Operations Representative Resume Sample
Ellsworth Hartmann
2529 Eduardo Ranch,
Detroit,
MI
+1 (555) 508 1564
Work Experience
Senior Operations Representative
07/2015
-
PRESENT
New York, NY
- Uses judgment and initiative in performance of assigned tasks in the following areas: on-us and third party returns, stop payments and forgeries
- Performs necessary and specialized research to resolve problems in assigned area
- Monitors laws and regulations to ensure compliance with appropriate federal regulations
- Interfaces with other department and HI business units when resolving customer inquiries
- Operates computer terminal and is familiar with screens and functions
- Uses considerable judgment and initiative in completion of assigned tasks, including the handling of more challenging accounts, transactions and projects
- Completes necessary and specialized research to resolve problems in assigned area
Operations Representative
08/2010
-
03/2015
Dallas, TX
- Survey the daily service and pave cut cards for accurate size, type, and location. Enter all information into the Restoration data system. Maintain file to final completion and forward for Contractor billings
- Provide clerical support for the production of Purchase Requisitions, Request for Check forms, Daily Crew Activity Roster,Call Out Database and any Special Project, and all related paperwork. Monitor inventory levels of office supplies and place orders for restocking
- Your excellent ability to work with numbers
- Type 45+ words per minute
- Maintenance of payments including reconciliations and calculating any overpayments of balance, monitoring return of overages, and ensure payment terms are being met and then monitoring the return and ensuring payment terms are being met
- If information for an activity is missing, sends a notification to the client’s Private Client Advisor in order to gather the necessary information and, as appropriate, returns the physical document to the Private Client Advisor . Escalates emerging issues to the Lead Operations Representative or Operations Manager as appropriate
- Computer applications: Microsoft Office products, Advanced Excel skills
- Solves problems and makes decisions, is adept to client service, is flexible and adaptable, is extremely detail oriented, uses policies and procedures accurately
- Performs all essential daily tasks within applicable group
Gwim Entry Operations Representative
02/2006
-
03/2010
Dallas, TX
- Research reports on the OnDemand system for HFE teller transactions and reports for ICS Sequence numbers for DDA/TDA and IRS-1099-INT statement reprints
- Use of the ARS (Archive Retrieval System) for online applications of customer transactions
- Use of the ASI Interface system which interfaces with CIF to distribute requests into specific queues for fulfillment. Item downloaded could be requests for statements, checks, deposits and reconstruction ordered through the CIF (Customer Information File) via the 39 screen
- Use of the Check Image Archive system to reprint Checks, Deposits and withdrawals. Operating micrographic equipment to retrieve photocopies of recorded data from film and or CD roms
- Perform daily payroll data entry into the PROD system ensuring accurate and timely processing of payroll information for Operations employees. Generate final documentation for required approvals
- Review, apply, and process for payment all PADOT, municipal, local occupancy permits. Also includes all emergency permits. Establish and maintain data base to reflect application and payment transactions. Maintain R numbers for Ingres tracking of work
- Enter data for the KOT Valve/Inactive Services updates into the Valve App. Receive demos from Call Center and One call. Create related orders and work with Supervisor to ensure orders are complete
Education
California Miramar University
2001 - 2006
Bachelor's Degree in Finance
Professional Skills
- Attention to detail, Analytical Skills, Strong problem-solving skills, Strong interpersonal skills, excellent written and verbal communication skills
- Excellent PC skills in Microsoft Word, Excel, and Access required. Excellent verbal and written communication skills with strong interpersonal skills required
- Demonstrated effective communication (Verbal and Written) and interpersonal skills; organizational and problem solving skills
- Excellent customer service skills, including telephone skills and etiquette
- Strong data entry skills and prior experience
- Proficient PC/Internet skills (Microsoft Office including Word and Excel) and keyboarding skills of 40 to 50 wpm
- Technical writing skills and Analytical Skills
How to write Operations Representative Resume
Operations Representative role is responsible for interpersonal, microsoft, customer, analytical, organizational, software, research, numeric, analysis, excel.
To write great resume for operations representative job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Operations Representative Resume
The section contact information is important in your operations representative resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Operations Representative Resume
The section work experience is an essential part of your operations representative resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous operations representative responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular operations representative position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Operations Representative resume experience can include:
- Assists in researching and resolving problems including compliance issues, trade errors, problems with securities, reporting requirements and/or monetary issues. Performs quality control activities to ensure accuracy of trade order calculations
- Strong communication skills, interpersonal skills and attention to detail
- Strong customer service experience or skills
- Demonstrated PC user skills including word processing, MS Office, spreadsheets and database management
- Strong computer skills (accurate typing / keyboarding)
- Strong organization, problem solving, customer service and communications skills
Education on an Operations Representative Resume
Make sure to make education a priority on your operations representative resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your operations representative experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Operations Representative Resume
When listing skills on your operations representative resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical operations representative skills:
- Strong organizational skills including ability to prioritize multiple tasks
- Strong interpersonal skills and proven ability to build and maintain business partner relationships
- Effective time management skills and ability to prioritize and multi-task
- Demonstrated PC skills including Microsoft Word and analytics using Microsoft Excel including spreadsheets and database management
- Demonstrated PC knowledge and keyboarding skills while working in a Windows environment
- Excellent organizational, decision making and problem solving skills
List of Typical Experience For an Operations Representative Resume
1
Experience For Customer Operations Representative Resume
- Computer literate; excellent typing skills
- Qualification, Experience & Skills
- ) Strong Research skills
- Use problem solving and analytical skills to identify opportunities and issues and recommend solutions
- Concrete critical thinking skills with the ability to problem solve in real time or tight timeframes
2
Experience For Brokerage Operations Representative Resume
- Detail oriented, ability to work effectively with minimal supervision
- Communicate effectively through various communication methods
- Providing effective front line issue support to both our associates and our business partners
- Optimizing the user service experience
- Building solid relationships with business partners across LOB’s
3
Experience For Senior Operations Representative Resume
- Experience using brokerage applications including AS400, COLD, Host on Demand/Broadridge, STAR, SCORE, OAM and Webpost
- Experience calling directly on Dealers or field support requiring direct engagement with dealers
- Collaborate with the Marketing function to optimize PLRB’s product offering, ease of product selection, and validates PLRB sources of value
- Verifyservice orders prior to approval, focusing on accuracy of informationsupplied. ie: serial number, activitytype, customer bill to, customer ship to, etc
- Prior knowledge of financial industry policies and regulations including AML, Privacy, KYC and CASL
- Strong client service & high competency level in learning new and different computer applications along with Microsoft Office are required
- Analyzes often complex transactions ensuring items are in good order with respect to regulatory and procedural guidelines
4
Experience For Trade Operations Representative Resume
- Experience integrating new technologies into operational functions
- Operate B&W and color reprographics and binding equipment
- Examine checks received for deposit not-in-good-order by determining reason for issue in comparison to Firm’s check acceptability polices
- Experience with accounting reconciliation and knowledge of Unify application is advantageous
- Fice/clerical experience with emphasis on filing
- Proven track record in independent handling of initiatives or ad hoc tasks
- Production agriculture and grain merchandising experience
5
Experience For Loan Operations Representative Resume
- Possess a strong work ethic with a sense of urgency for timely, accurate transaction processing
- Have 2+ years of professional work experience interacting with customers
- To ensure the efficient and effective handling of operational / administrative financial and non-financial transactions on behalf of iTRADE brokerage clients
- Experience in a fund accounting area with use of Invest One a distinct advantage
- Experience in processing trades across multiple asset classes
- Good understanding and application of MS Office tools, specifically Excel
- Solid organizational, time management and multi-tasking abilities
- Financial services/securities industry experience in operations and loan operations working for either a prime broker, administrator or hedge fund
6
Experience For Service Operations Representative Resume
- With a strong eye for detail complete daily and complex transactions to ensure compliance with internal and industry regulatory requirements
- Microsoft Office 2013 experience
- Interact with 3rd parties and customers as required to validate information relating to fees and charges
- Experience, preferably within financial services and/or a shared service model
- Ensure highest level of customer satisfaction which is key priority
7
Experience For Gwim Entry Operations Representative Resume
- Participate on problems resolution in order to build and maintain a strong relationship with our internal and external customers and partners
- Brokerage industry experience, preferably in middle/back-office operations or high volume transaction processing
- Desirable: strong attention to detail, and willing to take ownership of their work
- Effective and timely communication
- Educated to A level or equivalent professional experience
- Microfilm Research – operates various micrographic equipment and computer to produce recorded data on photographic film
- Manage and enforce quality standards at all sites to ensure local customers have an exceptional quality/service experience
- Supervise the Customer Operations Indirect New Business Team and ensure it operates within guidelines
8
Experience For Deposit Operations Representative Resume
- Build strong relationships with PTC partners and internal customers
- Represent Client Operations in a positive, effective and professional manner
- Operate office equipment, send faxes and make copies
- Up to 1 year of financial services/office experience required
- Operate basic office equipment such as personal computers, fax machines, copiers, and telephone systems
- Excellent and confident communicator
- Customer service experience, preferably with a medical device company
- Experience with insider transactions or stock transfer agents
9
Experience For Daily Operations Representative Resume
- Relevant industry or supervisory experience
- Your ability to prioritize and work under time constraints
- Build strong relationships with primary internal business partners
- Proven ability to handle complex work items
- Experience with Financial industry practices and tools
- The ability to review and validate 1099 tax forms (DIV, INT, OID, MISC, and B)
- Mortgage related experience with emphasis on mortgage document identification
- Minimun of two years operations experience or equivalent
- Experience in industry
10
Experience For Plant Operations Representative Resume
- Wholesale/ Retail knowledge desirable (12 months professional experience)
- Experience with mortgage document execution
- ) Previous admin experience in a corporate atmosphere
- · Call Center Experience
- · Back Office Experience
List of Typical Skills For an Operations Representative Resume
1
Skills For Customer Operations Representative Resume
- Demonstrate exceptional decision-making skills
- Excellent interpersonal, communications and influencing skills
- Advanced Excell skills and experience performing analysis
- Effective communication and writing skills in both English and Spanish
- Strong written, verbal communication, interpersonal and relationship-building skills
2
Skills For Brokerage Operations Representative Resume
- Good communications skills (face to face, over the phone and in writing)
- Strong keyboarding (data entry) skills
- Strong attention to detail and data analytical skills
- Demonstrated ability to work independently, communicate effectively and influence others in the work group, dealer personnel and customers
- Possess good interspersnal and organizational skills
- Strong risk management and compliance skills
- Strong interpersonal skills and the ability to work closely with team members in a highly controlled and secure
- Strong communication skills and ability to work with various cultures
3
Skills For Senior Operations Representative Resume
- Excellent interpersonal and communication skills with both clients and cowokers
- Excellent communication skills; ability to work with remote teams
- Excellent customer service skills (ability to determine/recognize member needs)
- Strong analytical skills, able to maintain a high quality of customer service and attention to detail
- Work independently, prioritize time and exceptional organizational skills
- Excellent computer skills with Microsoft Office Products and Transportation Operations Systems
- Solid computer and software skills
- Effective interpersonal skills with a service minded, team attitude
4
Skills For Trade Operations Representative Resume
- Strong administrative, organizational, interpersonal skills, and attention to detail
- Positive attitude and demonstrated customer service skills
- Good communication skills - able to clearly and articulately engage over the phone and via e-mail
- Strong PC skills and ability to learn new applications quickly and with ease
- Independently, possess good oral and written communication skills
- Possess strong organizational skills and detail oriented
- Good written, verbal communication, interpersonal skills and, team player
- Professionalphone manner and strong interpersonal skills
5
Skills For Loan Operations Representative Resume
- Strongorganizational skills with attention to detail
- Strong time management skills to ensure Service Levels are always maintained
- Delivering effective written and verbal communication to appropriate business partners and customers when requests are not in good order
- Experience in working across functions and establishing strong working relationshipsSearch Jobs US
- Experience in working in an environment with interruptions and multiple changing priorities
- Basic PC knowledge and navigation skills - Ability to perform simplemaintenance on sorting equipment
- PC skills including knowledge of Windows Microsoft Office applications (Word, Excel, etc.)
- Brokerage industry experience; direct investing experience an asset
- Work effectively supporting multiple products daily across multiple time lines
6
Skills For Service Operations Representative Resume
- Intermediate to Advanced skills in all Microsoft Office (including Powerpoint, Excel and Outlook)
- Effectively communicate through various channels. (Email, Phone, Instant Message, Presenting/Meetings)
- Abilityto multi-task, prioritize, and adapt to changing priorities
- Experience with computer applications including Microsoft Office products. Advanced Excel experience
- Work effectively within a team environment to successfully manage daily work volumes and quality standards
- Use and develop your language skills in our international work environment. Our people speak over 26 European languages each day!
- To ensure a superior level of customer experience and client experience
- Efficiently and effectively work in a team environment
- General PC skills, Windows, Microsoft Office, 10 Key
7
Skills For Gwim Entry Operations Representative Resume
- Extremely fast-paced 10-key skills
- Maintain a positive representation of the company at all times -Advanced order management skills
- Your ability to validate and review tax information on the 1099 Consolidated tax forms
- Quality conflict resolution skills
- Collaborate with iTRADE Call Centers or other partners across the Bank to ensure client request are responded to effectively and efficiently
- Accurately and effectively process requests for client and account maintenance, address changes, debit card issuances and maintenance
8
Skills For Deposit Operations Representative Resume
- Prior experience in a customer-facing/management or similar role is highly desirable
- Process exceptions using sound analytical skills
- Strong energy to operate in a fast-paced, dynamic and results-driven environment
- Self-motivated and eager to learn operational skills across logistics, supply and demand, and strategy
- 10 key by touch skills, be attentive to details, accuracy
- Communicates effectively with various internal/external parties (Portfolio Manager, Traders, brokers, etc.) on trade orders from execution to settlement
- Basic PC skills including Microsoft Office
9
Skills For Daily Operations Representative Resume
- Keeps current on procedural changes, information updates, and market updates. Organizes the information to effectively and efficiently communicate
- Abilityto communicate effectively through written documents
- Engaging and accurately reviewing, resolving, and validating exception items, audit and compliance backup and business unit reporting,
- Assisting the department in rolling out significant process and procedural developments- gaining invaluable experience in the process
- Banking Center or operations experience
- Creating a streamlined experience in order to get clients in a position to sell their securities as soon as possible
- Building strong relationships with CHR account managers to anticipate and execute day-to-day transportation needs
- Providing great customer service and a smooth experience to rider applicants
- Billing or payments experience in a utility or related industry
10
Skills For Plant Operations Representative Resume
- Knowledge of relevant financial operations industry experience, preferably in Trade Processing or Fund Accounting
- Strong understanding of core fund accounting principles
- Ensure a high level of transactional competence and exercise good judgement when correcting errors/making adjustments to client requests
- Flexible and willing to work in a environment with shifting priorities
- Good knowledge on Economic Sanction screening
- Good knowledge on local regulations governing all RMB related payments
- Industry related experience in either a brokerage firm, clearing firm or mutual fund company
- Recognize and resolve potential problems through work experience and training required
List of Typical Responsibilities For an Operations Representative Resume
1
Responsibilities For Customer Operations Representative Resume
- Effectively prioritize work time to ensure productivity standards are achieved
- Manufacturing, warehouse, or distribution experience with some supervisory responsibilities
- Strong knowledge of Microsoft Office including Microsoft Project and Powerpoint
- Strong in relationship management with varying levels of stakeholders
- Establish priorities and work with different task simultaneously
2
Responsibilities For Brokerage Operations Representative Resume
- Experience with problem resolution and prevention
- Complete courses / attend skill-building sessions as approved by manager, to ensure an up to date knowledge of industry policies and procedures
- Provide skill building / education (iWalk) sessions for Management and other department staff
- Two years of equivalent experienced required
- Two years of experience in travel inventory management or revenue management
- Are a demonstrated servant leader who would embrace our values
3
Responsibilities For Senior Operations Representative Resume
- Identify and resolve problems in a timely manner, gather and analyze information skillfully, and develop alternative solutions
- Computer System/Skill Requirements
- Branch administration or branch operations experience
- Administrative/office experience
- Experience in the area of break- cash and position reconciliation
- 1-3 yrs.’ operations experience
- Experience, preferably within financial services and/or a shared service model
- Professional Experience (Years) / Expérience professionnelle (Années) : Une première expérience dans un service Client est exigée
- 3-5 yrs.’ operations experience
4
Responsibilities For Trade Operations Representative Resume
- Experienced (2+ yrs) in SAP, E1 and MS office – or similar applications
- Two or more years of experience in intermodal operations or related transportation industry
- Effective communication and follow-up
- Proven ability to follow procedures
- Use resources in order to make effective decisions
5
Responsibilities For Loan Operations Representative Resume
- Validates and ensures the accuracy of load data in CHR systems
- Previous work experience, preferably in an operations environment
- Contribute to fraud loss mitigation through effective review and resolution of targeted detection/prevention efforts
- Minimumof three (3) years business experience
- 1 – 2 years job related experience
- 5+ experience in radio/television sales
- Relevant experience
- Processing loans on Advent Geneva and full loan maintenance, including funding, paydowns, borrowing and rollovers
6
Responsibilities For Service Operations Representative Resume
- Contributing towards department’s efforts in the areas of constant process improvement, improving productivity, enhancing STP (straight thru processing)
- Ensuring data accuracy and processing checkpoints are met in generating and distributing invoices
- Analyzing and resolving customer concerns using established procedures
- Ensuring customer and corporate records are accurately maintained and filed (including Notepads, SPADS, Call Tracking, Cases)
- Reviewing and processing transactions for item processing
- Managing that process from start to finish while depending on others ( company counsel and/or transfer agent) to do their part in completing the transaction
- Identifying and resolving systemic and operational issues while identifying opportunities for improvement
- Placing service calls and coordinating off site service support as needed
- Delivering the rider onboarding process in markets as specified by the Supply team
7
Responsibilities For Gwim Entry Operations Representative Resume
- Understanding of dealer sales and marketing processes and capabilities both prime product and parts sales
- Providing quality customer service through accurate and timely processing of written requests
- Analyzing supporting documents to confirm legal requirements have been met
- Working with dedicated warehouse provider and monitoring inventory
- Generating and maintaining up-to-date and accurate customer records, and shipment documentation
- Ensuring all anti-money laundering, fraud, compliance and regulatory policies all followed
- Reviewing and processing transactions
8
Responsibilities For Deposit Operations Representative Resume
- Sorting using electronic or mechanical equipment
- Reviewing and reconciling P&L attributes as it relates to loan activity and position
- Interviewing and communicating with potential riders over the phone and via email
- Willing to work weekend and evening shifts
- Delivering highly efficient transaction processing
- Educating aspect to end users stressing “best practices” and standard Fidelity policy
- Creating and reporting daily metrics
- Reviewing correction instructions and ensuring each transaction is executed appropriately
- Establishing & communicating clear delivery goals & expectations to the associates
9
Responsibilities For Daily Operations Representative Resume
- Ensuring quality of service through application testing and quality control checks
- Collaborating with the team on system deficiencies and identifying opportunities for improvement
- Working knowledge of the water utilities sector, including all key related regulations
- Processing customer instructions; money movement transactions, foreign exchange processing, IRA rollovers, DRS requests, DWAC’s and wire transfers
- Identifying and escalating issues with Custodians & Brokers to ensure SLA’s are met
- Tracking and tracing
- Processing customer deposit transactions
- Utilizing Netaphor to reactively use alerts to respond to issues
10
Responsibilities For Plant Operations Representative Resume
- Gaining proficiency in additional operational processes as department needs require
- Ensuring a high level of transactional competence
- Ensuring credit exposures are acted upon in a prompt and accurate manner and are promptly followed up
- Adhering to policies and procedures to avoid losses
- Extracting Mail Sorter/Previous Lockbox
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