Martha Lang Email & Phone Number

United States

Series 99 LicenseDaily QC(quality control) of Offshore processes.SLA(service level agreement reporting)Workflow management- accurate processing of my responsibilities and other specialist.Timely and accurately post foreign and domestic funds of mandatory and voluntary corporate actions.Trained new team members on applying due diligence procedures and regulatory mandates.Wrote procedures for internal and external auditing purposes.Strong understanding of voluntary, mandatory, proxies, redemptions, maturities and class actions.Experience and strong relationships with Depository Trust Company and Foreign depository.Results Driven.Excellent customer(internal and external) service.Ability to think outside the boxReceived three promotions within nine years of current position.Ability to multi task in a fast paced environment.Detailed work knowledge of Broadridge.Adhere to all federal and state compliance guidelines relative to securities processing in operations.

Charlotte, North Carolina Area

Maintained friendly and professional client interactions at all times.Assisted clients with online securities services.Highest phone statistics for providing excellent customer service.Trained new team members how to use online security products.Adhered to all federal and state compliance guidelines relative online security services.

Greater San Diego Area

Analyzed voluntary and mandatory corporate actions from all industries.Assisted team with understanding and posting of voluntary and mandatory corporate actions.Excellent customer(internal and external) service.Conducted careful corporate actions events analysis of proposed transactions before allocating funds of securities.Posted funds of securities in an accurate and timely manner.Assisted with writing and updating procedures.

Charlotte, North Carolina Area

Created database of new and updated corporate action events both voluntary and mandatory.Processed voluntary, mandatory and bond redemption allocations in an accurate and timely manner.Analyzed and setup new voluntary notifications to clients.Received excellent performance reviews, bonuses and merit increases due to outstanding servicesprovided.Received employee of the month in Trust Operations out of approximately 250 employees.Maintained friendly and professional client interactions at all times.Ability to train new team members on bond redemptions/maturities, voluntary and mandatory corporate actions.Assisted with processing of proxies and class actions.