Shareese Rodriguez

Candidate Information

Email: rbrighteyes25@gmail.com

Phone: 917-386-4806

Salary Expectation: 70K-75K

Skills: 🔹 Banking & Financial Operations Skills Custody Account Administration Over 15 years of experience handling custody and estate accounts. Proficient in navigating complex estate management processes including document handling, asset transfer, and account reconciliation. Estate Account Management Opened and managed estate and beneficiary accounts. Processed distributions and guided Financial Advisors through the estate process. Income Payments & Reconciliation Created and reviewed dividend, interest, and principal payment records for USD and non-USD assets. Reconciled payments with depositories/sub-custodians using systems like Global Plus (G+P). Investigated discrepancies via Bloomberg, company websites, and paying agents. Wire Transfers Input over 10,000+ Fed & SWIFT wires annually using platforms such as Customer StrataStation, Money Transfer Request System, and Cash Management System. Check Processing Handled a range of check-related tasks such as reversals, stop payments, and check 21 processing. Account Documentation & Compliance Accurately prepared, submitted, and followed up on new account documentation. Ensured client forms were complete and signatures appropriately obtained. 🔹 Client Service & Relationship Management Client Communication & Support Acted as a point of contact for beneficiaries and clients during estate transitions. Provided high-quality support to 12 client service officers daily at BNY Mellon. Financial Advisor Support Assisted Financial Advisors in operational tasks including account openings, documentation, and system navigation. Submitted operational requests on their behalf to streamline client servicing. CRM Usage Regular use of SEIBEL CRM for managing client interactions and tracking service requests. 🔹 Technical & Systems Skills Financial & Banking Systems SEI Trust System: For trust and estate account management. Global Plus (G+P): For tracking income payments, reconciliation, and payment updates. Customer StrataStation, CMS (McGregor): For managing trades and income events. NetX360: Document scanning, indexing, and account processing. Private Workbench: Interface setups for client portfolios. Communication & Productivity Tools Lotus Notes, Microsoft Outlook 2010: For internal and external communications. Microsoft Word & Excel: For reporting, documentation, and data tracking. Citrix (IBM 10 & 19): Remote system access and operations. Windows XP: Basic system navigation and operations. Other Tools Aurelia FTS: Financial transaction system. Remote Deposit Capture (RDC): For scanning and remotely depositing checks. 🔹 Reporting & Documentation Report Generation Produced daily, weekly, and monthly management reports. Generated ad hoc reports based on operational and client service needs. Document Handling & Indexing Scanned and indexed documents using NetX360 and internal banking systems. Managed various forms such as estate paperwork, account documents, and client instructions. 🔹 Training & Education Technical Training 500+ hours of CSS (Client Support System) training. 100+ hours of NetX360 training. 50+ hours in CRM systems. 25+ hours in CMS trading systems. Education Graduate of Global Business Institute, GPA: 3.5.

Current Location: Lithonia, GA

Willing to Relocate?: YES

Relevant Experience: 20

Work Authorization: US

Highlights: ✅ Banking & Financial Expertise
15+ years of experience in custody account administration and estate management.

Proficient in processing income payments (dividends, interest, P&I) for both USD and non-USD assets.

Strong background in wire transfers (Fed & SWIFT), check processing, and account reconciliation.

✅ Client Service & Relationship Management
Experienced in supporting Financial Advisors and beneficiaries through estate processes.

Handled high volumes of client service requests and documentation with accuracy and care.

Skilled in CRM tools (SEIBEL CRM, NetX360) for managing client interactions.

✅ Technical Systems & Tools
Hands-on experience with banking platforms: SEI Trust System, Global Plus, Private Workbench, CMS, Aurelia FTS.

Advanced user of Microsoft Office (Word, Excel), Lotus Notes, and Citrix systems.

Strong document handling and indexing skills using NetX360 and RDC.

✅ Reporting & Compliance
Generated daily, weekly, and monthly operational and management reports.

Ensured compliance in estate documentation, account opening, and client form submissions.

✅ Training & Education
Completed over 675+ hours of professional training across various platforms (CSS, CMS, CRM, NetX360).

Graduated from Global Business Institute with a GPA of 3.5.

Resume: View Resume

Cover Letter: View Cover Letter