Marcus resume (2)

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MARCUS D FITZGERALD 99 S Cleveland Ave • Westerville, Ohio 43081 • 614-485-8496 • [email protected] ; SUMMARY OF QUALIFICATIONS Proficient in MS Word, Excel, and PowerPoint, Call Center, willingly able to multi-task, great interpersonal skills, well organized, excellent communication skills, experiences with the general public, cash handling, advanced experience in teamwork environment. EDUCATION Associate - Network System Administration Devry University – March 2014 – Present (Network System Administration Degree) Columbus State Community College --March 2011 – March 2013 Centennial High School--Diploma Awarded 6/6/2002 Software / Computer Applications Proficient Knowledge of Microsoft suite- 2003/2007/2010 (MS Access, MS PowerPoint, Visio, MS Excel). Client Service Protocol (CSX); Info pay; Customer Assist (CA); QA Testing; MyCitrix; Tax port; Rumba (TSO, RSD, TITAN); I-Vault, Customer Assist; Microsoft Share point; Dart; Payment Optimizer; VLS (Vendor Loan System); Stars Instant Image; Avaya CMS; Financial Services Desktop; CSX; IDM Identity Manager; Nice (Call Recording); Department Fire Safety Coordinator VOLUNTEER WORK *YWCA 2014-present– Feeding the homeless citizens once a month *Meals on Wheels 2012- present – Deliver meals to elderly citizens *HashTag Lunchbag 2015 – present – Prepare lunches and pass out to homless citizens once per month *“Make a Wish Foundation” 2014 – present – Planning Committee, Plan ways to generate attention and get others to join the movements, participate in the walks, help raise money *Extrodinary Gentleman 2014 – present – Leadership/Mentor PROFESSIONAL EXPERIENCE JP Morgan Chase 1111 Polaris Pkwy

Transcript of Marcus resume (2)

Page 1: Marcus  resume (2)

MARCUS D FITZGERALD99 S Cleveland Ave • Westerville, Ohio 43081 • 614-485-8496 • [email protected];

SUMMARY OF QUALIFICATIONS

Proficient in MS Word, Excel, and PowerPoint, Call Center, willingly able to multi-task, great interpersonal skills, well organized, excellent communication skills, experiences with the general public, cash handling, advanced experience in teamwork environment.

EDUCATION

Associate - Network System Administration

Devry University – March 2014 – Present (Network System Administration Degree)

Columbus State Community College --March 2011 – March 2013

Centennial High School--Diploma Awarded 6/6/2002

Software / Computer Applications

Proficient Knowledge of Microsoft suite- 2003/2007/2010 (MS Access, MS PowerPoint, Visio, MS Excel).Client Service Protocol (CSX); Info pay; Customer Assist (CA); QA Testing; MyCitrix; Tax port; Rumba (TSO, RSD, TITAN); I-Vault, Customer Assist; Microsoft Share point; Dart; Payment Optimizer; VLS (Vendor Loan System); Stars Instant Image; Avaya CMS; Financial Services Desktop; CSX; IDM Identity Manager; Nice (Call Recording); Department Fire Safety Coordinator

VOLUNTEER WORK

*YWCA 2014-present– Feeding the homeless citizens once a month*Meals on Wheels 2012- present – Deliver meals to elderly citizens*HashTag Lunchbag 2015 – present – Prepare lunches and pass out to homless citizens once per month*“Make a Wish Foundation” 2014 – present – Planning Committee, Plan ways to generate attention and get others to join the movements, participate in the walks, help raise money*Extrodinary Gentleman 2014 – present – Leadership/Mentor

PROFESSIONAL EXPERIENCE

JP Morgan Chase1111 Polaris PkwyColumbus, OH 43240Investment Associate— October 2014 - Present- Provide high quality, high touch service to Chase Private Clients. Responsible for receiving and

reviewing client signed loan documents and the timely submission of the Secured Based Line of Credit loan application.

- Manage daily client transaction and inquiries accurately, within established deadlines and in accordance with firm and business policies and procedures.

- Coordinate and follow through on client requests for account transaction request and services.(i.e., money movement, advances, credit draw down/pay downs, client call back ect)

- Research, follow-up and resolve client inquiries and issues through effective interaction with clients, advisors, operations teams and other staff in a timely and professional manner.

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Account Opening Specialist— December 2012 –October 2014- Initial point of contact for clients wishing to open accounts with the JPMorgan Private Bank

- Close collaboration with clients, Legal and Control teams, and various product areas to complete and execute all required account opening documentation for clients.

- Track and respond to issues and inquiries related to documentation and work with various business ares to resolve complex documentation situations.

- Proactively seek opportunities to provide superior service by suggesting alternative options within established control procedures

- Adherence to Firm, Private Banking and AIG account opening and documentation procedures

- Active participation in User Acceptance Testing, communicate issues and assist in resolution

- Training new hires

Client Service Repersentative— August 2010 – December 2012 - Maintained portfolio of 25 top tier external clients with the Benefit Payment Services - Completion of client directives

- Accurately performed monthly & annual reconciliations for portfolio clients

- General inquiries: address changes, Direct Deposits, Misplaced checks, Tax forms, etc.

- Trained new department staff and maintained training documentation

- Participated in User Acceptance Testing, assisted with system and application validations, and collaborated with Production Support team in resolving customer concerns and issues

- Partnered with the department PMO team in fulfilling portfolio client projects

- Adhered to Service Level Agreement set forth by Senior Management

- Monitored Peer directives & transaction activity for wealth management

Call Center Lead and Trainer May 2008- August 2010- Perform system changes and application comparison- Maintenance of QA procedures, processes, & quality standards - Administer access to the http://www.My Benefit Payment website- Troubleshoot login issues / password resets / new client on boarding- Train new hire & temporary workers

Telephone Banking- Lead, June 2007 – May 2008 - Operate central station directly in connection with making or receiving phone calls- Provide information to customers about the Checking & Savings accounts, Home Loans, Lines of Credit - Customer deposits, withdrawals, transactions, problem solving or evaluating customers eligibility and financial need for loans and grants. - Provided solutions relating to deposits, financial transactions, and problem escalation- Offered bank products for up sales toward monthly sales goal

Master Maintenance6200 Wilcox RoadDublin, OH 43016Night Supervisor - 2011- 2012

- Oversee a team of six custodial engineers- Ensure my team follows OSHA regulations- Perform cleaning duties- Operate a cleaning apparatus

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Old Navy Department Store (seasonal)1345 Polaris Parkway Columbus, Ohio 43240Recovery Specialist; Cashier - 2010-2011

- Floor Assembly- Head Cashier- Night Stock- Offerd credit cards to increase business

Gap Inc Direct, 5990 Meadowview Drive Columbus, Ohio, 43280Customer Support Agent - 2006-2007

- Review online purchase orders made at http://www.gap.com

- Third party verification

- Offer product suggestion torward merchandise selection

References supplied upon request