Dedicated professional with a strong focus on customer service and stakeholder management. Utilises exceptional communication skills to resolve queries and enhance team collaboration. Demonstrates a commitment to accuracy and operational excellence in all tasks.
Engaged with external stakeholders to minimise trade breaks and enhance communication.
Collaborated with team members to achieve target results.
Demonstrated consistent hard work and dedication to achieve results and improve operations.
Engaged with customers to identify needs, providing tailored solutions that improved satisfaction.
Established and nurtured positive working relationships with colleagues and clients.
Managed complaints with calm, clear communication and problem-solving.
Trained and mentored employees to maximise team performance.
Managed project documentation, including initiation, planning, and execution phases, to support successful project delivery.
Exotic Confirmations Associate
The Royal Bank of Scotland Plc
06.2006 - 04.2014
Verified and dispatched confirmations for a wide range of structured cross-product derivatives prepared by the drafting team.
Performed 4-eye check to system bookings and termsheets for outgoing and incoming confirmations, ensuring accuracy, integrity of data, identifying errors and managing resolution and escalation.
Liaised with Front Office and Legal departments to resolve booking, drafting, and ISDA documentation issues, enhancing clarity and compliance.
Initiated reconciliation process for internal equities, addressing major control issue involving approximately 500 trades while managing stakeholder expectations and adhering to deadlines.
Project managed migration of internal equities confirmation process to European Operations Centre, improving operational efficiency and standardisation.
Project managed trade scrub for legacy trades in ABN Amro/RBS system migration.
Performed trade scrub of forward starting trades for risk assessment project.
Responsible for training on all roles within the Exotic Confirmations Team and performing staff reviews.
Responsible for daily and weekly MIS control packs and supervising control calls with Management.
Participated in LEAN project, performing root cause analysis to streamline documentation process.
Education
5 CSEs - English, Mathematics, Geography, Art, History
Skills
ISDA documentation drafting
ISDA definitions expertise
Trade reconciliation
Data accuracy
Query resolution
Root cause identification
Stakeholder management
Team management
Training and development
Problem solving
Customer service excellence
Communication skills
Calm under pressure
Customer service
Custom
References available upon request
Timeline
Futures and Options Trade Support
State Street
02.2015 - 05.2026
Exotic Confirmations Associate
The Royal Bank of Scotland Plc
06.2006 - 04.2014
5 CSEs - English, Mathematics, Geography, Art, History