Work experience

• Independent Contractor

  Outlier

  2024.12-Current

  (a year)

  • Conduct detailed reviews and rate alternative translations based on a specified reference. • Evaluate the overall quality, accuracy, and naturalness of translated texts. • Provide structured feedback addressing grammar, tone, meaning, and fluency issues. • Adhere to established guidelines to ensure consistency and integrity in evaluations. • Collaborate with clients to understand their specific translation quality expectations.
• Operations Specialist

  Oppenheimer

  2024.06-2025.01

  (8 months)

  • Executed thorough reviews and analyses of DWAC (Deposit/Withdrawal at Custodian) request documentation, ensuring compliance with regulatory standards and internal policies. • Processed, validated, and authorized domestic and international payments, maintaining strict adherence to established procedures. • Managed data entry functions in the PBS (Participant Browser System), ensuring accuracy and integrity of financial records. • Conducted ongoing monitoring and verification of DWAC requests, facilitating timely approvals and processes. • Coordinated with departments to enhance operational efficiency around payment validation and processing timelines.
• Restricted Securities Associate

  American Stock Transfer

  2020.11-2024.06

  (4 years)

  • Managed DWAC transfers to streamline position transfers between brokers, ensuring clear transaction instructions. • Provided exemplary customer service support to brokers and third-party clients, resolving complex inquiries with professionalism. • Offered guidance on securities restrictions, adeptly navigating relevant regulations including the 1933 Securities Act and SEC Rule 144. • Contributed to the preparation of financial statements and reports, ensuring compliance with regulatory requirements. • Engaged in cross-functional collaboration with teams to improve operational process efficiency and elevate overall stakeholder satisfaction.
• Wire Transfer Specialist

  American Stock Transfer

  2018.07-2020.05

  (2 years)

  • Oversaw daily wire transfer operations, ensuring adherence to procedural and regulatory standards. • Processed and authorized both domestic and international payments, maintaining compliance with organizational policies. • Resolved issues related to wire transfer inquiries through effective research and collaboration with internal units. • Utilized Excel to create comprehensive reports on unprocessed payments, providing insights for financial reconciliation. • Facilitated cooperation among cross-functional teams to resolve complex customer issues and enhance satisfaction.
• Call Center Supervisor

  American Stock Transfer

  2018.01-2018.07

  (7 months)

  • Led a team of 10 customer support representatives, ensuring prompt resolution of inquiries via multiple communication channels. • Maintained low escalation rates within the customer service department through effective team management and oversight. • Conducted performance evaluations, identifying improvement opportunities and implementing tailored training programs. • Analyzed customer feedback and service metrics to pinpoint trends and drive enhancements in service delivery.
• Tax Temp

  American Stock Transfer

  2017.11-2018.01

  (3 months)

  • Updated Tax ID Numbers for shareholder accounts using the Bluezone Mainframe application, ensuring precision and compliance. • Collaborated with the Tax Manager to meet IRS regulations, skillfully processing IRS B-Notices and Notices of Levy. • Managed tax provisional and compliance processes, diligently meeting deadlines and maintaining regulatory standards.

Educational experience

• University of Phoenix

  Business

  2025.08-Current

  (5 months)

  Business Degree

Languages