Summary
Extremely motivated and passionate in whatever I choose to do. Strong Interpersonal skills and know how to handle and deal with different kinds of people circumstances. Equally effective working independently, quick learner and in co-operative with others.
Overview
1
1
year of professional experience
Work History
Sr. Transaction Processing Officer
Mphasis
Bengaluru
11.2022 - 03.2024
- Transfer and Establish Standing Instruction (SLOA) using for future transactions Handling transactions of IRA and EFT.
- Using three application to setup profile MYQ, CC and Ondemand.
- MYQ to verify the SLOA, master firm name and number. (CC) Client central- To setup a profile requested by the customer in SLOA. Ondemand-to verify the signature (Ace MYQ, Swiss, IECMS, TDA inbound)
- Adding the bank information, state and federal withholdings on client account.
- Setup Contributions (IN) and Distribution (OUT)
- Processing a transaction for different types of registration accounts like IRA's, Individual,Corporate, living trust, tenants accounts etc.
- Checking properly the beneficiary instruction and processing a transaction and identifying account.
- Restriction and fraudulent transaction for following various steps and scenarios Verifying documentation on file to ensure accuracy.
- Handling tasks and providing a resolution within Turn around Time (TAT).
Education
B COM 72% -
03.2022
PU-63% -
03.2019
Skills
- Conceptual understanding
- Problem Solving
- Time Management
- Deadline Management
- Communication
Timeline
Sr. Transaction Processing Officer - Mphasis
11.2022 - 03.2024
BMS College For Women - B COM 72% ,
BMS PU College For Women - PU-63%,