Joseph Romano Email & Phone Number

Apollo Beach, Fl, Us

Lake Mary, Florida, United States

As an Operations Intern in IBOR Accounting at BNY Mellon, my day-to-day consisted of supporting the maintenance and accuracy of investment records, assisting in processing and reconciling transactions, helping generate essential financial reports, and collaborating on company-wide improvement projects. This program helped me get hands-on experience with financial instruments and accounting software, allowing me to foster skills in data management, financial analysis, and team collaboration. Role Description:• Develop concise Excel models for financial analysis, enhancing accuracy and efficiency.• Utilize software such as Eagle, Monet, TLM, and NEXEN to ensure accurate reporting of accounts.• Test implementation of automated practices to streamline account reconciliation.• Balance interdepartmental projects to develop an overview of middle office responsibilities.• Present research proposals to achieve sustainability through decent work and economic growth.• Handle account reconciliation on breaks in financial securities including sinking funds, fixed income funds, bank loan pay-downs, bonds, forwards, and swaps.

United States

As a Financial Services Call Center Representative, I will be entrusted with the vital role of managing incoming calls from customers, ensuring their financial inquiries, concerns, and requests are addressed promptly and effectively. With pride in representing Synchrony, I will serve as a valuable resource, equipped with extensive knowledge on diverse financial products, including banking services and credit cards. Each day, my primary objective will be to deliver unparalleled customer service, consistently resolving issues with efficiency and precision, while upholding the utmost professionalism at all times.Role Description:• Answer inbound calls and resolve customer inquiries regarding account status. • Balancing multiple workflow systems to communicate accurate and satisfactory information to customers.• Communicate with teams across numerous departments within Synchrony to improve customer service.• De-escalate situations involving unsatisfied customers, offering patient assistance and empathy.• Learning new methods to assist customers through workstation in an online classroom environment.

Orlando, Florida, United States

• Respond to the needs of customers throughout the store to ensure they have a pleasant experience.• Supervise 8 self-checkout machines while assisting customers at a front desk cash register.• Altering work tasks every shift in order to improve on general skills during everyday operations.• Imploring a variety of charity events during the checkout process to help the community.• Cleaning and restocking the store in a timely manner to follow a solid schedule.

Master Of Science - Ms, Fintech

Enrolling in a FinTech (Financial Technology) program is a dynamic and intellectually stimulating experience. It offers a unique blend.

Bachelor Of Science In Business Administration, Finance, 3.8

Activities and Societies: Association of Latino Professionals for America (ALPFA)Relevant Coursework: - Corporate Finance / Intermediate.