920 32nd Street, Richmond, CA, USA 94804
510 233-5065, cell 510 604-6060 firstname.lastname@example.org
OBJECTIVE: FINANCIAL CLERICAL POSITION
HIGHLIGHTS OF QUALIFICATIONS:
Computer savvy in a wide variety of systems
Proven ability to deliver quality work within tight deadlines
Good organizational skills, great at details
Securities and banking background
Experienced in both PC and Mac, MS Office, including Excel 4 macros, Claris Impact and
MacFlow for flow/org charts, Adobe Acrobat and HTML editing for intranet implementation,
Quicken 5, FileMaker Pro, Internet email apps including MS Mail, QuickMail, AOL and
Flexible and quick learner: any software, any platform. Computer enthusiast, married to a
Mac guru/network manager, some tech experience, keep current through several Macintosh
Corporate Procedure Writing and Special Projects
Maintained company wide procedures, org charts and job descriptions and published them
in Adobe Acrobat. Converted those procedures to an Intranet. Assisted in conversion
from Microsoft Mail to QuickMail, including design of training presentations, teaching
classes, and after-class support. Worked on departmental presentations during transition
to Equifax division.
Responsible for all aspects of MBS trading operations at World Savings including:
Receiving and inputting information and tracking settlement through the FRB system,
verifying that incoming securities meet trade specs.
Daily balancing and reporting of Fedline II transactions
Analyzing a portfolio of several billion dollars in MBS and communicating that
information to senior management and the trade desk.
Handling trade confirmations and problem resolution.
Software upgrades and technical contact for FRB and other online systems.
Operations for other securities, including derivatives, Treasuries, CDÍs, and Fed Funds.
Daily cash flow analysis.
Full responsibility for the payroll of several hundred unionized employees, many of them
manually calculated. Accounts receivable for a growing retail business, including the
preparation and deposit of mail order receipts.
June 97 - July 02 - JPMORGAN CHASE (H & Q) San Francisco
Restricted Stock Operations Specialist: Rule 144 and Rule 701,
attorney correspondence, stock transfer. Some IRA experience.
11/96 - 6/97 - Innovations Personnel (temp service)
345 California Street, Suite 1750, SF, CA 415-392-4022
recently worked at Hambrecht and Quist brokerage, posting
trades and assisting sales personnel
8/95 - 8/96 - Business Process Analyst Transax-Equifax
P. O. Box 885, Edgbaston HR: 01144-121-252-5176
Birmingham B16 9DH, UK
3/93 - 7/95 - Sen Investment Coord World Savings and Loan
8/88 - 3/93 - Sen Investment Asst World Savings and Loan
2/86 - 8/88 - Investment Asst World Savings and Loan
1901 Harrison, Oakland 94612 510-446-3551
4/85 - 2/86 - Accounting Temp Adecco (formerly Adia)
Personnel Services 2080 Center St, Berkeley 94704 510-849-4413
1984 - 2/85 - Accounts Receivable Williams -Sonoma
Hollis St., Emeryville
1983-1984 - Accounting Temp Kelly Temporary Services
El Cerrito Plaza, El Cerrito 510-526-0826
Management Courses - World Savings
Fedline II Training - Federal Reserve Bank-1991,1995
Computer Systems Testing Seminar - Data-Tech Institute - 1992
History - Pepperdine University, 1970-1973