Jake Reynolds Email & Phone Number

Newark, De, Us

London, Gb

• Performed detailed research to collect data on corporate actions activities.• Monitored changes in regulatory requirements impacting Corporate Actions operations.• Maintained accurate records of corporate actions events, including Transaction Updates, acquisitions, and Re-finances • Communicated effectively with clients to resolve inquiries related to corporate action events.• Serve as the primary Point of Contact for the processing and negotiation of NDAs• Review of all documentation in accordance with the LSTA standard terms and conditions• Responsible for ensuring all activity is conducted in accordance with policy, procedure, appropriate controls, LSTA guidelines, and the credit agreement.

London, Gb

• Performed detailed research to collect data on corporate actions activities.• Monitored changes in regulatory requirements impacting Corporate Actions operations.• Maintained accurate records of corporate actions events, including Transaction Updates, acquisitions, and Re-finances • Communicated effectively with clients to resolve inquiries related to corporate action events.• Serve as the primary Point of Contact for the processing and negotiation of NDAs• Review of all documentation in accordance with the LSTA standard terms and conditions• Responsible for ensuring all activity is conducted in accordance with policy, procedure, appropriate controls, LSTA guidelines, and the credit agreement.

London, Gb

• Managed all KPIs with agreed targets, ensuring quality commentary is maintained with fund owner. • Assisted in loan trade settlement processing while working with key stakeholders to maintain integrity of trading desks P&L.• Worked with middle office closing team to coordinate payments and help clarify instructions for our traders. • Prioritized timely and accurate settlement of all buy and sell trades. • Interacted with management team as the subject matter expert, improving the efficiency and effectiveness of the unit by leading new hire training and risk management protocols.

New York, Ny, Us

Accountable for uncollateralized credit risk of Investment Bank clients, including responsibility for timely and accurate identification and escalation of disputes and fails in partnership with Credit / Risk Management, Collateral Risk Management, and Operations Management teamsFacilitate root cause resolution of client inquiries through coordination with front office, middle office and core processing areasProcess incoming and outgoing margin calls efficiently and accurately, while providing clients with transparent, detailed information and auditing transfers for legal complianceIdentification, problem-solving and resolution of client collateral and trade settlement disputes or discrepancies

Charlotte, Nc, Us

Create exceptional customer experiences in support of Wealth Accounts valued at $250K+ while effectively engaging daily in 50+ calls, monitoring for potential fraudulent activity, and meeting / exceeding product service level agreementsProactively review customer relationship components and act upon product maintenance opportunitiesCapture and leverage regional fraud analysis models to aid in proactive incident identification and preventionDiligently research and document management in support of deceased customer accountsTrack and monitor customer account activity

Estero, Fl, Us

Deliver extraordinary customer experiences while handling 350+ rentals per weekEffective management of daily administrative activities while conducting proactive outreach to generate new business and boost revenueParticipation in Branch Manager Training as well as application of leadership experience as support of four employees in successful achievement of personal and corporate service and revenue targetsFleet management of 160 vehicles ensuring operational conditions exceeded company standards

Estero, Fl, Us

Increased Revenue by 20% over 3-month timeframeMaintain day to day car rentals and quality customer serviceProvide high-quality customer experiences while balancing maintenance of 80-car fleetExperience supporting multiple branches and locations

Washington, Dc, Us

Collected data from designated households in a timely and efficient mannerInspired trust through creation of a safe and friendly environment for individuals to report household information

Master Of Science (M.S.), Information Systems Technology (Information Assurance)

Bachelor Of Science (B.S.), Business, Management, Marketing, And Related Support Services