Trae A. Thompson, Fmva, Bida Email & Phone Number

Houston, TX, US

New York, NY, US

- Offering a greeting to callers and taking messages- Constructed 128 back-to-school bags for K-12 students- Data Entry for expense claims for "At Risk" & daycare sites‐Transform, Format, and create pivot tables with expense claim data-Organizing & reconciling files and H1535-AT forms

New York, NY, US

• Working in client services to resolve moderately complex issues to complete CLO Deals in Corporate Trust
• Generated end of month reports using Wall Street Office (WSO)
• Organized trade documents and backup files into respective deal/ client folders
• Verified and processed internal transfers in $MM to exercise borrowings and drawdown loans
• Facilitated of covering a teammate’s deal(s) and reporting obligations to their respective clients
• Applied intermediate problem-solving skills, experience, and judgement to analyze information from csv files

New York, New York, US

• Preventing fraudulent and suspicious activity by monitoring accounts and financial transactions for Citi Retail Services
• Contact card members to verify changes, requests and potential fraud applications using Fraud Agent Assist Tool
• Investigate unbilled and posted transactions of customer accounts using Fraud Detection Work Center (FDCW)
• Prevented a total of $1.36 Million Citi Retail Services (CRS) Fraud Saves in the year 2020
• Surpassed “customer satisfaction with agent” goals of at least 110%+ for 6 consecutive months
• Authenticating callers using high-risk verification methods and procedures to ensure privacy of customer accounts

San Antonio, TX, US

• Resolved troubleshooting tickets related to audio, video, lighting, and computer AV equipment in the guest speaker/event rooms.
• Ran full diagnostics on equipment prior to events to provide proactive checks so presentations could begin on time
• Assigned as Shift Leader for 5-hours setting-up/ tearing-down large events while in charge of 4 other technicians
• Constructed lighting trees, install 8 LED Par Cans/ Wash Moving Heads, and operated Roadhog 3 lighting console
• Recognized as an “AV Seal” for having the most “Tech-Assigned” shifts as a video camera technician

San Antonio, Texas, US

• Assisted the Financial Reporting Manager and Financial Compliance Manager with respective quarterly reports for the 10-Q.
• Calculated and documented the tie-outs for the balance sheet, income statement, and cash flow statement for the 10-Q
• Verified accounting transactions (USD $000’s), account reconciliations, & monitored documentation assurance
• Gathered knowledge in relevant SEC and GAAP guidance for a private company using a U.S. GAAP Checklist

• Supervised swimmers and identified potential hazards to ensure all safety protocols are being upheld.
• Provided rescue, first aid, and CPR immediately according to the situation.
• Maintained staffing and assigning 40 lifeguards to lifeguard locations or rotations.
• Trained 50 lifeguards in first aid, CPR, and all water rescue techniques.
• Received an “Exceeds” standard for the Ellis & Associates Lifeguard Audit in 2014.

Certifications, Finance And Financial Management Services

Bachelor Of Business Administration - Bba, Finance, General