Jim Hart Email & Phone Number

Jacksonville, Florida Area

• Individually responsible for resolution of product issues submitted by Advent's clients via incoming phone call or Salesforce web case through research and testing.• Case work subjects include UNIX/Linux testing, SQL-CLR, SQL Server Integration Services (SSIS), SQL Server Reporting Services (SSRS), application performance, Geneva Workflow Manager, and importing and extracting data. • Wrote and edited Knowledge Base articles detailing issues and resolutions to cases for the… Show more • Individually responsible for resolution of product issues submitted by Advent's clients via incoming phone call or Salesforce web case through research and testing.• Case work subjects include UNIX/Linux testing, SQL-CLR, SQL Server Integration Services (SSIS), SQL Server Reporting Services (SSRS), application performance, Geneva Workflow Manager, and importing and extracting data. • Wrote and edited Knowledge Base articles detailing issues and resolutions to cases for the benefit of team members.• Completing Red Hat Enterprise Linux course provided by Red Hat, Inc. • Promoted to Client Support Senior Specialist in January, 2017. Show less

Jacksonville, Florida Area

• Individually responsible for resolution of product issues submitted by Advent's clients via incoming phone call or Salesforce web case through research and testing.• Case work subjects include Microsoft SQL testing, APX Packager (automated reporting), scheduled tasks via Microsoft Task Scheduler and Visualcron, Advent OnDemand, Citrix, server configuration, and the web browser client interface. • Presented case studies addressing prior client issues, steps taken in testing… Show more • Individually responsible for resolution of product issues submitted by Advent's clients via incoming phone call or Salesforce web case through research and testing.• Case work subjects include Microsoft SQL testing, APX Packager (automated reporting), scheduled tasks via Microsoft Task Scheduler and Visualcron, Advent OnDemand, Citrix, server configuration, and the web browser client interface. • Presented case studies addressing prior client issues, steps taken in testing, and final resolution.• Wrote and edited Knowledge Base articles detailing issues and resolutions to cases for the benefit of team members.• Internally certified on Performance, Automation, Networking I & II, and Microsoft SQL I & II courses.• Owner of the Microsoft SQL I internal certification, including preparing students for and reviewing test results, as well as monitoring and testing certification questions for relevancy and regression in newly released versions of Microsoft SQL.• Support liaison with Ashland Partners, an Advent Alliance Partner, as well as subject matter expert on the Ashland Extract process for both APX and Axys. • Promoted from Client Support Representative to Client Support Specialist in October, 2015. Show less

Jacksonville, Florida Area

• Prepared daily workloads and coordinated the daily allocation of work for staff. • Motivated the team to achieve high standards and meet KPI and SLA targets. • First point of escalation for resolving both internal and external issues team members were experiencing. • Responsible for hiring decisions on behalf of the Secured Room.• Mentored junior and new staff. • Provided honest and accurate information on individual performance through monthly evaluation… Show more • Prepared daily workloads and coordinated the daily allocation of work for staff. • Motivated the team to achieve high standards and meet KPI and SLA targets. • First point of escalation for resolving both internal and external issues team members were experiencing. • Responsible for hiring decisions on behalf of the Secured Room.• Mentored junior and new staff. • Provided honest and accurate information on individual performance through monthly evaluation meetings.• Implemented new initiatives within the Secured Room and encouraged staff to create their own initiatives. • Created a positive working environment through use of positive reinforcement.• Trained all staff on Secured Room functions, including the daily picklist, monthly Global Reconciliation, Security Disposition, and Docsmart, as well as check printing, deposits and withdrawals, and correction of proof breaks.• Subject matter expert and lead point of contact for Secured Room Services' area of the conversion from the debt managing program SABER to dbGDM.• Subject matter expert and lead point of contact for Secured Room Services' SPARX process mapping development.• Supervised staff and effectively minimized risk to the bank and prevented incidents.• Performed reconciliations to ensure compliance with STA and SEC guidelines and regulations. Show less

Jacksonville, Florida Area

• Lone member of the Secured Room Services team who is fully cross-trained on all functions, including the daily picklist, monthly Global Reconciliation, Security Disposition, and Docsmart.• Printed and mailed new certificates on a daily basis, using both physical and virtual inventory.• Responsible for the monthly Global Reconciliation process, requiring extensive contact with Client Service Administrators to ensure that the proper Global Notes were received by the Secured… Show more • Lone member of the Secured Room Services team who is fully cross-trained on all functions, including the daily picklist, monthly Global Reconciliation, Security Disposition, and Docsmart.• Printed and mailed new certificates on a daily basis, using both physical and virtual inventory.• Responsible for the monthly Global Reconciliation process, requiring extensive contact with Client Service Administrators to ensure that the proper Global Notes were received by the Secured Room.• Pulled and destroyed Cedefast Global Notes monthly as directed by Client Services.• Sorted and ticketed the twice daily mail, ensuring all live certificates were ticketed and delivered to the correct department.• Processed the deposit and withdrawal of Global Notes and Collateral items in the Secured Room, confirming that all items were received and sent accurately.• Printed both manual SABER and SUNSTAR checks, as well as regularly scheduled Paybase checks for both Operations and Client Services.• Responsible for printing and shipping Client Service Mailings when requested.• Completed and delivered Audit Confirmations in a timely manner on behalf of Client Services. • Became a point of contact in the Secured Room for other departments, including the Securities Payment and Transfer Units. • Improved the Global Reconciliation process, making it more time efficient and accurate using Access and Excel.• Introduced a new procedure to mitigate risk to the bank by creating a checklist to complete when '4-eye' reviewing the daily picklist.• Lead the SABER BRD conversion process on behalf of Secured Room Services. Show less

Jacksonville, Florida Area

• Cross-trained with Secured Room Services, gathering experience in printing checks, scanning and recording inventory and disposing of cancelled, confiscated, and redeemed bonds and coupons.• Operated the Report Card Access database, monitoring incoming funding and disbursing principal and interest payments on maturities and calls.• Responsible for all daily and weekly tender puts, releasing funds to DTCC, accepting security shares and… Show more • Cross-trained with Secured Room Services, gathering experience in printing checks, scanning and recording inventory and disposing of cancelled, confiscated, and redeemed bonds and coupons.• Operated the Report Card Access database, monitoring incoming funding and disbursing principal and interest payments on maturities and calls.• Responsible for all daily and weekly tender puts, releasing funds to DTCC, accepting security shares and delivering the shares to the appropriate remarketing agent.• Processed principal and interest payments in the SABER system due to maturities, early full calls, partial calls, tenders and reorganizations.• Performed reviews of Letters of Transmittal for reorganization deals due to mergers and acquisitions, as well as exchange offers. • Made extensive use of Microsoft Excel, Word, and Access in daily functions, including running macros and editing databases. Show less

Bachelor Of Arts (Ba), Business Administration And Management, General

High School Diploma

Activities and Societies: International Baccalaureate Program, National Honor Society, President of Spanish National Honor Society, Cross.