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BOSTON PRIVATE BANK & TRUST COMPANY - CIF Documentation Specialist Resume Example

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David Garcia
XX XXXXXXXXXX XXX, Revere, MA 02151
XXXXXXXXXXXXXXXXXXXXXXXXXX
Ph: XXXXXXXXXXXX
Professional Summary

Seasoned Documentation Specialist with more than 5 years of experience in fast paced financial services environment. Possess excellent oral and written communication skills, able to handle multiple projects simultaneously and meets deadlines.

Core strengths
  • Database Management
  • Documentation
  • MS Office proficiency
  • Collaborative nature
  • Process Improvement
  • Attentional to detail
Professional Experience
BOSTON PRIVATE BANK & TRUST COMPANY Boston, MA CIF Documentation Specialist Sep 2012Present
  • Maintained the integrity of company policies, procedures, and regulatory requirements to result in full compliance with organizational standard operating procedures.
  • Monitored and followed up on assigned projects and documentation requests.
  • Improved responsiveness of document department by recommending better work flow strategies
  • Worked closely with various business partners within the organization including the Compliance, Legal and other operational departments to identify documentation and training needs to support field line staff.
  • Researched moderately complex business and trust account documentation issues
  • Prepared internal monthly and quarterly monitoring reports
AMERICAN CYBERSYSTEMS, INC Everett, MA Account Documentation Specialist Jan 2011Jan 2012
  • Provided support to account opening, client services and internal business groups in resolving documentation related issues.
  • Collectively responsible for working closely with Canadian & Australian tax authorities in granting tax exemptions.
  • Created excel spreadsheets for tracking and submitting documentation packages to the appropriate custodians
ZERO CHAOS STAFFING Everett, MA HSA Operations Specialist Jan 2010Jan 2011
  • Analyzed incoming Health Savings Account (HSA) documents for further processing and verification in support of both the Research and Customer Identification Processing teams.
  • Processed 300-350 deposits per day for both HSA and US Bank account holders accurately and timely into Flex accounts.
  • Identified frozen accounts, closed accounts, third-party checks, and transactions requiring additional research.
Education
NORTHEASTERN UNIVERSITY Boston, MA BACHELOR OF ARTS: ECONOMICS Jan 2009 ECONOMICS
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Resume Details

This is a real resume for a CIF Documentation Specialist in Revere, Massachusetts with experience working for such companies as Boston Private Bank & Trust Company, American Cybersystems, Inc. This is one of the hundreds of CIF Documentation Specialist resumes available on our site for free. Use these resumes as templates to get help creating the best CIF Documentation Specialist resume.

Previous Companies:

  • BOSTON PRIVATE BANK & TRUST COMPANY
  • AMERICAN CYBERSYSTEMS
  • INC

Previous Job Positions:

  • CIF Documentation Specialist
  • Account Documentation Specialist
  • HSA Operations Specialist

Schools:

  • NORTHEASTERN UNIVERSITY

Level of Education:

  • BACHELOR OF ARTS

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CIF Documentation Sp...

Revere, Massachusetts

Companies Worked For:

BOSTON PRIVATE BANK & TRUST COMPANY, AMERICAN CYBE...

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