-Responsible for confirming reverse repurchase agreement trade details and settlement instructions with counter-parties. First point of contact internally and externally for REIT reverse repurchase trade settlements and cash balances.-Effectively communicate with traders and trade operations on reverse repurchase trade details, addressing potential trade errors and differences before settlement.-Establish new procedures and processes for Whole Loan reverse repurchase agreements; eliminating manual steps and preventing user errors.-Use Excel VBA to automate processes for (G)MRA margin calls, reverse repo trade tickets, multiple reports to the trade desk, and operational audits – Reducing processing time and manual errors.-Calculate, send, receive, and settle margin calls on repurchase and reverse repurchase trades.-Confirm and communicate USD cash flows allowing traders to maximize cash.-Validate and communicate overdrafts to trading desk on a T+0, T+1, and T+2 basis.-Research and resolve USD cash differences.

-Responsible for solving complex problems and managing clients needs for resolution. First point of contact for time sensitive issues. Review service level agreement with clients and provide details on any exceptions.-Collaborated with senior management and IT to launch and maintain new client relationships. -Established policies and procedures to ensure new business is handled correctly. Analyze possible gaps in processes to mitigate operational risk.-Calculated market value of derivative and repo positions including: IRS, TRS, CDS, CDX, CMBX, ABS, ABX, repos, currency forwards and bond forwards.-Calculated and ensured settlement of interest payments on collateral holdings and derivative trade fees, interest payments, and credit events. Enhanced calculation tool used for interest payments thereby creating a 90 percent increase in efficiency.-Responsible for training new members for collateral and OTC derivatives team on procedures and skills. Trained current team on internal and external applications. Continue to work with colleagues on analytical skills to improve daily operational flow.-Ensure CSA details are setup correctly and followed. Continued to work with IT to develop necessary agreement parameters and haircut schedules to manage agreements correctly.-Responsible for new security master setups and audits. Created Bloomberg API reports to validate new security setup and forecast future coupon and maturity payments.-Helped develop and implement process to upload and validate prices for derivatives, FX, and collateral trades for new clients to IMS.-Resolved failed ISMA/ISDA collateral moves with multiple brokers and custodians. Identified nature of fails and establish controls to prevent future fails and settlement issues.-Created and enhanced existing audits using Excel to streamline process. Built audits using advanced Excel formulas to identify exceptions efficiently.-Coordinated meetings with external auditors for SAS 70 and SOX audits.

-Reconciled collateral positions, repo positions, and swap positions to verify IMS matches the client.-Calculated market value of derivative and repo positions including: Interest rate swaps, total return swaps, credit derivatives, repos, bond forwards, and buy sell backs.-Calculated and ensured settlement of interest payments on collateral balances and derivative trade fees, interest payments, and credit events.-Collaborated with senior management and IT to launch and maintain new client relationships.-Responsible for training new members for collateral and OTC derivatives team on procedures and skills.-Sent and answered margin calls under the GMRA/MRA and ISDA agreements.-Researched and resolved nature of disputed margin calls.-Resolved failed trades with multiple brokers and custodians.-Created reports with spreadsheets, queries, and macros that were provided to client and internal senior management.-Organized and managed weekly meeting with client to validate service expectations.-Responsible for solving complex problems and managing clients needs for resolution.

-Reconciled collateral positions, repo positions, and swap positions to verify IMS matches the client.-Calculated market value of derivative and repo positions including: Interest rate swaps, total return swaps, credit derivatives, repos, bond forwards, and buy sell backs.-Calculated and ensured settlement of interest payments on collateral balances and derivative trade fees, interest payments, and credit events.-Collaborated with senior management and IT to launch and maintain new client relationships.-Responsible for training new members for collateral and OTC derivatives team on procedures and skills.-Sent and answered margin calls under the GMRA/MRA and ISDA agreements.-Researched and resolved nature of disputed margin calls.-Resolved failed trades with multiple brokers and custodians.-Created reports with spreadsheets, queries, and macros that were provided to client and internal senior management.-Organized and managed weekly meeting with client to validate service expectations.-Responsible for solving complex problems and managing clients needs for resolution.

-Established equity lines, equity loans, personal lines, business lines and business loans. -Originated and referred business to Mortgage, PCS, Merchant Card Services, and Payroll departments. -Exceeded sales goals every quarter of employment by an average of 25%.-Collaborated with Regional Portfolio Manager to cultivate investment deals exceeding one million dollars.

-Met with current clients and prospects regarding fee based, comprehensive financial planning and estate planning in a team environment with two Certified Financial Planners.Investment solutions included: immediate annuities, variable annuities, mutual funds, stocks, bonds, ETFs.-Life Insurance solutions consisted of: universal, variable universal, term, modified whole life, traditional whole life.-Retirement Planning, Education Planning, Disability Insurance, Long Term Care Insurance.-Assisted clients in establishing investment objectives and rate of return expectations