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Persuasive Settlement Officer adept at coordinating with service officers and broker representatives. Efficiently settling the accounts of traders through diligent negotiations and interactions. Specialize in working with all relevant parties to reach a mutually beneficial settlement.
● Substantial knowledge of settlement and confirmation procedures
● Ability to coordinate with local and state agencies regarding transfers
● Strong understanding of the equity derivatives market
● Excellent ability to resolve conflicts in timely orderly manner
● Proficient in MS Office applications
● Well-developed analytical and critical thinking abilities
● Outstanding interpersonal skills
● Prepared edited and presented settlement statements to all relevant parties.
● Coordinated all steps involved with the closing and settlement process.
● Oversaw settlement processes and worked with parties to resolve issues.
● Implemented quality assurance steps to ensure the accuracy of all transactions.
● Reviewed and evaluated loan packages received from various lending institutions.
● Provided support for account management processes and private banking operations.
● Ensured that all settlement processes complied with regulatory guidelines.
● Reconciled banking operations transactions related to settlements.
● Responded to concerns expressed from any of the relevant parties.
● Prepared summaries of all settlement activities.
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