marketing techniques to increase sales revenue
• Executes onsite presentations for potential referral sources
• Conduct consultative appointments with clients to determine their financial concerns and needs
• Prospect for new clients

Beaver, Pennsylvania

• Provide excellent customer service for members
• Consistently submit a balanced drawer
• Up to date on current banking regulations
• Training in loans, collections, and credit card services
• Familiar with OFAC and the ChexSystem

Monaca, PA

• Assisted with the training of new customer service associates
• Provided excellent customer service at the register and throughout the store
• Effectively sold home improvement items based on customer needs
• Efficiently managed inventory by comparing physical inventory to system inventory

Slippery Rock, PA

• Managed the archiving of completed projects including listings of all projects, contacting project billers for verification of files, and organizing files as directed
• Initiated and implemented a “Process Improvement Project” by creating a more efficient system of preparing invoices for mailings and created templates for labeling
• Executed Oracle functions including document retrieval of timesheets, receipts, and expense reports/transferred costs across tasks